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Job summary

Acts as the primary relationship manager for business partners to develop and implement strategic initiatives and new business opportunities. Owns the solution delivery process by eliciting, analyzing, and documenting business requirements while ensuring alignment with project goals.

Job details

Duration: 12 month contract Must have: 10+ years progressive business analysis/business consulting experience, supporting and leading large/enterprise-wide projects. Knowledge of Portfolio Management and Performance Measurement is a definite advantage Knowledge of systems used by Investment Advisors for Client Account Management, Relationship Management, Financial Planning and Portfolio Management (such as Alladin, Charles River and Broadridge) is a definite advantage Solid problem solving and analytical skills. Ability to multi-task in a multi-faceted role within a high paced environment. Strong relationship management, communication, negotiation, and interpersonal skills. Solid understanding of requirements elicitation, analysis, documentation and management. Experience in large-scale implementations of third-party solutions. Hands-on experience in business process modelling using UML, BPMN or similar techniques. Hands-on experience in identifying, documenting, and communicating data requirements. Knowledge of the project management lifecycle (PMLC) and experience with various applications of the software development lifecycle (Waterfall, Iterative, Agile). Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage. Working knowledge of SQL is a strong asset. Familiarity with business assessment tools (e.g. feasibility studies, business cases, cost/benefit analysis, project sizing and costing) is an asset.10+ years progressive business analysis/business consulting experience, supporting and leading large/enterprise-wide projects. Solid understanding of requirements elicitation, analysis, documentation and management. Ability to apply techniques associated with data and process modeling. Advanced knowledge of the project management lifecycle (PMLC) and experience with various applications of the software development lifecycle (Waterfall, Iterative, Agile). Nice to have: Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage Experience in defining business rules and using UML for visual modeling is a strong advantage Hands-on experience with use cases and user stories is an asset Familiarity with business assessment tools (e.g. feasibility studies, business cases, cost/benefit analysis, project sizing and costing) is an asset. Working knowledge of SQL is an asset. University degree/college diploma Canadian Securities Course or related certification is an asset. Our client… A complex life insurance organization. Responsibilities: Acts as the primary contact/relationship manager for a portfolio of business partners in the development and implementation of strategic directions, new business opportunities, product initiatives, and service developments. Consults with the business to understand its goals and objectives for a specific initiative or project and advises the business on the functionality, applicability, and usability of alternative technology. Responsible for owning the solution to satisfy the business need. Elicits, analysis, documents and manages business and solution requirements. Acts as a primary requirements management contact on projects. Recommends process improvements. Builds relationships and works collaboratively with stakeholders to identify solutions and resolve variance from product/application specifications. Reviews testing documentation and participates in triaging defects to ensure business needs and solution requirements are met.

What you’ll do

Acts as the primary relationship manager for business partners to develop and implement strategic initiatives and new business opportunities. Owns the solution delivery process by eliciting, analyzing, and documenting business requirements while ensuring alignment with project goals.

Requirements

Requires over 10 years of progressive business analysis experience in large-scale enterprise projects, preferably within the wealth management domain. Candidates must possess strong analytical skills and proficiency in project management methodologies, requirements documentation, and data modeling techniques.

Listed skills

• SQL · Preferred
• Agile · Preferred
• Business analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Investment Management
• Portfolio Management
• Performance Measurement
• Requirements Elicitation
• UML
• BPMN
• SQL
• Wealth Management
• Project Management Lifecycle
• Agile
• Waterfall
• Data Requirements
• Business Process Modelling
• Relationship Management
• Strategic Planning

Job areas

• Data & Analytics
• Finance & Accounting
• Technology
• Consulting
• Management & Leadership