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Technical Project Manager - Wealth Management

Exclusive opportunity

Hybrid

Technical Project Manager - Wealth Management

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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