FS/ Product Owner - Cap Mkts - Business Consulting
About The Position
Infosys Consulting’s Financial Services Practice is seeking an experienced Product Manager/Owner with Wealth Management industry experience at the Principal level. The role is part of a cross-cultural global team delivering business consulting engagements in Wealth Management, with work spanning process consulting, experience design, business analysis, applied AI, technology strategy, program management, and change management. The consultant analyzes business problems, develops creative solutions using consulting frameworks and methodologies, collaborates with client stakeholders, and is accountable for delivering business results. As a Principal Consultant, the employee assists with engagement leadership and delivery, designs and executes transformation programs, and interfaces with client stakeholders. The role also contributes to branding, thought leadership, knowledge management, sales proposal preparation, and engagement delivery. Example engagements include strategic architecture assessments; digitization of advisory platforms; machine-learning-driven personalization; virtual assistants; advisor matching and discovery tools; advisor dashboards; and intelligent operations dashboards. The position is based in NY or NJ under a hybrid working model, with 2–3 in-person days depending on client policies. Infosys offers training, leadership, certification, mentorship, and career-return programs. Full-time employees are eligible for the listed insurance, reimbursement, retirement, holiday, and paid-time-off benefits.
Requirements
- Bachelor’s degree or equivalent.
- At least 7 years of prior work experience in management consulting or directly working on advisory business, technology, or operational change initiatives in the Wealth Management and Trust industry.
- Demonstrated ability to define, mobilize, and deliver complex change programs in Asset or Wealth Management firms.
- Excellent presentation and facilitation skills, with the ability to build relationships at senior-management and CXO levels.
- Experience collaborating with teams comprising both IT and business specialists.
- Authorization to work for any employer in the United States without employer-based visa sponsorship; the employer is unable to provide immigration sponsorship for this role.
Nice To Haves
- Strong knowledge of the wealth management industry and business models across North America.
- Ability to engage with Financial Advisors, operations, technology, and practice leaders to understand business models, pain points, and regulatory obligations, and craft innovative solutions that deliver value while balancing standardization.
- Understanding of advisory solutions, including firm, advisory, and client-discretionary products; SMA and UMA; estate planning; and trust services.
- Prior experience with consulting firms and managing or executing Wealth Management programs.
- Experience working with industry-leading managed account solutions or platforms.
- Ability and willingness to work on a cross-cultural team, including flexibility to support multiple time zones when necessary.
Responsibilities
- Serve as a functional analyst and subject-matter expert for specific Wealth and Trust industry journeys, such as prospecting, financial planning, portfolio management, servicing, trading, onboarding, and advisor dashboards.
- Collaborate with business partners across engineering, marketing, design, and sales to support the smooth and efficient flow of product activities.
- Work with technical departments to ensure user needs are met and resolve issues as they emerge and evolve.
- Manage product-line life cycles, from strategic planning through tactical initiatives, for both vended and custom solutions.
- Set product strategy and influence its acceptance and adoption, centering decisions on the end-user experience.
- Specify market requirements for existing and future products based on market research and interactions with clients, consumers, and prospective users.
- Lead or contribute to sales pursuits, consulting offerings, and internal initiatives, including Firm-building events.
- Assist in leadership and delivery of client engagements and transformation programs.
- Interface with client stakeholders and contribute to branding, thought leadership, and knowledge management.
- Anchor sales proposal preparation and engagement delivery efforts.
Benefits
- Medical, dental, vision, and life insurance
- Long-term and short-term disability insurance
- Health and dependent care reimbursement accounts
- Accident, critical illness, hospital indemnity, and legal insurance
- 401(k) plan and contributions dependent on salary level
- Paid holidays and paid time off
- Internal training and leadership programs, complemented by industry-recognized certifications for reskilling and upskilling
- Formal counselor-counselee system supporting career growth
- Mentorship programs for select women consultants
- Return to Work program supporting career returners and new parents
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What This Job Offers
Job Type
Full-time
Career Level
Principal
