Wealth Management Techno Functional Consultant | Senior Manager | Banking Solutions

About
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 the company 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.

Requirements

• 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

Location
Doha, Riyadh