Technical Business Analyst - FinTech – Remote
We need a Technical Business Analyst to Join Our Fast-Growing Team!
Are you a motivated and ambitious professional seeking an exciting career opportunity in an award-winning FinTech firm? If so, Wealth Dynamix is looking for you!
Company: Wealth Dynamix
Role: Technical Business Analyst
Location: London
Start Date: April 2025
Would you like to be part of one of Europe’s fastest-growing FinTech firms? We are seeking a proactive and analytical Business Analyst with experience in software product development. If you are passionate about digital transformation and eager to deliver industry-leading Client Lifecycle Management (CLM) solutions to the Wealth Management sector, apply today!
Who Are We?
At Wealth Dynamix, we provide innovative technology solutions that help wealth management and private banking firms streamline client management. Our award-winning digital CLM platform empowers Relationship Managers with 360-degree access to their clients. With headquarters in the UK and offices across three continents, we are a global leader in end-to-end CLM solutions.
What Is the Role?
As a Technical Business Analyst at Wealth Dynamix, you will bridge the gap between clients and internal development teams. You will be responsible for managing client relationships, gathering business requirements, and ensuring the successful delivery of digital transformation projects.
Key Responsibilities:

Client Engagement & Relationship Management:

• Act as the primary point of contact for clients, managing project expectations and relationships.
• Serve as a liaison between Wealth Dynamix and our clients, ensuring seamless communication and project execution.

Business Analysis & Requirements Gathering:

• Collaborate with the consulting team to gather, document, and manage business requirements from clients.
• Translate business requirements into user stories and acceptance criteria, managing the Product Backlog for client projects.
• Support the formulation of business cases and benefits realization to ensure project value.

Sprint & Development Management:

• Lead high-level and detailed Sprint Planning sessions with development teams.
• Work closely with developers to deliver software solutions that align with client needs.
• Define, execute, and manage testing phases to ensure quality assurance throughout the project lifecycle.

Client-Facing Sessions & Go-Live Support:

• Facilitate client-facing sessions, including sprint playbacks, User Acceptance Testing (UAT), and go-live support.
• Support existing clients by providing expert product knowledge and advice.

Process Adherence:

• Work with delivery and development teams to ensure core product development processes are followed.
• Ensure the security of systems, data, and people by following company security policies, reporting vulnerabilities, and maintaining a secure work environment across all settings.

Why Join Us?
Exciting Growth: Work in a thriving FinTech environment with clear career progression.
Diverse Projects: Gain exposure to a variety of digital transformation initiatives.
Professional Development: Access learning opportunities hands on.
Work Flexibility: Enjoy the option to work remotely, in-office, or hybrid.
Who We’re Looking For.

Essential Skills & Experience:

• Strong written, verbal, and presentation skills.
• Proven experience with Agile/SCRUM methodologies for software development.
• Minimum of 2/3 years’ experience in business analysis, including strategic analysis and benefits realization.
• Strong stakeholder management skills, with experience engaging senior leaders.
• Familiarity with the Wealth Management, Banking, or FinTech sector.
• Experience with Microsoft Dynamics CRM (2013/2015/2016 or 365), including customization and integration.
• Technical proficiency with software development processes.
• Experience with system Integrations

Join Our Team!
We believe in offering career-defining opportunities in a diverse and inclusive culture. If you’re looking for more than just a job, get in touch with us today!
Apply now and be part of our journey!

Please refer the Job description for details