Business Systems Analyst

Caspian One; Toronto; Hybrid; CAD 110,000 - 170,000; Full time

Job summary

Caspian One is seeking a Lead Business Systems Analyst to join the Wealth Labs Programme, driving a Wealth Technology transformation and an integrated advisor experience across platforms and data sources.

You will bridge business, product, data, and engineering teams, delivering future-state wealth platforms, data workflows, and AI-enabled capabilities to empower advisors with seamless access to information and tools.

Qualifications

• 10+ years of experience as a Business Systems Analyst in wealth management or similar domain.
• Strong understanding of advisor platforms, CRM, portfolio management systems, and data ecosystems.

Responsibilities

• Lead business analysis across a large-scale wealth technology transformation.
• Elicit, analyse, and document business, functional, system, integration, and data requirements.
• Conduct stakeholder workshops and interviews with business and technology teams.
• Map current-state and future-state business processes and data flows.
• Analyse complex application landscapes, system dependencies, and data integrations.
• Define AI-enabled user journeys, workflows, and business capabilities.

Skills

Business analysis

Wealth management domain

Requirements gathering

Process mapping

Stakeholder management

Data analysis

Job description

Lead Business Systems Analyst – Wealth Labs (Wealth Technology Transformation)

Overview:

We are seeking a Lead Business Systems Analyst (BSA) to join the Wealth Labs Programme, a strategic Wealth Technology transformation focused on creating a unified advisor experience across multiple wealth platforms, applications, and data sources. The programme will centralise fragmented workflows into a single digital workspace and introduce AI-powered capabilities that enable advisors to access information, navigate systems, and perform key tasks from one location.

This role sits within a small, cross-functional delivery team and will act as the bridge between business, product, data, architecture, and engineering stakeholders to define the future-state wealth platform and advisor experience.

Key Responsibilities:

• Lead business analysis activities across a large-scale Wealth Technology transformation.
• Elicit, analyse, and document business, functional, system, integration, and data requirements.
• Conduct stakeholder workshops and interviews across business and technology teams.
• Map current-state and future-state business processes.
• Analyse complex application landscapes, system dependencies, integrations, and data flows.
• Perform gap analysis and identify opportunities for process optimisation.
• Define AI-enabled user journeys, workflows, and business capabilities.
• Produce high-quality functional specifications and delivery documentation.
• Support roadmap planning, prioritisation, and implementation activities.
• Provide leadership and structure in ambiguous environments, helping drive decisions and align stakeholders.

Required Experience:

• 10+ years' experience as a Business Systems Analyst, preferably within Wealth Management.
• Deep understanding of the Private Wealth / High-Net-Worth (HNW) domain.
• Strong knowledge of:
• Advisor platforms and desktop applications
• Portfolio management and managed accounts
• Wealth operations and client servicing
• Wealth products and wealth data ecosystems
• CRM, trading, and portfolio management systems
• Proven experience supporting platform modernisation, digital transformation, or enterprise change programmes.
• Strong requirements gathering, process mapping, gap analysis, data analysis, and documentation skills.
• Ability to identify and explain system integrations, data sources, and end-to-end data flows.
• Excellent communication, facilitation, and stakeholder management capabilities.

Experience with one or more of the following is highly desirable:

• Wealth360
• Broadridge
• FIS Investor's Edge
• Book of Record (BoR) platforms

AI & Data Experience:

• Agentic AI, AI agents, intelligent automation, and workflow orchestration.
• Retrieval-Augmented Generation (RAG) and AI-enabled user experiences.
• Defining requirements for AI-assisted workflows and productivity solutions.
• Data mapping, data analysis, and modern data platforms.
• Experience using tools such as GitHub Copilot or similar AI solutions to support analysis and documentation.
• Understanding of AI governance, operationalisation, and responsible AI principles.
• Initial 6-month contract with strong extension potential.
• Hybrid, stakeholder-facing role within a major Wealth Technology transformation programme.