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Principal Consultant - Wealth Management
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- As a principal, you will be part of a cross-cultural global team working on a variety of business consulting engagements such across Wealth Management, Asset Management, Investment Banking and Trading.
- 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.
- 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.
- Good understanding of Wealth Management Technology Ecosystem encompassing product vendors and platforms like FIS, SEI, Broadridge, Salesforce, Envestnet, Linedata etc.
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