Senior Associate - Sector Operations - AWM Asset And Wealth Management

At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a business application consulting generalist at PwC, you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis, implementation, training, and support.

Role Overview- Sector Operations (Asset And Wealth Management)

Designation: Senior Associate

Location: Hyderabad, Bangalore, Kolkata

As a Senior Associate, you’ll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution.

What does this role entail?

Our AWM Management Consultants collaborate with clients and project teams in India to drive results on global engagements. They conduct analyses, develop insights, build Excel models, analyze large data sets, document current and future-state processes, prepare work plans, support project leads, engage directly with clients, facilitate decision-making meetings, and contribute to recommendations. Additionally, they participate in business development, thought leadership, and firm-building activities.

The consultants leverage deep sector knowledge and technical expertise to help financial services clients address strategic challenges and transform their businesses. Our work spans market entry, operating models, enterprise architecture, products & segments, data exchange, regulations, and platform strategy

Core responsibilities as a Senior Associate would entail (but not limited to)

As a Senior Associate, you’ll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution.

Specific areas of focus include but are not limited to:

• Strategy Development & Refresh: Develop or refresh strategies aligned with client objectives and market context to drive effective execution through strategic blueprints, playbooks, and alignment tools
• Strategy Enablement and Execution: Enable and execute strategies by ensuring resource readiness, stakeholder engagement, and optimized processes, supported by refreshed architecture and governance structures
• Project Management Office (PMO) & Business Analysis: Establish structured PMO frameworks and business analysis capabilities to ensure consistent delivery, risk management, and actionable translation of business needs across projects
  
  

Knowledge Preferred

Candidates should demonstrate working knowledge in asset/wealth management operating models, investments and distribution, onboarding/KYC, portfolio/trading and performance reporting, risk/compliance, and platform modernization preferably with familiarity in BlackRock Aladdin or similar OMS/portfolio platforms.

Must-have Skills

Core Consulting Skills

• Have strong business acumen, with an ability to understand how business processes and decisions impact people and organization
• Writing, communicating, facilitating & presenting cogently to and/or for all levels of industry audiences, clients, internal staff & management
• Strong organizational skills, with the ability to work independently as well in a highly collaborative, team-based environment
• Researching & analyzing client, industry, and technical matters, leveraging the ability to problem solve, prioritize & manage multiple tasks simultaneously for self and others
• Demonstrate self-motivation and responsibility for personal growth and development while mentoring junior members of the team with strong attention to detail
• Leveraging analytical skills with the ability to translate complex problems into simple and actionable task
• Effective storytelling and communication skills to various audiences (written and verbal)
• Strong work ethic, proactive and professional behavior
• Strategic and creative thinker, problem solver
• Networking & relationship building with external and internal clients, industry leaders, and prospects at executive, director, and staff level
• Supports engagement manager in delivering engagements by identifying and addressing client needs
• Exhibits strong ability to work independently as well as in a highly collaborative team Environment
• Proficient in Microsoft Office suite of products such as PowerPoint, Visio, Excel, Word etc.
  
  

AWM Skills

• Exposure to asset and wealth management transformation initiatives spanning product strategy, portfolio construction, investment operations, client servicing, and risk/compliance with an emphasis on strategic, enterprise-wide change
• Ability to shape and articulate business and technology strategies that improve client acquisition, retention, wallet share, advisor productivity, and distribution effectiveness across wealth and asset managers
• Involvement in platform modernization and vendor strategy for core wealth platforms (e.g., CRM, OMS/EMS, portfolio accounting), digital advice tooling, and advisor/client portals
• Familiarity with ecosystem integration aligning custodians, broker-dealers, banks, market data providers, fintech partners, and core platforms to accelerate speed-to-market and enhance the end-client experience
• Success contributing to multi-disciplinary teams, integrating business strategy with data/IT architecture, operating model redesign, and controls under tight timelines
• Strong orientation toward measurable impact in asset and wealth management, balancing long-term AUM growth and client outcomes with near-term cost efficiency, regulatory readiness, and revenue uplift
• Exposure to operating model optimization across front-to-back functions including advisor workstation enablement, middle-office processing, reconciliations, corporate actions, and exception management to reduce risk and cycle time
• BA/QA skills for Aladdin/Alpha platform
  
  

Your opportunities at PwC

Learn: Develop business acumen, technical, and technology skills

Apply: Diverse opportunities to showcase your skills in a supportive environment

Grow: Harness your leadership potential to expand your career

Eligibility criteria

• MBA from a premier B-School is preferred
• Minimum years of experience: 4 – 6 years
• Authorized to work in India
• Offer letter is subject to successful verification of documents and meeting the eligibility criteria
  
  

Why PwC

Innovative problem solving: Harness your curiosity and act as an agent for change in society.

Opportunities and emerging technology: Gain access to a global network of experts and resources, build your credentials and experience.

Professional growth and learning: In-depth training programs and mentorship options to support your personalized growth and development journey.

Inclusive and collaborative culture: Thrive in a collaborative environment that values diverse perspectives and champions inclusivity.

Skills-driven work: Develop business acumen, hone your technical skills and explore diverse opportunities to showcase your skills.

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