Senior Business Analyst: Client Lifecycle Management
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Job Description
Structured overview of role & requirementsAbout This Role
Lead end-to-end functional analysis of complex Client Lifecycle Management (CLM) processes including onboarding, KYC/CDD, periodic reviews, and client data management.
Drive detailed current state process analysis and define achievable target state lifecycle flows focusing on efficiency, control, and client experience.
Act as functional contact during delivery to manage scope, dependencies, risk, and change while engaging multiple stakeholders including Front Office, Compliance, Risk, Legal, and Technology.
Minimum Requirements
8+ years hands-on Business Analysis experience in financial domains.
Solid business domain knowledge in Client Lifecycle Management and KYC processes and policies.
Experience with Agile/Scrum delivery methodologies.
Work Experience Required: 8+ years Business Analysis (explicitly mentioned).
Ideal Candidate Profile
Experienced in managing cross-functional stakeholder engagement in complex, regulated financial environments related to CLM.
Skilled in producing detailed BA artifacts such as user stories, acceptance criteria, process flows, data mapping, and interface specifications.
Able to evaluate and integrate new or evolving technologies like automation, workflow tools, and data platforms within CLM systems.