Process consultant investment & wealth management Jobs

Process consultant-Investment & wealth management-
Thoucentric —Bengaluru, Karnataka
- Full-time
- Salesforce
- Presentation skills
- Agile
Investment Consultant
MINDCUREPATH CONSULTANTING PVT LTD —Remote
- ₹500 - ₹1,500 an hour
- Part-time
- Remote
- Finance
- Master's degree
- Presentation skills
- Flexible schedule
Quick apply
Senior Consultant - SaT - National - SaT - S&E - Deal Management - Bangalore
EY —Bengaluru, Karnataka
- Analysis skills
- Agile
- Business Administration
Senior Consultant - Collateral Management
Northern Trust Corp. —Pune, Maharashtra
- Full-time
- Microsoft Word
- Microsoft Excel
- English
4d
Senior Trade Promotion Management Consultant
AceNet Consulting —Bengaluru, Karnataka
- Agile
- AI
- Communication skills
Graduate Trainee
Russell Investments —Mumbai, Maharashtra
- Full-time
- Microsoft Excel
- Computer Science
- Finance
1d
IM/CM - Operations | Consultant
Deloitte —Bengaluru, Karnataka
- Finance
- Master's degree
- Bachelor's degree
7h
Application Support Engineer (Wealth & Broking)
JobOppor HR Consultant Services —Santa Cruz, Mumbai, Maharashtra
- ₹4,00,000 - ₹6,00,000 a year
- Full-time
- Management
- Software troubleshooting
- SQL
Quick apply
Professional Services Consultant
SS&C Technologies —Mumbai, Maharashtra
- Full-time
- Hybrid work
- Microsoft Excel
- SQL
- Project management
- Paid holidays
- Paid time off
Consultant - Risk Consulting- Internal Audit - FS- Insurance- Mumbai
EY —Mumbai, Maharashtra
- Master's degree
- Bachelor's degree
- Agile
Manager - Release Management
M&G plc —Pune, Maharashtra
- Full-time
- Azure
- DevOps
- Bachelor's degree
Project Consultant - SaT - GOV - SaT - TCF - Infrastructure Advisory - New Delhi
EY —Delhi, Delhi
- Data analysis skills
- Research
- Master's degree
Consultant - SaT - FS - SaT - S&E - Corporate Strategy - Mumbai
EY —Mumbai, Maharashtra
- Microsoft Powerpoint
- Engineering
- Analysis skills
EH-FY27-Consulting-S&T-Strategy-Consultant-BS-FSI-IMRE
Deloitte —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Excel
- B.Sc
7h
Consultant - Tech Consulting - FS - CNS - TC - Technology Strategy & Transformation - Mumbai
EY —Mumbai, Maharashtra
- Computer Science
- Electrical experience
- Bachelor's degree
IM/CM - Operations | Sr. Consultant
Deloitte —Bengaluru, Karnataka
- Finance
- Master's degree
- Bachelor's degree
7h
Lead - PFI Operations (NAIC Reporting)
Sun Life —Gurugram, Haryana
- Full-time
- Microsoft Excel
- B.Sc
- Finance
EH-FY27-Consulting-S&T-Strategy-Consultant-TS-FSI-IMRE
Deloitte —Bengaluru, Karnataka
- Microsoft Powerpoint
- Azure
- DevOps
7h
GN-Capital Markets-Consultant
Accenture —Mumbai, Maharashtra
- Full-time
- Salesforce
- Master's degree
- Project management
Analyst Tester Wealth growth technology solutions partner
Skyleaf Consultants —Gurugram, Haryana
- ₹10,00,000 - ₹17,00,000 a year
- Full-time
- SQL
- APIs
- Computer skills

I want to receive the latest job alerts for process consultant investment & wealth management

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

process consultant investment & wealth management jobs near

Management Consultant jobs in Bengaluru, Karnataka

Operations Consultant jobs in Bengaluru, Karnataka

Wealth Manager jobs in Bengaluru, Karnataka

Management Consultant jobs in Pune, Maharashtra

Release Manager jobs in Pune, Maharashtra

Internal Auditor jobs in Mumbai, Maharashtra

Customer Service jobs in Mumbai, Maharashtra

Consultant Work From Home jobs in Gurugram, Haryana

Service Consultant jobs in Purasawalkam, Chennai, Tamil Nadu

Service Consultant jobs in Kolkata, West Bengal

Service Consultant jobs in Delhi, Delhi

Service Consultant jobs in Chandanagar, Hyderabad, Telangana

Work From Home Customer Support, Customer Service jobs in Pune, Maharashtra

Investment Consultant jobs in Delhi, Delhi

Walkin Interview, Investment Banking jobs in Chennai, Tamil Nadu

Travel Consultant jobs in Delhi

Investment Consultant jobs in Kolkata, West Bengal

Erp Functional Consultant jobs in Chennai, Tamil Nadu

Investment Consultant jobs in Mumbai, Maharashtra

Corporate Security Officer jobs in Mumbai, Maharashtra

Process consultant-Investment & wealth management-

Thoucentric -
Bengaluru, Karnataka

Apply Now

Job details

Full-time

Qualifications

Pegasystems
Power BI
Salesforce
Business analysis
Tableau
Presentation skills
Natural language processing
Agile
AI
Chartered Financial Analyst
Communication skills

Full job description

About Us

At Thoucentric, we offer end-to-end consulting solutions designed to address the most pressing business challenges across industries. Leveraging deep domain expertise, cutting-edge technology, and a results-driven approach, we help organizations streamline operations, enhance decision-making, and accelerate growth. We are headquartered in Bangalore with presence across multiple locations in India, US, UK, Singapore & Australia Globally.

We help clients with Business Consulting, Program & Project Management, Digital Transformation, Product Management, Process & Technology Solutioning and Execution including Analytics & Emerging Tech areas cutting across functional areas such as Supply Chain, Finance & HR, Sales & Distribution across US, UK, Singapore and Australia. Our unique consulting framework allows us to focus on execution rather than pure advisory. We are working closely with marquee names in the global consumer & packaged goods (CPG) industry, new age tech and start-up ecosystem.

We have been certified as "Great Place to Work" by AIM and have been ranked as "50 Best Firms for Data Scientists to Work For".

We have an experienced consulting team of over 500+ world-class business and technology consultants based across six global locations, supporting clients through their expert insights, entrepreneurial approach and focus on delivery excellence. We have also built point solutions and products through Thoucentric labs using AI/ML in the supply chain space.

Job Description

Role Overview

We are looking for an experienced Process Consultant with strong expertise in Investment/Wealth Management processes, hands-on skills in process consulting and business transformation, and working knowledge of AI, data, and automation solutions.
This is a client-facing role where you will partner with business stakeholders, understand requirements, map processes, define solutions, and support implementation across advisory, investment, and operations workflows.

Key Responsibilities

1. Process Consulting & Transformation

Lead As‑Is process assessments, identify inefficiencies, and design To‑Be processes.
Support operating model design across people, process, data, and technology layers.
Define KPIs and measurable outcomes—efficiency, accuracy, cycle time reduction, STP %, etc.
Collaborate with technology and product teams to ensure alignment with business processes.
Support UAT, training, documentation, and change management activities.

2. AI / Data / Automation Support

Identify use cases for AI, analytics, and automation across investment/wealth operations.
Work with AI/data/engineering teams to translate business needs into technical requirements.
Support design of functional workflows for:

Document extraction (OCR/NLP)
Predictive insights (risk scoring, next-best-action)
Workflow automation (RPA)
Client 360 and data quality improvements

Validate outputs from AI/automation solutions and ensure they meet business expectations.

4. Stakeholder & Delivery Management

Act as a bridge between business users, product owners, technology teams, and vendors.
Manage day-to-day functional delivery, prioritization, and issue resolution.
Prepare functional documents, user stories, process flows, and test scenarios.
Ensure smooth functional deployment and post‑implementation support.

Requirements

Required Qualifications

5–10 years of experience as a Functional Consultant / Business Analyst in Investment or Wealth Management.
Strong understanding of front‑office, middle‑office, and operational processes in wealth/investment domains.
Hands-on experience in process mapping, requirement gathering, documentation, and UAT.
Exposure to AI, automation, and data-driven transformation initiatives.
Ability to translate business problems into structured functional solutions.
Strong communication, stakeholder management, and presentation skills.

Preferred Skills

Experience working with tools/platforms such as:

Portfolio/OMS/PMS platforms
Salesforce Financial Services Cloud, Temenos, Avaloq, Charles River, Broadridge, etc.
Automation tools (UiPath/AA), workflow tools (Appian/PEGA)
BI tools (Power BI/Tableau)

Knowledge of regulatory requirements (KYC/AML, Suitability, FATCA/CRS, MiFID, etc.).
Certifications like CFA (Level 1), FRM, Lean Six Sigma, BPM, Agile/Scrum are a plus.

Why This Role?

Opportunity to work across strategic investment/wealth transformation initiatives.
High visibility with business, COO, product, and AI/data teams.
Blend of domain, functional consulting, and emerging technology exposure.
Growth path toward Lead Consultant, Product Owner, or Transformation Lead.

Practice Name

Finance

Date Opened

05/18/2026

Work Mode

Hybrid

Job Type

Full time

Industry

Consulting

Corporate Office

Thoucentric, Innovator Building, ITPL Office

Zip/Postal Code

560066

City

Bengaluru

Country

India

State/Province

Karnataka

Apply Now

Refine Your Search

Process consultant-Investment & wealth management-

Investment Consultant

Senior Consultant - SaT - National - SaT - S&E - Deal Management - Bangalore

Senior Consultant - Collateral Management

Senior Trade Promotion Management Consultant

Graduate Trainee

IM/CM - Operations | Consultant

Application Support Engineer (Wealth & Broking)

Professional Services Consultant

Consultant - Risk Consulting- Internal Audit - FS- Insurance- Mumbai

Manager - Release Management

Project Consultant - SaT - GOV - SaT - TCF - Infrastructure Advisory - New Delhi

Consultant - SaT - FS - SaT - S&E - Corporate Strategy - Mumbai

EH-FY27-Consulting-S&T-Strategy-Consultant-BS-FSI-IMRE

Consultant - Tech Consulting - FS - CNS - TC - Technology Strategy & Transformation - Mumbai

IM/CM - Operations | Sr. Consultant

Lead - PFI Operations (NAIC Reporting)

EH-FY27-Consulting-S&T-Strategy-Consultant-TS-FSI-IMRE

GN-Capital Markets-Consultant

Analyst Tester Wealth growth technology solutions partner

I want to receive the latest job alerts for process consultant investment & wealth management

Related Searches

Explore jobs in more locations

About Us

Job Description

Requirements

Jobseeker tools

Employer Tools

Browse

Stay Connected