About the Role
This role offers a significant opportunity to join our dynamic Client Lifecycle Management (CLM) Advisory business, working with leading financial institutions to transform the CLM landscape. You will provide expert advice, drive engagements, manage client relationships, and support business growth by identifying and delivering innovative solutions. The role requires a deep understanding of financial services, exceptional problem-solving skills, project management/business analysis experience, and change management expertise.
Responsibilities
- Own day-to-day client delivery and relationships.
- Run workshops with cross-functional stakeholders to elicit requirements and understand business issues.
- Evaluate business processes and identify areas for improvement.
- Document requirements, user stories and use cases, and develop solutions.
- Communicate insights and recommendations clearly to stakeholders and management.
- Act as liaison between clients, technology providers and internal teams, building strong client relationships.
- Support implementation and adoption, resolving issues as they arise.
- Manage small projects, including planning and performance monitoring.
- Contribute to internal initiatives, thought leadership, and knowledge-sharing across the CLM Advisory community.
Requirements
- Experience in business transformation within Financial Services.
- Strong analytical thinking, with the ability to explain complex concepts to non-technical audiences.
- Excellent business analysis skills (requirements elicitation, process documentation).
- Strong stakeholder influencing and communication skills, up and down the client structure.
- Comfortable working in ambiguity and adapting quickly.
- Strong presentation and facilitation skills.
- Knowledge of CLM technology, Client Onboarding and Client Due Diligence.
- Proficient in Microsoft Word, Excel, PowerPoint and Visio.
- Understanding of Fenergo/FenX or similar CLM platforms, ideally with SaaS implementation experience.
- Strong planning and execution skills.
- Experience working in complex environments.
- Track record of measurable contributions to products, solutions or client outcomes.
Skills
- Client Lifecycle Management (CLM)
- Business Analysis
- Project Management
- Stakeholder Management
- Requirements Elicitation
- Process Documentation
- Technology Assessment
- Financial Services
- Microsoft Office Suite (Word, Excel, PowerPoint, Visio)
- Fenergo/FenX (Desirable)
- SaaS Implementation (Desirable)
Location
- London
Work Type
- Permanent
- Fixed-term contract
- Full-time
Experience Level
- Senior Consultant
- Managing Consultant
About the Company
- Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting and solutions provider with a unique combination of experience in Financial Services and technology innovation capability.
- Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non-differentiating services.
- Our 3 offerings are: Managed Services, Consulting & Solutions, Technology.
Equal Opportunity
- Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.
- We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.
