Subject Matter Expert Wealth Management

Role Overview

We are seeking an experienced Wealth Management Subject Matter Expert (SME) to lead the design, validation, and delivery of digital wealth management and investment advisory journeys. The role requires deep expertise across wealth management, portfolio advisory, digital platforms, and regulatory compliance. The ideal candidate will serve as the primary domain authority, ensuring that business requirements are translated into functional, testable, and compliant deliverables while partnering closely with business, technology, and vendor teams.

Key Responsibilities

1. Business & Functional Expertise

• Serve as the primary domain expert for wealth management, digital advisory, and investment journeys.
• Interpret and validate business requirements across modules such as :
• 360° Customer Overview & Net Worth Analytics
• Account Funding & Investment Cash Accounts
• Self-Execution & Robo-Advisory Journeys
• Total Portfolio View & Performance Tracking
• Wealth Planning & Goal-Based Investing
• Ensure Comarch platform capabilities (or equivalent platforms) are fully aligned with :
• Customer onboarding and KYC flows
• Portfolio management processes
• Order placement (market, limit, stop orders)
• Reporting and analytics dashboards
• Integration with vendors (e.g., IVS, GTN)

2. Testing & Quality Assurance (Work With The Team For)

3. Stakeholder Collaboration

Required Skills & Experience

Domain Knowledge

Digital Wealth Platforms

Testing & Delivery