Wealth Dynamix

Business Analyst

• The Junior BA at Wealth Dynamix plays a key role in supporting the consulting and delivery teams to ensure the successful gathering, documentation, and management of business requirements for client projects.
• Positioned between the graduate role and the Functional Consultant position, this role focuses on developing expertise in both business analysis and project delivery within a dynamic, fast-paced environment.
• The Junior Functional Consultant is involved in all stages of project delivery, from gathering client requirements to supporting go-live, while gaining in depth knowledge of the WDX1 platform and Microsoft Dynamics products.
• Work alongside the consulting team to gather, document, and manage business requirements from clients.
• Attend and actively contribute to client meetings, acting as a representative of Wealth Dynamix.
• Translate business needs into user stories and acceptance criteria for development teams.
• Build an expert understanding of WDX1 and Microsoft Dynamics products to ensure effective project delivery.
• Use this knowledge to support existing clients by providing advice and product insights.
• Assist in the management of the Product Backlog for client projects, ensuring it aligns with client requirements.
• Collaborate with developers to ensure software is delivered according to client needs.
• Support the execution and management of test phases, ensuring software meets quality standards.
• Contribute to client-facing activities, such as sprint playbacks, UAT sessions, and go-live support.
• Support project go-live activities, ensuring smooth transitions for clients.
• Work closely with the delivery and development teams to ensure adherence to core product development processes.

Junior Technical Business Analyst – Fintech, SDLC

Customer Success Manager

• Support the onboarding of new clients
• Develop a deep understanding of Wealth Dynamix software solutions
• Assist with setting up trial platforms for new prospects and clients
• Liaise with trainers to support client training sessions
• Maintain the Client Success platform by contributing to the creation of new knowledge base articles

Graduate Customer Success Manager, Fintech

Software Engineer

• Lead the design and development of complex ETL pipelines using Talend (DI / ESB / Cloud)
• Own end to end delivery of integration solutions, from requirements through to production support
• Make and document technical design decisions around integration patterns, performance, and scalability
• Define and evolve integration standards, reusable frameworks, and best practices
• Build and maintain integrations across databases, APIs, SaaS platforms, third party providers, and legacy systems
• Ensure data integrity, reconciliation, and auditability, especially in regulated environments
• Optimise ETL jobs for performance, reliability, and high data volumes
• Implement robust logging, error handling, alerting, and recovery mechanisms
• Act as a technical mentor for mid and junior developers
• Conduct code reviews and enforce quality standards
• Partner with product owners, business analysts, and architects to shape integration solutions
• Support UAT and production go lives, including troubleshooting complex issues
• Provide 3rd line support for integration issues in production
• Identify legacy integration risks and drive modernisation improvements
• Champion improvements in monitoring, observability, and operational resilience

Junior Technical Business Analyst – Fintech, SDLC

Graduate Customer Success Manager, Fintech

Senior ETL, Talend Developer – Fintech