Principal- Wealth Management

Principal – Wealth Management, Infosys Consulting
The Role – What You’ll Do
As a principal, you will be part of a cross-cultural global team working on a variety of business consulting engagements such across Wealth Management, Asset Management, Investment Banking and Trading.
You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients.

Here are some engagements our Wealth Management consultants are working on:

• 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 and service alerts and assessment of client attrition risk

• Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.

• Single Social Media hub for Financial Advisors to post content (compliance approved) to multiple social media sites

• Comprehensive portal to do an “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. To provide complete user flows for Facebook Business Page Enrollment, LinkedIn Business Page Enrollment and Approver Review.

• Intuitive Advisor Dashboard which provides an advisor complete 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

• You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives, and participate in a variety of Firm building events.

Responsibilities

• Set product strategy and influence acceptance and adoption of that strategy with the end user’s experience at the center of their decision making.
• Manage the product line life cycle from the strategic planning to tactical initiatives for both vended and custom solutions.
• Managing tracks for functional analysis / SME for specific journeys. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard
• Specify the market requirements in relation to the business' product for both existing and future products based on market research realized through interactions with the clients, consumers and prospective users.
• 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.

Basic Qualifications

• Bachelor’s degree or equivalent required
• Prior work experience (10+ years for Principal) either in management consulting or directly working on advisory business, technology, or operational change initiatives in the capital markets 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
• Strong background of leading teams, comprising both IT and business specialists (for Principals)
• Preferred Qualifications
• Strong knowledge of wealth management and business areas they support and ability to interact with various Financial Advisors and practice models to drive at value while balancing standardization, Understanding of Advisory Solutions – Firm/Advisory/Client Discretionary Products, SMA, UMA
• Experience working on the industry leading managed account solutions/platforms
• Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience.
• Demonstrate thought leadership, ability to conceptualize and drive new solution / service offerings and take them to market

General Information

• Location flexibility enabling our consultants to execute engagements while being based in their preferred location
• Flexible “Work from Home” policies and robust infrastructure support enabling uninterrupted remote access to work
• 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

About Us
Infosys Consulting is a global management consulting firm helping some of the world’s most recognizable brands transform and innovate. Our consultants are industry experts that lead complex change agendas driven by disruptive technology. With offices in 20 countries and backed by the power of the global Infosys brand, our teams help the C-suite navigate today’s digital landscape to win market share and create shareholder value for lasting competitive advantage. To see our ideas in action, or to join a new type of consulting firm, visit us at www.InfosysConsultingInsights.com

Infosys is an equal opportunity employer, and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, spouse of protected veteran, or disability.