Job DescriptionDelivery Director – Wealth Management
nLocation: Bangalore
nExperience: 12–15 Years
nAbout the Role
nWe are looking for an experienced Delivery Director with deep expertise in the Wealth Management industry. The ideal candidate will combine robust technology delivery leadership with domain expertise, acting as a trusted advisor to senior client stakeholders while leading large-scale delivery engagements and driving digital transformation initiatives.
nKey Responsibilities
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Lead end-to-end delivery of technology programs for Wealth Management clients.n
Build trusted relationships with client executives and business stakeholders.n
Drive delivery excellence, quality, governance, and customer satisfaction.n
Lead distributed delivery teams and mentor delivery managers.n
Partner with business and technology teams to define and execute strategic initiatives.n
Identify prospects for modernization, automation, AI adoption, and operational improvements.n
Support account growth through solutioning, client workshops, and strategic advisory.n





nRequired Experience
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15+ years of experience leading enterprise technology delivery.n
Experience working with Wealth Management, Multi-Family Office, Private Investment, Asset Management, or Private Banking organizations.n
Robust understanding of investment operations, portfolio management, and wealth management business processes.n
Experience managing large global delivery teams.n
Excellent executive stakeholder management and communication skills.n

nPreferred Domain Knowledge
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Portfolio Managementn
Investment Operationsn
Portfolio Accountingn
Wealth Reportingn
Client Reportingn
Trade Lifecyclen
Alternative Investmentsn
Regulatory & Compliance Reportingn

nPreferred Technology Experience
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Charles River IMS (CRIMS)n
Addeparn
SS&C; Adventn
Pershingn
Fidelityn
Schwabn
Salesforce Financial Services Cloudn
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📌 Delivery Director Vasanthanagar
🏢 Opteamix
📍 Vasanthanagar