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Title:  Techno Functional Consultant - L3

Requisition ID:  35661
City:  Warren
Country/Region:  US
Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com.

Job Description

We are seeking a highly skilled and experienced Wealth Management Business Analyst to join our dynamic team.  With over 10 years of experience in the financial services industry, the ideal candidate will have a deep understanding of wealth management processes, financial planning, and regulatory compliance. 

Experience and Skills:
•    Experience in conducting comprehensive analysis on various wealth management domains including portfolio management, client relationship management, investment strategies, and financial products.
•    Collaborating with IT teams to design and enhance technological platforms, ensuring the alignment with business needs and regulatory standards.
•    Strong business analysis skills to define operational processes and translate business tasks into functional requirements for technology team to develop features and capabilities. 
•    Project / Program risk assessments and provided solutions to mitigate potential financial and operational risks.
•    Managed complex data [good knowledge of transaction data, client data, financial instrument data] from multiple sources, ensuring accuracy and providing detailed reports to stakeholders.
•    Facilitated training sessions for junior analysts and other team members on best practices and new developments in the wealth management sector.
•    Led cross-functional projects and ensure that all project milestones are met within the stipulated timelines and budgets.
•    Experience in being a primary liaison between business units, technology teams, and external partners to ensure effective communication and project success.
•    Deep knowledge of working on Wealth Management applications such as InvestCloud preferred.
•    Strong presentation skills to communicate ideas, issues, and other relevant information to internal and external stakeholders
Qualifications:
•    Bachelor’s degree in Finance, Economics, Business Administration, or related field. Master’s degree or relevant professional certifications (e.g., CFA, CFP) preferred.
•    Minimum of 10 years of experience in a business analysis role within the wealth management or financial services industry.
•    Strong understanding of financial regulations and compliance requirements.
•    Proven experience in managing large datasets and performing complex financial analysis.
•    Excellent analytical, problem-solving, and decision-making skills.
•    Proficient in using financial software and business intelligence tools.
•    Outstanding communication and interpersonal skills to interact with various stakeholders.
•    Demonstrated ability to lead and mentor teams.

 

“Expected annual pay for this role ranges from $190,000 to $265,000. Based on the position, the role is also eligible for Wipro’s standard benefits including a full range of medical and dental benefits options, disability insurance, paid time off (inclusive of sick leave), other paid and unpaid leave options.”

 

Reinvent your world.¿We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.

If you encounter any suspicious mail, advertisements, or persons who offer jobs at Wipro, please email us at helpdesk.recruitment@wipro.com. Do not email your resume to this ID as it is not monitored for resumes and career applications.

Any complaints or concerns regarding unethical/unfair hiring practices should be directed to our Ombuds Group at ombuds.person@wipro.com.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, caste, creed, religion, gender, marital status, age, ethnic and national origin, gender identity, gender expression, sexual orientation, political orientation, disability status, protected veteran status, or any other characteristic protected by law.

Wipro is committed to creating an accessible, supportive, and inclusive workplace. Reasonable accommodation will be provided to all applicants including persons with disabilities, throughout the recruitment and selection process. Accommodations must be communicated in advance of the application, where possible, and will be reviewed on an individual basis. Wipro provides equal opportunities to all and values diversity.

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