Rothstein Recruitment
Senior Business Analyst - CLM Transformation - Private Banking/Wealth Management
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Senior Business Analyst - CLM Transformation - Private Banking/Wealth Management
A leading Wealth Manager is seeking an experienced Senior Business Analyst to join a strategic transformation programme replacing its Client Recordkeeping Management System. This role is ideally suited to a Business Analyst with a management consulting background (Big 4 or equivalent) who has delivered transformation projects within wealth management, private banking or investment management. You'll work closely with senior stakeholders across the business, helping shape future operating models, optimise business processes and ensure the successful delivery of a critical business and technology change initiative. We're looking for someone who combines strong consulting skills with deep business analysis expertise and can confidently engage senior stakeholders while driving complex change programmes from requirements through to implementation.
This role offers the opportunity to:
- Join a high-profile transformation programme within a leading wealth management business.
- Play a key role in redesigning business processes and implementing a new Client Recordkeeping Management System.
- Partner with senior stakeholders across Operations, Front Office, Technology, Risk, Compliance and Change.
- Influence future operating models and help shape strategic business transformation.
- Apply your consulting expertise within a collaborative, delivery-focused environment.
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Main Responsibilities:
- Lead business analysis activities across the implementation of a new Client Recordkeeping Management System.
- Assess current operating models, business processes and governance frameworks, identifying opportunities for improvement and optimisation.
- Conduct detailed impact assessments across business, operations, technology and regulatory functions.
- Gather, challenge and document business requirements, ensuring alignment with strategic objectives and target operating models.
- Facilitate workshops with senior stakeholders to define future-state processes and business solutions.
- Produce high-quality documentation including business requirements, process maps, operating models, solution designs, governance documentation and implementation plans.
- Analyse business processes, identify operational inefficiencies and recommend scalable, sustainable improvements.
- Work closely with project managers, technology teams and business leaders to support successful delivery and business adoption.
- Present recommendations, business cases and progress updates to senior management and project governance committees.
Main Requirements:
- Proven experience as a Senior Business Analyst delivering client lifecycle management (CLM), client onboarding, CRM or client recordkeeping transformation projects.
- Previous experience within a Big 4 consultancy or leading management consulting firm (or equivalent) is essential.
- Strong experience working with Wealth Management, Private Banking or Investment Management clients, with a solid understanding of front-to-back operating models and business processes.
- Demonstrable experience in operating model design, process optimisation, business process re-engineering and organisational change.
- Experience supporting enterprise-wide systems implementations, ideally involving client lifecycle management, client onboarding or recordkeeping platforms.
- Excellent requirements gathering, process mapping and stakeholder management skills.
- Strong analytical mindset with the ability to translate complex business problems into practical, business-focused solutions.
- Confident working with senior executives and presenting recommendations to governance forums and steering committees.
- Advanced Microsoft Excel and PowerPoint skills.
- Ability to work independently, manage competing priorities and deliver high-quality outputs within a fast-paced project environment.
- Experience working on client lifecycle management (CLM), client onboarding, CRM or client recordkeeping transformation projects.
- Familiarity with operating model design, TOM implementation or regulatory change programmes within financial services.
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