FSI​/Senior Principal - Capital Markets - Business Consulting

Senior Principal – Wealth Management & Trust, Infosys Consulting

The Role – What You'll Do As a Sr. Principal, you will be part of a cross-cultural global team working on a variety of business consulting engagements across Wealth Management, Asset Management, Investment Banking and Trading. 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.

Here are some engagements our Wealth Management consultants are working on:

• 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.
• Single Social Media hub for Financial Advisors to post content (compliance approved) to multiple social media sites
• 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

Responsibilities

• Set product strategy and influence acceptance and adoption of that strategy with the end user's experience at the center of their decision making.
• Manage the product line life cycle from the strategic planning to tactical initiatives for both vended and custom solutions.
• Managing tracks for functional analysis / SME for specific journeys in Wealth and Trust industry.
  
  E.g.:
  Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard
• Specify the market requirements in relation to the business' product for both existing and future products based on market research realized through interactions with the clients, consumers and prospective users.
• 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.
• Self-starter to stay current on wealth management trends and models re-shaping the industry including competitor news, technology developments, regulations etc.
• Train and nurture junior consultants on project and the wider wealth management practice.
• Lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.

Basic Qualifications

• Bachelor's degree or equivalent required
• Prior work experience of 15+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management and 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.
• Strong background of leading globally…