Domain Consultant — Wealth Management
Bridgenext (company site, opens in a new tab)6–9 yrsOn-siteDirect career pageEst. 12–20 LPA
Posted 11h ago
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Job description
Structured overview of role & requirements
About This Role
- Support pre-sales discovery, RFPs and solution workshops with functional expertise in US wealth management.
- Own requirements gathering, functional specifications and workflow mapping across onboarding, portfolio management, reporting and compliance; act as the functional check that delivered solutions reflect wealth-firm operations.
- Support wealth data workstreams by mapping platform and custodian data flows, identifying data quality or governance gaps, and working with engineering and client teams through design, workshops and UAT.
Minimum Requirements
- Work Experience Required: 6–9 years in US wealth operations, compliance or technology, or in IT services consulting for US wealth clients; experience across 2–3 full project lifecycles involving US wealth clients is required.
- Hands-on experience with at least 2–3 listed platforms: Tamarac, Salesforce FSC, Orion, Black Diamond, Advent/APX, Redtail or Morningstar.
- Working knowledge of the US wealth ecosystem, including RIA versus broker-dealer models, custodians, advisor workflows and regulatory basics such as SEC, FINRA and Reg BI.
- Ability to understand wealth data flows, read data models, identify gaps and work with engineering teams on data requirements.
Ideal Candidate Profile
- Has experience bridging wealth business operations and technology delivery, and can contribute in both client-facing pre-sales work and active implementations.
- Is familiar with how custodians, wealth platforms and reporting tools connect, and can translate operational workflows into functional designs and clear documentation.
- Tamarac implementation or migration experience, Salesforce FSC consulting, custodial integrations, wealth regulatory reporting, or relevant finance credentials are useful differentiators.