Business Analyst / Account Manager Wealth Management Tech

b Overview /b p In this role you will bridge business analysis and account management for a leading wealth-management software client. You will steer implementations, gather client requirements, and coordinate across presales, sales, development, and Professional Services to deliver value. You’ll manage multiple projects, maintain documentation, and support cash planning and forecasting while safeguarding IP through NDA. This is a high-responsibility position with ownership over product-related outcomes in a tightly coupled client environment. /p b Responsibilities /b ul li Requirements gathering from clients /li li Resource planning /li li Implementation project management /li li Collaboration with the development team /li li Project delivery and reporting /li li Liaising between clients and Professional Services for project deliverables /li li Account management (non-sales) /li li Cash planning and forecasting /li li Documentation and workflows /li li Test case creation and functional specification writing /li li Run multiple projects concurrently /li li Coordinate with presales, sales, development, and CEO /li /ul b Key requirements /b ul li 2 years commercial experience in project management and business analysis /li li Experience of financial services /li li Experience of wealth management and portfolio management /li li Strong commercial acumen /li li Solid documentation experience /li li Experience of the software development lifecycle /li li Functional spec writing /li li Test case creation /li li Willingness to sign NDA /li /ul ul li strong communication /li li stakeholder management /li li cross-functional collaboration /li li XML /li li SQL /li li Excel /li /ul