Key Responsibilities
Lead end-to-end delivery of Wealth Management platform implementation, enhancement, integration, and transformation projects.
Manage scope, timelines, risks, dependencies, resources, and delivery milestones.
Coordinate across Business, Product, Architecture, Engineering, QA, Operations, and vendor teams.
Drive integrations with CRM, KYC, digital onboarding, core banking, market data, OMS/trading, custodians, and reporting systems.
Oversee delivery across client onboarding, portfolio management, investment advisory, order management, trading, rebalancing, and reporting.
Lead project governance, status reporting, RAID management, stakeholder communication, and release planning.
Manage offshore teams and coordinate effectively with onsite/business stakeholders.
Ensure delivery meets quality, security, regulatory, and architectural standards.

Required Skills & Experience
10+ years of experience in IT project/program delivery, preferably in Wealth Management.




Robust experience managing Wealth Management technology platforms and transformation projects.
Experience with platforms such as Avaloq, Temenos Wealth Suite, Finacle Wealth, GTN, Wealth Spectrum, or similar.
Positive understanding of Wealth Management processes and investment products.
Robust knowledge of API, system integration, microservices, and enterprise technology.
Proven experience managing offshore/distributed technology teams.
Solid Agile/Waterfall, stakeholder, risk, dependency, and vendor management skills.
Excellent communication and leadership skills.

Preferred
Experience with large-scale Wealth Management / Private Banking programs.
PMP, PRINCE2, Scrum Master, or equivalent certification.
Exposure to cloud, DevOps, CI/CD, and contemporary platform architecture.

📌 Project Manager Wealth Management Chennai
🏢 Optimum Solutions
📍 Chennai