Business Analyst / Delivery Manager (Wealth Advisory & Managed Solutions)

Overview

Business Analyst / Delivery Manager (Wealth Advisory & Managed Solutions)

Role: Business Analyst / Delivery Manager – Wealth Advisory
Level:

BA: Senior Consultant

Delivery Manager: Manager
Experience: 8–15+ Years
Location: REMOTE

Job Summary

This role supports Wealth Advisory, Investment Planning, and Managed Solutions initiatives. The focus is on portfolio review, risk profiling, suitability mapping, and wealth onboarding journeys for high-net-worth customers.

Roles & Key Responsibilities

Analyze wealth advisory and investment planning requirements

Conduct portfolio reviews and define investment recommendations

Design risk profiling frameworks and score mappings

Define product suitability and managed portfolio journeys

Support or lead end-to-end delivery (for Delivery Manager roles)

Manage senior stakeholders and ensure delivery alignment

Required Skills & Experience

Strong Wealth Management / Advisory domain experience

Investment planning & portfolio management exposure

Risk profiling and suitability frameworks

Wealth onboarding (KYC, disclosures, consents)

BlackRock / Aladdin experience (good to have)

Capital Markets Ops or settlement-focused profiles not suitable