Senior Consultant - Capital Market - Business Consulting

Business Analyst – Wealth Management & Trust, Infosys Consulting

The Role – What You’ll Do

You will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of a world-class product management team that helps drive innovation and improve user experience in the wealth management area. 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 creative, out-of-the-box solutions, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for delivering business results to clients.

Engagements

• 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.
• Comprehensive portal to 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 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

• Functional analysis / SME for specific journeys in Wealth and Trust industry (e.g., Prospecting, Financial Planning, Portfolio Management, Servicing, Onboarding, Advisor Dashboard).
• Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to ensure 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.
• Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions.
• Lead or contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of firm‑building events.

Candidates authorized to work for any employer in Canada without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.

Basic Qualifications

• Bachelor’s degree or equivalent required.
• Prior work experience of 5+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management & 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.
• Experience of collaborating with teams comprising both IT and business specialists.

Preferred Qualifications / Skills

• 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 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.
• Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary.

Estimated annual compensation range for the candidate based in the below location will be:
Ontario: CAD , to CAD .

Benefits

• Medical/Dental/Vision/Life Insurance
• Long-term/Short-term Disability
• Health and Dependent Care Reimbursement Accounts
• Insurance (Accident, Critical Illness, Hospital Indemnity, Legal)
• Paid holidays plus Paid Time Off

EEO: Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.