Investment & Wealth Management Domain SME

Join our AI transformation journey as a Domain Subject Matter Expert (SME), driving the intersection of Investment & Wealth Management and Generative AI. In this role, you will bridge business and technology teams, ensuring AI solutions address real-world operational challenges and deliver measurable business value.

What You'll Do

· Serve as the domain expert across investment operations, portfolio management, trading, compliance, fund accounting, and client servicing

· Identify and shape AI, GenAI, and automation opportunities across front, middle, and back-office functions

· Define business requirements, KPIs, governance controls, and success metrics for AI initiatives

· Translate complex operational workflows into actionable requirements for AI engineering teams

· Validate AI solution outputs and ensure alignment with business objectives and regulatory requirements

· Lead client workshops, discovery sessions, demos, and value realization discussions

· Mentor AI teams on investment management processes, data, and industry best practices

Why Join Us?

· Shape the future of AI-powered investment operations.

· Work with global Investment & Wealth Management clients.

· Influence strategic AI initiatives and business transformation programs.

· Drive innovation at the intersection of Financial Services and Generative AI

What We're Looking For

· 10+ years of experience in Investment Management, Wealth Management, Custody, Fund Administration, or Asset Servicing

· Experience working with Asset Managers, Wealth Managers, Custodians, or Fund Administrators

· Proven ability to bridge business stakeholders and technology teams to drive transformation initiatives

Deep expertise in:

• Investment Operations & Fund Accounting
• Trade Lifecycle Management
• Portfolio & Investment Data
• Stakeholder Management & Business Consulting

Strong experience in:

• Business Process Analysis
• Regulatory & Compliance Operations
• Data Quality & Data Lineage
• AI and Automation Use Case Discovery

Exposure to:

• GenAI, LLMs, Agentic AI, and Data Analytics Platforms
• Investment Management Technology Ecosystems

Investment Management, Wealth Management, Custody, Fund Administration, Asset Servicing, Asset Management, Wealth Management, Custodians, Fund Administrators, Fund Accounting, Trade Lifecycle Management, Portfolio & Investment Data, Stakeholder Management, Business Consulting, Business Process Analysis, Regulatory & Compliance Operations, Data Quality, Data Lineage, Agentic AI