Senior UAT Lead – Wealth Management

Senior UAT Lead – Wealth Management

Location: Toronto, ON
Work Model: Hybrid (2 days per week in-person preferred)
Skills: HP ALM, BFS: Wealth Management, Automated QA – TestComplete
Years of Experience: 8–10

Role Description

Seeking a Senior QA/UAT Lead with 15+ years of experience leading end-to-end testing for banking, financial services, wealth management, and family office service platforms. The role will manage QA, UAT, automation, defect governance, and release-readiness activities across business and technology teams. The resume confirms 15+ years of QA experience, including E2E QA, QA Lead, UAT Lead, and Program Lead responsibilities.

Key Responsibilities

• Define QA/UAT strategies, test plans, scenarios, traceability matrices, and release sign-off criteria.
• Lead functional, integration, regression, API, data, automation, and end-to-end testing.
• Manage QA and UAT for wealth management and family office services, including client onboarding, investment and portfolio servicing, account management, reporting, and financial data validation.
• Coordinate business testers, SMEs, vendors, and onshore/offshore QA teams.
• Manage test data, environment readiness, defect triage, risk mitigation, executive reporting, and release readiness.
• Drive test automation and continuous improvement using approved AI-assisted testing capabilities.

Required Skills

• Strong experience as a QA Lead, UAT Lead, or End-to-End Test Lead.
• Experience supporting Wealth Management and Family Office Service applications and business processes.
• Strong banking and financial services domain knowledge.
• Hands-on experience with SQL, API testing, automation, and data validation.
• Experience with Katalon, Selenium, Robot Framework, Postman, ReadyAPI, SoapUI, JIRA, HP ALM, GitHub, and Jenkins.
• Strong stakeholder management, communication, documentation, and team leadership skills.
• Experience working in Agile, Scrum, Kanban, and Waterfall delivery models.

Preferred Qualifications

• Bachelor’s or master’s degree in a relevant discipline.
• Scrum, SAFe, AWS, or software-testing certification.
• Understanding of investment products, portfolio management, client reporting, regulatory compliance, and high-net-worth client servicing.