Business Consultant Wealth Management Platform Implementation

Role Overview
We are seeking an experienced external consultant to support the implementation of a Wealth Management platform across multiple jurisdictions (Luxembourg Switzerland and the UK). The consultant will work as part of a cross-functional project team collaborating closely with business stakeholders IT teams and vendors to ensure successful delivery of the platform in line with regulatory and business requirements.

Key Responsibilities

Project Support: Assist the Project Manager in planning coordinating and executing implementation activities across all regions.
Requirements Analysis: Work with business and technical teams to gather validate and document functional and non-functional requirements. Translate business needs into clear documentation: models diagrams presentations and specifications.
Solution Design & Integration: Provide expertise on Wealth Management processes and platform capabilities; support integration with existing systems.
Testing & Quality Assurance: Coordinate test planning execution and defect resolution to ensure platform stability and compliance.
Stakeholder Communication: Act as a liaison between project teams vendors and business units; ensure clear and timely communication.
Risk & Issue Management: Identify potential risks and issues propose mitigation strategies and escalate as needed.
Regulatory Compliance: Ensure implementation aligns with local regulatory requirements in Luxembourg Switzerland and the UK.
Documentation: Maintain accurate project documentation including status reports meeting minutes and technical specifications.
User Training: Prepare user training materials and guides; assist business users in updating workflows
Vendor Management: Coordinate with vendors to ensure timely delivery aligned with validated requirements

Investment Advisory Service (must)
Execution Only (must)
Discretionary Portfolio Management (DPM) (nice to have

System Knowledge

Avaloq Core Banking System (must)
Aladdin Wealth Platform (huge advantage)
Proven track record in implementing Wealth Management platforms or similar financial systems. Experience implementing Aladdin Wealth especially with Avaloq (advantage)

Regulatory Knowledge

MiFID (Suitability & Appropriateness Costs & Charges Product Governance) (must)
UK and Swiss regulatory requirements for investment services (advantage)

Other Skills

Ability to analyze existing workflows and propose optimized solutions
Strong Project Management experience (must); PM certification (advantage)
Expertise in conceptual modeling and ability to envision solutions
Knowledge of Agile methods and tools (Jira Confluence)
Demonstrated experience in designing and documenting requirements in Agile teams
Excellent verbal and written communication skills with ability to provide concise and constructive responses
Independent proactive and high-quality work standards
Ability to manage complex and ambiguous situations with minimal guidance
Flexibility to handle multiple requirements efficiently

Education & Experience

University degree in Information Technology Mathematics Business Management or equivalent
Relevant experience in Wealth Management platform implementation projects.

KPIs & Success Metrics

Requirements Quality: 100% of business requirements documented validated and approved within agreed timelines
Documentation Quality: All models diagrams and guides delivered with high clarity and usability for end-users
Testing Accuracy: UAT coordination completed with <5% defect leakage post-go-live
Delivery Timeliness: All assigned tasks completed according to project milestones and deadlines

Stakeholder Satisfaction: Positive feedback from project team and business stakeholders (measured via surveys or reviews)
Compliance: Full adherence to MiFID and applicable UK/Swiss regulations in delivered solutions
Vendor Coordination: Timely delivery of vendor outputs with zero critical delays attributable to consultant