Business Analyst / Project Manager

Business Analyst / Project Manager, Software onboarding

Circa £500 - £550 day contract, Inside IR35

12-month min. contract

London, City, Hybrid

Highly prestigious city-based financial services company is seeking an experienced Business Analyst / PM to lead a high-profile Client Software Onboarding Transformation programme.

This is a rare opportunity to join a market-leading firm spearheading the redesign of their global onboarding operating model, running a full vendor selection process, and overseeing implementation of a new onboarding technology platform.

The Role

You'll sit at the intersection of business transformation, regulatory onboarding, process excellence, and technology delivery - working closely with senior stakeholders across multiple jurisdictions to harmonise onboarding practices, strengthen governance, and enable future automation.

Key Responsibilities

• Lead end-to-end delivery of a global software / client onboarding transformation programme, including project plans, governance, RAID logs, and executive reporting
• Analyse current-state onboarding processes across global jurisdictions and design a future-state Target Operating Model.
• Lead workshops to define business requirements and drive business process re-engineering
• Own the end-to-end RFP/RFI process for onboarding software vendors - from evaluation criteria and scoring through to vendor negotiation and business case sign-off
• Manage implementation of the selected onboarding platform from requirements through to go-live, partnering with Technology, Compliance, Legal, Operations, and Information Security
• Build and influence relationships with senior leaders (Exec/MD/COO level) across a complex, multi-jurisdictional stakeholder landscape

What We're Looking For

• 8+ years' experience in Business Analysis, Business Transformation and ideally some project management experience
• A strong track record delivering large-scale operational transformation programmes
• Significant experience in financial services
• Experience within client onboarding, KYC, AML, Customer Due Diligence, or Client Lifecycle Management
• Proven experience designing Target Operating Models and leading process re-engineering initiatives
• Hands-on experience running formal RFP/RFI and vendor selection processes
• Experience implementing enterprise software solutions end-to-end
• Excellent stakeholder management, workshop facilitation, and requirements-gathering skills
• Ability to work closely with the business at all levels

To find out more about this opportunity, apply now or send your CV to