Management Consultant - Wealth
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Management Consultant - Wealth
Location: Sydney - office 2 days p.w
Employment Type: Full-time (not open to day rate contractors)
Team: Product & Technology / Transformation Delivery
Industry: Financial Services | Investment Platforms | Capital Markets
Role Summary
We are seeking a end-to-end Consultant to support the delivery of a key transformation program. This is a critical role for someone who can bridge the gap between business stakeholders and technology teams, ensuring platform changes are implemented effectively and aligned with operational and strategic goals.
You'll be responsible for gathering requirements, mapping current and future state processes, and supporting the successful delivery of features and functionality across legacy and next-generation platforms. A strong understanding of investment products and trading platform systems will be key.
Key Responsibilities
Lead end-to-end analysis across product/platform migration and system integration initiatives
Work with stakeholders to gather, define, and prioritise business, functional, and technical requirements
Analyse existing systems, workflows, and data structures to support target state design and gap analysis
Document current and future state processes, data flows, and integration points
Translate business needs into detailed functional specs, user stories, acceptance criteria, and solution design documentation
Support data migration activities including mapping, validation, and reconciliation
Assist in UAT planning, test case creation, and defect triage
Coordinate with internal IT, vendors, and product teams to ensure aligned delivery
Participate in Agile ceremonies and contribute to sprint planning, backlog grooming, and demo sessions
Provide post-implementation support and help drive continuous improvement
About You
6+ years of delivery experience with prior end to end project experience within Asset Management or investment platforms, or similar.
Proven experience working on platform or product migrations within financial services
Strong functional knowledge of financial operations, ideally including trading, settlements, or client onboarding
Technically confident - able to interface with developers, data engineers, and solution architects
Experience analysing workflows, creating data mappings, and interpreting integration requirements
Familiarity with Agile delivery frameworks and tools like Jira, Confluence, and process modelling software
Excellent communication, stakeholder engagement, and documentation skills
A detail-oriented mindset with the ability to manage competing priorities in a dynamic environment
Desirable Skills
Exposure to investment/trading systems (e.g. Calypso, Charles River, IRESS, Bloomberg, etc.)
Experience with API-based integration, ETL/data transformation, or SQL for data validation
Experience in vendor onboarding or third-party system integration
- Background in consulting (i.e KPMG, EY etc)
Why Work With Us?
Play a key role in shaping and delivering strategic transformation in a leading financial organisation
Join a collaborative, high performing team working on high-impact projects
Continuous learning opportunities
Exposure to an exciting transformation
Candidates must be based in Sydney with full work rights. As mentioned above, this it a FT position, and not open to day rate contracts. Salary is aligned with current market rates.