Process consultant-Investment & wealth management-

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 a...