Role Overview

We are looking for an experienced Process Consultant with strong expertise in Investment/Wealth Management processes, hands-on skills in process consulting and business transformation, and working knowledge of AI, data, and automation solutions.

This is a client-facing role where you will partner with business stakeholders, understand requirements, map processes, define solutions, and support implementation across advisory, investment, and operations workflows.

Key Responsibilities

1. Process Consulting & Transformation

- Lead As‑Is process assessments, identify inefficiencies, and design To‑Be processes.

- Support operating model design across people, process, data, and technology layers.

- Define KPIs and measurable outcomes—efficiency, accuracy, cycle time reduction, STP %, etc.

- Collaborate with technology and product teams to ensure alignment with business processes.

- Support UAT, training, documentation, and change management activities.

2. AI / Data / Automation Support

- Identify use cases for AI, analytics, and automation across investment/wealth operations.

- Work with AI/data/engineering teams to translate business needs into technical requirements.

- Support design of functional workflows for:

- Document extraction (OCR/NLP)

- Predictive insights (risk scoring, next-best-action)

- Workflow automation (RPA)

- Client 360 and data quality improvements

- Validate outputs from AI/automation solutions and ensure they meet business expectations.

4. Stakeholder & Delivery Management

- Act as a bridge between business users, product owners, technology teams, and vendors.





- Manage day-to-day functional delivery, prioritization, and issue resolution.

- Prepare functional documents, user stories, process flows, and test scenarios.

- Ensure smooth functional deployment and post‑implementation support.

Requirements

Required Qualifications

- 5–10 years of experience as a Functional Consultant / Business Analyst in Investment or Wealth Management.

- Solid understanding of front‑office, middle‑office, and operational processes in wealth/investment domains.

- Hands-on experience in process mapping, requirement gathering, documentation, and UAT.

- Exposure to AI, automation, and data-driven transformation initiatives.

- Ability to translate business problems into structured functional solutions.

- Strong communication, stakeholder management, and presentation skills.

Preferred Skills

- Experience working with tools/platforms such as:

- Portfolio/OMS/PMS platforms

- Salesforce Financial Services Cloud, Temenos, Avaloq, Charles River, Broadridge, etc.

- Automation tools (UiPath/AA), workflow tools (Appian/PEGA)

- BI tools (Power BI/Tableau)

- Knowledge of regulatory requirements (KYC/AML, Suitability, FATCA/CRS, MiFID, etc.).

- Certifications like CFA (Level 1), FRM, Lean Six Sigma, BPM, Agile/Scrum are a plus.

Why This Role?

- Opportunity to work across strategic investment/wealth transformation initiatives.

- High visibility with business, COO, product, and AI/data teams.

- Blend of domain, functional consulting, and emerging technology exposure.

- Growth path toward Lead Consultant, Product Owner, or Transformation Lead.

📌 Process consultant-Investment & wealth management (Bengaluru)
🏢 Thoucentric
📍 Bengaluru