{"id":1116014,"url":"https://alion.io/job/eclerx-practice-lead-wealth-management","title":"Practice Lead - Wealth Management","company":{"id":7203,"name":"eClerx","domain":"eclerx.com","url":"https://alion.io/company/eclerx","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"C","score":64,"open_postings":186,"ghost_share":0.597,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":22,"computed_at":"2026-10-21T05:46:15Z"}},"role":"Finance","role_family":"Finance","seniority":"lead","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":175000,"max":250000,"currency":"USD","period":"year","gross":null,"usd_annual":250000},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-27T06:53:37Z","employer_posted_date":"2026-07-27","last_verified_at":"2026-10-22T03:40:38Z","board_verified":true,"closed_at":null,"days_open":86,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":85},"description":"Practice Lead, Wealth Management\nLocation: New York, North Carolina, Chicago, Texas, Florida, US\nType: Full-time (Remote)\nDepartment: Financial Markets\nJob Summary\nThe Practice Lead, Wealth Management is a senior subject-matter expert responsible for shaping and driving eClerx's wealth management practice across client engagements, solutions, and delivery. This role serves as the expert on wealth management business processes, regulatory landscape, and industry trends, partnering closely with client engagement, delivery, and business development teams to design and scale differentiated solutions. The ideal candidate brings deep, cross-functional experience across multiple wealth management functions and a proven ability to translate industry expertise into practical, revenue-generating client outcomes.\nResponsibilities\nPractice Development & Strategy\nDefine and evolve eClerx's wealth management practice strategy, service offerings, and go-to-market positioning.\n\nIdentify emerging trends, regulatory changes, and technology shifts (e.g., AI-enabled advisory, digital onboarding, orchestration) shaping the wealth management industry, and translate these into practice priorities.\n\nBuild and maintain a repository of reusable frameworks, accelerators, playbooks, and points of view across wealth management functions.\n\nEstablish and track practice-level metrics, growth targets, and capability roadmaps.\n\nClient Engagement & Business Development\nPartner with client engagement managers and business development teams on pursuits, proposals, and pitches involving wealth management clients.\n\nAct as a trusted subject-matter expert in client conversations, bringing credibility and depth across front, middle, and back-office wealth management functions.\n\nSupport solutioning for RFPs and new business opportunities, shaping value propositions tailored to client needs.\n\nRepresent eClerx at industry forums, client workshops, and executive briefings to build the firm's wealth management brand.\n\nSolution & Delivery Oversight\nProvide delivery oversight and quality assurance across active wealth management engagements, ensuring solutions remain aligned to industry best practices.\n\nCollaborate with delivery leads to troubleshoot complex engagement challenges and identify opportunities for process or technology-driven improvement.\n\nGuide the design of operating models spanning areas such as reconciliations, client onboarding (KYC/AML), trade support, reporting, exception management, and advisory support.\n\nChampion the adoption of automation, AI, and orchestration tools within wealth management delivery models.\n\nTalent & Capability Building\nMentor and develop talent within the wealth management practice, building bench strength across functional specializations.\n\nDesign and deliver training curricula to upskill delivery teams on wealth management domain knowledge.\n\nRecruit, evaluate, and onboard senior hires and subject-matter experts to strengthen practice capabilities.\n\nCross-Functional Collaboration\nPartner with Operations, Technology, Compliance, Risk, and Product teams to ensure practice offerings remain compliant and technically current.\n\nAct as a key stakeholder in transformation initiatives spanning multiple wealth management client relationships.\n\nCollaborate with senior leadership to align practice direction with broader firm strategy and revenue goals.\n\nEligibility Requirements\nBachelor's degree in Business, Finance, Economics, or a related field; MBA or relevant advanced degree preferred.\n\nMinimum 10 years of progressive experience across different wealth management functions, across front office, advisory support, enablement and operations\n\nDemonstrated experience working with or within premier wealth management, private banking organizations.\n\nStrong understanding of wealth management regulatory requirements, industry standards, and emerging technology trends (AI, automation, orchestration).\n\nProven track record of practice-building, solutioning, or capability development in a consulting, BPO, or financial services operations environment.\n\nExperience contributing to business development efforts, including RFP responses, client pitches, and proposal development.\n\nStrong stakeholder management skills, with experience engaging senior client and internal executives.\n\nExcellent verbal and written communication skills, with the ability to translate technical and operational detail into clear business narratives.\n\nIn the US, the target base salary for this role is $175K - 250K. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors.\nHow to Apply\nClick \"Apply Now\" to submit your resume through our career site\nBe sure to include any relevant experience that aligns with the role.\nQualified candidates will be contacted by a member of our recruitment team for next steps\nAbout eClerx\neClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.\nThe firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.\nFor more information, visit www.eclerx.com\nYou can also find us on:\nhttps://www.linkedin.com/company/eclerx/\nhttps://www.indeed.com/cmp/Eclerx/about\nhttps://www.glassdoor.com/eClerx\neClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here","description_format":"text","description_chars":6356,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","IT Consulting & Digital Transformation","AI Consulting & Integration","Analytics & BI Consulting"],"lifecycle":[{"event":"open","at":"2026-09-22T15:45:44Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 9 · green card filings: 1","filings_12m":9,"filings_prev_12m":8,"green_card_filings_12m":1,"median_offered_wage_usd":147000,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":9,"band":"cold","label":"Long shot","p_open":1,"p_active":0.315,"p_room":0.28,"age_days":85,"expected_fill_days":22,"reasons":["conf:6","stale_co","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-21T05:46:15Z"},"pay":{"stated_usd_annual":250000,"is_top_pay":true},"html_url":"https://alion.io/job/eclerx-practice-lead-wealth-management","json_url":"https://alion.io/job/eclerx-practice-lead-wealth-management.json","meta":{"generated_at":"2026-10-22T04:47:55Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5362,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":7203},"rest":"https://alion.io/mcp/rest/get_company?id=7203"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Feclerx-practice-lead-wealth-management"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Feclerx-practice-lead-wealth-management"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Feclerx-practice-lead-wealth-management"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/eclerx-practice-lead-wealth-management\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Feclerx-practice-lead-wealth-management"}]}