Wealth Management Techno Functional Consultant | Senior Manager | Banking Solutions

About Deloitte

Our Purpose

• Deloitte makes an impact that matters.
• Every day we challenge ourselves to do what matters most—for clients, for our people, and for society.
• We serve clients distinctively, bringing innovative insights, solving complex challenges and unlocking sustainable growth.
• We inspire our talented professionals to deliver outstanding value to clients, providing an exceptional career experience and an inclusive and collaborative culture.
• We contribute to society, building confidence and trust in the markets, upholding the integrity of organizations and supporting our communities.
• Our shared values guide the way we behave to make a positive, enduring impact:
• During your tenure as a Senior Manager, you will demonstrate and develop your capabilities in the following areas:
• Act as the primary Wealth Management subject matter expert (SME) across advisory and discretionary portfolio models, client onboarding, KYC, suitability assessments, order management, execution, settlement, corporate actions, performance measurement, and reporting.
• Engage and collaborate with senior client stakeholders such as Wealth Heads, CIOs, COOs, and Product Heads to shape business requirements, validate functional design, and ensure alignment of technology solutions to desired business outcomes.
• Provide functional leadership and guidance across Deloitte delivery teams and client organisations, driving consistent Wealth domain expertise throughout project lifecycles.
• Lead end-to-end business analysis activities for Wealth Management programmes, including requirements elicitation workshops, As-Is and To-Be process mapping, business rules definition, and functional decomposition and prioritisation.
• Translate complex business strategies, regulatory requirements, and operational needs into clear, actionable functional requirements, user stories, acceptance criteria, and detailed functional specifications aligned to Wealth platforms.
• Own, maintain, and govern key functional artefacts such as Business Requirement Documents (BRDs), Functional Requirement Specifications (FRS), user stories, epics, and traceability matrices linking business outcomes to solution components, ensuring requirements quality, completeness, and consistency.
• Lead functional solution design to ensure seamless alignment between business processes, Wealth platforms (e.g., Avaloq, Temenos, Intellect, Finacle Wealth), digital channels, CRM systems, and integration layers.
• Conduct platform fit-gap analysis, document and prioritise gaps, and collaborate closely with Engineering and Integration Leads to ensure functional intent is preserved in technical design and delivery.
• Drive pre-sales activities by leading functional solutioning and business analysis approach definition for RFPs and proposals, including defining functional scope, assumptions, delivery approach, effort estimation, risks, and dependencies; contribute to solution narratives, demo scenarios, and client presentations.
• Act as Functional Design Authority and Business Analysis Lead during delivery, governing requirement change control, scope management, and traceability through build, test, and UAT phases; support UAT planning, execution, and defect triage to ensure delivered solutions meet business objectives, regulatory expectations, and operational readiness.

Leadership Capabilities

• Builds own understanding of our purpose and values; explores opportunities for impact.
• Demonstrates strong commitment to personal learning and development; acts as a brand ambassador to help attract top talent.
• Understands expectations and demonstrates personal accountability for keeping performance on track.
• Actively focuses on developing effective communication and relationship-building skills.
• Understands how their daily work contributes to the priorities of the team and the business.

Qualifications

• 10–15+ years in Wealth Management technology and transformation
• Strong, demonstrable experience playing a Lead Business Analyst role on complex Wealth programmes
• Deep understanding of front-to-back Wealth processes
• Experience working with leading Wealth platforms
• Proven ability to translate complex business needs into executable functional designs
• Strong stakeholder facilitation, documentation, and communication skills
• Willingness to travel