Business Analyst– Wealth Management & Trust, Consulting

Business Analyst – Wealth Management & Trust, Infosys Consulting

Join to apply for the Business Analyst – Wealth Management & Trust, Infosys Consulting role at Infosys.

This range is provided by Infosys. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

We will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be part of a world-class product management team which will help drive innovation and improve user experience in wealth management area.

You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients.

Infosys Consulting's Financial Services Practice is seeking experienced Business Analysts with Wealth Management Industry experience to be hired at a Senior Consultant Level.

• Conducting strategic assessments to define future state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach.
• Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management.
• Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk.
• Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.
• Comprehensive portal to do a “Best Match” and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams.
• Smart App where a prospective client can start a bank relationship, find a Financial Advisor, provide discovery for goal-based planning, and schedule an appointment.
• Social App for the Financial Advisor to create their social media profiles, provide complete user flows for Facebook Business Page Enrollment, Linked In Business Page Enrollment and Approver Review.
• Intuitive Advisor Dashboard that provides an advisor full view of his/her book and action items.
• Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems.

• Functional analysis / SME for specific journeys in Wealth and Trust industry.
  
  E.g.:
  Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard.
• Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities.
• Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve.
• Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions.
• Lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.

• Bachelor’s degree or equivalent required.
• Prior work experience of 5+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management & Trust industry.
• Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Wealth Management firms.
• Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels.
• Experience of collaborating with teams, comprising both IT and business specialists.
• Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.