Senior Consultant - Capital Market - Business Consulting Senior Associate - Business Consulting - CAN Work Location: Toronto State / Region / Province: Country Country: Canada Skills: Domain: Consulting Interest Group: Company: ITL Canada Requisition ID: 145347BR Business Analyst Wealth Management & Trust, Infosys Consulting The Role What Youll Do You will be part of a crosscultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of a worldclass 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. Infosys Consultings Financial Services Practice is seeking experienced Business Analysts with Wealth Management Industry experience to be hired at a Senior Consultant Level. 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 goalbased 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 User Experience to create an Intelligent Ops dashboard (with KPIs, Realtime 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 crossfunctionally 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 - Bachelors degree or equivalent required. - Prior work experience of 5+ 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 Canada without employerbased 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. - Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience. - Ability and willingness to work as part of a crosscultural team including flexibility to support multiple time zones when necessary. This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee. Estimated annual compensation range for the candidate based in the below location will be: Ontario: CAD 113,950 to CAD 158,610. Benefits - Medical/Dental/Vision/Life Insurance - Longterm/Shortterm 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 nextgeneration digital services and consulting. We enable clients in more than 50countries 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. We do it by enabling the enterprise with an AIpowered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our alwayson learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem. 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
Job Title
Senior Consultant - Capital Market - Business Consulting