EXL Service - Assistant Vice President - Wealth Management & AI Solutions

Assistant Vice President Wealth Management & AI Solutions

Location: Gurugram

Experience: 10-16 Years

About the Role:

Our wealth Management vertical is building next-generation AI-augmented solutions for leading private banks, asset managers, and wealth platforms across the US, UK, and APAC markets. We are looking for a seasoned AVP who brings deep domain expertise in wealth management and private banking, combined with a working fluency in machine learning and agentic AI someone who can credibly lead client conversations, shape solution design, and drive delivery outcomes.

What You Will Do:

• Serve as the primary domain authority for wealth management engagements, owning client relationships and delivery accountability
• Lead solutioning and pre-sales conversations with C-suite and senior stakeholders at private banks, family offices, and asset management firms
• Define business problems, translate them into analytical frameworks, and oversee end-to-end solution delivery

AI & Analytics Integration:

• Identify and prioritise use cases for ML and agentic AI within wealth management workflows portfolio monitoring, client segmentation, advisory automation, risk profiling, and next-best-action engines
• Work alongside data science and engineering teams to ensure solutions are domain-grounded and client-ready
• Evaluate and guide the adoption of agentic AI tools for automating repetitive advisory and operations workflows

Practice Development:

• Contribute to EXL's wealth management thought leadership whitepapers, client workshops, industry events
• Mentor mid-senior analysts and managers within the practice
• Support business development by identifying expansion opportunities within existing accounts

What You Bring:

Must Have:

• 10-14 years of experience in wealth management, private banking, or investment advisory either on the client side or in a consulting/analytics delivery environment
• Strong understanding of wealth products PMS, AIF, structured products, fixed income, estate and succession planning
• Hands-on or supervisory exposure to machine learning applications client segmentation, churn prediction, portfolio optimisation, or risk analytics
• Working knowledge of agentic AI concepts autonomous workflows, LLM-based advisory tools, or AI-driven client engagement systems
• Proven ability to lead client-facing engagements and manage senior stakeholder relationships

Good to Have:

• CFA / CFP / FRM certification
• Prior experience in a Big 4, consulting firm, or analytics services company serving BFSI clients
• Familiarity with US or UK wealth management regulatory frameworks
• Exposure to wealthtech platforms or digital advisory tools

Who You Are:

• You think in business outcomes first, technology second
• You are equally comfortable in a boardroom with a private bank CIO and a sprint review with a data science team
• You do not need to code but you know enough to ask the right questions and catch weak solutions
• You are a builder comfortable with ambiguity, energised by creating something new within a structured organisation

Why EXL:

• Direct exposure to marquee global wealth management clients
• Opportunity to build and lead a high-growth practice at the intersection of domain and AI
• Competitive compensation with performance-linked incentives
• Collaborative, intellectually driven culture with strong internal mobility