FS/ Product Manager- Cap Mkts

2 weeks ago


Bridgewater, United States Infosys Full time

Product Manager/Owner Wealth Management & Trust, Infosys Consulting The Role What Youll Do You will be part of a cross?cultural global team working on a variety of business consulting engagements in Wealth Management. Part of a world?class product management team that drives innovation and improves user experience in wealth management area. You will take up a range of roles in process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems, 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 delivery of business results to clients. Infosys Consulting's Financial Services Practice is seeking an experienced Product Manager/Owner 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, build on your experience designing and executing transformation programs, collaborate and interface with client stakeholders daily, be involved in branding, thought leadership, and knowledge?management efforts to provide value?adding consulting services that enable our clients to meet the changing needs of the global landscape. You will anchor sales proposal preparation and engagement delivery efforts. Engagements Conducting strategic assessments to define future state functional/technical architecture to meet strategic client objectives leveraging Design Thinking and Service Blueprinting. 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, Trading, Onboarding, Advisor Dashboard). Collaborate cross?functionally with business partners including engineering, marketing, design and sales to allow for 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 users experience at the center. Specify market requirements in relation to the business product for existing and future products based on market research realized through interactions with clients, consumers and prospective users. Lead or contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of firm?building events. Basic Qualifications Bachelors 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 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 that 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, 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 when necessary. General Information Location: NY, NJ. Hybrid working model with 23 days in?person depending on client policies. Internal training and 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 firms 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. 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 EEO/About Us Infosys Consulting is a next?generation consulting partner that bridges strategy and execution. With an AI?first mindset, deep industry knowledge, and the combined strengths of business and technology consulting, it helps enterprises turn bold vision into tangible outcomes, faster, smarter, and at scale. Infosys Consulting is helping some of the worlds most recognizable brands transform and innovate. Our consultants are industry experts that lead complex change agendas driven by disruptive technology. With offices in 20 countries and backed by the power of the global Infosys brand, our teams help the C?suite navigate todays digital landscape to win market share and create shareholder value for lasting competitive advantage. 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



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