CLM Technology Team Business System Technical Analyst (TA) -AVP

CLM Technology Team Business System Technical Analyst (TA) -AVP

Full-Time 70000 - 106000 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Support technology solutions for Client Lifecycle Management across EMEA and collaborate with diverse teams.
  • Company: Join SMBC Group, a trusted partner in banking with an inclusive culture.
  • Benefits: Competitive salary, discretionary incentives, and a focus on work-life balance.
  • Other info: Opportunities for career growth and a commitment to diversity and inclusion.
  • Why this job: Enhance your skills while making a real impact in a dynamic, global environment.
  • Qualifications: Experience in CLM/KYC technology and strong project management skills are essential.

The predicted salary is between 70000 - 106000 £ per year.

Here at SMBC Group, we want to help you find the next step in your career so read on to discover if this opportunity is the one for you. We like to recognise potential in our people, so we welcome your application even when your experience doesn't perfectly align with the job description. Whilst we'll always strive to be better, we're proud of our inclusive culture, and encourage our applicants and colleagues to be their authentic, unique selves.

United by a sense of purpose towards our customers - to be a trusted partner for the long-term - and our universal banking platform in EMEA, SMBC Group has an international growth agenda and award-winning products, meaning we provide exciting opportunities to work on a diverse range of projects and initiatives. We deliver a full suite of corporate finance products and solutions to our customers as well as investment banking and advisory services, and a range of innovative solutions in global capital markets.

Purpose of Job: Provide technology guidance and support across EMEA for the Client Lifecycle Management (CLM) technology suite. Partner with Front Office, Operations, Financial Crime Compliance, Regulatory Compliance, Middle Office, Technology teams and vendors to understand needs, assess impacts and implement agreed solutions. Translate business, workflow and regulatory requirements into functional and technical designs, including integrations with CRM, screening, data providers, core banking, trading and downstream platforms. Support controlled configuration of the CLM KYC platform and become a subject matter expert across the CLM technology estate. Take ownership of issues and assigned delivery activities from initiation to resolution, coordinating stakeholders and escalating where required. Prepare concise management updates covering progress, RAG status, milestones, risks, issues, decisions and required actions.

Background: CLM supports customer onboarding, retention and growth while ensuring compliance with the Bank's Risk Framework, regulatory obligations and Financial Crime and Counter-Terrorist Financing commitments. The CLM Programme has global visibility and senior-management focus as legacy technology is replaced and end-to-end processes are streamlined through automation. The CLM Technology team implements and supports EMEA-wide solutions and manages ongoing platform configuration and change through BAU governance.

Accountabilities and Responsibilities:

  • Act as the EMEA point of contact and subject matter expert for the CLM technology suite across implementation and BAU support.
  • Manage assigned projects and work packages by defining scope, plans, milestones, deliverables, dependencies, risks, issues, actions and acceptance criteria.
  • Coordinate business users, developers, testers, vendors and product owners through design, build, QA, SIT, UAT, release, go-live and hypercare.
  • Manage the BAU CLM Technology change backlog, assess impacts, recommend solutions and ensure governance and approvals are completed before implementation.
  • Produce requirements, process maps, data flows, sequence diagrams, traceability records, test artefacts and implementation documentation.
  • Configure CLM workflows and data points and coordinate integration changes across the technology estate.
  • Create dashboards, RAID logs, decision papers and management updates that clearly communicate progress, RAG status, achievements, forecast dates, risks, issues, dependencies and decisions required.
  • Facilitate working groups and governance forums, capture decisions and track actions through to closure.
  • Investigate incidents and delivery issues, coordinate resolution, elevate where required and maintain clear stakeholder communication.
  • Identify automation, control and operational-efficiency opportunities and explain the benefits and impacts to stakeholders.
  • Ensure delivery evidence and Business Analysis artefacts are approved, retained and available for internal audit or regulatory oversight.
  • Apply project management discipline to plans, milestones, dependencies, risks, issues, actions, testing and implementation readiness.

Knowledge, Skills, Experience and Qualifications:

  • Strong understanding of CLM/KYC technology, financial services, banking operations and the relevant regulatory framework.
  • Proven experience delivering CLM technology change across the full SDLC using Agile, Waterfall or hybrid methodologies.
  • Strong project management skills, including planning, estimation, milestone tracking, RAID management, dependency management, governance, change control and implementation readiness.
  • Able to prepare clear, concise and decision-focused management updates, dashboards and executive reporting for senior stakeholders.
  • Experience of release management, go-live planning, cutover, hypercare and transition to BAU.
  • Strong stakeholder and vendor management skills, with the ability to gain agreement, resolve conflict and drive decisions.
  • Able to manage multiple priorities independently, work under pressure, analyse complex information and make evidence-based recommendations.
  • Degree-level education; professional Business Analysis or project management qualifications are desirable.

Specialist technical skills:

  • Able to analyse current and future business or regulatory requirements, identify gaps, model workflows and translate findings into high-quality functional requirements covering current and future states.
  • Strong understanding of data mapping, APIs, middleware and system integration patterns, including the ability to analyse data flows and dependencies across upstream and downstream platforms.
  • Strong understanding of non-functional requirements, including system performance, availability, resilience and security, with the ability to assess their impact on solution design and delivery.

Challenges: Delivering change across a complex, highly regulated environment with multiple systems, stakeholders and competing priorities. Balancing strategic project delivery with BAU demand while securing consensus, managing risk and providing transparent management updates.

Competencies: Customer Focus, Driving Change, Driving Results, Embraces Diversity, Enterprise Leadership, Judgement and Decision Making, Risk Management, Strategic and Visionary, Trust and Integrity.

What we offer: For all the expertise and experience you bring to help us make a difference, it's only sustainable if we support you to build your career and be your best self so we offer competitive company benefits, centred around promoting positive well-being and work-life balance. We also believe in fostering a diverse and inclusive work environment, where all team members' perspectives and contributions are valued.

CLM Technology Team Business System Technical Analyst (TA) -AVP employer: Sumitomo Mitsui Financial Group, Inc.

SMBC Group is an exceptional employer that fosters a collaborative and innovative work culture in the heart of London. With a strong focus on employee growth, we offer comprehensive training and development opportunities, ensuring our team members thrive in their careers while contributing to impactful regulatory projects. Our hybrid working model promotes flexibility, allowing you to balance professional and personal commitments effectively.

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Contact Details:

Sumitomo Mitsui Financial Group, Inc. Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land CLM Technology Team Business System Technical Analyst (TA) -AVP

✨Tap into Campus Networks

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We think you need these skills to ace CLM Technology Team Business System Technical Analyst (TA) -AVP

Client Lifecycle Management (CLM) technology
KYC compliance
Project Management
Agile methodologies
Waterfall methodologies
Stakeholder Management
Vendor Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Sumitomo Mitsui Financial Group, Inc..

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Sumitomo Mitsui Financial Group, Inc.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Sumitomo Mitsui Financial Group, Inc.

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Sumitomo Mitsui Financial Group, Inc..

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at Sumitomo Mitsui Financial Group, Inc. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former Sumitomo Mitsui Financial Group, Inc. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.