Mumbai Shivaji Park, India
11 hours ago
IN-Senior Associate _Wealth management _FS Tech_Advisory_Mumbai

Line of Service

Advisory

Industry/Sector

FS X-Sector

Specialism

Operations

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.

As a business application consulting generalist at PwC, you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis, implementation, training, and support.

*Why PWC

At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us.

At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm’s growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations. "

Responsibilities: 

 

Job Description 

Act as the primary client-facing consultant conducting requirement gathering and co-creation sessions with business, operations and tech stakeholders; leading solution design and implementation management 

Shape and validate client problem statements, propose solutions and translate business vision into a transformation strategy. Additionally, define product features, MVP scope and roadmaps to achieve client objectives and business vision 

Run workshops and stakeholder interviews to map current-state processes, understand pain points and design user journeys 

Facilitate design thinking and rapid prototyping exercises with client teams. 

Prepare client-ready artifacts — client presentations, assessment reports, process maps and requirement documents  

Lead client-facing vendor assessments and demos 

Work closely with the implementation teams, to clarify functionalities, understand integrations and oversee implementation progress 

Drive UAT and acceptance activities with client stakeholders; coach client SMEs on test scenarios and adoption planning. 

Act as a trusted advisor to client product owners — challenge assumptions, identify quick wins, and escalate risks and dependency issues with mitigation plans. 

Support thought leadership and go-to-market activities by contributing client insights, case studies and solution concepts that address wealth-management challenges. 

Manage and build upon own network of connections and relationships as well as PwC's existing network within the AMCs, wealth management and/or system vendor community to further develop the practice and contribute to the sales 

Be actively involved in business development activities to help identify and research opportunities on new/existing clients 

Identify and discuss key issues with our clients to identify potential opportunities 

Drive pre-sales and pitch activities: lead RFP responses, develop solution approaches, estimate effort and risk, and co-present proposals and demos to client executive committees. 

Orchestrate stakeholder governance: establish steering committees, run executive status updates, obtain decision sign-offs and manage escalation paths to keep programs on track. 

 

Essential Skills 

Experience in Wealth Management/AMCs with exposure to Retail, HNI/UHNI and Family Office  segments. 

Proven track record of leading complex digital transformations or platform implementations for wealth firms, covering retail, HNI/UHNI and family office clients 

Deep understanding of wealth products & asset classes (mutual funds, equities, bonds, structured products, derivatives, alternative investments, managed accounts), advisory models and performance measurement  

Wealth transformation experience with focus on technology including core wealth management systems, order management systems, back office and reconciliation systems 

Strong understanding of systems integrations, APIs, data flows, trade lifecycle and reconciliation/settlement processes. 

Experience producing business requirements, process maps, user stories and leading UAT. 

Comfortable with product thinking: roadmaps, prioritization, backlog grooming 

Strong executive presence and good communications and interpersonal skills 

Strong Project Management and Commercial skills 

Strong people and program management skills: planning, budgeting, risk mitigation and delivery assurance. 

Has worked on creating pitch decks and presentations 

Demonstrated analytical and problem solving skills 

Should be willing to travel and to work on international assignments 

 

Mandatory skill sets: 

 

Wealth management 

Preferred skill sets: 

 

Wealth management 

Years of experience required: 

 

4-7 

Education qualification: 

 

BE/Btech/MBA 

 

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required: Bachelor of Engineering, Master of Business Administration

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Wealth Management

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Analytical Reasoning, Analytical Thinking, Application Software, Business Data Analytics, Business Management, Business Technology, Business Transformation, Communication, Creativity, Documentation Development, Embracing Change, Emotional Regulation, Empathy, Implementation Research, Implementation Support, Implementing Technology, Inclusion, Intellectual Curiosity, Learning Agility, Optimism, Performance Assessment, Performance Management Software {+ 16 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

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