Principal - Wealth Management & Trust, Infosys Consulting

The Role - What You'll Do
As a principal, you will be part of a cross-cultural global team working on a variety of business consulting engagements such across Wealth Management, Asset Management, Investment Banking and Trading.
You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients.

• Conducting strategic assessments to define future state 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

• 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.

• Bachelor's degree or equivalent required
• Prior work experience of 10+ 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

• 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.

• 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.

• 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