Business Analyst – Wealth Management & AI

Role: Business Analyst Wealth Management & AI

Location: Toronto ON

Mode: contract

Role Summary

We are seeking a Business Analyst with strong Wealth Management domain expertise and hands on exposure to AI/Advanced Analytics to support digital transformation initiatives across investment advisory portfolio management client onboarding and servicing platforms. The role will bridge business data and technology teams translating wealth business needs into scalable AI enabled solutions while ensuring regulatory compliance and superior client experience.

Key Responsibilities

Wealth Management Business Analysis

• Elicit and document business requirements across Wealth Management domains including:
• Investment advisory & portfolio management
• Client onboarding & KYC
• CRM & relationship management
• Trading performance reporting and risk profiling
• Analyze front office middle office and back office wealth processes and identify optimization opportunities.
• Develop business cases functional specifications and user stories aligned with Agile/Scrum delivery models.
• Partner with Product Owners to prioritize features and manage backlog based on business value.

AI & Data Driven Enablement

• Identify and define business use cases for AI/ML/GenAI within Wealth Management such as:
• Client personalization & next best action
• Portfolio insights & predictive analytics
• Intelligent client servicing & virtual assistants
• Operational efficiency and automation
• Translate AI concepts into clear functional requirements success metrics and KPIs.
• Support model explainability outcome interpretation and adoption from a business and regulatory perspective.
• Collaborate with Data Scientists and Engineers to validate data inputs assumptions and outputs.

Stakeholder & Delivery Management

• Act as a liaison between Wealth business stakeholders technology teams data teams and compliance.
• Support UAT planning test case definition validation and go live readiness.
• Ensure solutions align with regulatory risk privacy and governance requirements.
• Produce executive ready documentation dashboards and status updates.

Required Skills & Experience

Domain & Functional

• 6 years of Business Analysis experience with strong exposure to Wealth Management.
• Solid understanding of:
• Investment products (mutual funds ETFs equities fixed income)
• Portfolio construction & performance metrics
• Client lifecycle management
• Experience working with Agile delivery (Scrum/Kanban).

AI Analytics & Technology

• Working knowledge of AI/ML/GenAI concepts and their application in financial services.
• Experience gathering requirements for data driven analytics or AI enabled solutions.
• Understanding of data platforms dashboards and analytics tools (e.g. SQL BI tools).
• Familiarity with cloud based platforms and modern digital architectures is a plus.

Regulatory & Risk Awareness

• Awareness of Wealth Management regulations data privacy and compliance considerations.
• Ability to factor explainability auditability and ethical AI considerations into requirements.

Soft Skills

• Excellent stakeholder communication and facilitation skills.
• Strong analytical problem solving and documentation abilities.
• Comfortable working in client facing multi-vendor global delivery environments.

Education & Certifications

Bachelors degree in Finance Business Technology or related field.

Preferred (but not mandatory):

CBAP / CCBA

Agile certifications

AI Data Analytics or Financial Services certifications

Nice to Have

Experience in large banks or wealth firms.

Exposure to AI governance model risk or responsible AI frameworks.

Experience supporting transformation programs or platform modernization initiatives.