BA - Wealth Management

Job#: 3032444

Job Description:

Business Analyst/ Business Systems Analyst - Wealth Management Technology

Job Description

We are looking for an experienced IT business analyst/consultant to join Wealth Management Technology team at BMO, Technology & Operations. As a member of a multi-functional team, you will primarily be responsible for defining business requirements and collaborating with product team to establish solution scopes, test technical feasibility, and resolve business issues that arise during development.

Candidate we are looking for also has a combination of following skills, experience and mindset:

Project/Program engagement

· Acts as the prime subject matter expert for internal/external stakeholders.

· Facilitates discussions and follows a disciplined approach to plan, elicit, analyze, document, communicate, and manage business requirements with stakeholders; applies a variety of elicitation techniques to probe, challenge, and understand requirements.

· Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

· Collaborates with various stakeholders to understand problems and opportunities, to facilitate the organization's goals by understanding business vision, objectives, and key performance indicators.

· Acts as a consultant to business partners in collaboration with the project team in strategy and planning sessions (, annual and multi-year plans), reviews, or inspections to ensure the quality of work products.

· Aligns technology requirements and solutions to a real business need, meets essential quality standards, and ensures approval by all relevant stakeholders.

· Assesses the quality of supporting documentation, including solution architecture documents, technical design documents, test strategy document documents, to ensure proper analysis supports, recommendations or demonstrate continued alignment to strategic objectives.

· Collaborates closely with product owner to refine and prioritize the product backlog, ensuring user stories and acceptance criteria accurately reflect business objectives. Also works closely with members of the agile squad, business, and technology teams throughout the software development life cycle to ensure solutions align with business needs and participates in system testing, UAT and validation of new features or enhancements.

· Promotes new processes and methodologies, emerging technologies, and agile, and aligns to the unique project team requirements.

Strategic & Analytical Leadership

· Driving IT strategy by analyzing business processes, systems, and providing actionable insights.

· Leading problem resolution and conducting root-cause analysis for complex issues.

· Thought leadership in tech trends, regulatory changes, and emerging technologies.

· You act like an owner: You thrive when you are empowered to take the lead, go above and beyond, and deliver results. Customers come first.

· You embrace and champion change: You will continuously evolve your thinking, approach, and the way you work in order to deliver your best and exceed our clients’ expectations.

Collaboration and Communication

· Building strong relationships with internal and external stakeholders.

· Communicates and engages across stakeholder groups during construction and delivery of solutions.

· Communicates technical strategies and changes clearly to both technical teams and business groups.

Specific Industry Knowledge

· Wealth Management Domain Expertise

· Understanding of financial planning, investment advisory and portfolio management.

· Familiarity with client segmentation (, HNW, UHNW clients).

· Knowledge of product offerings such as equities, fixed income, mutual funds, alternative investments, separately managed accounts (SMAs) etc.

· Knowledge of banking regulations, awareness of compliance and KYC/AML processes in wealth management.

· Understanding of how wealth services integrate within the broader banking ecosystem.

· Knowledge of industry platforms (, Salesforce Financial Services Cloud, Morningstar, Charles River, Broadridge etc.).

· Familiarity with CRM, financial planning software, reporting engines, and digital advisory platforms.

· Understanding of digital client onboarding, client portals, and secure mobile experiences.

Hybrid work arrangement: The candidate is expected to work on-site at our downtown Toronto, ON location 2 days a week, with occasional additional day(s), as required.

Skills and Qualifications

Soft Skills

· Ownership mindset, strong analytical capabilities and a passion for problem-solving and adapting to change.

· Demonstrates transparency and willingness to share knowledge and best practices.

· Displays acumen with technical concepts and business/industry knowledge with a strong desire for continuous learning.

· Can-do attitude. Persists in driving towards the end goal by self and leading the team.

· Awareness of critical path amidst changing priorities.

· Ability to work under pressure, manage ambiguity and tight deadlines.

· Willingness to ask questions, challenge the process and seek out answers.

· Ability to assimilate lots of detailed information effectively.

· Excellent time management, organizational and prioritization skills.

· Works independently with great resourcefulness and little guidance and can work with ambiguity.

Qualifications

· 8+ years of relevant experience, preferably within capital markets, wealth management, asset management or investment operations, and a post-secondary degree in business, finance, and/or computer science. MBA is an asset.

· Expert: Ability to work independently and take ownership of deliverables in a fast-paced and evolving environment.

· Expert: Agile methodologies and tools (Scrum, JIRA, Confluence, SharePoint).

· Expert: Ability to write clear and concise user stories, acceptance criteria and process flows.

· Expert: Ability to analyze complex data and provide actionable insight to help drive business decisions

· Expert: Business strategy and assessments (, feasibility studies, business cases and/or cost/benefit, project sizing and costing, and current state analysis/needs assessments).

· Expert: Highly effective communicator. Excellent listening and communication skills, with proficiency in English (French is a bonus).

· Expert: Collaboration & teamwork skills with a focus on cross-group collaboration.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Benefits Overview: In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.