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- Tasks: Join a dynamic team as a Business Analyst, driving digital onboarding for clients.
- Company: VirtueTech Recruitment Group connects niche talent in Energy and Commodities.
- Benefits: Enjoy a competitive salary of £120,000 and hybrid working options.
- Why this job: Be part of an exciting Salesforce implementation in Wealth Management, making a real impact.
- Qualifications: Experience with Salesforce in wealth management and proficiency in visualisation tools required.
- Other info: Work 3 days a week in the office, based in Liverpool Street.
The predicted salary is between 72000 - 168000 £ per year.
Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid, LDN |
Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid, LDN |
2 days ago Be among the first 25 applicants
Direct message the job poster from VirtueTech Recruitment Group
Creating a network of niche talent in Energy and Commodities
Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid, LDN |
Business Analyst with extensive experience in Salesforce is required for a Wealth Management house. With their continued growth and onboarding new clients, they now aim to deliver an external Digital Onboarding journey for their clients. This BA will work within the Change Team on the full Project lifecycle covering business requirements analysis, functional specification of changes, testing as required and support of UAT.
As the Business Analyst, you will be needed to deliver Change to a high standard, in particular giving consideration to Business Readiness and Go Live implementation. As well as translating user requirements into recognised documentation formats, including specifications, user stories, workflows, and secure stakeholder signoffs. As a Business Analyst you should also draw on your previous experience within the Salesforce tech stack to demonstrate good Business Analyst outcomes and deliverables.
Details for the Business analyst :
This role can pay up to £120,000
3 days per week in the office
Based in Liverpool Street
Salesforce knowledge/implementation, Jira and Confluence, Proficiencies in/but not limited to Visio, Draw.io, Miro. Scrum or Kanban experience.
Knowledge Requirements: Strong experience in Wealth / Asset / Investment Management, understanding the processes, workflow and deal lifecycle
Responsibilities of this Business Analyst with specific experience include carrying out data analysis by identifying sources, gap analysis, requirements for migration and integration to new or existing systems. In turn drive evaluation of complex workflows and processes through advanced visualisation and stakeholder communication, ensuring alignment with organisational goals and compliance or regulatory standards.
Key responsibilities required for the Business Analyst include:
- Capture, define, prioritise, document and explain business requirements based on project or business objectives and outcomes.
- Lead and facilitate meetings and workshops and confidently present to key stakeholders.
- Identify operational impacts and support operational readiness activities to ensure change is embedded successfully.
- Work with development teams to ensure business requirements are successfully translated into technical requirements.
- Work in alignment with testing colleagues to define test scope and strategy and support with test execution where required
Essential experience of the Business Analyst include:
- Experience implementing Salesforce in a wealth / asset / investment management firm.
- Proficiency in visualisation tools such as Visio, Draw.io, Miro to document business processes and client journeys.
- Experience working in Agile delivery teams using Scrum or Kanban, including participation in different Scrum ceremonies.
- Proven ability to facilitate stakeholders in drawing out clear and unambiguous requirements.
If you would like to apply, please send your latest CV to this post or directly to
Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid, LDN |
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
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Job function
Information Technology and Finance
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Industries
Information Services and Financial Services
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Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid[...] employer: VirtueTech Recruitment Group
Contact Detail:
VirtueTech Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid[...]
✨Tip Number 1
Familiarise yourself with the specific Salesforce features relevant to wealth management. Understanding how Salesforce can streamline onboarding processes will give you an edge in discussions with potential employers.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience with Salesforce implementations. Engaging in conversations can provide insights and potentially lead to referrals.
✨Tip Number 3
Brush up on Agile methodologies, particularly Scrum and Kanban. Being able to demonstrate your experience in these frameworks during interviews will show that you can effectively contribute to their change team.
✨Tip Number 4
Prepare to discuss your previous projects where you translated business requirements into technical specifications. Highlighting your ability to bridge the gap between stakeholders and development teams will be crucial.
We think you need these skills to ace Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £120,000 | Hybrid[...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Salesforce and wealth management. Use specific examples that demonstrate your ability to deliver change and support UAT, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role and how your previous experiences align with the responsibilities outlined in the job description. Mention your familiarity with Agile methodologies and visualisation tools like Visio or Miro.
Highlight Relevant Skills: Clearly list your skills related to business analysis, such as requirements gathering, stakeholder communication, and documentation. Emphasise your experience with Jira and Confluence, as well as your ability to facilitate meetings and workshops.
Showcase Your Achievements: Include quantifiable achievements in your application. For example, mention any successful projects where you implemented Salesforce solutions or improved processes within wealth management, demonstrating your impact on previous employers.
How to prepare for a job interview at VirtueTech Recruitment Group
✨Showcase Your Salesforce Expertise
Make sure to highlight your experience with Salesforce, especially in the context of wealth management. Be prepared to discuss specific projects where you've implemented Salesforce solutions and how they benefited the organisation.
✨Prepare for Stakeholder Engagement
Since the role involves leading meetings and workshops, practice articulating your thoughts clearly. Think of examples where you've successfully facilitated discussions and gathered requirements from stakeholders.
✨Demonstrate Agile Methodology Knowledge
Familiarise yourself with Scrum and Kanban principles, as these are crucial for the role. Be ready to discuss your experience in Agile teams and how you contributed to the delivery process.
✨Understand Business Readiness and Go Live Implementation
Research what it means to ensure business readiness for a project. Be prepared to explain how you would support operational readiness activities and ensure that changes are successfully embedded within the organisation.
