- Pune, Maharashtra, India
- Mid
- 6–9 years
Mid‑career domain specialist embedded in Bridgenext's financial services practice, focused on the US wealth management space.
Responsibilities
- Domain Support in Pre‑Sales: Participate in discovery calls, RFP responses, and solution workshops — contribute functional knowledge of US wealth operations to shape proposals and demos.
- Requirements & Functional Design: Lead business requirements gathering, write functional specs, map current‑state vs. future‑state workflows for wealth clients (onboarding, portfolio management, reporting, compliance).
- Platform Knowledge: Bring working knowledge of US wealth platforms — Tamarac (CRM, rebalancing, reporting), Salesforce FSC, Orion, Advent/APX — to inform solution design and integration strategy.
- Data Analysis & Documentation: Support data‑related workstreams — help define data models, map data flows between custodians/platforms/reporting tools, document data quality issues and governance gaps.
- Client Interaction: Participate in and occasionally lead client workshops, UAT reviews, and business process walkthroughs with client stakeholders.
Requirements
- Nice to have: Tamarac implementations or migrations
- Nice to have: Salesforce FSC configuration or functional consulting
- Nice to have: Custodial data feeds and integration patterns (Plaid, Yodlee, MX)
- Nice to have: Regulatory reporting (GIPS, Form ADV, 13F)