AI Business Analyst – Wealth & Asset Management

Responsibilities

Our talent team is representing a confidential financial services organization seeking an AI Business Analyst with deep wealth and asset management experience. This is a remote, permanent opportunity for a collaborative consultant who can drive meaningful transformation for clients across the sector.

In this role, you will:

• Support clients on transformation initiatives spanning advisory services, operations, and digital change programs
• Define and deliver practical solutions that enhance client journeys, strengthen governance frameworks, and create measurable business outcomes
• Partner closely with senior stakeholders to shape project direction and ensure successful delivery
• Contribute to business development efforts through insight generation, analytical rigor, and strong market understanding
• Build trusted relationships with clients and team members through clear communication and consistent execution

What We're Looking For

Essential wealth and asset management experience is required for this position.

The ideal candidate will bring:

• Proven experience in wealth and asset management, financial services, or a closely related consulting environment
• Strong stakeholder management capabilities and the ability to work effectively across multidisciplinary teams
• Commercial awareness and solid understanding of the challenges facing wealth and asset management firms
• A structured, analytical approach with the ability to translate complexity into clear, actionable plans
• A collaborative mindset and confidence to contribute in fast-moving, client-facing environments

We also value:

• Experience supporting transformation programs in wealth, asset management, or investment operations
• Knowledge of regulatory change, operating model redesign, or client journey transformation
• Familiarity with agile delivery methodologies, process improvement, or business analysis frameworks
• Exposure to technology-enabled change within financial services settings
• Interest in emerging market trends shaping the future of wealth management

How We Work With You

When you apply through Get A Job.ai, our recruiting team will conduct an initial screening to understand your background and career goals. We will then present qualified candidates to our client for consideration. Please note that you should not contact the client directly—we will manage all communication and coordination throughout the interview process.

Pay

Compensation details will be discussed during the screening process based on your experience and qualifications.

Get A Job.ai is an equal opportunity employer. We welcome applications from all qualified candidates regardless of race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic.