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.
3. 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.

Requirements

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.