Business Analyst - Non-IT - 3

Location Address: HYBRID
Contract Duration: 6 months
Extension: Possible

Project: The Total Wealth Solutions Lead is accountable for working with cross-functional business and development teams globally to define and implement solutions and capabilities for Total Wealth teams. In this role, you will collaborate closely and report directly to the Senior Manager, Total Wealth Solutions, and be accountable for the enablement of delivering Total Wealth to our clients and improving the advisor experience. This is a demanding hands-on and strategic role which requires the incumbent to have a strong interest and ability to learn about the financial services sector, emerging digital trends in the Wealth Management industry, and has in-depth experience collaborating with international teams, especially in the Pacific Alliance, Central America & Caribbean regions. This role will be focused on the acceleration of IWM’s transformation, particularly on advisor-facing platforms and applications such as Salesforce, investment and financial planning, amongst others.

Must Haves Skills:

1. 5-7 years of relevant work experience is required.
2. Demonstrated knowledge of product or technology development cycle.
3. Success in contributing to the delivery of complex business initiatives in a collaborative, cross-functional team.
4. Ability to achieve strategic goals in a dynamic environment, managing timelines and dependencies across multiple teams.
5. Ability to develop strong working relationships with business and technology partners globally.

Nice to Have Skills:

1. Experience in project delivery, digital transformation, or strategic sales support – is an asset.
2. Bilingual English Spanish strongly preferred.

Soft Skills:

1. Critical thinking skills, using logic and reasoning to evaluate alternative solutions, streamline processes and workflows, summarize conclusions and approaches to improve results and mitigate risks.
2. A high degree of flexibility is required to adapt to a wide variety of tasks and functions.

Education:

1. Bachelor's degree is required. Business, management, engineering, or a related discipline is preferred. Master’s degree is an asset.

Working conditions:

Work in a Hybrid-based environment; non-standard hours are not a common occurrence.