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About the role
Wealth management Architect
India
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Job Description
| Position Title: Wealth Management Solution Architect |
| Location - Pune /Bangalore |
| Location: Pune/ Bangalore / Hyderabad/Chennai / Kolkata |
| Reports To: Vice President – Global head of ISG Capital Markets |
| Department: BFSI Industry Solutions Group |
| Experience Range: 15-20 Years |
| Detailed Job Description |
| 1. Looking for a Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge. |
| 2. The candidate needs to be a strategic thinker with expertise and ambition to adopt emerging technology to build commercially viable solutions to address gaps & white spaces in the WM domain |
| 3. 15 – 20 years of experience in the WM industry or IT services industry with focus on WM / financial services verticals |
| • In-depth knowledge of concepts of wealth management. The candidate should have exposure to working in the front, middle and back office |
| • Strong domain understanding across one of more of WM and Financial Advisor Value chain process such as – Client onboarding, Relationship 360-degree summary view, Goal based planning, Goal monitoring, Trade order management, Trade execution, Post Trade processing, Accounting, Reconciliation, Corporate actions processing, Performance measurement and Client reporting. |
| • Additional specialization in areas such as equities, fixed income, derivatives, mutual funds, private banking, hedge funds, private equity fund accounting, SMA’s, pension funds etc. |
| • Constant up to date knowledge of the latest trends in the WM Industry and emergence of FinTech ecosystem |
| 4. Candidate should have work experience with a few of the COTS products given below: |
| • WM Industry COTS products like FIS Unity Wealth platform, Temenos Wealth Management |
| • Financial planning tools like Naviplan |
| • SAAS products like InvestCloud |
| • Trade order management products such as Charles River, Front Arena, Fidessa, etc. |
| • Accounting products such as Eagle, Advent Geneva, etc. |
| • Performance measurement products such as Addepar, BISAM B-One, Statpro. |
| 5. Proven track record of building commercially viable WM solutions covering MACH principles - Micro services, APIs. Cloud, and headless Architecture |
| • Candidate should have led Architecture definition & Solution Design and overseen end to end implementation programs |
| • Candidate should be able to define tech stack for a proposed solution and also lead the effort estimation |
| • Be able to work with multiple technical teams and drive the solution development |
| • Candidate should be well versed with emerging trends and technologies in the AI space and experience of building a GenAI based solution is a big plus. AI |
| • 5+ years of hands-on experience with target operating model definition, business case creation, program roadmap definition and organization change management |
| 6. Stakeholder management including hands-on experience interacting with the C Suite (both business and technology) is mandatory |
| 7. Presentation skills with crisp and clear articulation of the solution are a must |
| 8. Must have experience of working with clients across multiple regions – USA, UK, Europe in a global delivery set |
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Job Info
- Job Identification138117_2
- Posting Date06/11/2026, 05:53 AM
- LocationsPlot No. 4, MIDC, Kharadi, Pune, Maharashtra, 411014, IN
- Work from AnywhereYes
- Minimum Experience (In Years)1
- Maximum Experience (In Years)1
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