Job:Capital Markets (Senior Manager)

Location: Gurgaon Mumbai & Bangalore

Experience:11 Years

Job Description:

MBA degree from a recognized institution.
Prior experience in the Capital Markets Industry/Consulting with Capital Markets clients
At least 11 years of postMBA experience in a wealth management firm with a focus on
wealth management platform implementation.
Proficiency in wealth management platforms such as Avaloq Broadridge W360
Multifonds Triple A plus SEI Wealth InvestCloud etc. Familiarity with the features
functionalities and best practices of these platforms is essential.
Extensive experience working on data management projects including data strategy data
governance data controls and data lineage specifically in the area of wealth
management.
Knowledge about the evolving landscape of roboadvisory technologies including
algorithmic trading portfolio optimization algorithms and clientfacing digital interfaces.
Utilize this knowledge to advise on the implementation and integration of roboadvisory
features within wealth management platforms to enhance client offerings and operational
efficiency.
Strong project management skills with the ability to lead and manage complex wealth
management platform implementation projects from initiation to completion.
Proven ability to effectively engage and manage relationships with internal stakeholders
external vendors and clients throughout the implementation process.
Understanding of regulatory requirements and compliance standards related to wealth
management platforms and data management in the financial services industry.
Stay abreast of the latest technologies trends and innovations in the wealth management
space. This includes advancements in fintech solutions artificial intelligence machine
learning blockchain and data analytics relevant to wealth management platform
implementation.