Process consultant -Investment & wealth management

Role Overview

We are looking for an
experienced Process Consultant with strong expertise in Investment/Wealth
Management processes, hands -on skills in process consulting and business
transformation, and working knowledge of AI, data, and automation solutions.
This is a client -facing role where you will partner with business stakeholders,
understand requirements, map processes, define solutions, and support
implementation across advisory, investment, and operations workflows.

Key Responsibilities

1. Process Consulting
& Transformation

• Lead As‑Is process assessments, identify inefficiencies, and design To‑Be processes.
  
• Support
  operating model design across people, process, data, and technology
  layers.
  
• Define
  KPIs and measurable outcomes—efficiency, accuracy, cycle time reduction,
  STP %, etc.
  
• Collaborate
  with technology and product teams to ensure alignment with business
  processes.
  
• Support
  UAT, training, documentation, and change management activities.
  

2. AI / Data /
Automation Support

• Identify
  use cases for AI, analytics, and automation across investment/wealth
  operations.
  
• Work
  with AI/data/engineering teams to translate business needs into technical
  requirements.
  
• Support
  design of functional workflows for:
  
• Document extraction (OCR/NLP)
  
• Predictive insights (risk scoring,
  next -best -action)
  
• Workflow automation (RPA)
  
• Client 360 and data quality
  improvements
  
• Validate
  outputs from AI/automation solutions and ensure they meet business
  expectations.
  

4. Stakeholder &
Delivery Management

• Act
  as a bridge between business users, product owners, technology teams, and
  vendors.
  
• Manage
  day -to -day functional delivery, prioritization, and issue resolution.
  
• Prepare
  functional documents, user stories, process flows, and test scenarios.
  
• Ensure
  smooth functional deployment and post‑implementation support.
  

Requirements

Required
Qualifications

• 5–10
  years of experience as a Functional Consultant / Business Analyst in Investment
  or Wealth Management.
  
• Strong
  understanding of front‑office, middle‑office, and operational processes in
  wealth/investment domains.
  
• Hands -on
  experience in process mapping, requirement gathering, documentation, and
  UAT.
  
• Exposure
  to AI, automation, and data -driven transformation initiatives.
  
• Ability
  to translate business problems into structured functional solutions.
  
• Strong
  communication, stakeholder management, and presentation skills.
  

Preferred Skills

• Experience
  working with tools/platforms such as:
  
• Portfolio/OMS/PMS platforms
  
• Salesforce Financial Services Cloud,
  Temenos, Avaloq, Charles River, Broadridge, etc.
  
• Automation tools (UiPath/AA), workflow
  tools (Appian/PEGA)
  
• BI tools (Power BI/Tableau)
  
• Knowledge
  of regulatory requirements (KYC/AML, Suitability, FATCA/CRS, MiFID, etc.).
  
• Certifications
  like CFA (Level 1), FRM, Lean Six Sigma, BPM, Agile/Scrum are a plus.
  

Why This Role?

• Opportunity
  to work across strategic investment/wealth transformation initiatives.
  
• High
  visibility with business, COO, product, and AI/data teams.
  
• Blend
  of domain, functional consulting, and emerging technology exposure.
  
• Growth
  path toward Lead Consultant, Product Owner, or Transformation Lead.