Description

Position Title: Wealth Management Solution Architect

Location - Pune /Bangalore

Location: Pune/ Bangalore / Hyderabad/Chennai / Kolkata
Reports To: Vice President – Global head of ISG Capital Markets
Department: BFSI Industry Solutions Group
Experience Range: 15-20 Years
Detailed Job Description
1. Looking for a Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge.
2. The candidate needs to be a strategic thinker with expertise and ambition to adopt emerging technology to build commercially viable solutions to address gaps & white spaces in the WM domain
3. 15 – 20 years of experience in the WM industry or IT services industry with focus on WM / financial services verticals
• In-depth knowledge of concepts of wealth management. The candidate should have exposure to working in the front, middle and back office
• Robust domain understanding across one of more of WM and Financial Advisor Value chain process such as – Client onboarding, Relationship 360-degree summary view,



Goal based planning, Goal monitoring, Trade order management, Trade execution, Post Trade processing, Accounting, Reconciliation, Corporate actions processing, Performance measurement and Client reporting.
• Additional specialization in areas such as equities, fixed income, derivatives, mutual funds, private banking, hedge funds, private equity fund accounting, SMA’s, pension funds etc.
• Constant up to date knowledge of the latest trends in the WM Industry and emergence of FinTech ecosystem
4. Candidate should have work experience with a few of the COTS products given below:
• WM Industry COTS products like FIS Unity Wealth platform, Temenos Wealth Management
• Financial planning tools like Naviplan
• SAAS products like InvestCloud
• Trade order management products such as Charles River, Front Arena, Fidessa, etc.
• Accounting products such as Eagle, Advent Geneva, etc.
• Performance measurement p

📌 Wealth management Architect (India)
🏢 Zensar Technologies
📍 India