Wealth Management Solution Architect

2 days ago

Bengaluru, Karnataka, India Zensar Technologies Full time ₹ 5,00,000 - ₹ 8,00,000 per year

Job Description
Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge.

  • The candidate needs to be a strategic thinker with expertise and ambition to adopt emerging technology to build commercially viable solutions to address gaps & white spaces in the WM domain
  • 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.

  • Senior Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Wealth Management Advisor

    1 week ago

    Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

  • Wealth Manager

    3 days ago

    Bengaluru, Karnataka, India Crest Capital Management Full time US$ 60,000 - US$ 1,20,000 per year

    Responsibilities:* Acquire new HNIs through strategic networking.* Handle existing HNI clients with exceptional service.* Onboard HNIs and guide them for their wealth planning.

  • Manager

    5 days ago

    Bengaluru, Karnataka, India Neo Wealth Partners Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Company DescriptionNeo Wealth Partners (NWP) is a wealth management firm where bankers and the firm work as equal partners to deliver client solutions. Partners operate independently, free from organizational targets, and receive comprehensive support from institutional infrastructure, resulting in sustainable and client-centric engagements. Neo Wealth...

  • Wealth Advisor

    1 day ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

  • Head of Wealth Management

    1 week ago

    Bengaluru, Karnataka, India ZIRAYA Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...

  • Wealth Manager

    1 day ago

    Bengaluru, Karnataka, India Carrin & Stone Advisory Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionCarrin & Stone Advisory is a SEBI-registered investment advisor and research analyst firm specializing in next-generation, quantitative investment solutions. We offer adaptive, data-driven model portfolios across mutual funds, direct equity, smart beta, and thematic strategies, each tailored to clients' objectives and risk profiles. Our...

  • Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Wealth Manager

    4 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Wealth Manager

    7 days ago

    Bengaluru, Karnataka, India Tech Mahindra Full time ₹ 2,30,000 - ₹ 2,70,000 per year

    Title: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...