Process Consultant-Investment & Wealth Management-

About Us

At Thoucentric, we offer end-to-end consulting solutions designed to address the most pressing business challenges across industries. Leveraging deep domain expertise, cutting-edge technology, and a results-driven approach, we help organizations streamline operations, enhance decision-making, and accelerate growth. We are headquartered in Bangalore with presence across multiple locations in India, US, UK, Singapore & Australia Globally.

We help clients with Business Consulting, Program & Project Management, Digital Transformation, Product Management, Process & Technology Solutioning and Execution including Analytics & Emerging Tech areas cutting across functional areas such as Supply Chain, Finance & HR, Sales & Distribution across US, UK, Singapore and Australia. Our unique consulting framework allows us to focus on execution rather than pure advisory. We are working closely with marquee names in the global consumer & packaged goods (CPG) industry, new age tech and start-up ecosystem.

We have been certified as Great Place to Work by AIM and have been ranked as 50 Best Firms for Data Scientists to Work For.

We have an experienced consulting team of over 500+ world-class business and technology consultants based across six global locations, supporting clients through their expert insights, entrepreneurial approach and focus on delivery excellence. We have also built point solutions and products through Thoucentric labs using AI/ML in the supply chain space.

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

• 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 and product teams to ensure alignment with business processes.
• Support UAT, training, documentation, and change management activities.
• AI / Data / Automation Support
• Identify use cases for AI, analytics, and automation across investment/wealth operations.
• Work with AI/data/engineering teams to translate business needs into technical requirements.
• Support design of functional workflows for:
• Document extraction (OCR/NLP)
• Predictive insights (risk scoring, next-best-action)
• Workflow automation (RPA)
• Client 360 and data quality improvements
• Validate outputs from AI/automation solutions and ensure they meet business expectations.
• Stakeholder & Delivery Management
• Act as a bridge between business users, product owners, technology teams, and vendors.
• Manage day-to-day functional delivery, prioritization, and issue resolution.
• Prepare functional documents, user stories, process flows, and test scenarios.
• Ensure smooth functional deployment and post‑implementation support.

Required Qualifications

• 5–10 years of experience as a Functional Consultant / Business Analyst in Investment or Wealth Management.
• Strong understanding of front‑office, middle‑office, and operational processes in wealth/investment domains.
• Hands-on experience in process mapping, requirement gathering, documentation, and UAT.
• Exposure to AI, automation, and data-driven transformation initiatives.
• Ability to translate business problems into structured functional solutions.
• Strong communication, stakeholder management, and presentation skills.

• Experience working with tools/platforms such as:
• Portfolio/OMS/PMS platforms
• Salesforce Financial Services Cloud, Temenos, Avaloq, Charles River, Broadridge, etc.
• Automation tools (UiPath/AA), workflow tools (Appian/PEGA)
• BI tools (Power BI/Tableau)
• Knowledge of regulatory requirements (KYC/AML, Suitability, FATCA/CRS, MiFID, etc.).
• Certifications like CFA (Level 1), FRM, Lean Six Sigma, BPM, Agile/Scrum are a plus.

• Opportunity to work across strategic investment/wealth transformation initiatives.
• High visibility with business, COO, product, and AI/data teams.
• Blend of domain, functional consulting, and emerging technology exposure.
• Growth path toward Lead Consultant, Product Owner, or Transformation Lead.