Wealth Platform Business Lead
Skills
About This Role
Overview
8-10 years of project management, Wealth Platforms and related experience with at least 5 years within reputed bank/financial institution.
The Platform lead will be accountable for delivering robust, scalable, and reliable platform solutions that optimize performance and minimize operational risk.
This role involves close collaboration with key stakeholders.
As a member of the Wealth Management Platform team, the Platform lead will be instrumental in driving the digital transformation of our business.
The role will oversee the delivery of new projects and product development, witha strong focus on IT systems and product delivery platforms from Product and digital assets perspectives.
Responsibilities
include facilitating the launch of new products or enhancing existing ones on Wealth Platforms, developing new delivery channels, and upgrading backend systems to ensure operational excellence.
Beyond core responsibilities, the role extends into Wealth Management investment products and services, encompassing end-to-end platform management.
This includes product lifecycle oversight, governance, channel optimization, and leveraging data-driven insights to enhance digital platform capabilities and client experience.
As a member of the Wealth Management Platform team along with Product, overseeing the delivery of new projects and product development, focusing on IT and other product delivery platforms.
Specialist Skills / Technical Knowledge, Technical Competencies Required for this role:
Strategic & Analytical Thinking
- Ability to define and execute platform strategy aligned with business objectives.
- Strong analytical and problem-solving skills for data-driven decision-making.
Digital Product & Platform Expertise
- Proven experience in managing digital platforms and product development.
- Deep understanding of digital product lifecycle, IT systems, and integration methodologies.
Financial Services & Wealth Management Knowledge
- Solid grasp of wealth management products, investment process.
- Familiarity with regulatory and compliance requirements in financial markets.
Project & Program Management
- Excellent project management skills with the ability to manage multiple initiatives simultaneously.
- Proficiency in preparing documentation (SOWs, BRDs, RFPs) and overseeing UAT/testing environments.
Technical & UX/UI Acumen
- Understanding of platform architecture, back-end systems, and digital delivery channels.
- Ability to design and optimize workflows and user interfaces for superior client experience.
Stakeholder & Vendor Management
- Strong communication and interpersonal skills to collaborate with cross-functional teams and external vendors.
- Experience in vendor negotiations and managing third-party integrations.
Adaptability & Excellence
- Ability to thrive in a fast-paced, complex environment while meeting deadlines.
- Up-to-date knowledge of industry trends, emerging technologies, and digital transformation best practices.
- Proven experience as a Product Manager, preferably in a digital or technology-focused environment.
- Strong understanding of digital product development processes and methodologies.
- Excellent analytical, problem-solving, and decision-making skills.
- Strong understanding of wealth management and financial services.
- Excellent project management skills with the ability to manage multiple projects simultaneously.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively with cross-functional teams.
- Up-to-date knowledge of industry trends and emerging technologies.
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