AVP - Wealth management

4 weeks ago

Kozhikode, India Levrara Consulting Group Full time

Job Title : AVP - Project Manager - Wealth Management

Location : Mumbai/Powai/ Hybrid

Duration : Fulltime


The Assistant Vice President – Project Manager (Wealth Management) will be responsible for leading strategic and regulatory projects within the Wealth Management domain. The role involves end-to-end project lifecycle management — from business requirement gathering and solution design to implementation, stakeholder management, and post-delivery review.

The ideal candidate should bring a strong background in project governance, wealth management operations, digital initiatives, and cross-functional collaboration across global teams.


Key Responsibilities:

  • Lead and manage strategic projects and change initiatives within the Wealth Management business, ensuring timely delivery and adherence to scope, budget, and quality parameters.
  • Partner with front office, operations, IT, risk, and compliance teams to define project requirements and implement technology or process enhancements.
  • Develop detailed project plans, monitor progress, identify risks, and drive resolution through effective stakeholder engagement.
  • Manage regulatory and business transformation projects, ensuring alignment with Nomura’s global standards and local regulatory expectations.
  • Support implementation of digital platforms and process automation within the Wealth Management ecosystem.
  • Conduct impact analysis, define operating models, and facilitate effective change management.
  • Present regular updates to senior management on project milestones, KPIs, risks, and financial tracking.
  • Drive continuous improvement, efficiency optimization, and data-driven decision-making across Wealth Management functions.
  • Ensure compliance with internal policies, audit standards, and global best practices in project governance.


Key Skills & Competencies:

  • Strong project management experience within Wealth Management, Private Banking, or Investment Banking operations.
  • Proven expertise in end-to-end project delivery, including requirement gathering, testing, UAT coordination, and go-live management.
  • Solid understanding of financial products — equities, fixed income, structured products, mutual funds, PMS, and advisory solutions.
  • Hands-on experience with Agile and Waterfall methodologies, project tracking tools (JIRA, MS Project, Confluence), and process re-engineering.
  • Excellent stakeholder management and communication skills, with ability to work across global and cross-functional teams.
  • Strong analytical, problem-solving, and organizational skills.
  • Exposure to digital transformation initiatives (automation, workflow tools, data analytics platforms) is preferred.
  • PMP / Prince2 / Agile certifications will be an advantage.

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