We are looking for an experienced Wealth Management Platform Lead to lead the implementation, enhancement, integration and delivery of Wealth Management platforms.

Key Responsibilities

- Lead design, configuration, implementation, and enhancement of Wealth Management platforms.

- Translate business requirements into scalable platform and integration solutions.

- Manage integrations with CRM, KYC, digital onboarding, core banking, market data, OMS/trading, and custodians.

- Drive solutions across client onboarding, portfolio management, investment advisory, trading, rebalancing, corporate actions, and reporting.

- Lead platform upgrades, releases, production issues, and vendor management.

- Provide technical leadership to development, architecture, BA, and implementation teams.

- Ensure platform scalability, security, performance, and regulatory compliance.

Required Skills

- 10+ years of experience in Wealth Management Banking technology.

- Experience with Avaloq,



Temenos Wealth Suite, Finacle Wealth Management, GTN, Wealth Spectrum, or similar platforms.

- Strong understanding of Wealth Management and Investment Advisory processes.

- Exposure with APIs, microservices, system integration, and enterprise architecture.

- Knowledge of portfolio management, equities, bonds, mutual funds, and other investment products.

- Solid stakeholder management and technical leadership skills.

Preferred Skills

- Experience in Private Banking, Wealth Management, Investment Banking, or Asset Management.

- Experience working in Agile/Scrum environments.

- Knowledge of financial regulations, security standards, and wealth-management compliance requirements.

- Exposure of managing third-party Wealth Management platform vendors and implementation partners.

📌 Wealth Management Systems Platform Lead (Chennai)
🏢 Optimum Solutions
📍 Chennai