Delivery Director – Wealth Management /n Location: Bangalore /n Experience: 12–15 Years /n /n About the Role /n We 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. /n /n Key Responsibilities /n /n
Lead end-to-end delivery of technology programs for Wealth Management clients.

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Build trusted relationships with client executives and business stakeholders.

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Drive delivery excellence, quality, governance, and customer satisfaction.

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Lead distributed delivery teams and mentor delivery managers.

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Partner with business and technology teams to define and execute strategic initiatives.

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Identify opportunities for modernization, automation, AI adoption, and operational improvements.

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Support account growth through solutioning, client workshops, and strategic advisory.

/n /n /n Required Experience /n /n
15+ years of experience leading enterprise technology delivery.

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Experience working with Wealth Management, Multi-Family Office, Private Investment,



Asset Management, or Private Banking organizations.

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Robust understanding of investment operations, portfolio management, and wealth management business processes.

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Experience managing large global delivery teams.

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Excellent executive stakeholder management and communication skills.

/n /n /n Preferred Domain Knowledge /n /n
Portfolio Management

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Investment Operations

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Portfolio Accounting

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Wealth Reporting

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Client Reporting

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Trade Lifecycle

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Alternative Investments

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Regulatory & Compliance Reporting

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Charles River IMS (CRIMS)

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Addepar

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SS&C; Advent

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Pershing

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Fidelity

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Schwab

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Salesforce Financial Services Cloud

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AWS / Azure

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AI & Data Analytics platforms

/n /n /n What We're Looking For /n /n
Strategic thinker with strong client-facing skills

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Delivery leader who can engage with C-level executives

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Robust commercial and account management mindset

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Ability to bridge business and technology

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Passion for building long-term client relationships

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📌 Delivery Director Wealth Management Bengaluru
🏢 Opteamix
📍 Bengaluru