Business Analyst / Project Manager, Software onboarding
Circa £500 - £550 day contract, Inside IR35
12-month min. contract
London, City, Hybrid
Highly prestigious city-based financial services company is seeking an experienced Business Analyst / PM to lead a high-profile Client Software Onboarding Transformation programme.
This is a rare opportunity to join a market-leading firm spearheading the redesign of their global onboarding operating model, running a full vendor selection process, and overseeing implementation of a new onboarding technology platform.
The Role
You'll sit at the intersection of business transformation, regulatory onboarding, process excellence, and technology delivery - working closely with senior stakeholders across multiple jurisdictions to harmonise onboarding practices, strengthen governance, and enable future automation.
Key Responsibilities
- Lead end-to-end delivery of a global software / client onboarding transformation programme, including project plans, governance, RAID logs, and executive reporting
- Analyse current-state onboarding processes across global jurisdictions and design a future-state Target Operating Model.
- Lead workshops to define business requirements and drive business process re-engineering
- Own the end-to-end RFP/RFI process for onboarding software vendors - from evaluation criteria and scoring through to vendor negotiation and business case sign-off
- Manage implementation of the selected onboarding platform from requirements through to go-live, partnering with Technology, Compliance, Legal, Operations, and Information Security
- Build and influence relationships with senior leaders (Exec/MD/COO level) across a complex, multi-jurisdictional stakeholder landscape
What We're Looking For
- 8+ years' experience in Business Analysis, Business Transformation and ideally some project management experience
- A strong track record delivering large-scale operational transformation programmes
- Significant experience in financial services
- Experience within client onboarding, KYC, AML, Customer Due Diligence, or Client Lifecycle Management
- Proven experience designing Target Operating Models and leading process re-engineering initiatives
- Hands-on experience running formal RFP/RFI and vendor selection processes
- Experience implementing enterprise software solutions end-to-end
- Excellent stakeholder management, workshop facilitation, and requirements-gathering skills
- Ability to work closely with the business at all levels
To find out more about this opportunity, apply now or send your CV to
