Consultant– Wealth Management & Trust, Infosys Consulting - Bridgewater, NJ USA - Careers | Infosys English English French Portuguese Spanish Careers Explore Opportunities Explore Life At Infy Apply now Recruitment fraud alert Explore Opportunities Graduates Experienced Professionals Students/Internships Explore Opportunities by Location Explore Life At Infy About Us Our Culture Voices Infosys Careers Explore Opportunities Jobs in USA Consultant– Wealth Management & Trust, Infosys Consulting Consultant– Wealth Management & Trust, Infosys Consulting Apply now Apply now You have successfully copied the job share URL to clipboard! × Job details Work Location Bridgewater, NJ, New York, NY State / Region / Province New Jersey, New York Country USA Salary min 89000 Salary max 119000 Skills Process|Consulting processes|Technology Consulting process Domain Consulting Interest Group Infosys Limited Company ITL USA Requisition ID 139732BR Job description Consultant – Wealth Management & Trust, Infosys ConsultingThe Role – What You’ll DoYou will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of a world-class 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.Here are some 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 ManagementMachine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition riskVirtual 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 teamsSmart 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 itemsReimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systemsResponsibilitiesFunctional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor DashboardCollaborate cross-functionally 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 QualificationsBachelor’s degree or equivalent requiredPrior work experience of 3+ 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 levelsExperience 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 timePreferred Qualifications / SkillsStrong 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.Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessaryGeneral InformationLocation: NY, NJ. Hybrid Working model with 2-3 days in-person depending on client policies.Internal training & leadership programs complemented by industry recognized certifications for reskilling and upskillingFormal counselor-counselee system aiding and driving well rounded career growthDedicated mentorship programs, driven by the firm’s women leaders for select women consultants, to drive acclimatization and create future-ready leadersReturn to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibilityCollaborative and open work environment for our consultants to share professional experiences and learn, and define their own success pathsThis job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee.Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:-Medical/Dental/Vision/Life InsuranceLong-term/Short-term DisabilityHealth and Dependent Care Reimbursement AccountsInsurance (Accident, Critical Illness, Hospital Indemnity, Legal)401(k) plan and contributions dependent on salary levelPaid holidays plus Paid Time Off About UsInfosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries 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 AI-powered 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 always-on 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. 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. 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