Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid[...]

VirtueTech Recruitment Group; London; Hybrid; GBP 120,000; Full time

Job summary

A leading recruitment group is seeking a Business Analyst specializing in Wealth Management for a greenfield Salesforce implementation project. The role involves analyzing business requirements, facilitating stakeholder meetings, and ensuring successful implementation of change. The ideal candidate will have established expertise in Salesforce along with strong visualisation and agile delivery skills, contributing to a transformative digital onboarding journey.

Qualifications

• Experience implementing Salesforce in wealth management.
• Proficiency in visualisation tools such as Visio, Draw.io, Miro.
• Experience in Agile delivery teams using Scrum or Kanban.

Responsibilities

• Document and explain business requirements based on project objectives.
• Lead meetings and workshops, presenting to key stakeholders.
• Support operational readiness activities to ensure successful change.

Skills

Salesforce

Data Analysis

Stakeholder Communication

Agile Methodologies

Tools

Visio

Draw.io

Miro

Job description

Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid, LDN |

Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid, LDN |

2 days ago Be among the first 25 applicants

Direct message the job poster from VirtueTech Recruitment Group

Creating a network of niche talent in Energy and Commodities

Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid, LDN |

Business Analyst with extensive experience in Salesforce is required for a Wealth Management house. With their continued growth and onboarding new clients, they now aim to deliver an external Digital Onboarding journey for their clients. This BA will work within the Change Team on the full Project lifecycle covering business requirements analysis, functional specification of changes, testing as required and support of UAT.

As the Business Analyst, you will be needed to deliver Change to a high standard, in particular giving consideration to Business Readiness and Go Live implementation. As well as translating user requirements into recognised documentation formats, including specifications, user stories, workflows, and secure stakeholder signoffs. As a Business Analyst you should also draw on your previous experience within the Salesforce tech stack to demonstrate good Business Analyst outcomes and deliverables.

Details for the Business analyst :

This role can pay up to £120,000

3 days per week in the office

Based in Liverpool Street

Salesforce knowledge/implementation, Jira and Confluence, Proficiencies in/but not limited to Visio, Draw.io, Miro. Scrum or Kanban experience.

Knowledge Requirements: Strong experience in Wealth / Asset / Investment Management, understanding the processes, workflow and deal lifecycle

Responsibilities of this Business Analyst with specific experience include carrying out data analysis by identifying sources, gap analysis, requirements for migration and integration to new or existing systems. In turn drive evaluation of complex workflows and processes through advanced visualisation and stakeholder communication, ensuring alignment with organisational goals and compliance or regulatory standards.

Key responsibilities required for the Business Analyst include:

• Capture, define, prioritise, document and explain business requirements based on project or business objectives and outcomes.
• Lead and facilitate meetings and workshops and confidently present to key stakeholders.
• Identify operational impacts and support operational readiness activities to ensure change is embedded successfully.
• Work with development teams to ensure business requirements are successfully translated into technical requirements.
• Work in alignment with testing colleagues to define test scope and strategy and support with test execution where required

Essential experience of the Business Analyst include:

• Experience implementing Salesforce in a wealth / asset / investment management firm.
• Proficiency in visualisation tools such as Visio, Draw.io, Miro to document business processes and client journeys.
• Experience working in Agile delivery teams using Scrum or Kanban, including participation in different Scrum ceremonies.
• Proven ability to facilitate stakeholders in drawing out clear and unambiguous requirements.

If you would like to apply, please send your latest CV to this post or directly to [e-mail]

Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid, LDN |

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology and Finance

• Industries

  Information Services and Financial Services

Referrals increase your chances of interviewing at VirtueTech Recruitment Group by 2x

Get notified about new Business Analyst jobs in London Area, United Kingdom.

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 months ago

Business Operations | Analyst/Associate | London

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 day ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 month ago

City Of London, England, United Kingdom £95.00-£100.00 4 days ago

Greater London, England, United Kingdom 4 days ago

London, England, United Kingdom 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.