Line of Service Advisory Industry Sector FS X-Sector Specialism Operations Management Level Senior Associate Summary At PwC our people in business application consulting specialise in consulting services for a variety of business applications helping clients optimise operational efficiency These individuals analyse client needs implement software solutions and provide training and support for seamless integration and utilisation of business applications enabling clients to achieve their strategic objectives As a business application consulting generalist at PwC you will provide consulting services for a wide range of business applications You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis implementation training and support Why PWC At PwC you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities This purpose-led and values-driven work powered by technology in an environment that drives innovation will enable you to make a tangible impact in the real world We reward your contributions support your wellbeing and offer inclusive perks flexibility programmes and mentorship that will help you thrive in work and life Together we grow learn care collaborate and create a future of infinite experiences for each other Learn more At PwC we believe in providing equal employment opportunities without any discrimination on the grounds of gender ethnic background age disability marital status sexual orientation pregnancy gender identity or expression religion or other beliefs perceived differences and status protected by law We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm s growth To enable this we have zero tolerance for any discrimination and harassment based on the above considerations Responsibilities Act as the primary client-facing consultant conducting requirement gathering and co-creation sessions with business operations and tech stakeholders leading solution design and implementation management Shape and validate client problem statements propose solutions and translate business vision into a transformation strategy Additionally define product features MVP scope and roadmaps to achieve client objectives and business vision Run workshops and stakeholder interviews to map current-state processes understand pain points and design user journeys Facilitate design thinking and rapid prototyping exercises with client teams Prepare client-ready artifacts client presentations assessment reports process maps and requirement documents Lead client-facing vendor assessments and demos Work closely with the implementation teams to clarify functionalities understand integrations and oversee implementation progress Drive UAT and acceptance activities with client stakeholders coach client SMEs on test scenarios and adoption planning Act as a trusted advisor to client product owners challenge assumptions identify quick wins and escalate risks and dependency issues with mitigation plans Support thought leadership and go-to-market activities by contributing client insights case studies and solution concepts that address wealth-management challenges Manage and build upon own network of connections and relationships as well as PwC s existing network within the AMCs wealth management and or system vendor community to further develop the practice and contribute to the sales Be actively involved in business development activities to help identify and research opportunities on new existing clients Identify and discuss key issues with our clients to identify potential opportunities Drive pre-sales and pitch activities lead RFP responses develop solution approaches estimate effort and risk and co-present proposals and demos to client executive committees Orchestrate stakeholder governance establish steering committees run executive status updates obtain decision sign-offs and manage escalation paths to keep programs on track Essential Skills Experience in Wealth Management AMCs with exposure to Retail HNI UHNI and Family Office segments Proven track record of leading complex digital transformations or platform implementations for wealth firms covering retail HNI UHNI and family office clients Deep understanding of wealth products asset classes mutual funds equities bonds structured products derivatives alternative investments managed accounts advisory models and performance measurement Wealth transformation experience with focus on technology including core wealth management systems order management systems back office and reconciliation systems Solid understanding of systems integrations APIs data flows trade lifecycle and reconciliation settlement processes Experience producing business requirements process maps user stories and leading UAT Comfortable with product thinking roadmaps prioritization backlog grooming Strong executive presence and good communications and interpersonal skills Strong Project Management and Commercial skills Strong people and program management skills planning budgeting risk mitigation and delivery assurance Has worked on creating pitch decks and presentations Demonstrated analytical and problem solving skills Should be willing to travel and to work on international assignments Mandatory skill sets Wealth management Preferred skill sets Wealth management Years of experience required 4-7 Education qualification BE Btech MBA Education if blank degree and or field of study not specified Degrees Field of Study required Bachelor of Engineering Master of Business Administration Degrees Field of Study preferred Certifications if blank certifications not specified Required Skills Wealth Management Optional Skills Accepting Feedback Accepting Feedback Active Listening Analytical Reasoning Analytical Thinking Application Software Business Data Analytics Business Management Business Technology Business Transformation Communication Creativity Documentation Development Embracing Change Emotional Regulation Empathy Implementation Research Implementation Support Implementing Technology Inclusion Intellectual Curiosity Learning Agility Optimism Performance Assessment Performance Management Software 16 more Desired Languages If blank desired languages not specified Travel Requirements Available for Work Visa Sponsorship Government Clearance Required Job Posting End Date
📌 In Senior Associate Wealth Management Fs Tech Advisory Mumbai (India)
🏢 PwC
📍 India
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