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.
Robust 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