Infosys Consulting's Financial Services Practice is seeking experienced Business Analysts with Wealth Management Industry experience to be hired at a Senior Consultant Level to drive innovation and improve user experience in the wealth management area.
Requirements
- Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Wealth Management firms.
- Experience of collaborating with teams, comprising both IT and business specialists.
- 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.
- Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience.
Responsibilities
- Functional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard
- 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.
- 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.
Other
- You will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management.
- 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.
- Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities.
- You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.
- 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
