Base: $60,000 to $100,000; bonus: discretionary pe...
Hybrid
Wealth management business analysis experience
Private wealth or hnw client models
Agile framework and scrum team collaboration
You will play a key role in delivering technology and process solutions that support private wealth and high-net-worth client offerings
Job Summary
You will play a key role in delivering technology and process solutions that support private wealth and high-net-worth client offerings.
The role involves acting as a critical liaison between Wealth Management business teams and IS delivery teams to translate complex needs into clear requirements.
Fidelity offers a competitive compensation package including base salary, discretionary performance bonus, and RRSP contributions after six months.
Matching Summary
You will play a key role in delivering technology and process solutions that support private wealth and high-net-worth client offerings.
Salary
Base: $60,000 to $100,000; Bonus: Discretionary Performance Bonus; Benefits: RRSP contribution after 6 months
Skills & Requirements
Must-have
Wealth Management business analysis experience
Private wealth or HNW client models
Agile framework and Scrum team collaboration
Requirements elicitation and documentation
Stakeholder consultation and readiness activities
Nice-to-have
Experience with Salesforce JIRA Confluence tools
Backoffice TA Dealer Operating Platforms knowledge
Client onboarding servicing workflow expertise
IIBA CSM CSPO certification preferred
Strong analytical problem-solving abilities
Key Requirements
3-year College diploma or equivalent work experience
1+ years of Business Analyst experience required
Current Work Authorization required for all openings