Consultant- Wealth Management & Trust, Infosys Consulting

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• Conducting strategic assessments to define future state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach.
• Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management
• Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk
• Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.
• Comprehensive portal to do a "Best Match" and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams
• Smart App where a prospective client can start a bank relationship, find a Financial Advisor, provide discovery for goal-based planning, and schedule an appointment.
• Social App for the Financial Advisor to create their social media profiles, provide complete user flows for Facebook Business Page Enrollment, LinkedIn Business Page Enrollment and Approver Review.
• Intuitive Advisor Dashboard that provides an advisor full view of his/her book and action items
• Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems

Responsibilities

• Functional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard
• Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities.
• Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve.
• Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions.
• You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.

Basic Qualifications

• Bachelor's degree or equivalent required
• Prior work experience of 3+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management & Trust industry.
• Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Wealth Management firms.
• Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels
• Experience of collaborating with teams, comprising both IT and business specialists.
• Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time

Preferred Qualifications / Skills

• Strong knowledge of wealth management industry and business models across North America.
• Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization.
• Understanding of Advisory Solutions - Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc.
• Experience working on industry leading managed account solutions / platforms.
• Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary

General Information
Location: NY, NJ. Hybrid Working model with 2-3 days in-person depending on client policies.
Internal training & leadership programs complemented by industry recognized certifications for reskilling and upskilling
Formal counselor-counselee system aiding and driving well rounded career growth
Dedicated mentorship programs, driven by the firm's women leaders for select women consultants, to drive acclimatization and create future-ready leaders
Return to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibility
Collaborative and open work environment for our consultants to share professional experiences and learn, and define their own success paths
This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee.
Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:-

• Medical/Dental/Vision/Life Insurance
• Long-term/Short-term Disability
• Health and Dependent Care Reimbursement Accounts
• Insurance (Accident, Critical Illness , Hospital Indemnity, Legal)
• 401(k) plan and contributions dependent on salary level
• Paid holidays plus Paid Time Off