Senior QA/UAT Lead – Wealth Management & Family Office Services*

Job summary

Lead QA and UAT strategy and execution across wealth management and family office platforms, including functional, integration, regression, API, data, automation, and end-to-end testing. Coordinate business and technology teams, manage test data and environments, oversee defect governance and risk mitigation, and report on release readiness.

Job details

Senior QA/UAT Lead – Wealth Management & Family Office Services* Toronto, ON Hybrid (2 days per week in-person at Toronto office preferred) Skills: HP ALM, BFS : Wealth Management, Automated QA - TestComplete Years Experience: 8-10 Role Descriptions: Senior QA/UAT Lead – Wealth Management & Family Office Services Role Summary Seeking a Senior QA/UAT Lead with 15+ years of experience leading end-to-end testing for banking, financial services, wealth management, and family office service platforms. The role will manage QA, UAT, automation, defect governance, and release-readiness activities across business and technology teams. The resume confirms 15+ years of QA experience, including E2E QA, QA Lead, UAT Lead, and Program Lead responsibilities. Key Responsibilities Define QA/UAT strategies, test plans, scenarios, traceability matrices, and release sign-off criteria. Lead functional, integration, regression, API, data, automation, and end-to-end testing. Manage QA and UAT for wealth management and family office services, including client onboarding, investment and portfolio servicing, account management, reporting, and financial data validation. Coordinate business testers, SMEs, vendors, and onshore/offshore QA teams. Manage test data, environment readiness, defect triage, risk mitigation, executive reporting, and release readiness. Drive test automation and continuous improvement using approved AI-assisted testing capabilities. Required Skills Strong experience as a QA Lead, UAT Lead, or End-to-End Test Lead. Experience supporting Wealth Management and Family Office Service applications and business processes. Strong banking and financial services domain knowledge. Hands-on experience with SQL, API testing, automation, and data validation. Experience with Katalon, Selenium, Robot Framework, Postman, ReadyAPI, SoapUI, JIRA, HP ALM, GitHub, and Jenkins. Strong stakeholder management, communication, documentation, and team leadership skills. Experience working in Agile, Scrum, Kanban, and Waterfall delivery models. Preferred Qualifications Bachelor’s or master’s degree in a relevant discipline. Scrum, SAFe, AWS, or software-testing certification. Understanding of investment products, portfolio management, client reporting, regulatory compliance, and high-net-worth client servicing. Thanks & regards, Lakshmi Bhavani Apptoza Inc. Phone: 678-392-3978 Ext 4640 Phone: 437-291-3224 Ext 1105 Mail id : Lakshmi.bhavani@apptoza.com

What you’ll do

Lead QA and UAT strategy and execution across wealth management and family office platforms, including functional, integration, regression, API, data, automation, and end-to-end testing. Coordinate business and technology teams, manage test data and environments, oversee defect governance and risk mitigation, and report on release readiness.

Requirements

The role calls for extensive QA leadership experience, strong banking and financial services knowledge, and experience with wealth management and family office applications. Candidates should have hands-on SQL, API testing, automation, and data validation experience, along with strong communication and leadership skills and familiarity with multiple delivery methodologies.

Listed skills

• Quality assurance · Preferred
• SQL · Preferred
• Data Validation · Preferred
• Stakeholder Management · Preferred
• Agile · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Quality Assurance
• User Acceptance Testing
• End-to-End Testing
• Wealth Management
• Family Office Services
• Banking and Financial Services
• SQL
• API Testing
• Test Automation
• Data Validation
• Defect Management
• Stakeholder Management
• HP ALM
• TestComplete
• Agile
• Release Readiness

Job areas

• Technology
• Software
• Finance & Accounting
• Management & Leadership

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