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Strategic wealth management advisor

Sydney
beBeeSolution
Wealth Management Advisor
Posted: 6 October
Offer description

Business Solutions Professional

We're driving innovation for wealth management and advice organizations worldwide. Our commitment to excellence, our track record of continued successful delivery, and our dedication to product excellence has earned us the trust and partnership of hundreds of leading financial services organizations.

We've invested significantly in transforming our technology stack to deliver a truly immersive and digital experience to the front and back-office.

You'll have the opportunity to influence and contribute to desired outcomes for our clients and make a significant impact

This is a permanent full-time opportunity based in Sydney. You'll be collaborating closely with diverse teams across Australia and UK.

Key Responsibilities:

* Engage professionally with clients (internal and external) to identify and accurately document business objectives and requirements.
* Deliver Business Analysis outputs and ensure requirements map back to business objectives. This covers the entire project lifecycle, through to client acceptance into production.
* Collaborate constantly with Project or Scrum Teams (Developer, Tester, Implementation, Documentation and Training) to ensure accurate mapping to business requirements, test coverage, implementation, documentation including release notes and training requirements are met.
* Provide client support during User Acceptance Testing (UAT) to ensure development meets acceptance criteria.
* Develop business design specifications that document desired outcome of development including SaaS and TaaS and NFR considerations. Designs completed on schedule, within time budget and approved by internal Product Boards and ultimately by the client/s.
* Assist the Product Owner to plan the overall release plan in a way that meets MVP and overall delivery within agreed timeframes.
* Ability to redesign business processes using modern principles.
* Prepare material and provide training and assistance to end-users following implementation.
* Conduct demonstrations of completed enhancements internally and for sponsoring clients

Requirements:

* Tertiary qualifications and/or at least 5 years of experience in the IT or Finance industry as a Business Analyst Detailed knowledge in Superannuation or UK Pension and Wrap systems Experience in participating in the Software Development Lifecycle (SDLC)
* Ability to communicate clearly and concisely ideas, solutions and problems
* Logical and analytical problem investigation and resolution skills
* Experience using Jira and Confluence
* Manage internal and external client expectations
* Able to work in both Waterfall and Agile development environments
* Flexible/hybrid working arrangement
* Employee Assistance Program (EAP)
* Study Assistance Program
* Additional GBST & U day off every year
* Paid parental leave
* Swapping public holidays with a day of significance for you
* Novated car leasing
* Discounted private health insurance
* Instant savings and discounts on major retailers across the country

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