Sr. BSA

Senior Business Systems Analyst (BSA) – Advisor Digital Platform (Asset Management)

• Contract Duration: 6 months to start, with a strong likelihood of extension up to 2 years
• Work Model: Hybrid
• 3-4 days on-site
• Location: Toronto, ON

Role Summary
We are seeking a
Senior Business Systems Analyst (BSA)
with strong
technical and business acumen
to support a
large-scale, multi-year advisor digital platform build
within Global Asset Management.

This role sits at the
intersection of business, technology, compliance, and delivery
. You will work on a
net-new, secure advisor portal
, taking complex regulatory, operational, and product requirements and translating them into clear, technically actionable solutions that development teams can execute against.

This is
not a maintenance or backend processing role
. The successful candidate must have experience delivering
enterprise-grade, advisor-facing platforms from the ground up
in highly regulated financial environments.

Program Context

• Global Asset Management currently operates a public-facing website for advisors and investors.
• There is no secure advisor portal today.
• This initiative is building a secure advisor portal from scratch, including:
• Advisor authentication (SSO, MFA)
• Advisor and client onboarding
• Digital smart forms and e-signatures
• Client account opening
• KYC / AML workflows
• API-enabled integrations across platforms
• The program is already in the build phase and supported by three Agile Scrum teams.
• This is a multi-year strategic initiative with long-term funding and executive visibility.

Key Responsibilities

• Act as a Senior BSA supporting complex, cross-functional delivery across business and technology teams.
• Own end-to-end requirements discovery, analysis, and decomposition for advisor-facing digital capabilities.
• Translate business, compliance, and regulatory needs into:
• Functional and non-functional requirements
• User stories with clear acceptance criteria
• Process flows, data mappings, and integration requirements
• Partner with Product Owners to shape backlog priorities while ensuring technical feasibility.
• Work closely with engineering teams to clarify APIs, data contracts, authentication flows (SSO/MFA), and system integrations.
• Support the delivery of client onboarding and account opening workflows, ensuring alignment with:
• KYC / AML requirements
• Digital e-signature standards
• Regulatory and audit expectations
• Collaborate with Compliance, Legal, and Risk teams to ensure solutions meet regulatory obligations without overengineering.
• Support global asset management product and reporting needs, including CDR-related considerations.
• Participate actively in Agile ceremonies (sprint planning, backlog refinement, demos, retrospectives).
• Provide ongoing analysis support during build, testing, and release phases.

Required Experience & Skills

• Senior-level Business Systems Analyst experience in large financial institutions.
• Strong asset management, investment management/ capital markets knowledge (mutual funds, ETFs, CRDs).
• Hands-on experience with advisor/investment portals and advisor-facing platforms. Exposure to global asset management products and operating models.
• Proven experience with client onboarding flows for advisors and account openings in regulated environments.
• Deep understanding of:
• KYC "Know Your Client" / AML regulations
• Digital identity and e-signatures
• Compliance-driven workflows
• Strong technical acumen, explaining technical requirements to technology stakeholders, including:
• API-based integrations
• Authentication and authorization concepts (SSO, MFA)
• Data flows and system dependencies
• Demonstrated ability to translate complex requirements into clear, build-ready artifacts.
• Strong Agile/Scrum experience, working directly with multiple development teams.
• Consultative/business analyst mindset able to translate business needs into technical requirements and guide stakeholders (business, compliance, product, engineering).

TSG is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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