Technologist Iii - support Services - applications - ctb

Wealth Management Platform Manager

Key Responsibilities:

• Define and drive platform for wealth management and investment platforms (advisory platforms, portfolio management tools, digital channels solutions).
• Prioritize features and enhancements based on client needs, business objectives, ROI, and technical feasibility.
• Translate complex investment and wealth management requirements into detailed product requirements and user stories for agile teams.
• Manage end-to-end product lifecycle: ideation, requirements gathering, development, testing, launch, and post-launch enhancements.
• Prepare requirement documents, test plans, incident reports, and detailed user manuals for new implementations.
• Conduct thorough system analysis and issue resolution, ensuring scalability, security, and financial compliance.
• Perform gap analysis and risk analysis as part of project implementations.
• Apply deep knowledge of investment products (mutual funds, ETFs, structured products, PMS, Direct equity, discretionary portfolio management) and portfolio construction to influence product features.
• Drive digitization and automation initiatives to enhance operational efficiency within the wealth business.
• Engage with financial advisors, investment teams, operations, compliance, IT, vendors, and clients to gather insights and validate product directions.
• Coordinate across departments to gather requirements, manage enhancements, and ensure seamless implementation.
• Lead cross-functional meetings ensuring alignment between business, technology, and compliance teams.

Requirements:

• Prior experience in wealth management or investment platforms with a strong understanding of investment products and portfolio management.
• Knowledge of investment products (Mutual funds, ETFs, structured products, PMS, Direct equity, Discretionary portfolio management)
• Proven track record of digital technology implementation for wealth business.
• Ability to translate business needs into technical and functional requirements.
• Experience preparing BRDs, user stories, test cases, incident reports, and user manuals.
• Exposure to regulatory compliance frameworks within the wealth management domain.
• Ability to handle multiple projects simultaneously, aligning and monitoring progress across teams.
• Role involves both individual contributor and team management.
• Strong analytical, problem-solving, and communication skills.
• Experience working with agile development teams and cross-functional stakeholders.
• Experience with digitization/automation initiatives in wealth management.
• Familiarity with portfolio management, advisory platforms, and customer digital channel.
• Strong understanding of risk frameworks and suitability requirements in wealth management.
• Resource with experience of more than 8 years in the relevant domain.

Job Identification: 235295

Job Category: Technologist

Location: Kotak Infiniti, Building No. 21, Mumbai, Maharashtra, 400097, IN