O
Optimum Solutions
Technical Project Manager - Wealth Management
Skills
Testing & QAMicroservicesCRM
2 months ago
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Important information
Contract type:
Permanent
Location:
Chennai, Tamil Nadu, India
Work mode:
Hybrid
Published on:
26 August 2026
What they need
Key Responsibilities
- Lead end-to-end delivery of Wealth Management platform implementation, enhancement, integration, and transformation projects.
- Manage scope, timelines, risks, dependencies, resources, and delivery milestones.
- Coordinate across Business, Product, Architecture, Engineering, QA, Operations, and vendor teams.
- Drive integrations with CRM, KYC, digital onboarding, core banking, market data, OMS/trading, custodians, and reporting systems.
- Oversee delivery across client onboarding, portfolio management, investment advisory, order management, trading, rebalancing, and reporting.
- Lead project governance, status reporting, RAID management, stakeholder communication, and release planning.
- Manage offshore teams and coordinate effectively with onsite/business stakeholders.
- Ensure delivery meets quality, security, regulatory, and architectural standards.
Required Skills & Experience
- 10+ years of experience in IT project/program delivery, preferably in Wealth Management.
- Strong experience managing Wealth Management technology platforms and transformation projects.
- Experience with platforms such as Avaloq, Temenos Wealth Suite, Finacle Wealth, GTN, Wealth Spectrum, or similar.
- Good understanding of Wealth Management processes and investment products.
- Strong knowledge of API, system integration, microservices, and enterprise technology.
- Proven experience managing offshore/distributed technology teams.
- Strong Agile/Waterfall, stakeholder, risk, dependency, and vendor management skills.
- Excellent communication and leadership skills.
Preferred
- Experience with large-scale Wealth Management / Private Banking programs.
- PMP, PRINCE2, Scrum Master, or equivalent certification.
- Exposure to cloud, DevOps, CI/CD, and modern platform architecture.
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