At a Glance
- Tasks: Lead transformative projects in Wealth Management, shaping tech requirements and driving delivery.
- Company: Join a major player in financial services with a focus on innovation.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic role with opportunities to solve complex problems in a fast-paced environment.
- Why this job: Make a real impact in financial services while collaborating with top industry professionals.
- Qualifications: Extensive experience in business analysis and technology delivery within Wealth Management.
The predicted salary is between 69750 - 85250 £ per year.
Inside IR35, Wealth Management, Principal Consultant, Senior Business Technology Analyst, Financial Services Transformation, Technology Delivery Lead, Principal Consultant, Senior Business Analyst, Transformation Consultant, Financial Services, Wealth Management, Regulatory Change, CRM, Programme Delivery, Business Analysis, Data Transformation.
- We are seeking a highly experienced
- Principal Consultant
Senior Business Technology Analyst to join a major financial services transformation programme.
This is a senior, hands-on role combining business analysis, technology delivery, and programme leadership.
You will work closely with business and technology stakeholders to shape complex requirements, drive delivery, manage dependencies, and ensure successful outcomes across multiple strategic initiatives.
You will be a senior, hands-on delivery professional who combines strong business analysis skills with proven programme delivery capability.
Comfortable working with senior stakeholders, architects, engineers, and business leaders, you will be able to operate autonomously, solve complex problems, and drive results in a fast-paced transformation environment.
Key Responsibilities
- Translate business objectives into clear, delivery-ready technology requirements.
- Produce business requirements, user stories, acceptance criteria, and process documentation.
- Build and maintain delivery plans, milestones, dependencies, risks, and decision logs.
- Manage cross-functional dependencies across business, data, engineering, and platform teams.
- Facilitate workshops and engage senior stakeholders across business, technology, risk, and compliance functions.
- Identify and resolve delivery challenges while maintaining programme momentum.
- Provide clear reporting, governance updates, and risk management support.
- Work alongside internal teams and external partners to deliver business outcomes.
Essential Experience
- Extensive experience delivering complex business and technology change within Wealth Management / Financial Services.
- Experience
- Background as a Principal Consultant, Senior Business Analyst, Technology Delivery Lead, Programme Manager, or similar role.
- Strong experience in regulatory, remediation, or large-scale transformation programmes.
- Proven ability to shape ambiguous problems and drive delivery across multiple stakeholders.
- Expertise in requirements gathering, business analysis, planning, governance, and dependency management.
- Strong stakeholder management skills across business and technology functions.
- Understanding of data platforms, integrations, APIs, and enterprise technology environments.
- Knowledge of Wealth Management, Asset Management, or Investment Management.
Desirable Experience
- Financial services consulting background.
- Experience with regulatory change, customer outcomes, or conduct risk programmes.
- Salesforce programme experience.
- Knowledge of cloud-based data platforms, Snowflake and SQL.
- Portfolio Management.
- Experience working within complex multi-vendor delivery environments.
- #J-18808-Ljbffr
Principal Consultant / Business Tech Analyst - Wealth Man employer: Consult
At Consult, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. Our North America team is dedicated to professional growth, offering robust training and development opportunities while working in a fast-paced, innovative environment. Join us to be part of a collaborative team that values your contributions and supports your career aspirations in the exciting MedTech sector.
StudySmarter Expert Advice🤫
We think this is how you could land Principal Consultant / Business Tech Analyst - Wealth Man
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Consult. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Consult.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Consult. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Principal Consultant / Business Tech Analyst - Wealth Man
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Consult and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Consult how you can be a team player!
How to prepare for a job interview at Consult
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Consult.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Consult's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
