Principal Consultant / Business Tech Analyst - Wealth Man

Consult; Greater London; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Consult seeks a highly experienced Principal Consultant / Senior Business Technology Analyst to join a major Wealth Management transformation programme in the UK. This senior, hands-on role blends business analysis with technology delivery and programme leadership to shape complex requirements and drive delivery across cross-functional teams.

You will work with senior stakeholders, architects, engineers, and business leaders to autonomously solve problems and maintain momentum in a fast-paced

Qualifications

• Extensive experience delivering complex business and technology change in Wealth Management / Financial Services.
• Background as a Principal Consultant, Senior Business Analyst, or similar delivery-lead role.
• Strong experience with regulatory change, remediation, or large-scale transformation programmes.

Responsibilities

• Translate business objectives into clear, delivery-ready technology requirements.
• Produce business requirements, user stories, acceptance criteria, and process documentation.
• Build and maintain delivery plans, milestones, dependencies, risks, and decision logs.
• Manage cross-functional dependencies across business, data, engineering, and platform teams.
• Facilitate workshops with senior stakeholders across business, technology, risk, and compliance functions.
• Identify and resolve delivery challenges while maintaining programme momentum.
• Provide reporting, governance updates, and risk management support.
• Work with internal teams and external partners to deliver business outcomes.

Skills

Business analysis

Regulatory knowledge

Stakeholder management

Programme delivery

Requirements gathering

Transformation

Tools

Salesforce

SQL

Snowflake

Job description

Inside IR35, Wealth Management, Principal Consultant, Senior Business Technology Analyst, Financial Services Transformation, Technology Delivery Lead, Principal Consultant, Senior Business Analyst, Transformation Consultant, Financial Services, Wealth Management, Regulatory Change, CRM, Programme Delivery, Business Analysis, Data Transformation.

We are seeking a highly experienced Principal Consultant / Senior Business Technology Analyst to join a major financial services transformation programme. This is a senior, hands-on role combining business analysis, technology delivery, and programme leadership. You will work closely with business and technology stakeholders to shape complex requirements, drive delivery, manage dependencies, and ensure successful outcomes across multiple strategic initiatives. You will be a senior, hands-on delivery professional who combines strong business analysis skills with proven programme delivery capability. Comfortable working with senior stakeholders, architects, engineers, and business leaders, you will be able to operate autonomously, solve complex problems, and drive results in a fast-paced transformation environment.

Key Responsibilities

• Translate business objectives into clear, delivery-ready technology requirements.
• Produce business requirements, user stories, acceptance criteria, and process documentation.
• Build and maintain delivery plans, milestones, dependencies, risks, and decision logs.
• Manage cross-functional dependencies across business, data, engineering, and platform teams.
• Facilitate workshops and engage senior stakeholders across business, technology, risk, and compliance functions.
• Identify and resolve delivery challenges while maintaining programme momentum.
• Provide clear reporting, governance updates, and risk management support.
• Work alongside internal teams and external partners to deliver business outcomes.

Essential Experience

• Extensive experience delivering complex business and technology change within Wealth Management / Financial Services.
• Experience
• Background as a Principal Consultant, Senior Business Analyst, Technology Delivery Lead, Programme Manager, or similar role.
• Strong experience in regulatory, remediation, or large-scale transformation programmes.
• Proven ability to shape ambiguous problems and drive delivery across multiple stakeholders.
• Expertise in requirements gathering, business analysis, planning, governance, and dependency management.
• Strong stakeholder management skills across business and technology functions.
• Understanding of data platforms, integrations, APIs, and enterprise technology environments.
• Knowledge of Wealth Management, Asset Management, or Investment Management.

Desirable Experience

• Financial services consulting background.
• Experience with regulatory change, customer outcomes, or conduct risk programmes.
• Salesforce programme experience.
• Knowledge of cloud-based data platforms, Snowflake and SQL.
• Portfolio Management.
• Experience working within complex multi-vendor delivery environments.