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Principal, Business Consulting – Wealth Management

EPAM Systems

This is a Full-time position in San Francisco, CA posted December 12, 2021.

EPAM is a leading global provider of digital platform engineering and development services.

We are committed to having a positive impact on our customers, our employees, and our communities.

We embrace a dynamic and inclusive culture.

Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow.

No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential.

Description
You are strategic, resilient, engaging with people and a natural self-starter.

You have a passion for solving complex problems.

If this sounds like you, this could be the perfect opportunity to join EPAM as a Principal, Wealth Management Digital Consulting
Here at EPAM, we are expanding our global Business Consulting practice.

The growth we are experiencing is driving the need for talented management consultants (various levels) within the Financial Services industry including Wealth Management, Insurance, Retail Banking, Payments, and Capital Markets.

At EPAM, you can make a difference.

We are entrepreneurial.

We enable our people to take ownership and responsibility in setting the direction for all of our practices.

Req.

#248366846
WHAT YOU’LL DO

  • You will support our Wealth Management market segment from pre-sale opportunities, active pursuits, and throughout the project lifecycle from strategy to product development services
  • Leverage your Wealth Management domain subject matter expertise, in-depth consulting foundation skills and hands-on transformational experience to delivery advisory services in support of technology enabled business change
  • Drive the narrative around the digital journey for the C-Suite by leading, developing and articulating digital strategies that shape the wealth management industry
  • Stay at the forefront of digital trends that are disrupting Wealth Management.

    You will be an ambassador for change.

    You will solve business problems and drive growth for clients through digital transformation

  • Take leading roles working with multi-disciplinary teams, facing off with client stakeholders, SME’s and managing client relationships
  • Act in a product owner capacity focusing on creation of product roadmaps, managing product backlog and feature prioritization, creating user stories and actively working as part of an agile team throughout product development
  • Increase our presence in the marketplace via participation in conferences, development of thought leadership, and recruiting

REQUIREMENTS

  • Minimum 10+ relevant combined industry and consulting experience (manager/senior manager levels) i.e.

    a “Big-4” and / or consultancy boutiques / system integrators

  • Possess an in-depth understanding of specific Wealth Management domain knowledge.

    Specializations include portfolio management, next generation advice, robo / hybrid advice, advisor portals, client self-service, operating models, risk management, corporate functions, digitalization solutions, product offerings

  • Experience with digital innovation, customer experience, and the “FinTech” eco-systems and advising clients on market dynamics and trends
    – with a focus on digital
  • Understanding of the software development life cycle, agile development, and a strong desire to be at the forefront of digital transformation
  • Demonstrated success in growing client relationships, driving revenue and leading teams
  • Strong experience with stakeholder engagement, organization alignment, change planning, change measurement and communication requirements for large-scale transformations
  • Robust project management methodology and experienced with the multi-disciplinary project teams and environments
  • Skilled at analyzing complex business issues with the ability to effectively communicate these issues to clients
  • Able to anticipate and identify risks and drive action to mitigate and resolve issues as they occur
  • Strong problem solver and creative thinker with gravitas

WHAT WE OFFER

  • Medical, Dental and Vision Insurance (Subsidized)
  • Health Savings Account
  • Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
  • Short-Term and Long-Term Disability (Company Provided)
  • Life and AD&D Insurance (Company Provided)
  • Employee Assistance Program
  • Unlimited access to LinkedIn learning solutions
  • Matched 401(k) Retirement Savings Plan
  • Paid Time Off
  • Legal Plan and Identity Theft Protection
  • Accident Insurance
  • Employee Discounts
  • Pet Insurance

ADDITIONAL

  • This position operates in a remote capacity, but you must live within driving distance to an EPAM office.

    Your recruiter will discuss specific details about work location during the initial interview process

  • Depending on the position, EPAM employees may need to work at a client worksite or an EPAM office.

    To protect employees and help communities fight the COVID-19 pandemic, vaccination is required to visit a EPAM office in the US, and many of our clients have similar policies in place.

    Due to this, a COVID-19 vaccination may be necessary and when applicable, specific details will be discussed during the interview process which may include providing proof of vaccination.

    For candidates with exceptional circumstances that prevent them from getting the COVID-19 vaccine, we will offer alternative reasonable accommodation, where possible, which should be coordinated by your recruiter and discussed directly with an HR Representative

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