Consultant in corporate financing at REM CAPITAL AG, focusing on financing concepts and strategic company analysis. Involves collaboration and preparation for client negotiations in Stuttgart.
About the role
- Senior Business & Systems Consultant at Sun Life, focusing on investment dealer business capabilities and technical solutions. Collaborating across teams for system design and user need analysis.
Responsibilities
- Reporting to the Manager, Business & Systems Analysis Chapter, the Senior Business & Systems Consultant has a strong understanding of the wealth industry.
- Conducts needs analysis, defines capabilities and features, collaborates with others for system design; and supports the team to increase productivity and reduce costs.
- Collaborate with teams in Operations, Compliance and Portfolio Management to define business capabilities and technical solutions required to grow the investment dealer business.
- Analyze and define user needs and translate them into system capabilities for delivery by development squads.
- Assess current state process and systems to determine how future changes will impact systems, processes, procedures, and clients throughout the organization.
- Create and/or provide comments into internal and external communications and user documentation.
- Review and provide comments on business and technical documentation.
- Act in an advisory capacity as well as coach/mentor to Business & Systems Analysts.
Requirements
- Experience working with CIRO (formerly IIROC) licensed investment dealers with knowledge of systems such as Kyndryl/Broadridge SIS platform or Dataphile Brokerage Platform.
- Strong understanding of wealth product structures, client account onboarding, fee billing, model portfolios and discretionary portfolio management.
- Hands on experience setting up and configuring systems that support management of fee-based programs, SMAs and UMAs.
- Familiarity with platforms such as Croeses, Envestnet, Wealth 360 or D1G1T.
- Familiarity with CIRO requirements related to KYC suitability, performance reporting, trade supervision and managed account oversight.
- Strong leadership and communication skills with the ability to communicate clearly and align the organization on decisions.
- Experience with data & integration modelling.
- Experience with Business case development.
- Ability to collaborate with a range of internal and vendor partners.
- Excellent multitasking, prioritization, and time management skills.
- Comfortable working in ambiguous environments.
- Canadian Securities Course through CSI (Canadian Securities Institute) is an asset.
Benefits
- An environment of continuous learning and improvement.
- A friendly, collaborative, and inclusive culture in an interactive team environment.
- Being part of our journey in developing the next greatest digital experience.
- Working together, sharing common values, and encouraging growth & achievement.
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