Business Analyst / Project Manager – Wealth Management Migration
Location: London (Hybrid)
Contract: 6 months
Sector: Wealth & Investment Management
Day Rate: Competitive, dependent on experience
The Opportunity
MDM Consultants is supporting a leading UK Wealth Management business with the appointment of an experienced Business Analyst / Project Manager to support an ongoing programme of business integration and platform migration.
This is an opportunity to join a significant transformation programme, working closely with business and technology teams to support the migration of systems, processes and operations onto a new operating model.
We are looking for someone with strong hands-on business analysis and project delivery experience, ideally gained within a wealth management, private banking or investment management environment.
Key Responsibilities
- Support the delivery of business integration and migration activities across wealth management operations.
- Gather, analyse and document business requirements, working closely with operational teams and key stakeholders.
- Map existing processes and support the design and implementation of new operating models and workflows.
- Coordinate migration activities, tracking deliverables, dependencies, risks and issues.
- Work collaboratively with business, technology and third-party teams to ensure successful implementation.
- Support testing, UAT, business readiness and transition activities.
- Identify opportunities for process improvement and help resolve operational challenges throughout the migration.
Experience Required
- Proven experience as a Business Analyst, Project Manager or hybrid BA/PM within Wealth Management, Private Banking or Investment Management.
- Previous involvement in platform migrations, systems integration, replatforming or business transformation programmes.
- Strong understanding of wealth management operations, investment processes and the wider client lifecycle.
- Hands-on experience of requirements gathering, process mapping, stakeholder engagement and implementation support.
- Ability to work independently, manage competing priorities and engage effectively with both business and technical stakeholders.
- Strong communication skills and a proactive, delivery-focused approach.
Desirable experience
- Exposure to wealth management platforms such as FNZ, Pershing or Figaro.
- Experience of custody or investment platform migrations.
- Previous involvement in post-merger integration programmes within wealth or investment management.
Interested?
If you have relevant wealth management experience and have supported complex migration or integration programmes, we'd be keen to hear from you.
Please note: Due to the high volume of interest in this opportunity, we are unable to accept applications or enquiries directly by email or telephone. Please apply through the job advert, and a member of our team will be in touch if your experience aligns with the requirements of the role, really appreciate your understanding.