Functional Expert - Wealth Mgmt. Industry Proposition

Job Title: Functional Expert – Wealth Mgmt. Industry Proposition Function: Industry Solutions Role Overview: We are seeking a Functional Consultant with a strong interest in the Wealth Management domain who can work at the intersection of client engagement and project leadership. This role is ideal for a self-starter who wants to learn and apply agentic AI concepts to transform how wealth managers, banks, and fintech serve their clients.

The role offers a unique opportunity to contribute to high-profile projects with global BFSI clients (UK, Europe, India), support CXO-level business development, and build deep expertise in AI-powered wealth journeys (such as onboarding, suitability assessment, advice reporting, wealth nudges).

Key Responsibilities

Project Leadership s Delivery

• Lead functional work-streams in wealth management projects
• Translate client business requirements into structured data models, rules, and workflows aligned to regulatory frameworks (e.g., MiFID II, FCA Consumer Duty, SEBI)
• Collaborate with AI architects and tech teams to design and deliver agentic AI prototypes and solutions
• Support deliveries of agentic AI solutions including functional documentation, validation of the solutions and demos to clients Business Development
• Work with leadership to develop proposals for BFSI clients, focused on wealth management
• Conduct market research on wealth management trends, competitors, and regulatory changes
• Build and deliver client presentations, demos, and POVs to support business development
• Contribute to thought-leadership content (e.g., LinkedIn posts, client workshops, summit collateral) AI s Domain Learning
• Over time, develop a working knowledge of agentic AI concepts (RAG, knowledge graphs, intelligent data extraction)
• Experiment with AI-native tools (conversational apps,