At a Glance
- Tasks: Drive digital transformation and client portal integration for a major wealth management organisation.
- Company: Join Albany Beck, a leader in innovative digital solutions.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Dynamic role in a fast-paced environment with significant career advancement potential.
- Why this job: Shape modern client experiences and work at the intersection of business and technology.
- Qualifications: Experience in digital transformation and strong stakeholder engagement skills required.
The predicted salary is between 60000 - 80000 £ per year.
Location: London
About the Role
Albany Beck is supporting a major wealth management organisation on a large-scale client portal integration and digital transformation programme following a recent acquisition. We are seeking an experienced Senior Business Analyst to help drive the integration of digital platforms, client journeys, and operational processes across the newly combined organisation. This role will sit at the intersection of business, product, design, and technology teams, helping shape and deliver modern client-facing digital capabilities.
The successful candidate will bring strong digital transformation experience, excellent stakeholder engagement skills, and the ability to translate business and design requirements into clear, technically aligned user stories and delivery outcomes.
Key Responsibilities
- Digital Transformation & Client Portal Integration
- Support the integration and transformation of client-facing digital platforms following a major acquisition
- Work closely with product, UX/UI, engineering, and business stakeholders to improve digital client experiences
- Help define and refine requirements across client onboarding, servicing, reporting, and portal functionality
- Contribute to the delivery of scalable and modern digital capabilities across the organisation
- Business Analysis & Requirements Gathering
- Gather, analyse, and document business and functional requirements across multiple workstreams
- Review product and design outputs and translate them into detailed user stories and acceptance criteria
- Ensure requirements are clearly articulated for engineering and development teams
- Bridge communication between business stakeholders and technical delivery teams
- Technical & API Collaboration
- Engage with architects and engineering teams around system integrations and API-driven functionality
- Participate in technical discussions and understand how systems and platforms interact
- Translate technical concepts into business-friendly language and vice versa
- Support delivery teams by ensuring requirements align with technical implementation needs
- Stakeholder Management
- Build strong relationships across business, technology, product, and operations teams
- Work within a complex, matrixed environment undergoing significant transformation
- Support workshops, requirements sessions, and cross-functional collaboration initiatives
Skills & Experience Required
- Proven experience as a Senior Business Analyst within digital transformation programmes
- Strong experience working on client portal, digital platform, or customer experience initiatives
- Ability to create high-quality user stories, functional specifications, and technical requirements
- Comfortable working closely with developers and understanding technical language and system architecture discussions
- Experience working within API-led or integration-focused environments advantageous
- Strong stakeholder management and communication skills
- Experience within wealth management, private banking, financial services, or enterprise digital transformation environments preferred
Preferred Profile
- Has strong digital and client-facing transformation experience
- Can bridge the gap between business, design, and engineering teams
- Is comfortable operating in technically complex environments without being hands-on technical
- Understands how to structure requirements for scalable digital delivery
- Has worked in environments where platforms and capabilities are built and integrated, rather than heavily vendor-configured
- Thrives in fast-moving and evolving transformation programmes
Senior Business Analyst – Client Portal Integration & Digital Transformation in London employer: Albany Beck
Albany Beck is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. With a strong focus on employee growth, we provide opportunities for professional development and the chance to work on impactful digital transformation projects within a major wealth management organisation. Our commitment to integrating diverse teams ensures a rewarding environment where your contributions directly shape modern client experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Business Analyst – Client Portal Integration & Digital Transformation in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and engage with professionals on platforms like LinkedIn. We can’t stress enough how important it is to make those personal connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its recent projects. Understand their digital transformation goals and think about how your experience aligns with their needs. We want you to walk in feeling confident and ready to showcase your skills!
✨Tip Number 3
Practice your storytelling! Be ready to share specific examples of how you've contributed to digital transformation initiatives in the past. We believe that sharing your journey can really help interviewers see the value you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who can help us drive innovation and transformation in our projects.
We think you need these skills to ace Senior Business Analyst – Client Portal Integration & Digital Transformation in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Business Analyst. Highlight your experience in digital transformation and client portal integration, and don’t forget to showcase your stakeholder management skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific projects where you've successfully driven digital transformation and how you can contribute to our team.
Showcase Your Technical Savvy:Since this role involves working closely with technical teams, make sure to highlight your understanding of system integrations and API-driven functionality. Use examples that demonstrate your ability to bridge the gap between business and tech.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at Albany Beck
✨Know Your Digital Transformation Stuff
Make sure you brush up on your digital transformation knowledge. Be ready to discuss specific projects you've worked on, especially those involving client portals or customer experience initiatives. This will show that you understand the nuances of the role and can hit the ground running.
✨Master the Art of User Stories
Since this role involves creating user stories and functional specifications, practice articulating your past experiences in this area. Think about how you’ve translated business requirements into clear, actionable user stories and be prepared to share examples during the interview.
✨Stakeholder Engagement is Key
This position requires strong stakeholder management skills, so come equipped with examples of how you've built relationships across different teams. Highlight your ability to bridge communication between technical and non-technical stakeholders, as this will be crucial for success in the role.
✨Get Technical (But Not Too Technical)
While you don’t need to be a developer, having a solid understanding of technical concepts and system architecture will set you apart. Be ready to discuss how you’ve collaborated with engineering teams and how you’ve ensured that business requirements align with technical needs.
