CLM Technology Team Business System Technical Analyst (TA) -AVP

Who we are

United by a sense of purpose towards our customers – to be a trusted partner for the long-term – and our universal banking platform in EMEA, SMBC Group has an international growth agenda and award-winning products, meaning we provide exciting opportunities to work on a diverse range of projects and initiatives. We deliver a full suite of corporate finance products and solutions to our customers as well as investment banking and advisory services, and a range of innovative solutions in global capital markets. Read on to find out how you could enhance your skills and gain valuable experience, by joining us to support our clients transition to a sustainable future.

Purpose of Job

• Provide technology guidance and support across EMEA for the Client Lifecycle Management (CLM) technology suite.
• Partner with Front Office, Operations, Financial Crime Compliance, Regulatory Compliance, Middle Office, Technology teams and vendors to understand needs, assess impacts and implement agreed solutions.
• Translate business, workflow and regulatory requirements into functional and technical designs, including integrations with CRM, screening, data providers, core banking, trading and downstream platforms.
• Support controlled configuration of the CLM KYC platform and become a subject matter expert across the CLM technology estate.
• Take ownership of issues and assigned delivery activities from initiation to resolution, coordinating stakeholders and escalating where required.
• Prepare concise management updates covering progress, RAG status, milestones, risks, issues, decisions and required actions.

The anticipated salary range for this role is £70,000 - £106,000, with the final offer determined based on the candidate’s skills, experience, role scope, location, and relevant market factors. In addition to base salary, the role may be eligible for a discretionary incentive award and a competitive benefits package, including core benefits such as pension provision.

Background

• CLM supports customer onboarding, retention and growth while ensuring compliance with the Bank’s Risk Framework, regulatory obligations and Financial Crime and Counter-Terrorist Financing commitments.
• The CLM Programme has global visibility and senior-management focus as legacy technology is replaced and end-to-end processes are streamlined through automation.
• The CLM Technology team implements and supports EMEA-wide solutions and manages ongoing platform configuration and change through BAU governance.

Facts and Scale

• The role requires a broad understanding of customer-facing CLM solutions, data management tools, integrations and downstream systems.
• Technical Analysts deliver complex CLM projects and programmes and engage stakeholders from analyst through to Managing Director level.

Accountabilities and Responsibilities

• Act as the EMEA point of contact and subject matter expert for the CLM technology suite across implementation and BAU support.
• Manage assigned projects and work packages by defining scope, plans, milestones, deliverables, dependencies, risks, issues, actions and acceptance criteria.
• Coordinate business users, developers, testers, vendors and product owners through design, build, QA, SIT, UAT, release, go-live and hypercare.
• Manage the BAU CLM Technology change backlog, assess impacts, recommend solutions and ensure governance and approvals are completed before implementation.
• Produce requirements, process maps, data flows, sequence diagrams, traceability records, test artefacts and implementation documentation.
• Configure CLM workflows and data points and coordinate integration changes across the technology estate.
• Create dashboards, RAID logs, decision papers and management updates that clearly communicate progress, RAG status, achievements, forecast dates, risks, issues, dependencies and decisions required.
• Facilitate working groups and governance forums, capture decisions and track actions through to closure.
• Investigate incidents and delivery issues, coordinate resolution, escalate where required and maintain clear stakeholder communication.
• Identify automation, control and operational-efficiency opportunities and explain the benefits and impacts to stakeholders.
• Ensure delivery evidence and Business Analysis artefacts are approved, retained and available for internal audit or regulatory oversight.
• Apply project management discipline to plans, milestones, dependencies, risks, issues, actions, testing and implementation readiness.

Knowledge, Skills, Experience and Qualifications

Demonstrates high level abilities and/or a proven record of success in delivering and in the following areas:
• Strong understanding of CLM/KYC technology, financial services, banking operations and the relevant regulatory framework.
• Proven experience delivering CLM technology change across the full SDLC using Agile, Waterfall or hybrid methodologies.
• Strong project management skills, including planning, estimation, milestone tracking, RAID management, dependency management, governance, change control and implementation readiness.
• Able to prepare clear, concise and decision-focused management updates, dashboards and executive reporting for senior stakeholders.
• Experience of release management, go-live planning, cutover, hypercare and transition to BAU.
• Strong stakeholder and vendor management skills, with the ability to gain agreement, resolve conflict and drive decisions.
• Able to manage multiple priorities independently, work under pressure, analyse complex information and make evidence-based recommendations.
• Degree-level education; professional Business Analysis or project management qualifications are desirable.
Specialist technical skills:
• Able to analyse current and future business or regulatory requirements, identify gaps, model workflows and translate findings into high-quality functional requirements covering current and future states.
• Strong understanding of data mapping, APIs, middleware and system integration patterns, including the ability to analyse data flows and dependencies across upstream and downstream platforms.
• Strong understanding of non-functional requirements, including system performance, availability, resilience and security, with the ability to assess their impact on solution design and delivery.

Challenges

• Delivering change across a complex, highly regulated environment with multiple systems, stakeholders and competing priorities.
• Balancing strategic project delivery with BAU demand while securing consensus, managing risk and providing transparent management updates.

Competencies

What we offer

For all the expertise and experience you bring to help us make a difference, it’s only sustainable if we support you to build your career and be your best self so we offer competitive company benefits, centred around promoting positive well-bring and work-life balance. We also believe in fostering a diverse and inclusive work environment, where all team members perspectives and contributions are valued. Initiatives in place which promote a diverse and inclusive culture and healthy work life balance include hybrid working, Sport & Social Clubs and Diversity and Inclusion networks.

As an employee of SMBC you have access to a host of both useful and exciting benefit offerings. See below some of the benefits on offer to you:

• Hybrid and flexible working
• Competitive paid leave days
• Benefits to support your physical wellbeing, including private medical insurance and life and invalidity insurance
• Various policies to support your mental wellbeing, including a robust behavioural health network with counselling and coaching services
• Access a wide range of learning and development opportunities and career progression opportunities
• Ambitious remuneration package

So, if you like a challenge and want to continuously grow and develop in a role where you will be supported along the way by a dynamic and diverse team, apply today!!