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Shape the future of wealth management platforms by driving high-impact digital initiatives that improve adviser and client experiences.
Partner with business and technology leaders to solve complex challenges, streamline processes and deliver meaningful customer outcomes.
Initial 9 month max term contract
The opportunity to join our team
We are seeking a Senior Business Analyst to play a pivotal role in shaping and delivering digital experience initiatives across our Platform Development & Digital Experience team.
This role will focus on improving how advisers and support teams interact with the platform by simplifying journeys, reducing manual effort, maximise straight-through processing, and delivering intuitive, scalable digital experiences.
Working closely with business, product, technology, operations, data and UX teams, you will lead the analysis of adviser and client needs, translate them into transparent requirements, and help shape solutions that improve adviser productivity, client outcomes and operational efficiency.
This is an opportunity to influence the future of the adviser and client experience, contribute to strategic platform capability, and play a key role in delivering digital enhancements that make it easier for advisers to do business with us.
This is an initial 9 month max term contract role
Key Responsibilities:
Lead requirements definition for digital experience initiatives, ensuring clear alignment to Wrap strategy, adviser productivity, client experience and operational efficiency outcomes
Elicit, analyse and document business requirements, adviser and client journeys and data requirements
Define current and future state adviser and operational processes, identifying opportunities to remove manual effort, reduce duplication,



improve usability and increase straight-through processing
Translate adviser, client and business pain points into actionable digital requirements that support intuitive, secure and scalable platform experiences
Own the end-to-end requirements lifecycle, including discovery, prioritisation, validation and stakeholder sign-off
Partner with Product, UX, Technology, Operations, External, Risk, Data External stakeholders to shape backlogs and delivery priorities
Facilitate workshops, journey mapping sessions, refinement forums and stakeholder alignment discussions to drive shared understanding and decision-making
Contribute to solution design by ensuring requirements consider usability, integration, data, controls, compliance obligations, adoption and measurable business value
Actively participate in agile ceremonies and support delivery cadence, ensuring squads have the clarity needed to deliver high-quality outcomes
Build strong stakeholder relationships and act as a trusted advisor who bridges adviser needs, business outcomes and technology delivery
Drive continuous improvement in analysis practices, digital delivery discipline and requirements quality, while supporting and mentoring other analysts
What you will bring:
5+ years' experience in senior business analyst or Product development manager roles, ideally within financial services, wealth, superannuation, investments or platform environments




Proven experience delivering digital, adviser, client or operational efficiency initiatives in agile delivery environments
Strong capability in requirements documentation, process models, journey maps, data flows and business rules
Experience analysing end-to-end user journeys and identifying opportunities to simplify processes, improve usability and reduce manual effort
Understanding of advice, adviser workflows, platform operations or wealth management processes highly regarded
Familiarity with tools such as Jira, Confluence and Miro
Understanding of platform architectures, APIs, integrations, data flows and digital analytics desirable
Strong analytical and problem-solving skills with a structured, outcome-focused and highly organised approach
Exceptional stakeholder engagement, communication and influencing skills, with the ability to bring clarity across business and technology teams
A growth mindset with a passion for continuous improvement, customer-led design and delivering best-practice digital experiencesEtc.
People-inspired tech
Deep expertise combined with creativity can take on the trickiest of problems.
Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team.
If you need assistance or an adjustment during the application process, please reach out and let us know.
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📌 Senior Business Analyst (Sydney)
🏢 IOOF Holdings
📍 Sydney