Role description

Job Title Technology Consultant Wealth Client Advisory with Project Management The Technology Consultant will partner with Wealth Management and Client Advisory teams to deliver technologydriven solutions while leading and managing projects endtoend The role combines domain expertise in wealth platforms with strong client engagement and project governance capabilities Key Responsibilities Act as a trusted technology advisor for Wealth Management and Client Advisory stakeholders aligning solutions to business objectives Lead endtoend delivery of technology initiatives including planning execution monitoring risk management and closure Translate wealth business requirements into functional and technical specifications for delivery teams Manage clientfacing engagements ensuring clear communication expectation setting and stakeholder alignment Oversee project schedules budgets dependencies and resource allocation across multiple workstreams Coordinate across crossfunctional teams engineering QA data operations vendors to ensure timely delivery Ensure compliance with regulatory security and governance standards applicable to wealth platforms Identify process improvements and technology optimization opportunities across client onboarding advisory and portfolio workflows Provide regular status reporting executive dashboards and escalation management to senior leadership and clients Support change management user adoption and postimplementation stabilization Required Skills Experience Strong understanding of Wealth Management domains advisory portfolio management client onboarding reporting Proven experience delivering technology projects in a consulting or client facing environment Handson project management experience Excellent stakeholder management and communication skills Ability to work with senior business leaders product owners and technology teams Experience working with wealth platforms or digital advisory solutions PMP PRINCE2 Agile or SAFe certifications are a plus Experience in BFSI environments with regulatory exposure