Wealth Management Solution Architect
- Karnataka
- Permanent
- Full-time
- 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
- 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.
- 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
- Stakeholder management including hands-on experience interacting with the C Suite (both business and technology) is mandatory
- Presentation skills with crisp and clear articulation of the solution are a must
- Must have experience of working with clients across multiple regions - USA, UK, Europe in a global delivery setup etc.