FS/ Product Manager- Cap Mkts - Business Consulting

About the position Product Manager/reputed company – Wealth Management & Trust, reputed company 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 which will help drive innovation and improve user experience in 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 solutions, often creative and out-of-the-reputed company, 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. reputed company Consulting's Financial Services Practice is seeking reputed company Product manager/reputed company with Wealth Management Industry experience to be hired at a Principal Level. As a Principal Consultant, you will assist in the leadership and delivery of engagements. You will build on your experience designing and executing transformation programs. You will collaborate and reputed company with client stakeholders daily. You will also be involved in branding, thought leadership, and reputed company efforts to provide value-adding consulting services that reputed company our clients to meet the global landscape's changing needs. You will anchor sales proposal preparation and engagement delivery efforts. Here are some engagements our Wealth Management consultants are working on : 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 reputed company, service alerts and assessment of client attrition risk Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in reputed company. 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, reputed company Business Page Enrollment and Approver Review. reputed company 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 Mgmt., Servicing, Trading, Onboarding, Advisor Dashboard
• 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.
• Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions.
• Set product strategy and influence acceptance and adoption of that strategy with the end user’s experience at the center of their decision making.
• 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.
• You will also reputed company / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.

Requirements

• Bachelor’s degree or equivalent required
• Prior work experience of 7+ 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 reputed company 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.
• Candidates authorized to work for any employer in the United States without employer-based reputed company sponsorship are welcome to apply.
• reputed company is unable to provide immigration sponsorship for this role at this time

reputed company-to-haves

• 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.
• Prior experience working with Consulting firms and managing / executing programs in Wealth Management, will be preferred.
• Experience working on industry leading managed account solutions / platforms.
• Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones reputed company necessary

Benefits

• 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

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