Platform Specialist II, Wealth Operations

ATB Financial; Calgary; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

ATB Financial is hiring a Platform Specialist II in Wealth Operations to bridge business needs with system execution. You will elicit, analyze, and translate business vision into detailed requirements for platforms like Dataphile and Salesforce.

You will perform rigorous system analysis, process mapping, and QA testing to minimize manual workarounds and friction for frontline staff.

Qualifications

• 3–5 years of dedicated experience as a Business Systems Analyst with requirements elicitation.
• Experience in UAT execution, documentation, and bridging business needs with IT.
• Strong understanding of wealth management data architecture and system integrations.
• Familiarity with Agile/Scrum environments and backlog management.

Responsibilities

• Translating vision with Platform Product Specialists into actionable functional/non-functional requirements.
• Analyze and map workflows to identify gaps and design scalable technical solutions.
• Ensure alignment of data mapping and system logic with front-line operations and advisory staff.
• Develop and execute UAT test cases; manage defects before production deployment.
• Create and maintain BRDs, process flows, and release notes for platforms.

Skills

Business analysis

UAT testing

Data-driven thinking

Cross-functional collaboration

Tools

Salesforce

Dataphile

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

• Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
• Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
• Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the Role

Please note: This position has a hybrid work arrangement. On average, this means 1 day on-site per week. Please note that this is subject to change due to business priorities.

As ATB next Platform Specialist II, Wealth Operations - you act as the core Business Systems Analyst within our newly structured Wealth Operations Enablement team. You are the analytical and tactical engine that bridges the gap between business needs and system execution.

Working closely with our Platform Product Specialists, your primary mission is to elicit, analyze, and translate high-level business vision into actionable, detailed system requirements. You possess a deep curiosity for how our wealth management ecosystem functions today (As-Is) and the architectural vision to design how it should function tomorrow (To-Be). By applying rigorous systems analysis, process mapping, and quality assurance testing, you ensure our platforms (Dataphile, Salesforce) are optimized to eliminate manual workarounds and reduce friction for our frontline staff.

Accountabilities

Business Systems Analysis & Requirements Elicitation

• Translating Vision: Partner closely with Platform Product Specialists to gather and translate complex business needs and operational pain points into clear, actionable functional and non-functional system requirements.
• Business Process Engineering: Analyze and map existing business workflows to identify operational gaps and inefficiencies. Break down complex operational tasks into simplified, scalable technical solutions.
• System Alignment & Solution Design: Ensure that the technical specifications, data mapping, and system logic built by our platform and IT teams accurately reflect the day-to-day business realities of our Operations and Advisory staff.

System Execution & Quality Assurance

• User Acceptance Testing (UAT): Develop UAT test cases and execute rigorous testing for all platform releases. Act as the critical gatekeeper for defect management, ensuring system stability and process integrity prior to production deployment.
• Technical Documentation: Create and maintain dynamic system documentation, including business requirements documents (BRDs), process flows, internal control guidelines, and release notes.
• Data-Driven Optimization: Leverage your technical systems proficiency and data analysis skills to identify trends, recommend continuous improvements, and influence efficient process changes.

Stakeholder Management & Technical Liaison

• Cross-Functional Alignment: Connect and cultivate productive working relationships across ATB, acting as a trusted partner to front-line advisors, internal business units, and external vendors.
• Technical Translation: Act as the vital liaison between technical development teams and non-technical business stakeholders, clearly articulating technical constraints, system capabilities, and how upcoming changes will impact the end-user experience.

Skills, Experience & Requirements

• 3–5 years of dedicated experience as a Business Systems Analyst, with a proven track record in requirement elicitation, technical documentation, UAT execution, and bridging the gap between business operations and IT development.
• Advanced proficiency in Salesforce and wealth back-office platforms (e.g., Dataphile). You possess a deep understanding of wealth management data architecture, system integrations, APIs, and workflow logic.
• Demonstrated experience working within an Agile/Scrum environment is essential, equipping you to manage backlog priorities and multiple competing deadlines with agility.
• A curious, critical thinker and systems-oriented problem solver who is compelled to optimize and continuously improve. You are highly comfortable diving into complex data structures and are obsessed with building the future of Wealth Operations.
• Proven ability to work independently under high-pressure situations, delivering strategic project outcomes while skillfully balancing day-to-day operational support.
• Business Analysis certifications are considered an asset.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.