Senior QA/UAT Lead – Wealth Management & Family Office Services*

Toronto, ON Hybrid (2 days per week in-person at Toronto office preferred)

Skills: HP ALM, BFS : Wealth Management, Automated QA - TestComplete

Years Experience: 8-10

Role Descriptions

Senior QA/UAT Lead – Wealth Management & Family Office Services

Role Summary

Seeking a Senior QA/UAT Lead with 15+ years of experience leading end-to-end testing for banking, financial services, wealth management, and family office service platforms. The role will manage QA, UAT, automation, defect governance, and release-readiness activities across business and technology teams. The resume confirms 15+ years of QA experience, including E2E QA, QA Lead, UAT Lead, and Program Lead responsibilities.

Key Responsibilities

Define QA/UAT strategies, test plans, scenarios, traceability matrices, and release sign-off criteria.

Lead functional, integration, regression, API, data, automation, and end-to-end testing.

Manage QA and UAT for wealth management and family office services, including client onboarding, investment and portfolio servicing, account management, reporting, and financial data validation.

Coordinate business testers, SMEs, vendors, and onshore/offshore QA teams.

Manage test data, environment readiness, defect triage, risk mitigation,



executive reporting, and release readiness.

Drive test automation and continuous improvement using approved AI-assisted testing capabilities.

Required Skills

Strong experience as a QA Lead, UAT Lead, or End-to-End Test Lead.

Experience supporting Wealth Management and Family Office Service applications and business processes.

Strong banking and financial services domain knowledge.

Hands-on experience with SQL, API testing, automation, and data validation.

Experience with Katalon, Selenium, Robot Framework, Postman, ReadyAPI, SoapUI, JIRA, HP ALM, GitHub, and Jenkins.

Robust stakeholder management, communication, documentation, and team leadership skills.

Experience working in Agile, Scrum, Kanban, and Waterfall delivery models.

Preferred Qualifications

Bachelor’s or master’s degree in a relevant discipline.

Scrum, SAFe, AWS, or software-testing certification.

Understanding of investment products, portfolio management, client reporting, regulatory compliance, and high-net-worth client servicing.

Thanks & regards,

Lakshmi Bhavani

Apptoza Inc.

Phone: (phone hidden) Ext 4640

Phone: (phone hidden) Ext 1105

Mail id : [email protected]

📌 Senior QA/UAT Lead – Wealth Management & Family Office Services* (Toronto)
🏢 apptoza
📍 Toronto