IN_Senior Associate_Wealth management _FS tech_Advisory _Mumbai at pwc

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

06 May, 26

Salary

0.0

Posted On

05 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client-Facing Consultant, Requirement Gathering, Solution Design, Transformation Strategy, Product Features, Stakeholder Interviews, Design Thinking, Client Presentations, Vendor Assessments, Implementation Oversight, UAT Leadership, Trusted Advisor, Thought Leadership, Business Development, Pre-sales Activities, Stakeholder Governance

Industry

Professional Services

Description

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 Available for Work Visa Sponsorship? Government Clearance Required? Job Posting End Date Are you ready to make a difference? Want to unlock new value by applying your unique perspective and talents? You can grow exponentially at PwC. Here, you can uncover hidden talents, build lifelong relationships rooted in trust and empathy and turn challenges into opportunities for innovation. We’ll help you grow your skills through challenging, meaningful work so you can go further.

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Responsibilities

The role involves acting as the primary client-facing consultant, leading requirement gathering, solution design, and implementation management while shaping client problem statements and defining transformation strategies. Responsibilities also include driving pre-sales, managing stakeholder governance, and supporting thought leadership activities related to wealth management challenges.