Lead Business Consultant

Work type:
London, UK
Closing date:


Overview of role

The Lead Business Consultant is a core member of a layered, multi-disciplinary team responsible for designing, developing, testing and implementing a business solution. As the Lead Consultant you be accountable for the delivery and quality of all consulting assignments throughout the implementation lifecycle. The Lead Business Consultant will support the client’s product proposition and operating model throughout the implementation of the Sonata software package within Wealth Management clients.

Part of your role as a Lead Consultant will be to mentor Senior Consultants and Business Consultants as well as own objective setting and performance feedback.

Main activities

  • Define the scope of the project; understanding the client’s business operating model to fit with Sonata
  • Influencing our clients to shape their requirements to match 'out of the box' functionality provided by Sonata
  • Ensure that the proposed solution aligns to the objectives and success criteria for the project.
  • All business consulting documentation to be reviewed and approved by the Lead Consultant
  • Owner of the business requirement and SDD 'solution design doc'
  • Ensuring adherence to Business Consulting quality gates and readiness of specifications for build
  • To build out the design and new change requests using an agile approach, which utilises UML (structured use case specs) as a methodology
  • Ratify the project’s estimates of effort; ensuring the estimates are joined up, accurate and the work is delivered within the agreed commercials
  • Verify that the various project phases are well-aligned and that participants understand the goals and deliverables. Provide guidance to the project management team in determining and ratifying scope change
  • Will have accountability for the overall quality of the delivered solution, advising clients on Sonata best practice
  • Ensuring project retrospective improvements highlighted for the consulting team are implemented
  • Ownership and proactive management of the quality and performance of all consultants under your remit
  • Setting of objectives and ownership of performance feedback for business consultants assigned to you

To be successful in this role candidates will require:

Key Skills

  • Strong analytical skills including knowledge of UML or other structured analysis method
  • Organised with the ability to plan and achieve outcomes
  • Clear communication style, whether written or oral, effective in presentations
  • Thorough knowledge of technology and the opportunities afforded by digital working methods

Personal Characteristics

  • Consultative and an effective influencer
  • Ability to apply analytical skill and conceptual thinking to operations and system planning
  • Ability to collaborate with clients
  • Strong oral and written communication skills, including presentation and facilitation skills
  • Resilience including the ability to work effectively under time pressure
  • Ability to work in a team environment
  • Proactive approach to work
  • Proven eagerness for continual personal development
  • Commercial awareness
  • Capable of working on-site at client offices


Typical Experience    

  • 6-8 years’ experience as a Business Analyst or Business Consultant with 12+ years working knowledge of the financial services industry.
  • Be a subject matter expert in two to three areas at an SME level in the financial domain space
  • Proven experience of leading a feasibility/discovery phase with clients
  • Experience of UK retail savings and investment products
  • Experience of working within successful technology implementation programmes
  • Operations team leadership within financial services



Educational Background      

  • Educated to degree level in a science, engineering or mathematical subject
  • Potentially qualified as an accountant, actuary #LI-PRIORITY

Apply now

If you believe that you have the relevant experience and knowledge for this role please apply directly below. Please note only successful applicants will be contacted.

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