Financial Service Senior Consultant - Wealth Management/Trading BA at Sia Partners - United Kingdom

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Feb, 26

Salary

122000.0

Posted On

20 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Analysis, Wealth Management, Trading Workflows, Regulatory Compliance, Project Management, Data Analysis, Stakeholder Management, Analytical Skills, Communication Skills, Team Leadership, User Acceptance Testing, Functional Specifications, Process Mapping, Agile Methodologies, SDLC, Investment Processes

Industry

Business Consulting and Services

Description

Company Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data Manages internal team by promoting teamwork, motivate and help consultants to improve Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments Provide status reporting of progress, dependencies, issues, risks, and overall program health Responsible for the work streams of a complex project and takes the lead on simple projects Maintain program sites as a repository for all project information Business Expertise Skills Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide Lead business analysis workstreams for Wealth Management initiatives, guiding stakeholders through requirements definition, scope alignment, and solution design. Serve as a subject-matter expert across advisory, investment, and trading processes, providing strategic insights to enhance platforms and operational workflows. Conduct advanced requirements gathering, translating complex business needs into detailed user stories, functional specifications, and process maps. Drive project efforts related to trading workflows—including order entry, execution, allocations, settlement, and compliance—ensuring alignment across front, middle, and back-office teams. Facilitate workshops with product owners, advisors, traders, compliance, and technology teams to identify process gaps, dependencies, and improvement opportunities. Apply strong analytical skills to evaluate system impacts, perform gap and root-cause analyses, and recommend solutions that enhance performance and reduce risk. Lead UAT planning and execution, including test script development, scenario design, defect management, and user sign-off. Provide advisory guidance on regulatory considerations affecting Wealth Management and trading (e.g., suitability, best execution, trade surveillance). Oversee key project documentation, including BRDs, functional specifications, current-state and future-state architecture artifacts, and training materials. Partner closely with technology teams during design, development, and deployment to ensure solutions meet business intent and achieve desired outcomes. Manage cross-functional communication, status reporting, and risk/issue tracking, acting as a trusted advisor to senior stakeholders. Support data analysis and validation efforts using advanced tools (Excel, SQL, or BI platforms) to confirm accuracy of trade, portfolio, and client data. Mentor junior BAs and provide guidance on requirements methodology, industry best practices, and effective stakeholder management. Qualifications 5+ years of Business Analyst experience within Wealth Management Strong understanding of investment and advisory processes, including portfolio management, client onboarding, account maintenance, and regulatory requirements. Hands-on experience supporting projects in the trading lifecycle (order management, execution, allocations, settlement, compliance, or trade operations). Proven ability to gather, document, and translate complex business requirements into functional specifications and user stories. Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems. Demonstrated ability to lead cross-functional workshops, influence stakeholders, and drive consensus across business and technology teams. Familiarity with industry regulations affecting Wealth and trading (e.g., SEC, FINRA, Reg BI, best execution, trade surveillance). Strong analytical and problem-solving skills, with the ability to interpret data and identify trends using Excel, SQL, or BI tools. Solid understanding of SDLC methodologies, including Agile (Scrum/Kanban) and Waterfall. Excellent communication skills with experience preparing executive-level presentations, documentation, and status reporting. Ability to manage multiple workstreams simultaneously and operate with minimal supervision in a client-facing environment. Bachelor’s degree required preferably in a Business or related field (Higher degrees are a plus) Recent client-facing management consulting experience Financial Service background required Industry certifications (CFA, CFP, Series licenses, CBAP, PMP, etc.) a plus. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation Annual base salary starting at 122K, commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

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Responsibilities

The role involves managing client delivery as part of a project team, defining frameworks for deliverables, and coaching teammates. Additionally, it includes leading business analysis workstreams for Wealth Management initiatives and providing strategic insights to enhance operational workflows.