Wealth Management Solution Architect
Zensar
Wealth Management Solution Architect
Zensar
Global IT services for digital transformation
| Position Title: Wealth Management Solution Architect |
| Location - Pune /Bangalore |
| Location: Pune/ Bangalore / Hyderabad/Chennai / Kolkata Reports To: Vice President – Global head of ISG Capital Markets Department: BFSI Industry Solutions Group Experience Range: 15-20 Years Detailed Job Description 1. Looking for a Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge. 2. 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 3. 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 4. 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. 5. 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 6. Stakeholder management including hands-on experience interacting with the C Suite (both business and technology) is mandatory 7. Presentation skills with crisp and clear articulation of the solution are a must 8. Must have experience of working with clients across multiple regions – USA, UK, Europe in a global delivery set |
Digital solutions and IT services company that partners with global organizations to drive digital transformation. Its offerings include intelligent automation, analytics, hyperconverged infrastructure, and digital application development and maintenance, delivered through long-term contracts, project-based engagements, and managed services. Indigo Slate handles virtual event creation. Zensar’s Living AI integrates artificial intelligence into business processes to boost outcomes. Unlike many competitors, it emphasizes reducing capital expenditure (Capex) and operating expenditure (Opex), simplifying vendor management, and improving efficiency through automation. The overall goal is to help clients adapt to the digital landscape, optimize technology infrastructure, and achieve higher operational efficiency.
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