About the role
Lead Business Systems Analyst – Wealth Labs (Wealth Technology Transformation)
Overview: We are seeking a Lead Business Systems Analyst (BSA) to join the Wealth Labs Programme, a strategic Wealth Technology transformation focused on creating a unified advisor experience across multiple wealth platforms, applications, and data sources. The programme will centralise fragmented workflows into a single digital workspace and introduce AI-powered capabilities that enable advisors to access information, navigate systems, and perform key tasks from one location. This role sits within a small, cross-functional delivery team and will act as the bridge between business, product, data, architecture, and engineering stakeholders to define the future-state wealth platform and advisor experience.
Key Responsibilities: Lead business analysis activities across a large-scale Wealth Technology transformation. Elicit, analyse, and document business, functional, system, integration, and data requirements. Conduct stakeholder workshops and interviews across business and technology teams. Map current-state and future-state business processes. Analyse complex application landscapes, system dependencies, integrations, and data flows. Perform gap analysis and identify opportunities for process optimisation. Define AI-enabled user journeys, workflows, and business capabilities. Produce high-quality functional specifications and delivery documentation. Support roadmap planning, prioritisation, and implementation activities. Provide leadership and structure in ambiguous environments, helping drive decisions and align stakeholders.
Required Experience: 10+ years' experience as a Business Systems Analyst, preferably within Wealth Management. Deep understanding of the Private Wealth / High-Net-Worth (HNW) domain. Strong knowledge of: Advisor platforms and desktop applications Portfolio management and managed accounts Wealth operations and client servicing Wealth products and wealth data ecosystems CRM, trading, and portfolio management systems Proven experience supporting platform modernisation, digital transformation, or enterprise change programmes. Strong requirements gathering, process mapping, gap analysis, data analysis, and documentation skills. Ability to identify and explain system integrations, data sources, and end-to-end data flows. Excellent communication, facilitation, and stakeholder management capabilities.
Wealth Platforms & Technology -
Experience with one or more of the following is highly desirable: Wealth360 Broadridge FIS Investor's Edge Book of Record (BoR) platforms
AI & Data Experience: Agentic AI, AI agents, intelligent automation, and workflow orchestration. Retrieval-Augmented Generation (RAG) and AI-enabled user experiences. Defining requirements for AI-assisted workflows and productivity solutions. Data mapping, data analysis, and modern data platforms. Experience using tools such as GitHub Copilot or similar AI solutions to support analysis and documentation. Understanding of AI governance, operationalisation, and responsible AI principles.
Contract Details: Initial 6-month contract with strong extension potential. Senior/Lead-level engagement. Hybrid, stakeholder-facing role within a major Wealth Technology transformation programme.
About Caspian One
Caspian One are an international professional services company. We solve technology-driven, resource-based and project-delivery challenges that demand speed, scale and commercial flexibility. Empowering individuals and organisations to optimise their full potential.
Put simply – we deploy specialist resources and niche technology teams to deliver projects in ways that best suit the needs of our clients. These SMEs are working to decommission, migrate, build, and implement tech that gives our clients the competitive edge.
We offer three distinct but integrated services: Resource Augmentation, Specialist Skills Acquisition, and Managed Outcomes - blending the best technical expertise with execution excellence.
In Financial Services technology, Caspian One is known for agility, market insight, and integrity. Successes can be linked to our hybrid delivery models and deep foundations formed over two decades at Investment Banks, Hedge Funds, Prop Trading Firms and Crypto clients. Across North America, USA, UK, EMEA, APAC.
Most profound expertise:
• Front Office Technology, • Complex Trading, • Data & Analytics, • Application Development, • Infrastructure, • Cyber Security, • and Change Management.
Within Broadcast Media our teams play a pivotal role in modernising the industry, supporting system integrations, tech transformations, and new platform development - while adeptly navigating the challenges of mission-critical system upgrades and technology transitions. We service over 150 global clients, including broadcasters, telcos, content owners, service providers and technology manufacturers. Join us at linkedin.com/caspian-one-broadcast-media
Central to our success is a vibrant company culture in which diversity of thought, accountability, and authentic experiences are valued. A culture that not only drives our internal operations but also shapes engagements with clients - the embodiment of professionalism, teamwork, and recognised specialism.
Similar Jobs
About the role
Lead Business Systems Analyst – Wealth Labs (Wealth Technology Transformation)
Overview: We are seeking a Lead Business Systems Analyst (BSA) to join the Wealth Labs Programme, a strategic Wealth Technology transformation focused on creating a unified advisor experience across multiple wealth platforms, applications, and data sources. The programme will centralise fragmented workflows into a single digital workspace and introduce AI-powered capabilities that enable advisors to access information, navigate systems, and perform key tasks from one location. This role sits within a small, cross-functional delivery team and will act as the bridge between business, product, data, architecture, and engineering stakeholders to define the future-state wealth platform and advisor experience.
Key Responsibilities: Lead business analysis activities across a large-scale Wealth Technology transformation. Elicit, analyse, and document business, functional, system, integration, and data requirements. Conduct stakeholder workshops and interviews across business and technology teams. Map current-state and future-state business processes. Analyse complex application landscapes, system dependencies, integrations, and data flows. Perform gap analysis and identify opportunities for process optimisation. Define AI-enabled user journeys, workflows, and business capabilities. Produce high-quality functional specifications and delivery documentation. Support roadmap planning, prioritisation, and implementation activities. Provide leadership and structure in ambiguous environments, helping drive decisions and align stakeholders.
Required Experience: 10+ years' experience as a Business Systems Analyst, preferably within Wealth Management. Deep understanding of the Private Wealth / High-Net-Worth (HNW) domain. Strong knowledge of: Advisor platforms and desktop applications Portfolio management and managed accounts Wealth operations and client servicing Wealth products and wealth data ecosystems CRM, trading, and portfolio management systems Proven experience supporting platform modernisation, digital transformation, or enterprise change programmes. Strong requirements gathering, process mapping, gap analysis, data analysis, and documentation skills. Ability to identify and explain system integrations, data sources, and end-to-end data flows. Excellent communication, facilitation, and stakeholder management capabilities.
Wealth Platforms & Technology -
Experience with one or more of the following is highly desirable: Wealth360 Broadridge FIS Investor's Edge Book of Record (BoR) platforms
AI & Data Experience: Agentic AI, AI agents, intelligent automation, and workflow orchestration. Retrieval-Augmented Generation (RAG) and AI-enabled user experiences. Defining requirements for AI-assisted workflows and productivity solutions. Data mapping, data analysis, and modern data platforms. Experience using tools such as GitHub Copilot or similar AI solutions to support analysis and documentation. Understanding of AI governance, operationalisation, and responsible AI principles.
Contract Details: Initial 6-month contract with strong extension potential. Senior/Lead-level engagement. Hybrid, stakeholder-facing role within a major Wealth Technology transformation programme.
About Caspian One
Caspian One are an international professional services company. We solve technology-driven, resource-based and project-delivery challenges that demand speed, scale and commercial flexibility. Empowering individuals and organisations to optimise their full potential.
Put simply – we deploy specialist resources and niche technology teams to deliver projects in ways that best suit the needs of our clients. These SMEs are working to decommission, migrate, build, and implement tech that gives our clients the competitive edge.
We offer three distinct but integrated services: Resource Augmentation, Specialist Skills Acquisition, and Managed Outcomes - blending the best technical expertise with execution excellence.
In Financial Services technology, Caspian One is known for agility, market insight, and integrity. Successes can be linked to our hybrid delivery models and deep foundations formed over two decades at Investment Banks, Hedge Funds, Prop Trading Firms and Crypto clients. Across North America, USA, UK, EMEA, APAC.
Most profound expertise:
• Front Office Technology, • Complex Trading, • Data & Analytics, • Application Development, • Infrastructure, • Cyber Security, • and Change Management.
Within Broadcast Media our teams play a pivotal role in modernising the industry, supporting system integrations, tech transformations, and new platform development - while adeptly navigating the challenges of mission-critical system upgrades and technology transitions. We service over 150 global clients, including broadcasters, telcos, content owners, service providers and technology manufacturers. Join us at linkedin.com/caspian-one-broadcast-media
Central to our success is a vibrant company culture in which diversity of thought, accountability, and authentic experiences are valued. A culture that not only drives our internal operations but also shapes engagements with clients - the embodiment of professionalism, teamwork, and recognised specialism.