Advice Transformation & Technology Manager
Macquarie · mumbai, India
advice technologyprocess improvementproject managementaisales managementxplancrmagileexperienced
Job Description
As an Advice Transformation & Technology Manager, you will drive the evolution of core advice technology and processes. Your role involves designing optimized solutions to enhance efficiency and improve client experiences. You will engage with various stakeholders and leverage your understanding of advice platforms and compliance frameworks.
Qualifications
Experience in financial advice or wealth management, ideally in advice technology, transformation, or project delivery roles.
Skills Required
- advice technology
- process improvement
- project management
- ai
- sales management
- xplan
- crm
- agile
Location
City: mumbai · Country: India