Telangana Wealth management advisor Jobs – 42 Open Jobs Today

Associate Product Analyst - Client Technology Management Processor
GCC India —Hyderabad, Telangana
- Full-time
- Microsoft Excel
- Data analysis skills
- Research
8d
Accounts Manager
Radha TMT —Madhapur, Hyderabad, Telangana
- Full-time
- Microsoft Excel
- ERP systems
- Finance
Quick apply
Principal Data Strategy Consultant
Franklin Templeton Investments —Hyderabad, Telangana
- Email
- Azure
- Computer Science
- Software troubleshooting
VP, Data Product Owner – Wealth Management (Data Products)
GCC India —Hyderabad, Telangana
- Full-time
- Financial services
1d
Senior Software Engineer
Franklin Templeton Investments —Hyderabad, Telangana
- Email
- Computer science
- Azure
- Computer Science
Senior Engineer, Software Dev
GCC India —Hyderabad, Telangana
- Full-time
- Azure
- SQL
- AWS
Finance Advisor
Big Bee Consultant —Hyderabad, Telangana
- ₹7,00,000 - ₹20,00,000 a year
- Customer service
- Analysis skills
- Bachelor's degree
Asset & Wealth Management - PWM Subledger Technology - Vice President - Hyderabad
Goldman Sachs —Hyderabad, Telangana
- Computer Science
- Java
- Master's degree
- Health insurance
Senior Analyst, Cyber Security Operations
LPL Financial —Hyderabad, Telangana
- Weekend availability
- Azure
- Computer Science
- Windows
11h
Sr Software Engineer - Niche skill Call Center/NICE
GCC India —Hyderabad, Telangana
- Full-time
- Computer Science
- Customer service
- DevOps
8d
Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Hyderabad, Telangana
- Full-time
- Analysis skills
- Communication skills
Trainee Financial Advisor
Zecay Financial Services PVT LTD —Hyderabad, Telangana
- ₹12,000 - ₹19,000 a month
- Full-time
- Financial services
- In-person
- Health insurance
- Paid sick time
Quick apply
Engineer II, Software Dev - Niche skill Call Center/NICE
GCC India —Hyderabad, Telangana
- Full-time
- Computer Science
- Java
- Master's degree
8d
AVP, Lead Data Engineer
GCC India —Hyderabad, Telangana
- Full-time
- AWS
- Software development
- APIs
2d
Application & Cloud Security Lead
S&P Global —Hyderabad, Telangana
- Email
- Azure
- Computer Science
- AWS
- Health insurance
- Paid time off
11h
Engineer II
LPL Financial —Hyderabad, Telangana
- Full-time
- Remote
- Azure
- SQL
- AWS
5d
AVP, Data Product Owner – Wealth Management (Data Products)
GCC India —Hyderabad, Telangana
- Full-time
- Hybrid work
- Product management
- Financial services
- AI
Workday Analyst
GCC India —Hyderabad, Telangana
- Weekend availability
- Analysis skills
- Project management
- Human resources
Senior Engineer, Cyber Security (Pentesting)
LPL Financial —Hyderabad, Telangana
- Weekend availability
- Azure
- Computer Science
- Windows
6d
Principal Solution Architect
GCC India —Hyderabad, Telangana
- Full-time
- Azure
- DevOps
- AWS
7d

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Associate Product Analyst - Client Technology Management Processor

GCC India
Hyderabad, Telangana

Apply Now

Job details

Full-time
8 days ago

Qualifications

Microsoft Excel
Data analysis skills
Research
Finance
Bachelor's degree
Financial services
Business Administration
Communication skills

Full job description

At LPL’s Global Capability Center, you'll find a collaborative culture where your voice matters, integrity guides every decision, and technology fuels progress. Your skills, talents, and ideas will redefine what's possible. LPL's success reflects its exceptional employees, who together pursue one noble purpose: empowering financial advisors to deliver personalized advice for all who need it. We’re proud to be expanding and reaching new heights in Hyderabad.

Join us as we create something extraordinary together.

Job Overview

The Client Technology Management (CTM) Processor is responsible for managing advisor and administrative technology access across the full lifecycle from onboarding through termination. This role ensures all technology-related requests are accurately researched, validated, routed, and resolved in a timely manner.

The position requires strong case management capabilities, including investigation, categorization, and resolution of requests, as well as consistent communication with advisors via email. The CTM Processor collaborates with internal and external stakeholders to ensure efficient, compliant, and high-quality case handling.

Responsibilities

Manage advisor and administrative technology access requests across the full lifecycle (onboarding through termination) using the case management system (MS Dynamics).
Conduct research and validate user profiles and entitlements to ensure accurate provisioning and de-provisioning of access.
Support onboarding of financial advisors by setting up required system access for day-to-day operations.
Categorize cases appropriately and route complex or specialized requests to relevant technology or application support teams.
Perform detailed case investigations leveraging multiple tools, access logs, and historical records to resolve issues efficiently.
Communicate professionally with advisors and internal stakeholders via email, phone, and MS Teams ensuring clarity, accuracy, and adherence to service timelines.
Provide regular updates to management on task progress, risks, escalations, and recurring issues.
Collaborate with cross-functional teams to resolve access and system-related challenges.
Ensure compliance with service level agreements (SLAs) and internal quality standards.
Identify recurring issues, process gaps, and inefficiencies; contribute to process improvements and automation initiatives.
Maintain and support standard operating procedures (SOPs), workflows, and process documentation.
Ensure high data accuracy and adherence to audit, risk, and regulatory requirements in all activities.

Required Qualifications

Bachelor’s degree in Finance, Commerce, Business Administration, or a related field.
3–5 years of experience in financial services, operations, or case management.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Preferred Qualifications

Experience within broker-dealer operations or wealth management environments.
Understanding of financial transactions, commission structures, and compensation frameworks.
Familiarity with case management systems, workflow tools, and query routing processes.
Exposure to SOP-driven and quality-controlled operational environments.

Core Competencies

Proficiency with workflow or case management tools.
Strong Microsoft Excel and data analysis skills.
Strong research, analytical, and problem-solving abilities.
Excellent written communication skills, particularly email etiquette.
Ability to manage multiple cases with accuracy, attention to detail, and adherence to deadlines.
Effective stakeholder management and collaboration skills.
Ability to work in a fast-paced environment with competing priorities.
Adaptability to evolving business processes and organizational priorities.

LPL Global Business Services, LLP - PRIVACY POLICY

Apply Now

Refine Your Search

wealth management advisor jobs in telangana

Associate Product Analyst - Client Technology Management Processor

Accounts Manager

Principal Data Strategy Consultant

VP, Data Product Owner – Wealth Management (Data Products)

Senior Software Engineer

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Asset & Wealth Management - PWM Subledger Technology - Vice President - Hyderabad

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Associate, Treasures Relationship Manager, Consumer Banking Group

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Workday Analyst

Senior Engineer, Cyber Security (Pentesting)

Principal Solution Architect

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