Wealth Management Innovation Strategist

16 hours ago

Industrial Area, India Dailoqa Full time

Job Title: Functional Expert – Wealth Management

Function: Industry Solutions


Role Overview:


We are seeking a Functional Expert with a strong interest in the Wealth Management domain who can work at the intersection of client engagement and project leadership. This role is ideal for a self-starter who wants to learn and apply agentic AI concepts to transform how wealth managers, banks, and fintechs serve their clients.

The role offers a unique opportunity to contribute to high-profile projects with global BFSI clients (UK, Europe, India), support CXO-level business

development, and build deep

expertise in AI-powered wealth journeys (such as onboarding, suitability assessment, advice reporting, wealth nudges).


Key Responsibilities

Project Leadership s Delivery

  • Lead functional workstreams in wealth management projects
  • Translate client business requirements into structured data models, rules, and workflows aligned to regulatory frameworks (e.G., MiFID II, FCA Consumer Duty, SEBI)
  • Collaborate with AI architects and tech teams to design and deliver agentic AI prototypes and solutions
  • Support deliveries of agentic AI solutions including functional documentation, validation of the solutions and demos to clients

Business Development

  • Work with leadership to develop proposals for BFSI clients, focused on wealth management
  • Conduct market research on wealth management trends, competitors, and regulatory changes
  • Build and deliver client presentations, demos, and POVs to support business development
  • Contribute to thought-leadership content (e.G., LinkedIn posts, client workshops, summit collateral)

AI s Domain Learning

  • Over time, develop a working knowledge of agentic AI concepts (RAG, knowledge graphs, intelligent data extraction)
  • Experiment with AI-native tools (conversational apps, multi-agent systems, knowledge modelling)

Key Requirements

  • Background: Degree in Business, Finance, Economics, or Technology (MBA preferred but not mandatory)
  • Domain: Strong experience between 8 to 14 years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture, MBBs including BFSI is a plus)
  • Skills:
  • Analytical and structured thinking;
    ability to translate business problems into workflows
  • Excellent communication and presentation skills
  • Mindset:
  • Curiosity to learn agentic AI and apply it in real client contexts
  • Entrepreneurial, proactive, and comfortable engaging directly with clients

What We Offer

  • Opportunity to work on cutting-edge AI-native projects with leading banks, wealth managers, and fintechs.
  • Structured learning path on agentic AI and its application to financial services
  • Exposure to CXO-level business development and international client engagements
  • Entrepreneurial culture where you can shape the future of BFSI AI adoption
  • Lead at the frontier: Help reshape Retail and Commercial Banking as the industry transitions from digital to Agentic AI.
  • Learn continuously: Gain hands-on experience with emerging frameworks, and contextual AI solutions.
  • Collaborate widely: Work alongside visionaries across business, AI, and technology domains.
  • Drive visible impact: Build capabilities that redefine customer experiences, agility, and operational intelligence.
  • Grow your career in a learning-driven, innovation-led consulting environment.


Apply now at https://www.Dailoqa.Com/careers

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