Functional Expert - Wealth Mgmt. Industry Proposition

Job Title: Functional Expert – Wealth Mgmt. Industry Proposition Function: Industry Solutions

Role Overview:

We are seeking a Functional Consultant with a strong interest in the Wealth Management domain who can work at the intersection of client engagement and project leadership. This role is ideal for a self-starter who wants to learn and apply Agentic AI concepts to transform how wealth managers, banks, and fintech serve their clients.

The role

offers a unique opportunity to contribute to high-profile projects with global BFSI clients (UK, Europe, India), support CXO-level business development, and build deep expertise in AI-powered wealth journeys (such as onboarding, suitability assessment, advice reporting, wealth nudges).

Key Responsibilities

Project Leadership s Delivery · Lead functional work-streams in wealth management projects · Translate client business requirements into structured data models, rules, and workflows aligned to regulatory frameworks (e.g., MiFID II, FCA Consumer Duty, SEBI) · Collaborate with AI architects and tech teams to design and deliver Agentic AI prototypes and solutions · Support deliveries of Agentic AI solutions including functional documentation, validation of the solutions and demos to clients Business Development · Work with leadership to develop proposals for BFSI clients, focused on wealth management · Conduct market research on wealth management trends, competitors, and regulatory changes · Build and deliver client presentations, demos, and POVs to support business development · Contribute to thought-leadership content (e.g., LinkedIn posts, client workshops, summit collateral) AI s Domain Learning · Over time, develop a working knowledge of Agentic AI concepts (RAG, knowledge graphs, intelligent data extraction) · Experiment with AI-native tools (conversational apps,