Assistant Vice President - Technology
Location: Mumbai | Experience: 8 to 10 years | Qualification: B.E./B.Tech in Computer Science, Information Technology, or a related field.
About Waterfield
Waterfield Advisors is India’s leading Independent Multi-Family Office and Wealth Advisory Firm. Established in 2011, we advise on over USD 4.5 Billion of assets on behalf of several prominent Indian business families whom we serve from 6 offices in India.
Built on the fundamentals of trust, integrity, and transparency, Waterfield was one of the first boutique financial services firms, in the country, to introduce and pioneer the concept of investment advisory in wealth management. Drawing from decades of experience in private banking, Soumya Rajan, Founder and CEO recognized the need for holistic services, to the UHNI community, which were without any conflict of interest. Thus, Waterfield Advisors was set up as India’s first pure financial advisory company taking on established banks and financial institutions that considered distribution as a norm in wealth management.
Objective of the role
Act as a bridge between business stakeholders and the technology team, ensuring that digital solutions align with the strategic goals of the business. This role involves gathering requirements, analyzing processes, and supporting the design and implementation of technology solutions that enhance client experience, operational efficiency, and regulatory compliance.
Roles and responsibilities
- Collaborate with stakeholders to understand business needs and translate them into functional and technical requirements.
- Document workflows, processes, and system specifications to support technology initiatives.
- Partner with developers, architects, and QA teams to ensure solutions meet business objectives.
- Conduct gap analysis and propose enhancements to existing systems and processes.
- Ensure compliance with financial regulations and internal governance standards.
- Facilitate user acceptance testing (UAT) and provide training/documentation for end-users.
What you can gain from this role
- Leadership training
- Experience in organisational growth and development
- Professional effectiveness, including skills such as nimbleness, managing multiple agendas, judgement, working under pressure, as well as communication and presence
- Career opportunities
Attributes required / preferred skills
- B.E./B.Tech in Computer Science, Information Technology, or a related field.
- Strong understanding of wealth management products, client onboarding, portfolio management, and regulatory requirements.
- Excellent communication, analytical, and problem-solving skills.
- Ability to work cross-functionally and manage multiple priorities in a fast-paced environment.
Other Personal Characteristics
- Strong work ethic with resolute motivation and passion
- Long-term orientation
- Strong strategic and execution focus
- Strong communication skills (written/verbal) with the ability to optimally articulate thought processes
- Collaborative, team player while appreciating cultural differences and operating in a cross-cultural environment
