Senior Business Architect — Wealth Management
Lead the design and approval of the target operating model, connecting strategy, business processes, roles, controls, data and technology into one practical blueprint.

Key responsibilities

Plan and facilitate discovery and future-state design sessions with stakeholders

Document current-state variations and identify where standardization or a governed exception is required

Define target capabilities and processes for client onboarding, KYC, account maintenance, portfolio management and trading, client servicing, compliance supervision, reporting, billing and operational workflows

Define process owners, decision rights, controls, service hand-offs and governance forums

Ensure platform decisions follow the approved business model rather than lettingcurrent system limitations dictate the operating model

Partner with the NDEX Functional Lead to convert approved processes into functional requirements, data implications and configuration standards

Support change impact assessment, implementation sequencing and transition planning

Current-state findings and process variation assessment

Target operating model

Business capability and process hierarchy

Process ownership and accountability matrix

Target process maps and key design decisions

Governance and design authority modelChange impact and implementation roadmap

Required qualifications

10+ years in business architecture, operating model design or business transformation

Direct Canadian wealth management experience, ideally with an ICPM, portfolio manager or CIRO-regulated dealer

Demonstrated experience translating business strategy into target processes, controls, accountabilities and implementation roadmaps

Experience with portfolio management, advisor operations,



compliance and acquisition-related process integration

Solid facilitation skills and credibility to constructively challenge senior stakeholders

Preferred

Exposure to NDEX, Salesforce, Portfolio Aid or wealth data platforms (Croesus, D1g1t, Harmony, Addepar, Orion)

Success indicators

Client leaders approve a clear, usable target operating model

Each major process has a defined owner, decision rights and controls

Business requirements are specific enough to guide NDEX design and implementation

Exceptions are explicit and governed rather than embedded informally in local practices

Role purpose

Lead the design and approval of the target operating model, connecting strategy, business processes, roles, controls, data and technology into one practical blueprint.

Key responsibilities

Plan and facilitate discovery and future-state design sessions with stakeholders

Document current-state variations and identify where standardization or a governed exception is required

Define target capabilities and processes for client onboarding, KYC, account maintenance, portfolio management and trading, client servicing, compliance supervision, reporting, billing and operational workflows

Define process owners, decision rights, controls, service hand-offs and governance forums





Ensure platform decisions follow the approved business model rather than lettingcurrent system limitations dictate the operating model

Partner with the NDEX Functional Lead to convert approved processes into functional requirements, data implications and configuration standards

Support change impact assessment, implementation sequencing and transition planning

Deliverables

Current-state findings and process variation assessment

Target operating model

Business capability and process hierarchy

Process ownership and accountability matrix

Target process maps and key design decisions

Governance and design authority model

Change impact and implementation roadmap

Required qualifications

10+ years in business architecture, operating model design or business transformation

Direct Canadian wealth management experience, ideally with an ICPM, portfolio manager or CIRO-regulated dealer

Demonstrated experience translating business strategy into target processes, controls, accountabilities and implementation roadmaps

Experience with portfolio management, advisor operations, compliance and acquisition-related process integration

Strong facilitation skills and credibility to constructively challenge senior stakeholders

Preferred

Exposure to NDEX, Salesforce, Portfolio Aid or wealth data platforms (Croesus, D1g1t, Harmony, Addepar, Orion)

Success indicators

Client leaders approve a clear, usable target operating model

Each major process has a defined owner, decision rights and controls

Business requirements are specific enough to guide NDEX design and implementation

Exceptions are explicit and governed rather than embedded informally in local practices

Disclaimer:
AI may be used in evaluating candidates.
This posting is for an existing vacancy.
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📌 Senior Business Architect — Wealth Management (Ontario)
🏢 S.i. Systems
📍 Ontario