Wealth Tech Business Analyst — Hybrid | Sydney/Melbourne

Project Pathway Recruitment; Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Job summary

Project Pathway Recruitment is seeking a Business Analyst for a leading wealth and investment organisation in Melbourne. You will gather requirements, map processes, and translate needs into clear documentation to support digital uplift and regulatory change.

You will work with stakeholders across wealth, payments, and advisory workflows, documenting user stories, acceptance criteria, and test artifacts, while ensuring solutions are scalable and compliant in a fast-paced delivery environment.

Qualifications

• Experience in gathering business requirements and translating them into functional specifications.
• Strong ability to map as-is and to-be processes in wealth/financial services.
• Proven track record of collaborating with business, product, and technology teams.
• Experience documenting user stories, use cases, acceptance criteria, and process artifacts.
• Exposure to regulatory changes, payments workflows, and advisory processes is preferred.
• Understanding of wealth products, adviser-facing workflows, and client experiences.
• Detail-oriented, proactive, and capable of working in a fast-paced environment.

Responsibilities

• Engage business, product, and technology stakeholders to understand needs and translate them into clear functional and non-functional requirements
• Map existing processes across wealth, payments, and operational workflows, identifying gaps, risks, and improvement opportunities
• Document user stories, use cases, acceptance criteria, and process artefacts to support delivery
• Collaborate with engineering, product, and platform teams to validate designs, clarify requirements, and ensure alignment with architecture and compliance obligations
• Support system testing, defect triage, and user acceptance testing
• Contribute to change impact assessments, training material, and implementation activities
• Assist in uplift initiatives across data, reporting, digital forms, payments processing, and adviser/client experience

Skills

Requirements gathering

Process mapping

Stakeholder engagement

User stories

Regulatory/compliance

Wealth management domain

Analytical thinking

Job description

Project Pathway Recruitment is seeking a Business Analyst for a leading wealth and investment organisation in Melbourne. You will gather requirements, map processes, and translate needs into clear documentation to support digital uplift and regulatory change.

You will work with stakeholders across wealth, payments, and advisory workflows, documenting user stories, acceptance criteria, and test artifacts, while ensuring solutions are scalable and compliant in a fast-paced delivery environment.