Role & responsibilities
Candidates should demonstrate working knowledge in asset/wealth management operating models, investments and distribution, onboarding/KYC, portfolio/trading and performance reporting, risk/compliance, and platform modernization preferably with familiarity in BlackRock Aladdin or similar OMS/portfolio platforms.
AWM Skills
Exposure to asset and wealth management transformation initiatives spanning product strategy, portfolio construction, investment operations, client servicing, and risk/compliance with an emphasis on strategic, enterprise-wide change
Ability to shape and articulate business and technology strategies that improve client acquisition, retention, wallet share, advisor productivity, and distribution effectiveness across wealth and asset managers
Involvement in platform modernization and vendor strategy for core wealth platforms (e.g., CRM, OMS/EMS, portfolio accounting), digital advice tooling, and advisor/client portals
Familiarity with ecosystem integration aligning custodians,
broker-dealers, banks, market data providers, fintech partners, and core platforms to accelerate speed-to-market and enhance the end-client experience
Success contributing to multi-disciplinary teams, integrating business strategy with data/IT architecture, operating model redesign, and controls under tight timelines
Robust orientation toward measurable impact in asset and wealth management, balancing long-term AUM growth and client outcomes with near-term cost efficiency, regulatory readiness, and revenue uplift
Exposure to operating model optimization across front-to-back functions including advisor workstation enablement, middle-office processing, reconciliations, corporate actions, and exception management to reduce risk and cycle time
BA/QA skills for Aladdin/Alpha platform
Preferred candidate profile
📌 Asset And Wealth Management Implementation Bengaluru
🏢 PwC
📍 Bengaluru