Karnataka Wealth advisor Jobs – 148 Open Jobs Today

Wealth Management Operations - Process Modernization - Associate - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Data analysis skills
- Master's degree
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Asset & Wealth Management Operations - Retail SMA Oversight - Vice President - Bengaluru
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CGI —Bengaluru, Karnataka
- Full-time
- Computer Science
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Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
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Asset and Wealth Management - Product Management - Vice President - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Bachelor's degree
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- Health insurance
Senior Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
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Asset & Wealth Management - AM Digital Product Management - Associate -Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Computer Science
- Bachelor's degree
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Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
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- Flexible schedule
Asset & Wealth Management - AM Portfolio & Client Prod Mgt - Associate - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Master's degree
- Bachelor's degree
- Product management
- Health insurance
Chief Technology Officer
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Computer Science
- Master's degree
- Bachelor's degree
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Agency Lending - Senior Associate
State Street —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
- Health insurance
14d
Reconciliation Business Analyst
BNP Paribas —Karnataka
- Full-time
- Oracle
- Computer Science
- PMP
Opening For Client Relationship Manager (Insurance)
Big Bee Consultant —Bengaluru, Karnataka
- ₹6,00,000 - ₹10,00,000 a year
- Sales
- Master's degree
- Bachelor's degree
Risk and Compliance Specialist
Accenture —Bengaluru, Karnataka
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexible schedule
Business Management - Associate
JPMorganChase —Bengaluru, Karnataka
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- Finance
Business Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
10d
Sales Manager – Luxury Real Estate Sales
SeedWill Consulting —Hebbal, Bengaluru, Karnataka
- ₹5,00,000 - ₹6,00,000 a year
- Full-time
- Sales
- Customer service
- Bachelor's degree
Quick apply
Reconciliation Senior Business Analyst
BNP Paribas —Karnataka
- Full-time
- Oracle
- Computer Science
- PMP
13d
Planner Head
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Excel
- Finance
- Bachelor's degree
- Work from home
Business Development - Business Management - Analyst
AQR —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Excel
- Salesforce
8d

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Wealth Management Operations - Process Modernization - Associate - Bengaluru

Goldman Sachs -
Bengaluru, Karnataka

Apply Now

Job details

Benefits

Health insurance

Qualifications

Six Sigma Certification
Business analysis
Alteryx
Data analysis skills
Process improvement
Tableau
Master's degree
SQL
APIs
Business Administration
AI
MBA
Communication skills

Full job description

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Operations partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Operations span all product lines and markets, and functions.

As a Process Modernization Associate, you will partner directly with operations teams that support the firm’s wealth management business. This role will lead end-to-end assessments of existing workflows, technology stacks, and control frameworks, using AI alongside traditional process improvement methodologies to deliver actionable recommendations to enhance efficiency, mitigate risk, and improve service.

Key Responsibilities

Process Discovery & Analysis

Conduct structured engagements with operations teams to map and document current-state processes, including manual workflows, system dependencies, and data flows.
Develop and utilize a standardized organizational taxonomy to identify and solve for cross-functional patterns and inefficiencies
Perform detailed process mining and data analysis to identify bottlenecks, redundancies, and failure points.
Evaluate the existing technology stack (platforms, tools, integrations) for fitness-for-purpose, scalability, and alignment with strategic objectives

Control & Risk Assessment

Identify control gaps and areas of elevated operational risk, including key person dependencies, manual reconciliation points, and exception-handling weaknesses.
Assess processes against Goldman Sachs' operational risk framework, regulatory requirements, and industry best practices.
Collaborate with Compliance, Risk, and Technology teams to ensure recommendations align with the firm's risk appetite and regulatory obligations.

Solution Design & Recommendations

Develop a comprehensive functional roadmap that articulates:
- Current-state process maps and pain-point analysis
- Control gap inventory with risk ratings
- Prioritized recommendations for improvement:
  - AI integration (e.g. AI integration with existing technology stacks, use of firm AI platforms, use of advanced structured prompts)
  - Low-code / no-code automation (e.g., workflow orchestration, ETL, RPA)
  - Strategic technology uplift (e.g., platform migration, API integration, data infrastructure)
  - Behavioral and procedural change (e.g., revised SOPs, training, organizational design adjustments)
  - Measurements (e.g. KRIs, KPIs, dashboards, reporting)
- Business case estimates including effort, cost, and expected ROI
Design target-state operating models that improve service, reduce cycle times, and mitigate risk.

Stakeholder Engagement & Change Enablement

Serve as a trusted advisor to operations leaders, building consensus around modernization priorities.
Facilitate workshops, interviews, and working sessions with front-office, operations, and technology stakeholders.

Qualifications

Required

3+ years of experience in process improvement, management consulting, business analysis, or operations transformation — preferably within financial services
Exceptional analytical, written, and verbal communication skills with the ability to distill complex operational issues into clear, executive-ready deliverables.
Demonstrated expertise in process mapping methodologies (e.g., Lean, Six Sigma, BPMN) and operational risk assessment.
Ability to query data using SQL and perform data analysis to identify patterns, trends and actionable insights
Thorough understanding of AI prompt best practices, risks, and human-in-the-loop design
Experience evaluating and recommending low-code automation and visualization solutions (e.g., Alteryx, Knime, Tableau, Qliksense, Microsoft Power Platform)
Familiarity with application design fundamentals (e.g. APIs, UX design, 3-layer architecture)
Proven ability to manage multiple concurrent engagements and navigate a matrixed organizational environment.

Preferred

Lean Six Sigma certification (Green Belt or Black Belt).
Strong understanding of wealth management operations including account onboarding, trade processing, cash/asset movements, reporting, and client servicing.
Experience with process mining tools (e.g., Celonis, Signavio, UiPath Process Mining).
MBA or STEM related degree

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

CORPORATE TITLEAssociate

OFFICE LOCATION(S)Bengaluru

JOB FUNCTIONData Analytics & Reporting

DIVISIONAsset & Wealth Management

Apply Now

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