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About the Role
Shape the future of wealth management platforms by driving high-impact digital initiatives that improve adviser and client experiences. Partner with business and technology leaders to solve complex challenges, streamline processes, and deliver meaningful customer outcomes.
Responsibilities
- Lead requirements definition for digital experience initiatives, ensuring clear alignment to Wrap strategy, adviser productivity, client experience, and operational efficiency outcomes.
- Elicit, analyse, and document business requirements, adviser and client journeys, and data requirements.
- Define current and future state adviser and operational processes, identifying opportunities to remove manual effort, reduce duplication, improve usability, and increase straight-through processing.
- Translate adviser, client, and business pain points into actionable digital requirements that support intuitive, secure, and scalable platform experiences.
- Own the end-to-end requirements lifecycle, including discovery, prioritisation, validation, and stakeholder sign-off.
- Partner with Product, UX, Technology, Operations, External, Risk, and Data stakeholders to shape backlogs and delivery priorities.
- Facilitate workshops, journey mapping sessions, refinement forums, and stakeholder alignment discussions to drive shared understanding and decision-making.
- Contribute to solution design by ensuring requirements consider usability, integration, data, controls, compliance obligations, adoption, and measurable business value.
- Actively participate in agile ceremonies and support delivery cadence, ensuring squads have the clarity needed to deliver high-quality outcomes.
- Build strong stakeholder relationships and act as a trusted advisor who bridges adviser needs, business outcomes, and technology delivery.
- Drive continuous improvement in analysis practices, digital delivery discipline, and requirements quality, while supporting and mentoring other analysts.
Requirements
- 5+ years’ experience in senior business analyst or Product development manager roles, ideally within financial services, wealth, superannuation, investments or platform environments.
- Proven experience delivering digital, adviser, client or operational efficiency initiatives in agile delivery environments.
- Strong capability in requirements documentation, process models, journey maps, data flows, and business rules.
- Experience analysing end-to-end user journeys and identifying opportunities to simplify processes, improve usability, and reduce manual effort.
- Understanding of advice, adviser workflows, platform operations or wealth management processes highly regarded.
- Familiarity with tools such as Jira, Confluence and Miro.
- Understanding of platform architectures, APIs, integrations, data flows and digital analytics desirable.
- Strong analytical and problem-solving skills with a structured, outcome-focused and highly organised approach.
- Exceptional stakeholder engagement, communication and influencing skills, with the ability to bring clarity across business and technology teams.
- A growth mindset with a passion for continuous improvement, customer-led design and delivering best-practice digital experiences.
Skills
- Requirements documentation
- Process models
- Journey maps
- Data flows
- Business rules
- Agile delivery
- Jira
- Confluence
- Miro
- Platform architectures
- APIs
- Integrations
- Digital analytics
- Stakeholder engagement
- Communication
- Influencing
Location
- Australia
Work Type
- Contract
- Full-time
Experience Level
- Senior
- 5+ years
About the Company
- Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.
Equal Opportunity
- We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.