Senior UAT Lead – Wealth Management

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 UAT Lead – Wealth Management Location: Toronto, ON Work Model: Hybrid (2 days per week in-person preferred) Skills: HP ALM, BFS: Wealth Management, Automated QA – TestComplete Years of Experience: 8–10 Role Description 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.

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

Requires extensive QA, UAT, or end-to-end test leadership experience, strong banking and financial services knowledge, and experience with wealth management and family office applications. Hands-on skills in SQL, API testing, automation, and data validation are expected, along with stakeholder leadership and experience across Agile, Scrum, Kanban, and Waterfall delivery models.

Listed skills

• SQL · Preferred
• Data Validation · Preferred
• Jira · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• QA Leadership
• User Acceptance Testing
• End-to-End Testing
• Wealth Management
• Family Office Services
• SQL
• API Testing
• Test Automation
• Data Validation
• HP ALM
• Katalon
• Selenium
• Robot Framework
• Postman
• JIRA
• Stakeholder Management

Job areas

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

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