Associate / Senior Associate, Platform Specialist Wealth, Consumer Banking Group
Core
Bridge between Business, Operations, Product, Technology, Compliance, and Vendors to drive digital transformation, platform enhancements, regulatory compliance, and customer experience improvements across Wealth Management platforms.
Role type
Senior Associate, Platform Management & Business Analysis
Builds
Wealth platform enhancements for Investment Products, Mutual Funds, Equity & Bonds, PMS & AIF, Portfolio Reporting, RM Platforms, and Digital Wealth Journeys
Domain
Consumer Banking / Wealth Management
Required skills
requirement gathering, BRD creation, user story definition, process flow design, release planning, stakeholder management, UAT strategy, defect resolution, production support
Preferred skills
digital transformation, process automation, customer journey optimization
Technologies
none stated
Responsibilities
Manage end-to-end Wealth platform initiatives from requirement gathering through production implementation; Translate business requirements into BRDs, user stories, acceptance criteria, process flows, and release plans; Coordinate with Technology teams to ensure timely and quality delivery; Conduct requirement workshops and impact assessments; Define UAT strategy, test scenarios, and test execution plans; Support production release activities and post-implementation validation
Seniority
Senior Associate, hands-on IC