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FS/ Project Manager - Wealth Management- Infosys Consulting

BrassRing 25633 / 5439 · Hybrid · Active · IBM Kenexa BrassRing

Job facts

FieldValue
CompanyBrassRing 25633 / 5439
TitleFS/ Project Manager - Wealth Management- Infosys Consulting
Normalized title-
Department / team-
LocationTeams) by name, Canada
Work modelHybrid / Hybrid
Employment type-
Salary-
Statusactive
ATS providerIBM Kenexa BrassRing
Posted / first seen— / 2026-05-29
Changed / last seen2026-06-02 / 2026-06-06

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City jobsActive postings in Teams) by name.Open
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Linked records

CompanyBrassRing 25633 / 5439
Source0e748c41-a187-4d01-b50f-a25125e6422e
ATS providerIBM Kenexa BrassRing

Description

Business Analyst – Wealth Management & Trust, Infosys Consulting The Role – What You’ll Do You will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of a world-class product management team which will help drive innovation and improve user experience in wealth management area. You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients. Infosys Consulting's Financial Services Practice is seeking experienced Business Analysts with Wealth Management Industry experience to be hired at a Senior Consultant Level. Here are some engagements our Wealth Management consultants are working on : Conducting strategic assessments to define future state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach. Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce. Comprehensive portal to do a “Best Match” and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams Smart App where a prospective client can start a bank relationship, find a Financial Advisor, provide discovery for goal-based planning, and schedule an appointment. Social App for the Financial Advisor to create their social media profiles, provide complete user flows for Facebook Business Page Enrollment, LinkedIn Business Page Enrollment and Approver Review. Intuitive Advisor Dashboard that provides an advisor full view of his/her book and action items Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems Responsibilities Functional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities. Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve. Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions. You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events. Basic Qualifications Bachelor’s degree or equivalent required Prior work experience of 5+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management & Trust industry. Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Wealth Management firms. Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels Experience of collaborating with teams, comprising both IT and business specialists. Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time Preferred Qualifications / Skills Strong knowledge of wealth management industry and business models across North America. Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization. Understanding of Advisory Solutions – Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc. Experience working on industry leading managed account solutions / platforms. Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience. Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary General Information Location: NY, NJ. Hybrid Working model with 2-3 days in-person depending on client policies. Internal training & leadership programs complemented by industry recognized certifications for reskilling and upskilling Formal counselor-counselee system aiding and driving well rounded career growth Dedicated mentorship programs, driven by the firm’s women leaders for select women consultants, to drive acclimatization and create future-ready leaders Return to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibility Collaborative and open work environment for our consultants to share professional experiences and learn, and define their own success paths This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee. Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:- Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness , Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off

Full job record

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Source ID0e748c41-a187-4d01-b50f-a25125e6422e
Board ID0e748c41-a187-4d01-b50f-a25125e6422e
Provideribm_kenexa_brassring
Provider Job Key2244232
TitleFS/ Project Manager - Wealth Management- Infosys Consulting
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Statusactive
Activeyes
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CountryCanada
Region—
CityTeams) by name
Salary Raw—
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Source URLhttps://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?PageType=JobDetails&partnerid=25633&siteid=5439&jobid=2244232
Apply URLhttps://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?PageType=JobDetails&partnerid=25633&siteid=5439&jobid=2244232
First Seen At2026-05-29 19:50:32Z
Last Seen At2026-06-06 19:09:04Z
Last Checked At2026-06-06 19:09:04Z
Last Changed At2026-06-02 10:35:22Z
Inactive At—
Source Posted At—
Source Updated At2026-04-14 00:00:00Z
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      "Value": "<span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><b><span style=\"line-height:115%\"><span calibri=\"\">Business Analyst – Wealth Management &amp; Trust, Infosys Consulting</span></span></b></span><br><span style=\"line-height:115%\"><b><span style=\"line-height:115%\"><span calibri=\"\">The Role – What You’ll Do</span></span></b></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">You will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of a world-class product management team which will help drive innovation and improve user experience in wealth management area.</span></span></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients.</span></span></span><br><u><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Infosys Consulting's Financial Services Practice is seeking experienced Business Analysts with Wealth Management Industry experience to be hired at a Senior Consultant Level.</span></span></span></u><br><span style=\"line-height:115%\"><b><span style=\"line-height:115%\"><span calibri=\"\">Here are some engagements our Wealth Management consultants are working on</span></span></b><span style=\"line-height:115%\"><span calibri=\"\">:</span></span></span></span></span><ul style=\"margin-bottom:11px\"><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Conducting strategic assessments to define future state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Comprehensive portal to do a “Best Match” and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Smart App where a prospective client can start a bank relationship, find a Financial Advisor, provide discovery for goal-based planning, and schedule an appointment.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Social App for the Financial Advisor to create their social media profiles, provide complete user flows for Facebook Business Page Enrollment, LinkedIn Business Page Enrollment and Approver Review. </span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Intuitive Advisor Dashboard that provides an advisor full view of his/her book and action items</span></span></span></span></span></li><li style=\"margin-bottom:11px; margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems</span></span></span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><b><span style=\"line-height:115%\"><span calibri=\"\">Responsibilities</span></span></b></span></span></span><ul style=\"margin-bottom:11px\"><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Functional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions.</span></span></span></span></span></li><li style=\"margin-bottom:11px; margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.</span></span></span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><b><span style=\"line-height:115%\"><span calibri=\"\">Basic Qualifications</span></span></b></span></span></span><ul style=\"margin-bottom:11px\"><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Bachelor’s degree or equivalent required</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Prior work experience of 5+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management &amp; Trust industry.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Wealth Management firms.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Experience of collaborating with teams, comprising both IT and business specialists.</span></span></span></span></span></li><li style=\"margin-bottom:11px; margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time</span></span></span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><b><span style=\"line-height:115%\"><span calibri=\"\">Preferred Qualifications / Skills</span></span></b></span></span></span><ul style=\"margin-bottom:11px\"><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Strong knowledge of wealth management industry and business models across North America.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Understanding of Advisory Solutions – Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Experience working on industry leading managed account solutions / platforms.</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience.</span></span></span></span></span></li><li style=\"margin-bottom:11px; margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary</span></span></span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><i><span style=\"line-height:115%\"><span calibri=\"\">General Information</span></span></i></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Location: NY, NJ. Hybrid Working model with 2-3 days in-person depending on client policies.</span></span></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Internal training &amp; leadership programs complemented by industry recognized certifications for reskilling and upskilling</span></span></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Formal counselor-counselee system aiding and driving well rounded career growth</span></span></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Dedicated mentorship programs, driven by the firm’s women leaders for select women consultants, to drive acclimatization and create future-ready leaders</span></span></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Return to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibility</span></span></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Collaborative and open work environment for our consultants to share professional experiences and learn, and define their own success paths</span></span></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee.</span></span></span><br><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:-</span></span></span></span></span><ul style=\"margin-bottom:11px\"><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Medical/Dental/Vision/Life Insurance</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Long-term/Short-term Disability</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Health and Dependent Care Reimbursement Accounts</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Insurance (Accident, Critical Illness , Hospital Indemnity, Legal)</span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">401(k) plan and contributions dependent on salary level</span></span></span></span></span></li><li style=\"margin-bottom:11px; margin-left:8px\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"line-height:115%\"><span style=\"line-height:115%\"><span calibri=\"\">Paid holidays plus Paid Time Off</span></span></span></span></span></li></ul>",
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