JOB  DETAILS

Key Responsibilities

• Lead requirements definition for advice efficiency and digital experience initiatives, ensuring clear alignment to Wrap strategy, adviser productivity, client experience and operational efficiency outcomes
• Elicit, analyse and document business requirements, adviser and client journeys and data requirements
• Define current and future state adviser and operational processes, identifying opportunities to remove manual effort, reduce duplication, improve usability and increase straight-through processing
• Translate adviser, client and business pain points into actionable digital requirements that support intuitive, secure and scalable platform experiences
• Own the end-to-end requirements lifecycle, including discovery, prioritisation, validation and stakeholder sign-off
• Partner with Product, UX, Technology, Operations, External, Risk, Data External stakeholders to shape backlogs and delivery priorities
• Facilitate workshops, journey mapping sessions, refinement forums and stakeholder alignment discussions to drive shared understanding and decision-making
• Contribute to solution design by ensuring requirements consider usability, integration, data, controls, compliance obligations, adoption and measurable business value
• Actively participate in agile ceremonies and support delivery cadence, ensuring squads have the clarity needed to deliver high-quality outcomes
• Build strong stakeholder relationships and act as a trusted advisor who bridges adviser needs, business outcomes and technology delivery
• Drive continuous improvement in analysis practices, digital delivery discipline and requirements quality, while supporting and mentoring other analysts

What You Will Bring

• 5+ years’ experience in senior business analyst roles, ideally within financial services, wealth, superannuation, investments or platform environments
• Proven experience delivering digital, adviser, client or operational efficiency initiatives in agile delivery environments
• Strong capability in requirements documentation, process models, journey maps, data flows and business rules
• Experience analysing end-to-end user journeys and identifying opportunities to simplify processes, improve usability and reduce manual effort
• Understanding of advice, adviser workflows, platform operations or wealth management processes highly regarded
• Familiarity with tools such as Jira, Confluence and Miro
• Understanding of platform architectures, APIs, integrations, data flows and digital analytics desirable
• Strong analytical and problem-solving skills with a structured, outcome-focused and highly organised approach
• Exceptional stakeholder engagement, communication and influencing skills, with the ability to bring clarity across business and technology teams
• A growth mindset with a passion for continuous improvement, customer-led design and delivering best-practice digital experiences

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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