- Strategic assessments to define future state architecture utilizing Design Thinking and Service Blueprinting
- Digitalization of Advisory Platforms for end-to-end Advisory lifecycle
- Personalization through Machine Learning - life events, investment ideas, service alerts
- Cognitive Assistant Pilot (CAP) for assisting Financial Advisors
- Creation of a Social Media hub for Financial Advisors
- Development of a Comprehensive portal to find Financial Advisors
- Implementation of a Smart App for bank relationship initiation and goal-based planning
- Social App creation for Financial Advisors' social media profiles
- Enhancement of Advisor Dashboard for a comprehensive view
- Revamping Operations User Experience through an Intelligent Ops dashboard
- Set product strategy and ensure user-centric decision making
- Manage product life cycle from planning to execution
- Act as a Functional analysis and Subject Matter Expert for specific journeys
- Collaborate with cross-functional teams for seamless product development
- Work closely with technical teams to address user needs
- Lead sales pursuits, consulting offerings, and Firm building initiatives
- Bachelor's degree or equivalent required
- Minimum of 7 years of work experience in management consulting or advisory business
- Demonstrated ability in driving complex change programs in Asset/Wealth Management firms
- Excellent presentation and relationship-building skills
- Experience in collaborating with both IT and business teams
- Strong knowledge of wealth management industry in North America
- Ability to interact with various stakeholders in the industry
- Understanding of Advisory Solutions and managed account platforms
- Experience in UX/UI programs for Wealth/Asset Management
- Willingness to work in a cross-cultural team
- Location flexibility for consultants
- Work from Home policies and robust infrastructure support
- Internal training programs and industry certifications
- Mentorship programs for career growth
- Programs for career returners and new parents
- Open work environment to share experiences and define success paths
- *Please note this job description may not encompass all job duties
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Senior Consultant - Atlanta, United States - Infosys Limited Digital
Description
Job Title: Wealth Management Consultant
Company: ITL USA - Infosys Limited
The Role - What You'll Do
You will be part of a diverse global team working on various business consulting projects in Wealth Management. Join a top-notch product management team that drives innovation and enhances user experience in the wealth management sector. Your responsibilities will include working on process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will brainstorm creative solutions, implement consulting frameworks, collaborate with clients, and ensure successful project delivery.
Here are some examples of projects our Wealth Management consultants are involved in:
Responsibilities
Basic Qualifications
Preferred Qualifications/Skills
General Information
About Us
Infosys Consulting is a global management consultancy assisting leading brands in transformation and innovation. Our consultants drive disruptive technology-led change initiatives for lasting competitive advantage. With a presence in 20 countries and the backing of Infosys brand, we help businesses navigate the digital landscape. For more information or to explore opportunities, visit us at
Infosys is an equal opportunity employer promoting diversity and inclusion.