Talent.com
Consultant- Wealth Management & Trust, Infosys Consulting

Consultant- Wealth Management & Trust, Infosys Consulting

InfosysBridgewater, MA, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Consultant– Wealth Management & Trust, Infosys Consulting

Join to apply for the Consultant– Wealth Management & Trust, Infosys Consulting role at Infosys

This range is provided by Infosys. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$89,000.00 / yr - $119,000.00 / yr

Job Description

Consultant – 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 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-box, 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.

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 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 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, 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 Mgmt., Servicing, 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.
  • You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.
  • Basic Qualifications

  • Bachelor's degree or equivalent required
  • Prior work experience of 3+ 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.
  • Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time
  • 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.
  • Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary
  • General Information

    Location : NY, NJ. Hybrid Working model with 2-3 days in-person depending on client policies.

    Internal training & leadership programs complemented by industry recognized certifications for reskilling and upskilling

    Formal counselor-counselee system aiding and driving well rounded career growth

    Dedicated mentorship programs, driven by the firm's women leaders for select women consultants, to drive acclimatization and create future-ready leaders

    Return to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibility

    Collaborative and open work environment for our consultants to share professional experiences and learn, and define their own success paths

    This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee.

    Along with competitive pay, as a full-time Infosys employee you are also eligible for the following 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
  • About Us

    Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey.

    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.

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Wealth Management Consultant • Bridgewater, MA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Wealth Management Consultant

    Wealth Management Consultant

    Voya FinancialBoston, MA, US
    serp_jobs.job_card.full_time
    Join Voya Wealth Management In Seaport.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners and colleagues.We will fight for...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist) - Greenbush, MA

    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist) - Greenbush, MA

    LifeStance HealthGreenbush, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    FS / Consultant- Wealth Management- Infosys Consulting

    FS / Consultant- Wealth Management- Infosys Consulting

    InfosysBridgewater, MA, US
    serp_jobs.job_card.full_time
    Consultant – Wealth Management & Trust, Infosys Consulting.You will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management.You will...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationAttleboro, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationAttleboro, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - North Scituate, MA

    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - North Scituate, MA

    LifeStance HealthNorth Scituate, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationBrockton, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationBrockton, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Clinical Psychologist - Mattapoisett, MA

    Clinical Psychologist - Mattapoisett, MA

    LifeStance HealthMattapoisett, MA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    FS / Consultant- Wealth Management - Business Consulting

    FS / Consultant- Wealth Management - Business Consulting

    InfosysBridgewater, MA, US
    serp_jobs.job_card.full_time
    Consultant – Wealth Management & Trust, Infosys Consulting.You will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management.You will...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Wealth Management Analyst • •

    Wealth Management Analyst • •

    Morgan StanleyBoston, MA, US
    serp_jobs.job_card.full_time
    Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. As a key member of the service...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Clinical Social Worker

    Licensed Clinical Social Worker

    HeadwayPawtucket, RI, United States
    serp_jobs.job_card.full_time
    Licensed Clinical Social Worker (LCSW).Wage : Between $95-$122 an hour.Licensed Clinical Social Worker — Are you ready to launch or expand your private practice? . Headway is here to help you start ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Clinical Social Worker (LCSW / LICSW ) - Medway, MA

    Licensed Clinical Social Worker (LCSW / LICSW ) - Medway, MA

    LifeStance HealthMedway, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Compliance Consultant - Wealth Management

    Compliance Consultant - Wealth Management

    Voya FinancialBoston, MA, US
    serp_jobs.job_card.part_time
    Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners, and colleagues. We will fight for others, not against : We will stand up...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Planning Consultant, Wealth Management

    Financial Planning Consultant, Wealth Management

    Voya FinancialBoston, MA, US
    serp_jobs.job_card.part_time
    Join Voya Wealth Management In Boston Shape The Future Of Wealth Advisory.Are you a forward-thinking financial advisor ready to make your mark in a dynamic, growth-focused environment? Voya Financ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Mental Health Counselor

    Licensed Mental Health Counselor

    HeadwayNew Bedford, MA, United States
    serp_jobs.job_card.full_time
    Licensed Mental Health Counselor (LMHC).Wage : Between $120-$131 an hour.Licensed Mental Health Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you star...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Professional Counselor

    Licensed Professional Counselor

    HeadwayProvidence, RI, United States
    serp_jobs.job_card.full_time
    Licensed Professional Counselor (LPC).Wage : Between $120-$131 an hour.Licensed Professional Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you start a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Clinical Social Worker (LCSW / LICSW ) - Mansfield, MA

    Licensed Clinical Social Worker (LCSW / LICSW ) - Mansfield, MA

    LifeStance HealthMansfield, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days