FSI/Senior Principal - Capital Markets - Business Consulting

FSI/Senior Principal - Capital Markets - Business Consulting Infosys 2.7 ( ) Basking Ridge, NJ on company site for later Why you should apply for a job to

Infosys :

4.2/5 in supportive management 57% say women are treated fairly and equally to men Ratings are based on anonymous reviews by Fairygodboss members. See all reviews Our STEM education and maker movement programs enable you to support a more equitable digital society At Infosys, our D&I charter draws inspiration from our values and is contained in the first tenet of our Code of Conduct and Ethics. At Infosys, we nurture that spirit with technology that can inspire you to not just ask 'what next', but actually help you to build it. # 147189BR Position summary e functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach. Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce. Single Social Media hub for Financial Advisors to post content (compliance approved) to multiple social media sites Comprehensive portal to do a "Best Match" and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams Smart App where a prospective client can start a bank relationship, find a Financial Advisor, provide discovery for goal-based planning, and schedule an appointment. Social App for the Financial Advisor to create their social media profiles, provide complete user flows for Facebook Business Page Enrollment, LinkedIn Business Page Enrollment and Approver Review. Intuitive Advisor Dashboard that provides an advisor full view of his/her book and action items Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems Responsibilities Set product strategy and influence acceptance and adoption of that strategy with the end user's experience at the center of their decision making. Manage the product line life cycle from the strategic planning to tactical initiatives for both vended and custom solutions. Managing tracks for functional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Specify the market requirements in relation to the business' product for both existing and future products based on market research realized through interactions with the clients, consumers and prospective users. Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities. Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve. Self-starter to stay current on wealth management trends and models re-shaping the industry including competitor news, technology developments, regulations etc. Train and nurture junior consultants on project and the wider wealth management practice. Lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events. Basic Qualifications Bachelor's degree or equivalent required Prior work experience of 15+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management and Trust industry Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Wealth Management firms. Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels. Strong background of leading globally distributed teams comprising both IT and business experts. Good understanding of Wealth Management Technology Ecosystem encompassing product vendors and platforms like FIS, SEI, Broadridge, Salesforce, Envestnet, Linedata etc. Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time Preferred Qualifications Strong knowledge of wealth management industry and business models across North America. Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization. Understanding of Advisory Solutions - Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc. Experience working on the industry leading managed account solutions/platforms. Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience. Demonstrate thought leadership, ability to conceptualize and drive new solution / service offerings and take them to market. General Information Location - NY, NJ, Charlotte, Chicago. Hybrid working model - Expected 2-3 days in office based on client policies. Flexible "Work from Home" policies and robust infrastructure support enabling uninterrupted remote access to work Internal training & leadership programs complemented by industry recognized certifications for reskilling and upskilling Formal counselor-counselee system aiding and driving well rounded career growth Dedicated mentorship programs, driven by the firm's women leaders for select women consultants, to drive acclimatization and create future-ready leaders Return to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibility Collaborative and open work environment for our consultants to share professional experiences and learn, and define their own success paths This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee. Estimated annual total compensation range for candidates based in US are as indicated below : Min-$ 210,000 & Max-$256,667 Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off Why you should apply for a job to

Infosys :

4.2/5 in supportive management 57% say women are treated fairly and equally to men Ratings are based on anonymous reviews by Fairygodboss members. See all reviews Our STEM education and maker movement programs enable you to support a more equitable digital society At Infosys, our D&I charter draws inspiration from our values and is contained in the first tenet of our Code of Conduct and Ethics. At Infosys, we nurture that spirit with technology that can inspire you to not just ask 'what next', but actually help you to build it.