Senior Business Analyst - Wealth Management

🚀 We are still looking for the very Top Talent…and we would be delighted if you were to join our team!

More in details, UST is a multinational company based in North America, certified as a Top Employer and Great Place to Work company with over 35.000 employees all over the world and presence in more than 35 countries. We are leaders on digital technology services, and we provide large-scale technologic solutions to big companies.

🔎 What we look for?

We are looking for an experienced Business Analyst with strong domain expertise in Wealth Management to support strategic transformation initiatives, who will contribute to a project with one of our global customers in banking sector.

The role will focus on defining Target Operating Models (TOM), designing business processes, supporting product sign-off, and ensuring effective validation during testing phases.

The ideal candidate will act as a bridge between business stakeholders, product teams, and technology, ensuring that business requirements are accurately captured, validated, and implemented.

Collaboration 100% remote within Spain.

⚙Main tasks and responsabilities will be:

1. Target Operating Model (TOM) Design

• Define and design the Target Operating Model aligned with business strategy and transformation goals.
• Identify gaps between current and future state operating models.
• Work with stakeholders to define organizational structure, processes, governance, and technology enablers.
• Document TOM components including workflows, roles, controls, and service models.

2. Business Process & Procedure Mapping

• Elicit, analyze, and document end-to-end business processes within the Wealth Management lifecycle (e.g., onboarding, portfolio management, client servicing, reporting).
• Develop process maps using industry-standard techniques (e.g., BPMN, process flows).
• Identify process inefficiencies, risks, and opportunities for automation or optimization.
• Define and document standard operating procedures (SOPs).

3. Product Sign-off & Governance

• Support the definition and execution of product sign-off frameworks.

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• Ensure business requirements are complete, validated, and approved by key stakeholders.
• Facilitate review sessions and obtain formal business sign-off for deliverables.
• Ensure traceability between requirements, design, and delivered functionality.

4. Testing & Validation Design Support

• Collaborate with QA and business teams to design testing and validation strategies.
• Define business test scenarios, acceptance criteria, and validation rules.
• Support User Acceptance Testing (UAT) by coordinating business stakeholders and resolving defects.
• Ensure delivered solutions meet business requirements and regulatory expectations

💡 Mandatory requirements:

Domain Expertise

• Strong experience in Wealth Management (e.g., portfolio management, advisory, client onboarding, regulatory processes).
• Understanding of financial instruments, client lifecycle, and reporting requirements.

Business Analysis Skills

• Proven experience in TOM design and transformation initiatives.
• Strong expertise in process modelling and documentation.
• Excellent requirements elicitation and stakeholder management skills.

Testing & Governance

• Experience supporting UAT, validation frameworks, and product sign-off processes.
• Strong understanding of quality assurance and testing lifecycle.

Tools & Methodologies

• Process modelling tools (e.g., Visio, BPMN tools).

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• Familiarity with Agile and/or Waterfall delivery methodologies.
• Experience with documentation tools (e.g., Confluence, Jira).

• English C1

Work Location

100% remote within Spain.

Work schedule

• Business Hours. No intensive working days for friday or summer.

💰 What can we offer?

-✈️ 23 days of Annual Leave plus the 24th and 31st of December as discretionary days!

-❤️ Numerous benefits (Heath Care Plan, teleworking compensation, Life and Accident Insurances).

-🍴 `Retribución Flexible´ Program: (Meals, Kinder Garden, Transport, online English lessons, Heath Care Plan…)

-🎓 Free access to several training platforms

-🚀 Professional stability and career plans

-🚶 UST also, compensates referrals from which you could benefit when you refer professionals.

-🔗 The option to pick between 12 or 14 payments along the year.

-🏡 Real Work Life Balance measures (flexibility, WFH or remote work policy, compacted hours during summertime…)

-🎁 UST Club Platform discounts and gym Access discounts

📧 If you would like to know more, do not hesitate to apply and we’ll get in touch to fill you in details. UST is waiting for you!

In UST we are committed to equal opportunities in our selection processes and do not discriminate based on race, gender, disability, age, religion, sexual orientation or nationality. We have a special commitment to Disability & Inclusion, so we are interested in hiring people with disability certificate.