GenAI Consultant

Wealth Process Re-Engineering GenAI Strategy Consultant - JD

Role Overview

• We are seeking an experienced Wealth Process Re-Engineering GenAI Strategy Consultant to help us reimagine and optimize core wealth management workflows through the power of generative AI.
• In this strategic consulting engagement, you will analyze our existing processes end-to-end, identify where GenAI can drive measurable improvements, and design a transformation roadmap that unlocks efficiency, scalability, and enhanced client experiences. Your recommendations will be grounded in both technical feasibility and business value, supported by clear optimization KPIs and ROI metrics.

This is an ideal opportunity for a seasoned consultant with deep expertise in wealth management operations, AI transformation strategy, and enterprise process re-engineering.

Discovery & Current-State Assessment

• Conduct a comprehensive analysis of existing wealth management workflows, including Client onboarding, KYC, Lending operations, Securities operations, Compliance, Reporting, Supervision and call centers.
• Map current processes, systems, data flows, and decision points across front-, middle-, and back-office functions.
• Identify pain points, inefficiencies, and opportunities for automation or augmentation using GenAI.

GenAI Opportunity Assessment & Strategy Design

• Evaluate where and how generative AI can augment, automate, or reimagine wealth processes.
• Prioritize high-impact use cases based on feasibility, scalability, and business value.
• Design future-state operating models that integrate GenAI capabilities into existing systems and human workflows.

KPI-Driven Business Case Development

• Define clear success metrics and KPIs to quantify the value of process optimization (e.g., time-to-onboard reduction, advisor productivity gains, client engagement uplift, cost savings).
• Build ROI-focused business cases that connect GenAI initiatives to measurable outcomes.
• Present findings and recommendations to senior stakeholders with clear cost-benefit analysis.

Roadmap & Change Enablement

• Develop a phased implementation roadmap that balances quick wins with long-term transformation.
• Recommend tooling, platforms, and architectural approaches aligned with enterprise strategy and regulatory considerations.
• Support organizational change management planning to ensure adoption of new workflows and GenAI-enabled processes.

Stakeholder Engagement & Executive Advisory

• Serve as a trusted advisor to wealth leadership and cross-functional teams, bridging technical possibilities with business objectives.
• Lead workshops and executive briefings to align stakeholders around the GenAI strategy.
• Provide thought leadership on emerging GenAI trends relevant to wealth and asset management.

Required Qualifications

• Experience: 10+ years in wealth management operations, digital transformation, or AI strategy consulting; 3+ years applying GenAI or ML solutions in financial services preferred.
• Process Re-Engineering Expertise: Proven experience mapping, analyzing, and redesigning complex enterprise workflows.
• GenAI Knowledge: Deep understanding of generative AI technologies, their enterprise applications, and integration considerations.
• Business Acumen: Ability to translate technical opportunities into financial outcomes and measurable KPIs.
• Advisory Skills: Strong background in stakeholder management, executive communication, and change enablement.
• Analytical Thinking: Ability to build business cases, define success metrics, and model ROI from process improvements.

Bonus Points

• Experience in private banking, wealth advisory platforms, or asset management transformation projects.
• Familiarity with client lifecycle management (CLM), CRM, onboarding, and regulatory processes in wealth.
• Hands-on exposure to AI-driven personalization, RAG (retrieval-augmented generation), or workflow automation tools.