Business Analyst _Wealth

Wipro Technologies; Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

Wipro Limited in Toronto is seeking a Senior Business Systems Analyst with deep Wealth & Investment Management domain expertise to support strategic initiatives across investment products, client onboarding, account servicing, and platform modernization.

You will partner with wealth leaders, financial advisors, product managers, and technology teams to elicit requirements, map data, and deliver compliant, customer-centric solutions that improve advisor and client experiences.

Qualifications

• 8–10 years of experience in Wealth Management or Banking domain.
• Strong BA skills with stakeholder management and requirements elicitation.
• Experience with investment products (GICs, Mutual Funds, ETFs) is a plus.

Responsibilities

• Lead end-to-end BA activities for wealth/investment initiatives.
• Facilitate workshops, interviews, discovery sessions, and requirement gathering.
• Translate business needs into functional specifications and data mappings.

Skills

Wealth Management

Business Analysis

Stakeholder Management

Requirements Elicitation

Data Mapping

Regulatory Compliance

Liaising with Product & Tech

Tools

SAP

Job description

Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com.

Job Description

Senior BSA with Wealth/Investment Management domain expertise, strong understanding of retail investment products (GICs, Mutual Funds, ETFs) and registered accounts (RRSP, TFSA, etc.), along with solid business analysis and stakeholder management capabilities.

Job Description

Wealth Management / Investment Management / Retail Investments Position Overview We are seeking an experienced Senior Business Systems Analyst (BSA) with strong expertise in the Wealth & Investment Management domain to support strategic initiatives across investment products, client onboarding, account servicing, digital transformation, regulatory compliance, and platform modernization. The ideal candidate will possess deep knowledge of retail investment products, including GICs, Mutual Funds, ETFs, Equities, Fixed Income products, and registered investment accounts such as RRSP, TFSA, RESP, RRIF, FHSA, along with strong business analysis, stakeholder management, and requirements elicitation capabilities. The successful candidate will act as a liaison between business stakeholders, product owners, operations, compliance, and technology teams to deliver solutions that enhance advisor and client experiences while meeting regulatory and operational requirements. Key Responsibilities Business Analysis & Requirements Management Lead end-to-end business analysis activities throughout the project lifecycle. Facilitate workshops, stakeholder interviews, discovery sessions, and requirement-gathering activities. Elicit, analyze, validate, and document business requirements. Develop and maintain: Business Requirement Documents (BRDs) Functional Requirement Documents (FRDs) User Stories Process Flows Use Cases Data Mapping Documents Business Rules Documentation Perform gap analysis and impact assessments for new initiatives and enhancements. Translate business requirements into functional and system specifications. Wealth Management Domain Analysis Support initiatives related to: Mutual Funds Exchange-Traded Funds (ETFs) Guaranteed Investment Certificates (GICs) Managed Accounts Registered and Non-Registered Accounts Financial Planning & Advisory Platforms Investment Operations Client Onboarding & Servicing Analyze end-to-end investment product life cycles. Understand and support advisor and client journeys across various wealth platforms. Collaborate with operations teams to optimize account opening, account servicing, transfers, and transaction processing. Stakeholder Management Partner with: Wealth Business Leaders Financial Advisors Product Managers Operations Teams Compliance & Risk Teams Technology Teams Act as the primary point of contact between business and technology stakeholders. Manage stakeholder expectations and facilitate decision-making sessions. Present analysis findings and recommendations to senior leadership. Agile Delivery & Product Management Work closely with Product Owners and Scrum Teams. Develop and refine user stories and acceptance criteria. Participate in: Sprint Planning Backlog Grooming Daily Stand-ups Sprint Reviews Retrospectives Support prioritization of backlog items and release planning. Data Analysis & Systems Integration Analyze source-to-target data mappings

Mandatory Skills: Wealth Management - Banking.Experience: 8-10 Years.The expected compensation for this role ranges from CAD 100000 to CAD 150000 .Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.Wipro is committed to creating an accessible, supportive, and inclusive workplace. Reasonable accommodation will be provided to all applicants including persons with disabilities, throughout the recruitment and selection process. Accommodations must be communicated in advance of the application, where possible, and will be reviewed on an individual basis. Wipro provides equal opportunities to all and values diversity.

Provider

Description

Enabled

SAP as service provider

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Provider

Description

Enabled

YouTube

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