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.
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Principal Consultant / Business Tech Analyst - Wealth Man employer: Undisclosed Company
As a Business Analyst with us in Telford, you'll be part of a transformative initiative that is reshaping the UK tax system through digital innovation. We pride ourselves on fostering a collaborative work culture that values employee growth and development, offering opportunities to enhance your skills while working on impactful projects. With competitive rates and a supportive environment, we ensure that our team members thrive both professionally and personally.
