Process consultant-Investment & wealth management-

Role Overview

We are looking for an experienced Process Consultant with strong expertise in Investment/Wealth Management processes, hands-on skills in process consulting and business transformation, and working knowledge of AI, data, and automation solutions.
This is a client-facing role where you will partner with business stakeholders, understand requirements, map processes, define solutions, and support implementation across advisory, investment, and operations workflows.

Key Responsibilities

1. Process Consulting & Transformation

• Lead As‑Is process assessments, identify inefficiencies, and design To‑Be processes.
  
• Support operating model design across people, process, data, and technology layers.
  
• Define KPIs and measurable outcomes—efficiency, accuracy, cycle time reduction, STP %, etc.
  
• Collaborate with technology and product teams to ensure alignment with business processes.
  
• Support UAT, training, documentation, and change management activities.
  

2. AI / Data / Automation Support

• Identify use cases for AI, analytics, and automation across investment/wealth operations.
  
• Work with AI/data/engineering teams to translate business needs into technical requirements.
  
• Support design of functional workflows for:
  
• Document extraction (OCR/NLP)
  
• Predictive insights (risk scoring, next-best-action)
  
• Workflow automation (RPA)
  
• Client 360 and data quality improvements
  
• Validate outputs from AI/automation solutions and ensure they meet business expectations.
  

4. Stakeholder & Delivery Management

• Act as a bridge between business users, product owners, technology teams, and vendors.
  
• Manage day-to-day functional delivery, prioritization, and issue resolution.
  
• Prepare functional documents, user stories, process flows, and test scenarios.
  
• Ensure smooth functional deployment and post‑implementation support.
  

Required Qualifications

• 5–10 years of experience as a Functional Consultant / Business Analyst in Investment or Wealth Management.
  
• Strong understanding of front‑office, middle‑office, and operational processes in wealth/investment domains.
  
• Hands-on experience in process mapping, requirement gathering, documentation, and UAT.
  
• Exposure to AI, automation, and data-driven transformation initiatives.
  
• Ability to translate business problems into structured functional solutions.
  
• Strong communication, stakeholder management, and presentation skills.
  

Preferred Skills

• Experience working with tools/platforms such as:
  
• Portfolio/OMS/PMS platforms
  
• Salesforce Financial Services Cloud, Temenos, Avaloq, Charles River, Broadridge, etc.
  
• Automation tools (UiPath/AA), workflow tools (Appian/PEGA)
  
• BI tools (Power BI/Tableau)
  
• Knowledge of regulatory requirements (KYC/AML, Suitability, FATCA/CRS, MiFID, etc.).
  
• Certifications like CFA (Level 1), FRM, Lean Six Sigma, BPM, Agile/Scrum are a plus.
  

Why This Role?

• Opportunity to work across strategic investment/wealth transformation initiatives.
  
• High visibility with business, COO, product, and AI/data teams.
  
• Blend of domain, functional consulting, and emerging technology exposure.
  
• Growth path toward Lead Consultant, Product Owner, or Transformation Lead.