IN-Senior Associate Wealth management FS TechAdvisoryGurgaon
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Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Line of Service
AdvisoryIndustry/Sector
FS X-SectorSpecialism
OperationsManagement Level
Senior AssociateJob Description & Summary
At PwC our people in business application consulting specialise in consulting services for a variety of business applications helping clients optimise operational efficiency. These individuals analyse client needs implement software solutions and provide training and support for seamless integration and utilisation of business applications enabling clients to achieve their strategic objectives.As a business application consulting generalist at PwC you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis implementation training and support.
*Why PWC
At PwC you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes forour clients and communities. This purpose-led and values-driven work powered by technology in an environment that drives innovation will enable you to make a tangible impact in the real world. We reward your contributions support your wellbeing and offer inclusive benefits flexibility programmes and mentorship that will help you thrive in work and life. Together we grow learn care collaborate and create a future of infinite experiences foreach other. Learn moreabout us.
At PwC we believe in providing equal employment opportunities without any discrimination on the grounds of gender ethnic background age disability marital status sexual orientation pregnancy gender identity or expression religion or other beliefs perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firms growth. To enable this we have zero tolerance for any discrimination and harassment based on the above considerations.
Responsibilities:
Job Description
Act as the primary client-facing consultantconductingrequirementgathering andco-creationsessions with businessoperationsand tech stakeholders; leading solution design and implementation management
Shape andvalidateclient problem statements proposesolutionsand translate businessvisionintoa transformation strategy. Additionally defineproduct features MVPscopeand roadmapsto achieve clientobjectivesand business vision
Run workshops and stakeholder interviews to map current-state processesunderstandpain points anddesign user journeys
Facilitate design thinking and rapid prototyping exercises with client teams.
Prepare client-ready artifacts client presentationsassessment reportsprocessmapsandrequirement documents
Lead client-facing vendor assessments and demos
Work closely with the implementation teams to clarify functionalities understand integrations and oversee implementation progress
Drive UAT and acceptance activities with client stakeholders; coach client SMEs on test scenarios and adoption planning.
Act as a trusted advisor to client product owners challenge assumptionsidentifyquick wins and escalate risks and dependency issues with mitigation plans.
Support thought leadership and go-to-market activities by contributing client insights case studies and solution concepts that addresswealth-managementchallenges.
Manage and build upon own network of connections and relationships as well as PwCs existing network within theAMCswealthmanagementand/or system vendor community to further develop the practice and contribute to the sales
Be actively involved in business development activities to helpidentifyand research opportunities on new/existing clients
Identifyand discuss key issues with our clients toidentifypotential opportunities
Drive pre-sales and pitch activities: lead RFP responses develop solution approaches estimate effort and risk and co-present proposals and demos to client executive committees.
Orchestrate stakeholder governance:establishsteering committees run executive status updates obtain decisionsign-offsand manage escalation paths to keep programs on track.
Essential Skills
Experience in Wealth Management/AMCs with exposure to Retail HNI/UHNI and FamilyOffice segments.
Proventrack recordof leading complex digital transformations or platform implementations for wealth firms covering retail HNI/UHNI and family office clients
Deep understanding of wealth products & asset classes (mutual funds equities bonds structured products derivatives alternative investments managed accounts) advisory models and performance measurement
Wealth transformation experience with focus on technology including core wealth management systems order management systems backofficeand reconciliation systems
Strong understanding of systems integrations APIs data flows tradelifecycleand reconciliation/settlement processes.
Experience producing business requirements process maps userstoriesand leading UAT.
Comfortable with product thinking: roadmaps prioritization backlog grooming
Strong executive presence and good communications and interpersonal skills
Strong Project Management and Commercial skills
Strong people and program management skills: planning budgeting riskmitigationand delivery assurance.
Has worked on creating pitch decks and presentations
Demonstrated analytical andproblem solvingskills
Should be willing to travel and to work on international assignments
Mandatory skill sets:
Wealth management
Preferred skill sets:
Wealth management
Years of experience:
4-7
Education qualification:
BE/Btech/MBA
Education (if blank degree and/or field of study not specified)
Degrees/Field of Study required: Master of Business Administration Bachelor of EngineeringDegrees/Field of Study preferred:Certifications (if blank certifications not specified)
Required Skills
Wealth ManagementOptional Skills
Accepting Feedback Accepting Feedback Active Listening Analytical Reasoning Analytical Thinking Application Software Business Data Analytics Business Management Business Technology Business Transformation Communication Creativity Documentation Development Embracing Change Emotional Regulation Empathy Implementation Research Implementation Support Implementing Technology Inclusion Intellectual Curiosity Learning Agility Optimism Performance Assessment Performance Management Software 16 moreDesired Languages (If blank desired languages not specified)
Travel Requirements
Not SpecifiedAvailable for Work Visa Sponsorship
NoGovernment Clearance Required
NoJob Posting End Date
Required Experience:
Senior IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 155 countries with over 284,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by vis ... View more
