Consulting Manager – Wealth Management/Business Analyst

Cognizant; Toronto; Hybrid; CAD 80,000 - 130,000; Full time

Job summary

An established industry player is seeking a Consulting Manager specializing in wealth management to lead client engagements and deliver strategic consulting services. This role involves collaborating with stakeholders, enhancing domain expertise, and supporting business development initiatives. The ideal candidate will have extensive experience in wealth management consulting, a strong understanding of portfolio management, and familiarity with microservices architecture. Join a passionate team dedicated to transforming client businesses through innovative solutions in a hybrid work environment.

Benefits

Medical, Dental, Vision, and Life Insurance

Paid holidays and Time Off

401(k) plan with contributions

Disability benefits

Paid Parental Leave

Employee Stock Purchase Plan

Qualifications

• 8-12 years of experience in wealth management consulting.
• Hands-on experience with wealth management products.

Responsibilities

• Lead client engagements in wealth management, providing expert guidance.
• Write user stories and acceptance criteria in collaboration with teams.

Skills

Wealth Management Consulting

Microservices Architecture

Portfolio Management

Stakeholder Management

API Creation

Data Mapping

Tools

Temenos Wealth Suite

Triple A Plus

Broadridge

FIS

Job description

Consulting Manager – Wealth Management/Business Analyst

Join us as a Consulting Manager – Wealth Management/Business Analyst at Cognizant.

Position Overview

We are seeking an experienced Consulting Manager with expertise in wealth management to lead and deliver strategic consulting services. The role involves partnering with clients, applying domain knowledge, and supporting business development within Cognizant’s framework.

About Cognizant

Cognizant is a global leader in professional services, transforming client businesses through innovative digital solutions. Our consulting division offers strategic and domain expertise across industries, with a focus on improving business performance and operational efficiency.

Key Responsibilities

• Lead client engagements in wealth management, providing expert guidance and solutions.
• Partner with stakeholders to gather and analyze business requirements.
• Develop and strengthen domain expertise in wealth management, including familiarity with Temenos Wealth suite, Triple A Plus, Broadridge, FIS, and microservices architecture.
• Support business development activities and contribute to practice development initiatives.
• Manage stakeholder expectations and ensure project alignment.
• Write user stories and acceptance criteria in collaboration with architecture and development teams.

Qualifications

• 8-12 years of experience in wealth management consulting.
• Hands-on experience with wealth management products and microservices architecture.
• Deep understanding of portfolio management and asset classes.
• Experience with data mapping, API creation, and stakeholder management.

Additional Details

Location: Toronto, ON (Hybrid)

Employment Type: Full-time

Seniority Level: Mid-Senior level

Work Authorization: Must be authorized to work in Canada without sponsorship.

Benefits

• Medical, Dental, Vision, and Life Insurance
• Paid holidays and Time Off
• 401(k) plan with contributions
• Disability benefits
• Paid Parental Leave
• Employee Stock Purchase Plan

Apply now to join a team passionate about making a difference in wealth management consulting.