Senior Business Analyst - WealthTech Implementations

OneVest; Toronto; Hybrid; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Health & Vision

Dental

Equity

Vacation 4 weeks

Hybrid work environment

Job summary

OneVest is seeking a Senior Business Analyst to join its Implementation team across Canada. You will collaborate with customers and internal teams to understand business objectives, gather requirements, and deliver optimal solutions that map to OneVest products.

You will drive discovery sessions, perform data analysis and mapping, configure workflows, and mentor junior analysts while ensuring high-quality outcomes for complex customer projects.

Qualifications

• Post-secondary education in Business Administration, Operations, Engineering, Computer Science, or similar.
• 7+ years experience as a Business Analyst in Fintech, Consulting in Financial Services, or Wealth Management, or similar.
• Experience Configuring SaaS platforms based on customer needs and data availability.
• Knowledge of how a Wealth Management firm operates from front to back office.
• Experience in technical scope documentation and solution configuration for B2B customers.
• Proficiency in metadata and data dictionary management with CSV/JSON and spreadsheets.

Responsibilities

• Engage in project mobilization with Presales and Solutions Architects.
• Capture and validate client implementation requirements for configurations.
• Collaborate with cross-functional teams to analyze requirements and develop solutions.
• Create a process engineering plan to align customer processes to OV products.
• Analyze and map customer data to the OneVest data dictionary and expand it as needed.
• Set up organization structures, user roles, and permissions for customers.
• Perform functional testing and support QA and user acceptance testing.
• Provide customer demos and gather feedback for hand-off.
• Support ongoing project management and risk mitigation across multiple projects.
• Act as SME for customers from kickoff to launch.
• Identify and document change requests during change management.
• Lead end-user training and train-the-trainer sessions.
• Facilitate smooth transition from implementation to business as usual.

Skills

Stakeholder management

Requirements gathering

SQL/data mapping

Process engineering

Data analysis

SaaS experience

B2B fintech knowledge

Education

Post-secondary education in Business/Engineering/CS

Tools

CSV/JSON data handling

Excel/Google Sheets

Familiarity with BI tools

Job description

OneVest is seeking a Senior Business Analyst to join its Implementation team across Canada. You will collaborate with customers and internal teams to understand business objectives, gather requirements, and deliver optimal solutions that map to OneVest products.

You will drive discovery sessions, perform data analysis and mapping, configure workflows, and mentor junior analysts while ensuring high-quality outcomes for complex customer projects.