BA- Wealth Management

Job#: 3035277

Job Description:

Overview

We are supporting a requirement within Banking Client Wealth Management for a Senior Business Analyst to lead business analysis activities across medium to large initiatives supporting Direct Investing / InvestEase platforms.

This role requires a highly experienced BA who can operate at a lead level, driving requirements strategy, owning Agile delivery support, and acting as a key bridge between business, product, design, and technology teams.

Opportunity Summary

• Lead end-to-end business analysis delivery across complex initiatives
• Operate in a highly Agile, fast-paced environment with evolving requirements
• Partner closely with Product Owners, Strategy, UI/UX, and Engineering teams
• Support client-facing digital applications, primarily web-based platforms
• Provide mentorship to junior BAs and help elevate overall team capability

Key Responsibilities

• Lead full lifecycle requirements delivery, including:Planning and estimationElicitation and stakeholder discoveryAnalysis and documentationOngoing requirements management and support
• Conduct stakeholder analysis to identify impacted groups and define responsibilities
• Facilitate and lead Agile ceremonies, including collaboration with Product Owners
• Drive and facilitate large stakeholder working sessions (15–20+ participants)
• Manage risks, assumptions, and constraints, ensuring clear communication to stakeholders
• Produce high-quality requirements artifacts, including:Business process modelsData requirements and mappingsUser stories and acceptance criteriaNon-functional requirementsStory decomposition and mapping
• Partner with Product, Strategy, and UI/UX teams to design application workflows and UI components
• Support development and QA teams throughout build and testing phases
• Apply advanced traceability and coverage analysis to ensure alignment from scope → requirements → testing → implementation
• Maintain and contribute to Confluence documentation repositories following enterprise standards
• Provide consulting support to business stakeholders on new initiatives
• Mentor and guide junior Business Analysts

Must-Have Qualifications

• 8–10+ years of Business Analysis / Systems Analysis experience within Agile project environments
• Proven experience delivering on medium to large-scale initiatives (>$2M)
• Strong domain experience in:Wealth Management / Brokerage / InvestmentsPersonal Finance (retail wealth vs commercial)
• Demonstrated experience in:Requirements gathering, analysis, and documentationLeading Agile ceremonies and supporting delivery teamsWorking on client-facing web applications, ideally within a large financial institution
• Advanced skills across:Business process modelingData analysis and mappingUser story creation, decomposition, and story mappingDefining acceptance and evaluation criteriaNon-functional requirements documentation
• Strong tools experience:JIRA / ConfluenceVisioExcel / PowerPoint / WordMural / Figma
• Excellent communication and stakeholder management skillsAbility to facilitate large, cross-functional discussionsComfortable working across both business and technical teams

Nice-to-Have Qualifications

• RBC BA/BSA Curriculum Certification
• Master’s Certificate in Business Analysis
• Experience with enterprise-scale and mobile initiatives
• API testing experience using Postman
• Knowledge of Accessibility standards (AODA, WCAG

Targeted Rate: $70-$80/h

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.