Business Consultant Wealth Management Platform Implementation

Role Overview

We are seeking an experienced external consultant to support the implementation of a Wealth Management platform across multiple jurisdictions (Luxembourg, Switzerland and the UK). The consultant will work as part of a cross‑functional project team collaborating closely with business stakeholders, IT teams and vendors to ensure successful delivery of the platform in line with regulatory and business requirements.

• Project Support:
  Assist the Project Manager in planning, coordinating and executing implementation activities across all regions.
• Requirements Analysis:
  Work with business and technical teams to gather, validate and document functional and non‑functional requirements. Translate business needs into clear documentation: models, diagrams, presentations and specifications.
• Solution Design & Integration:
  Provide expertise on Wealth Management processes and platform capabilities; support integration with existing systems.
• Testing & Quality Assurance:
  Coordinate test planning, execution and defect resolution to ensure platform stability and compliance.
• Stakeholder Communication:
  Act as a liaison between project teams, vendors and business units; ensure clear and timely communication.
• Risk & Issue Management:
  Identify potential risks and issues, propose mitigation strategies and escalate as needed.
• Regulatory Compliance:
  Ensure implementation aligns with local regulatory requirements in Luxembourg, Switzerland and the UK.
• Documentation:
  Maintain accurate project documentation including status reports, meeting minutes and technical specifications.
• User Training:
  Prepare user training materials and guides; assist business users in updating workflows.
• Vendor Management:
  Coordinate with vendors to ensure timely delivery aligned with validated requirements.

• Execution Only (must)
• Discretionary Portfolio Management (DPM) (nice to have)

• Avaloq Core Banking System (must)
• Aladdin Wealth Platform (huge advantage)
• Proven track record in implementing Wealth Management platforms or similar financial systems. Experience implementing Aladdin Wealth especially with Avaloq (advantage)

• MiFID (Suitability & Appropriateness Costs & Charges Product Governance) (must)
• UK and Swiss regulatory requirements for investment services (advantage)

• Ability to analyze existing work flows and propose optimized solutions
• Strong Project Management experience (must); PM certification (advantage)
• Expertise in conceptual modeling and ability to envision solutions
• Knowledge of Agile methods and tools (Jira, Confluence)
• Demonstrated experience in designing and documenting requirements in Agile teams
• Excellent verbal and written communication skills with ability to provide concise and constructive responses
• Independent proactive and high‑quality work standards
• Ability to manage complex and ambiguous situations with minimal guidance
• Flexibility to handle multiple requirements efficiently

University degree in Information Technology, Mathematics, Business Management or equivalent. Relevant experience in Wealth Management platform implementation projects.

• Requirements Quality: 100% of business requirements documented, validated and approved within agreed timelines
• Documentation Quality:
  All models, diagrams and guides delivered with high clarity and usability for end‑users
• Testing Accuracy: UAT coordination completed with