Domain Lead Asset & Wealth Management

Experience: 10+ Years (Industry Practitioner Preferred)

Level: Senior Leadership / Domain Head

Engagement: CXO / Board-level Stakeholder Interface

ROLE OVERVIEW

We are seeking a seasoned Domain Lead to spearhead our Asset & Wealth Management practice. This is a senior, client-facing leadership role for an industry practitioner ideally a former banker, portfolio manager, or wealth advisor who can own the domain, shape AI-driven transformation strategies, and build trusted relationships at the CXO and senior stakeholder level.

KEY RESPONSIBILITIES

- Own and drive end-to-end for the Asset & Wealth Management domain, setting ambitious growth targets and accountability frameworks.
- Lead the identification, validation, and commercialization of high-value business use cases across wealth advisory, portfolio management, and digital platforms.
- Act as a trusted strategic advisor to client CXOs, Board members, and senior stakeholders influencing decisions and building long-term partnerships.
- Define and execute cross-pod strategies that align domain initiatives with broader organisational goals.
- Collaborate closely with delivery, technology, and product teams to co-create AI/technology-enabled wealth management solutions.
- Lead client conversations end-to-end from solution positioning and pre-sales to deal closure and ongoing engagement.
- Represent domain strategy and performance in Board-level discussions and governance forums.
- Mentor and develop teams, fostering a high-performance, team-oriented culture.

REQUIRED EXPERIENCE

- 10+ years of experience in Asset Management, Private Banking, Wealth Advisory, or related financial services roles.
- Prior hands-on experience as a banker, portfolio manager, or investment advisor strongly preferred.
- Deep domain expertise across:
- Portfolio construction and management
- Wealth advisory models
- Risk & compliance frameworks (regulatory, operational, and market risk)
- Digital wealth platforms and fintech ecosystems





PREFERRED SKILLS

- Strong commercial acumen.
- Experience in pre-sales, consulting, or large-scale business transformation initiatives.
- Exceptional executive communication, presentation, and stakeholder management skills.

EDUCATIONAL QUALIFICATIONS

Essential (Required)

Bachelor's degree in Finance, Economics, Business Administration, Commerce, or a related quantitative discipline.

Highly Preferred

MBA or equivalent postgraduate degree from a reputed institution, with specialisation in Finance, Investment Management, or Strategy.

Advantageous

Advanced degrees such as MSc in Financial Engineering, Quantitative Finance, or Applied Economics are a strong differentiator.

Additional Note

Domain certifications (CFA, CFP, CAIA, FRM) can supplement or partially substitute for postgraduate academic qualifications, given their rigour and industry recognition.

Preferred Certifications

CFA • CFP • CAIA • FRM or equivalent domain certifications

KEY COMPETENCIES

Strategic Thinking & Leadership

CXO-Level Communication

Commercial & P&L; Acumen

Customer-Centric Mindset

AI & Digital Fluency

Team Collaboration & Mentorship

Executive Communication

Ability to present complex ideas with clarity, confidence, and conviction to C-suite and Board audiences.

Business-Technology Bridge

Demonstrated experience linking business strategy with technology execution — especially in AI/data-driven transformation.

Client Ownership Mindset A track record of building deep, trusted relationships with senior clients and translating those into business outcomes.

Leadership & Collaboration

Inclusive leadership style with the ability to inspire cross-functional teams and work effectively across pods and geographies.

Growth Orientation

Entrepreneurial drive, commercial hunger, and a passion for building domain practices from the ground up.

AI & Digital Fluency

Genuine interest in and understanding of AI/ML applications within the domain — not just awareness, but ability to have credible conversations with clients.

📌 Domain Lead: Asset & Wealth Management (Bengaluru)
🏢 Opteamix
📍 Bengaluru