Wealth Management Project Manager, Infosys Consulting

Business Analyst – Wealth Management & Trust, Infosys Consulting The Role – What You’ll Do You will be part of a cross‑cultural global team working on a variety of business consulting engagements in Wealth Management. You will also be part of a world‑class product management team that drives innovation and improves user experience in wealth management. You will take on roles in process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems, devise creative solutions, apply business consulting frameworks and methodologies, collaborate with client stakeholders, and take responsibility for delivering business results. Key Engagements Conducting strategic assessments to define future state functional/technical architecture, leveraging Design Thinking and Service Blueprinting. 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, attrition‑risk assessment). Virtual Assistant – Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce. Comprehensive portal to “Best Match” and locate Financial Advisors (individuals or teams) by name, location, gender, and international Wealth FAs. Smart App for prospective clients to start a bank relationship, find an Advisor, initiate goal‑based planning, and schedule appointments. Social App for advisors to create social media profiles and provide user flows for Facebook, LinkedIn Business Page Enrollment, and Approver Review. Intuitive Advisor Dashboard giving an advisor full view of their book and action items. Re‑imagining Operations User Experience to create an Intelligent Ops dashboard with KPIs, real‑time notifications, SLAs, and direct access to ops systems. Responsibilities Functional analysis / SME for specific journeys in Wealth and Trust (e.g., Prospecting, Financial Planning, Portfolio Management, Servicing, Onboarding, Advisor Dashboard). Collaborate cross‑functionally with engineering, marketing, design, and sales to ensure smooth and efficient product activities. Work closely with technical departments to ensure user needs are met and resolve emerging issues. Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions. Lead or contribute to sales pursuits, consulting offerings, and internal initiatives to participate in firm‑building events. Basic Qualifications Bachelor’s degree or equivalent required. 5+ years of experience in management consulting or advisory business, technology, or operational change initiatives in Wealth Management & Trust. 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 collaborating with IT and business specialists. Candidates authorized to work in the United States without employer‑based visa sponsorship are welcome to apply. Infosys cannot provide immigration sponsorship for this role. Preferred Qualifications / Skills Strong knowledge of wealth‑management industry and North American business models. Ability to interact with Financial Advisors, operations, technology, and practice leaders to understand pain points, regulatory obligations, and craft innovative solutions. Understanding of advisory solutions (Firm, Advisory, Client Discretionary Products, SMA, UMA, estate planning, trust services, etc.). Experience with industry‑leading managed account solutions / platforms. Experience in UX/UI programs in Wealth Management or Asset Management to improve client/advisor experience. Willingness to work as part of a cross‑cultural team with flexibility for multiple time zones. General Information Location: NY, NJ. Hybrid working model with 2‑3 days in‑person, depending on client policies. Internal training and 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 women leaders, to support women consultants in acclimatizing and becoming 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 where consultants share professional experiences 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. 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 with contributions dependent on salary level Paid holidays plus Paid Time Off Equal Employment Opportunity Infosys provides equal employment opportunities to applicants and employees without regard to race, color, sex, gender identity, sexual orientation, religious practices and observances, national origin, pregnancy, childbirth, or related medical conditions, status as a protected veteran or spouse/family member of a protected veteran, or disability. #J-18808-Ljbffr Infosys Limited