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Provide technical support and troubleshooting for wealth management systems, monitor system performance, manage incidents and tickets, create user documentation and training, collaborate with development and infrastructure teams, assist with upgrades/patches, and report on system status and metrics.

Lead a business analytics team to deliver data-driven insights, KPIs, dashboards and AI-enabled solutions. Partner with stakeholders to define strategy, automate reporting, prototype AI use cases, and build scalable analytics products while ensuring data quality and governance.

Serve as the Salesforce-focused Business Systems Analyst: gather requirements, document specifications, coordinate development and testing, maintain data integrity, train users, promote adoption, and evaluate Salesforce releases and third-party integrations.

Support Investment Counsellors and Portfolio Managers by preparing accurate asset allocation and rebalancing instructions, maintaining portfolio models, resolving trade and policy inquiries, performing market-value and correction analyses, reviewing integrity reports, and participating in process improvements and UAT to ensure compliance and operational excellence for private client portfolios.

Lead daily cash and asset reconciliations, investigate and resolve breaks, maintain control framework, support implementation of a new reconciliation platform and Target Operating Model, prepare reconciliation metrics, and collaborate with stakeholders to improve processes and efficiency.

The Senior Business Systems Analyst will gather requirements, act as a liaison between IT and business stakeholders, and lead workshops while utilizing advanced SQL skills for data analysis.

Build and productionize LLM-powered and agentic AI systems (RAG, fine-tuning, prompt engineering) and web app integrations. Lead design, set best practices, monitor and iterate on performance, mentor engineers, and partner with business and governance to deliver scalable, reusable AI solutions in cloud environments.

Lead digital experience strategy and delivery across web and mobile using Adobe Experience Cloud. Partner with cross-functional teams and agencies to translate requirements, manage projects and vendors, establish governance and accessibility standards, leverage analytics for personalization, and optimize customer journeys to drive lead generation and business growth.

Lead administration and support of Microsoft 365 and identity services (Exchange, SharePoint, Teams, OneDrive, Entra ID). Manage MFA/SSO, Teams Rooms/AV, provide Level 3 support, participate in projects, drive automation with PowerShell, and contribute to incident/change management and documentation.