Practice Lead - Wealth Management

Responsibilities

• Define and evolve eClerx's wealth management practice strategy, service offerings, and go-to-market positioning.
• Identify emerging trends, regulatory changes, and technology shifts shaping the wealth management industry, and translate these into practice priorities.
• Build and maintain a repository of reusable frameworks, accelerators, playbooks, and points of view across wealth management functions.
• Establish and track practice-level metrics, growth targets, and capability roadmaps.
• Partner with client engagement managers and business development teams on pursuits, proposals, and pitches involving wealth management clients.
• Act as a trusted subject-matter expert in client conversations, bringing credibility and depth across front, middle, and back-office wealth management functions.
• Support solutioning for RFPs and new business opportunities, shaping value propositions tailored to client needs.
• Represent eClerx at industry forums, client workshops, and executive briefings to build the firm's wealth management brand.
• Provide delivery oversight and quality assurance across active wealth management engagements, ensuring solutions remain aligned to industry best practices.
• Collaborate with delivery leads to troubleshoot complex engagement challenges and identify opportunities for process or technology-driven improvement.
• Guide the design of operating models spanning areas such as reconciliations, client onboarding (KYC/AML), trade support, reporting, exception management, and advisory support.
• Champion the adoption of automation, AI, and orchestration tools within wealth management delivery models.
• Mentor and develop talent within the wealth management practice, building bench strength across functional specializations.
• Design and deliver training curricula to upskill delivery teams on wealth management domain knowledge.
• Recruit, evaluate, and onboard senior hires and subject-matter experts to strengthen practice capabilities.
• Partner with Operations, Technology, Compliance, Risk, and Product teams to ensure practice offerings remain compliant and technically current.
• Act as a key stakeholder in transformation initiatives spanning multiple wealth management client relationships.
• Collaborate with senior leadership to align practice direction with broader firm strategy and revenue goals.

Requirements

• Bachelor's degree in Business, Finance, Economics, or a related field; MBA or relevant advanced degree preferred.
• Minimum 10 years of progressive experience across different wealth management functions, across front office, advisory support, enablement and operations.
• Demonstrated experience working with or within premier wealth management, private banking organizations.
• Strong understanding of wealth management regulatory requirements, industry standards, and emerging technology trends (AI, automation, orchestration).
• Proven track record of practice-building, solutioning, or capability development in a consulting, BPO, or financial services operations environment.
• Experience contributing to business development efforts, including RFP responses, client pitches, and proposal development.
• Strong stakeholder management skills, with experience engaging senior client and internal executives.
• Excellent verbal and written communication skills, with the ability to translate technical and operational detail into clear business narratives.

Pay

The target base salary for this role is $115K – 150K. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography.

Schedule

Full-time (Remote)

About EClerx

eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results. The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA. For more information, visit www.eclerx.com. You can also find us on: https://www.linkedin.com/company/eclerx/, https://www.indeed.com/cmp/Eclerx/about, https://www.glassdoor.com/eClerx.

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