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 finte
📌 Domain Lead – Asset (Bengaluru)
🏢 Opteamix
📍 Bengaluru
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