Senior Wealth Management Practice Lead (Remote)

eClerx; New York (NY); On-site; USD 115,000 - 150,000; Full time

Job summary

eClerx is seeking a Practice Lead for Wealth Management to shape and drive the firm’s wealth management practice across client engagements, solutions, and delivery. The role requires deep cross-functional experience and the ability to translate industry knowledge into revenue-generating outcomes.

The candidate will lead strategy, client engagement, and delivery oversight, while mentoring teams and collaborating with Operations, Technology, Compliance, Risk, and Product to ensure compliant and

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field.
• MBA or relevant advanced degree preferred.
• Minimum 10 years of progressive experience across wealth management functions.
• Strong understanding of wealth management regulatory requirements and trends.
• Proven track record in practice-building, solutioning, or capability development.

Responsibilities

• Define and evolve the wealth management practice strategy, offerings, and go-to-market positioning.
• Engage with client managers and business development on pursuits, proposals, and pitches.
• Provide delivery oversight across wealth management engagements and ensure best practices.
• Mentor and develop talent within the wealth management practice and design training curricula.
• Collaborate with cross-functional teams (Operations, Technology, Compliance, Risk, Product) to ensure compliant offerings.

Skills

Stakeholder management

Executive communication

Business development

Wealth management domain knowledge

Regulatory understanding

Education

Bachelor's degree in Business/Finance/Economics or related

MBA or related advanced degree

Job description

eClerx is seeking a Practice Lead for Wealth Management to shape and drive the firm’s wealth management practice across client engagements, solutions, and delivery. The role requires deep cross-functional experience and the ability to translate industry knowledge into revenue-generating outcomes.

The candidate will lead strategy, client engagement, and delivery oversight, while mentoring teams and collaborating with Operations, Technology, Compliance, Risk, and Product to ensure compliant and