Wealth management Architect
Position Title: Wealth Management Solution Architect
Location - Pune /Bangalore
Location: Pune/ Bangalore / Hyderabad/Chennai / Kolkata
Reports To: Vice President – Global head of ISG Capital Markets
Department: BFSI Industry Solutions Group
Experience Range: 15-20 Years
Detailed Job Description
1. Looking for a Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge.
2. The candidate needs to be a strategic thinker with expertise and ambition to adopt emerging technology to build commercially viable solutions to address gaps & white spaces in the WM domain
3. 15 – 20 years of experience in the WM industry or IT services industry with focus on WM / financial services verticals
• In-depth knowledge of concepts of wealth management. The candidate should have exposure to working in the front, middle and back office
• Strong domain understanding across one of more of WM and Financial Advisor Value chain process such as – Client onboarding, Relationship 360-degree summary view, Goal based planning, Goal monitoring, Trade order management, Trade execution, Post Trade processing, Accounting, Reconciliation, Corporate actions processing, Performance measurement and Client reporting.
• Additional specialization in areas such as equities, fixed income, derivatives, mutual funds, private banking, hedge funds, private equity fund accounting, SMA’s, pension funds etc.
• Constant up to date knowledge of the latest trends in the WM Industry and emergence of FinTech ecosystem
4. Candidate should have work experience with a few of the COTS products given below:
• WM Industry COTS products like FIS Unity Wealth platform, Temenos Wealth Management
• Financial planning tools like Naviplan
• SAAS products like InvestCloud
• Trade order management products such as Charles River, Front Arena, Fidessa, etc.
• Accounting products such as Eagle, Advent Geneva, etc.
• Performance measurement products such as Addepar, BISAM B-One, Statpro.
5. Proven track record of building commercially viable WM solutions covering MACH principles - Micro services, APIs. Cloud, and headless Architecture
• Candidate should have led Architecture definition & Solution Design and overseen end to end implementation programs
• Candidate should be able to define tech stack for a proposed solution and also lead the effort estimation
• Be able to work with multiple technical teams and drive the solution development
• Candidate should be well versed with emerging trends and technologies in the AI space and experience of building a GenAI based solution is a big plus. AI
• 5+ years of hands-on experience with target operating model definition, business case creation, program roadmap definition and organization change management
6. Stakeholder management including hands-on experience interacting with the C Suite (both business and technology) is mandatory
7. Presentation skills with crisp and clear articulation of the solution are a must
8. Must have experience of working with clients across multiple regions – USA, UK, Europe in a global delivery set
Location - Pune /Bangalore
Location: Pune/ Bangalore / Hyderabad/Chennai / Kolkata
Reports To: Vice President – Global head of ISG Capital Markets
Department: BFSI Industry Solutions Group
Experience Range: 15-20 Years
Detailed Job Description
1. Looking for a Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge.
2. The candidate needs to be a strategic thinker with expertise and ambition to adopt emerging technology to build commercially viable solutions to address gaps & white spaces in the WM domain
3. 15 – 20 years of experience in the WM industry or IT services industry with focus on WM / financial services verticals
• In-depth knowledge of concepts of wealth management. The candidate should have exposure to working in the front, middle and back office
• Strong domain understanding across one of more of WM and Financial Advisor Value chain process such as – Client onboarding, Relationship 360-degree summary view, Goal based planning, Goal monitoring, Trade order management, Trade execution, Post Trade processing, Accounting, Reconciliation, Corporate actions processing, Performance measurement and Client reporting.
• Additional specialization in areas such as equities, fixed income, derivatives, mutual funds, private banking, hedge funds, private equity fund accounting, SMA’s, pension funds etc.
• Constant up to date knowledge of the latest trends in the WM Industry and emergence of FinTech ecosystem
4. Candidate should have work experience with a few of the COTS products given below:
• WM Industry COTS products like FIS Unity Wealth platform, Temenos Wealth Management
• Financial planning tools like Naviplan
• SAAS products like InvestCloud
• Trade order management products such as Charles River, Front Arena, Fidessa, etc.
• Accounting products such as Eagle, Advent Geneva, etc.
• Performance measurement products such as Addepar, BISAM B-One, Statpro.
5. Proven track record of building commercially viable WM solutions covering MACH principles - Micro services, APIs. Cloud, and headless Architecture
• Candidate should have led Architecture definition & Solution Design and overseen end to end implementation programs
• Candidate should be able to define tech stack for a proposed solution and also lead the effort estimation
• Be able to work with multiple technical teams and drive the solution development
• Candidate should be well versed with emerging trends and technologies in the AI space and experience of building a GenAI based solution is a big plus. AI
• 5+ years of hands-on experience with target operating model definition, business case creation, program roadmap definition and organization change management
6. Stakeholder management including hands-on experience interacting with the C Suite (both business and technology) is mandatory
7. Presentation skills with crisp and clear articulation of the solution are a must
8. Must have experience of working with clients across multiple regions – USA, UK, Europe in a global delivery set