01Overview
Role Overview<\/span><\/b>
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We are looking for an
experienced Process Consultant with robust expertise in Investment/Wealth
Management processes, hands -on skills in process consulting and business
transformation, and working knowledge of AI, data, and automation solutions.
This is a client -facing role where you will partner with business stakeholders,
understand requirements, map processes, define solutions, and support
implementation across advisory, investment, and operations workflows.<\/span><\/p>
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Key Responsibilities<\/span><\/b>
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1. Process Consulting
& Transformation<\/span><\/b>
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- Lead AsIs<\/b> process assessments, identify inefficiencies, and design ToBe<\/b> processes.<\/span>
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- Support
operating model design across people, process, data, and technology
layers.<\/span>
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- Define
KPIs and measurable outcomesefficiency, accuracy, cycle time reduction,
STP %, etc.<\/span>
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- Collaborate
with technology and product teams to ensure alignment with business
processes.<\/span>
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- Support
UAT, training, documentation, and change management activities.<\/span>
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2. AI / Data /
Automation Support<\/span><\/b>
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- Identify
use cases for AI, analytics, and automation across investment/wealth
operations.<\/span>
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- Work
with AI/data/engineering teams to translate business needs into technical
requirements.<\/span>
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- Support
design of functional workflows for:<\/span>
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- Document extraction (OCR/NLP)<\/span>
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- Predictive insights (risk scoring,
next -best -action)<\/span>
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- Workflow automation (RPA)<\/span>
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- Client 360 and data quality
improvements<\/span>
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- Validate
outputs from AI/automation solutions and ensure they meet business
expectations.<\/span>
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4. Stakeholder &
Delivery Management<\/span><\/b>
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- Act
as a bridge between business users, product owners, technology teams, and
vendors.<\/span>
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- Manage
day -to -day functional delivery, prioritization, and issue resolution.<\/span>
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- Prepare
functional documents, user stories, process flows, and test scenarios.<\/span>
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- Ensure
smooth functional deployment and postimplementation support.<\/span>
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Requirements<\/h3>
Required
Qualifications<\/span><\/b>
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- 510
years of experience as a Functional Consultant / Business Analyst in Investment
or Wealth Management.<\/span>
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- Strong
understanding of frontoffice, middleoffice, and operational processes in
wealth/investment domains.<\/span>
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- Hands -on
experience in process mapping, requirement gathering, documentation, and
UAT.<\/span>
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- Exposure
to AI, automation, and data -driven transformation initiatives.<\/span>
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- Ability
to translate business problems into structured functional solutions.<\/span>
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- Strong
communication, stakeholder management, and presentation skills.<\/span>
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Preferred Skills<\/span><\/b>
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- Experience
working with tools/platforms such as:<\/span>
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- Portfolio/OMS/PMS platforms<\/span>
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- Salesforce Financial Services Cloud,
Temenos, Avaloq, Charles River, Broadridge, etc.<\/span>
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- Automation tools (UiPath/AA), workflow
tools (Appian/PEGA)<\/span>
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- BI tools (Power BI/Tableau)<\/span>
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- Knowledge
of regulatory requirements (KYC/AML, Suitability, FATCA/CRS, MiFID, etc.).<\/span>
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- Certifications
like CFA (Level 1), FRM, Lean Six Sigma, BPM, Agile/Scrum are a plus.<\/span>
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Why This Role <\/span><\/b>
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- Opportunity
to work across strategic investment/wealth transformation initiatives.<\/span>
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- High
visibility with business, COO, product, and AI/data teams.<\/span>
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- Blend
of domain, functional consulting, and emerging technology exposure.<\/span>
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- Growth
path toward Lead Consultant, Product Owner, or Transformation Lead.<\/span>
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