Reports To: Vice President – Global head of ISG Capital Markets
Department: BFSI Industry Solutions Group
Experience Range: 15-20 Years
Detailed Job Description
1. Looking for a Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge.
2. The candidate needs to be a strategic thinker with expertise and ambition to adopt emerging technology to build commercially viable solutions to address gaps & white spaces in the WM domain
3. 15 – 20 years of experience in the WM industry or IT services industry with focus on WM / financial services verticals
• In-depth knowledge of concepts of wealth management. The candidate should have exposure to working in the front, middle and back office
• Strong domain understanding across one of more of WM and Financial Advisor Value chain process such as – Client onboarding, Relationship 360-degree summary view, Goal based planning, Goal monitoring, Trade order management, Trade execution, Post Trade processing, Accounting, Reconciliation, Corporate actions processing, Performance measurement and Client reporting.
• Additional specialization in areas such as equities, fixed income, derivatives, mutual funds, private banking, hedge funds, private equity fund accounting, SMA’s, pension funds etc.
• Constant up to date knowledge of the latest trends in the WM Industry and emergence of FinTech ecosystem
4. Candidate should have work experience with a few of the COTS products given below:
• WM Industry COTS products like FIS Unity Wealth platform, Temenos Wealth Management
• Financial planning tools like Naviplan
• SAAS products like InvestCloud
• Trade order management products such as Charles River, Front Arena, Fidessa, etc.
• Accounting products such as Eagle, Advent Geneva, etc.
• Performance measurement products such as Addepar, BISAM B-One, Statpro.
5. Proven track record of building commercially viable WM solutions covering MACH principles - Micro services, APIs. Cloud, and headless Architecture
• Candidate should have led Architecture definition & Solution Design and overseen end to end implementation programs
• Candidate should be able to define tech stack for a proposed solution and also lead the effort estimation
• Be able to work with multiple technical teams and drive the solution development
• Candidate should be well versed with emerging trends and technologies in the AI space and experience of building a GenAI based solution is a big plus. AI
• 5+ years of hands-on experience with target operating model definition, business case creation, program roadmap definition and organization change management
6. Stakeholder management including hands-on experience interacting with the C Suite (both business and technology) is mandatory
7. Presentation skills with crisp and clear articulation of the solution are a must
8. Must have experience of working with clients across multiple regions – USA, UK, Europe in a global delivery set
Skills Required
- 15-20 years experience in Wealth Management or IT services focused on WM/financial services verticals
- In-depth knowledge of wealth management across front, middle and back office
- Domain expertise across WM value chain (client onboarding, relationship 360, goal planning/monitoring, trade order management/execution, post-trade processing, accounting, reconciliation, corporate actions, performance measurement, client reporting)
- Specialization in asset areas (equities, fixed income, derivatives, mutual funds, private banking, hedge funds, private equity accounting, SMAs, pension funds)
- Experience with WM COTS and related products (FIS Unity Wealth, Temenos Wealth, Naviplan, InvestCloud, Charles River, Front Arena, Fidessa, Eagle, Advent Geneva, Addepar, BISAM B-One, Statpro)
- Proven track record building commercially viable WM solutions using MACH principles (microservices, APIs, cloud, headless)
- Led architecture definition and solution design and overseen end-to-end implementation programs
- Ability to define technology stack and lead effort estimation
- Experience working with multiple technical teams and driving solution development
- 5+ years hands-on experience with target operating model definition, business case creation, program roadmap definition, and organizational change management
- Stakeholder management with hands-on experience interacting with C-suite (business and technology)
- Strong presentation skills with clear articulation of solutions
- Experience working with clients across USA, UK, Europe in a global delivery model
- Familiarity with GenAI and experience building GenAI-based solutions
Zensar Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Zensar Technologies and has not been reviewed or approved by Zensar Technologies.
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Retirement Support — A 401(k) with company match and immediate vesting is highlighted, with broad fund options available.
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Wellbeing & Lifestyle Benefits — Work-life balance, remote/hybrid flexibility, and supportive teams are emphasized as strengths that enhance the overall experience.
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Parental & Family Support — Inclusive policies such as parental leave and access to EAP and dependent medical coverage are promoted across regions.
Zensar Technologies Insights
What We Do
Zensar is a leading experience, engineering, and technology solutions company. We conceptualize, build, and manage digital products for Forbes Global 2000 clients across the hi-tech engineering, banking and financial services, insurance, manufacturing and consumer services verticals. With proven excellence across five core areas, including experience services, advanced engineering services, data engineering and analytics, foundation services, and application services, our solutions leverage industry-leading platforms to help our clients be competitive, agile, and disruptive while moving with velocity through change and opportunity. Zensar’s expansive ecosystem of 60+ technology partners, including Oracle, Salesforce, SAP, Guidewire, Automation Anywhere, Adobe, and UiPath, enables us to deliver comprehensive solutions to clients, facilitating seamless integration and allowing them to leverage cutting-edge technologies and tools for enhanced business outcomes. Zensar is part of the USD 4.4 billion RPG Group. With headquarters in Pune, India, our 10,500+ employees, representing over 50 nationalities, work from 30+ locations across North America, UK/Europe, and South Africa. Visit us at www.zensar.com
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