Wealth Management Project Manager, Infosys Consulting

Job details


Job Role


Senior Associate - Business Consulting

Work Location


Bridgewater, NJ, New York, NY

State / Region / Province


New Jersey, New York

Country


USA

Skills


Process|Consulting processes|Technology Consulting process

Domain


Consulting

Interest Group


Infosys Limited

Company


ITL USA

Requisition ID


146766BR

Salary min


116875

Salary max


148125

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 be a part of a world-class product management team which will help drive innovation and improve user experience in wealth management area.
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.
Infosys Consulting's Financial Services Practice is seeking experienced Business Analysts with Wealth Management Industry experience to be hired at a Senior Consultant Level.

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, service alerts and assessment of client attrition risk
• Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.
• Comprehensive portal to do a "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, provide complete user flows for Facebook Business Page Enrollment, LinkedIn Business Page Enrollment and Approver Review.
• Intuitive Advisor Dashboard that provides an advisor full 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

Responsibilities

• Functional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard
• 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.
• Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions.
• You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.

Basic Qualifications

• Bachelor's degree or equivalent required
• Prior work experience of 5+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management & Trust 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
• Experience of collaborating with teams, comprising both IT and business specialists.
• 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

Preferred Qualifications / Skills

• 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.
• Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary

General Information
Location: NY, NJ. Hybrid Working model with 2-3 days in-person depending on client policies.
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.
Along with competitive pay, as a full-time Infosys employee you are also eligible for the following 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 and contributions dependent on salary level
• Paid holidays plus Paid Time Off

About Us
Infosys Consulting is a next-generation consulting partner that bridges strategy and execution. With an AI-first mindset, deep industry knowledge, and the combined strengths of business and technology consulting, it helps enterprises turn bold vision into tangible outcomes, faster, smarter, and at scale.
Infosys Consulting is 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.

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.