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Delivery Lead/BA (Wealth Management)

Apex Systemsabout 9 hours ago
Hybrid
Toronto, Ontario
Senior Level
full_time

Top Benefits

Medical, dental, vision, life, and disability insurance
Employee Stock Purchase Program (ESPP)
401(k) with company match after 12 months

About the role

Job#: 2086899 Job Description: Technology Delivery Lead/BA Est. Start Date: 11/1/2025

Duration: 12 months

Working hours: 9AM-5PM

Working Location: Downtown Toronto [hybrid, in office Tue, Wed, Thur]

Role Mandate: This is a dual business systems analyst and delivery lead role in a large wealth transformation program. As a Business Analyst, the resource will be responsible for gathering business requirements and conduct data mapping of feeds to downstream Finance and Treasury systems. As a Delivery lead, the resource will be responsible for creating project schedule, estimation and manage delivery of those integrations.

Responsibilities:

  • Perform analysis on business and technical requirements provided.
  • Facilitate the session(s) to gather all requirements/create the user stories.
  • Document confirmed requirements/work with Product Owner on User Stories.
  • Provide clarifications and support to project team during design, development and testing phases
  • Understands Software Development Life Cycle and can effectively perform BA tasks for each of the project phases.
  • Elicits requirements and analyzes feasibility to ensure solutions/initiatives achieve the expected business outcomes.
  • Supports various project teams across the project lifecycle to ensure development is aligned with the business requirements.
  • Develops informative, coherent, and usable project documents (project artifacts) for multiple stakeholders covering functional and non-functional business requirements
  • Applies depth of domain & functional expertise for the assigned portfolio to drive the expected business value.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Become SME and provide support during various phases of Testing and Post-Production validation.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Key Qualifications:

  • 10+ years of experience as a delivery lead in wealth management or finance systems (e.g. GL conversions)
  • Ability to work with technology stakeholders (Solution Architects, Developers, QA) and business stakeholders
  • Experience with requirements gathering, analysis and data mapping activities.
  • Comfortable using Microsoft Project for maintaining project schedules. Experience with managing monthly forecasting
  • Experience in leading teams and ensuring project delivery is on time, within budget and high quality
  • Experience working with QA on root cause analysis, triaging and creating testing metrics.
  • Experience working on large transformation programs and conversion projects
  • Strong SDLC experience in waterfall and agile methodologies

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Apex team member can provide.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Apex team member can provide.

Apex Systems is part of the Commercial Segment of ASGN Incorporated.

NYSE: ASGN

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Apex Systems.

About Apex Systems

IT Services and IT Consulting
10,000+

Apex Systems is a leading global technology services firm that incorporates industry insights and experience to deliver solutions that fulfill our clients’ digital visions. We provide a continuum of services, including strategy and enablement, innovation and productivity, and technology foundations to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across North America, Europe, and India. Apex is a part of the commercial segment of ASGN Incorporated (NYSE: ASGN). To learn more, visit www.apexsystems.com.

Apex strives to provide our talent with the best possible experience, from start to finish. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. Visit us today to join our team: www.apexsystems.com/careers.