Senior Business Analyst: Client Lifecycle Management

Project description

As a Senior Business Analyst, you will play a key role in shaping and delivering complex technology and change initiatives across Client Lifecycle Management (CLM). You will work closely with senior business and technology stakeholders to define scope, validate assumptions, assess impacts, and ensure solutions are well understood, well controlled, and fit for purpose in a highly regulated environment. You will operate across multiple workstreams and complex problem spaces, contributing to discovery, planning, and delivery activities, and helping ensure that solutions are well defined, achievable, and aligned to strategic business objectives and operating model constraints.

Responsibilities

• Key Responsibilities You’ll also be:
• Leading end-to-end functional analysis across complex CLM processes (including onboarding, KYC/CDD, periodic reviews, and client data management), working with business and technology stakeholders to clarify outcomes and success criteria
• Driving detailed analysis of current state processes and contributing to the definition of pragmatic, achievable target state lifecycle flows and operating models, with a focus on efficiency, control, and client experience
• Producing high-quality BA artefacts, including business and functional requirements, process flows, assumptions, dependencies, constraints, and impact assessments
• Acting as a functional point of contact during delivery, supporting teams in managing scope, dependencies, risk, and change across CLM processes and platforms
• Engaging effectively with stakeholders across Front Office, Operations, Compliance, Financial Crime, Risk, Legal, and Technology, providing clarity, structure, and constructive challenge
• Contributing to initiatives involving digital onboarding, client data platforms, workflow tools, and regulatory technology (RegTech), assessing impacts on onboarding journeys, KYC processes, client data controls, and regulatory compliance obligations
• Applying sound judgement when working with new or evolving technologies (including automation, workflow tooling, and data platforms), assessing feasibility, delivery risk, and integration with existing CLM systems and processes

SKILLS

Must have

• 8+ years of hands-on Business Analysis experience in financial domains.
• solid business domain knowledge in Client Lifecycle Management and KYC process and policies
• Excellent stakeholder management, facilitation, and communication skills.
• Strong documentation skills: user stories, use cases, acceptance criteria, data mapping, interface specs.
• Agile/Scrum delivery experience.

Nice to have

CLM PRO