Full-Time
Wealth Management Architect
Zensar
Digital transformation services
No salary listed
Kolkata, West Bengal, India + 4 more
More locations: Hyderabad, Telangana, India | Pune, Maharashtra, India | Chennai, Tamil Nadu, India | Bengaluru, Karnataka, India
In Person
 Consulting (1) |
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- 15-20 years of experience in the Wealth Management industry or IT services industry with focus on WM / financial services verticals
- In-depth knowledge of concepts of wealth management; exposure to working in the front, middle and back office
- Strong domain understanding across one or more of Wealth Management and Financial Advisor Value chain processes 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
- Specialization in areas such as equities, fixed income, derivatives, mutual funds, private banking, hedge funds, private equity fund accounting, SMAs, pension funds etc.
- Experience with COTS products like FIS Unity Wealth platform, Temenos Wealth Management; Naviplan; InvestCloud; Charles River; Front Arena; Fidessa; Eagle; Advent Geneva; Addepar; BISAM B-One; Statpro
- Proven track record of building commercially viable WM solutions covering MACH principles - Micro services, APIs. Cloud, and headless Architecture
- Led Architecture definition & Solution Design and overseen end to end implementation programs
- Ability to define tech stack for a proposed solution and lead the effort estimation
- Ability to work with multiple technical teams and drive the solution development
- Must have experience of working with clients across multiple regions – USA, UK, Europe in a global delivery set
- Stakeholder management including hands-on experience interacting with the C Suite (C-Suite) is mandatory
- Presentation skills with crisp and clear articulation of the solution are a must
- 5+ years of hands-on experience with target operating model definition, business case creation, program roadmap definition and organization change management
- Lead Architecture definition & Solution Design and oversee end to end implementation programs
- Define tech stack for a proposed solution and lead the effort estimation
- Work with multiple technical teams and drive the solution development
- Be well versed with emerging trends and technologies in the AI space and experience of building a GenAI based solution is a big plus
- Stakeholder management including hands-on experience interacting with the C Suite (C-Suite) 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 global delivery set
- Experience with GenAI or AI in Wealth Management solutions is a big plus
- Up-to-date knowledge of latest trends in Wealth Management and FinTech ecosystem
Zensar is a global technology services company focused on enterprise digital transformation. The company provides application modernization, artificial intelligence, cloud, cybersecurity, data, engineering, experience, and managed services. It serves enterprises, public organizations, technology leaders, and business teams across multiple industries. Its operating model centers on consulting and delivery teams organized around client programs, industry practices, technology partnerships, and global operations. Teams work across software, cloud, AI, data, cybersecurity, consulting, quality engineering, and client delivery. This structure supports consistent delivery across the organization.
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