Assistant Vice President Wealth Management & AI Solutions

Location: Gurugram

Experience: 10-16 Years

About the Role:

Our wealth Management vertical is building next-generation AI-augmented solutions for leading private banks, asset managers, and wealth platforms across the US, UK, and APAC markets. We are looking for a seasoned AVP who brings deep domain expertise in wealth management and private banking, combined with a working fluency in machine learning and agentic AI someone who can credibly lead client conversations, shape solution design, and drive delivery outcomes.

What You Will Do:

- Serve as the primary domain authority for wealth management engagements, owning client relationships and delivery accountability

- Lead solutioning and pre-sales conversations with C-suite and senior stakeholders at private banks, family offices, and asset management firms

- Define business problems, translate them into analytical frameworks, and oversee end-to-end solution delivery

AI & Analytics Integration:

- Identify and prioritise use cases for ML and agentic AI within wealth management workflows portfolio monitoring, client segmentation, advisory automation, risk profiling, and next-best-action engines

- Work alongside data science and engineering teams to ensure solutions are domain-grounded and client-ready

- Evaluate and guide the adoption of agentic AI tools for automating repetitive advisory and operations workflows

Practice Development:

- Contribute to EXL's wealth management thought leadership whitepapers, client workshops, industry events

- Mentor mid-senior analysts and managers within the practice

- Support business development by identifying expansion opportunities within existing accounts

What You Bring:

Must Have:

- 10-14 years of experience in wealth management, private banking, or investment advisory either on the client side or in a consulting/analytics delivery environment

- Strong understanding of wealth products PMS, AIF, structured products, fixed income, estate and succession planning

- Hands-on or supervisory exposure to machine learning applications client segmentation, churn prediction, portfolio optimisation, or risk analytics

- Working knowledge of agentic AI concepts autonomous workflows, LLM-based advisory tools, or AI-driven client engagement systems

- Proven ability to lead client-facing engagements and manage senior stakeholder relationships

Good to Have:

- CFA / CFP / FRM certification

- Prior experience in a Big 4, consulting firm, or analytics services company serving BFSI clients

- Familiarity with US or UK wealth management regulatory frameworks

- Exposure to wealthtech platforms or digital advisory tools

Who You Are:

- You think in business outcomes first, technology second

- You are equally comfortable in a boardroom with a private bank CIO and a sprint review with a data science team

- You do not need to code but you know enough to ask the right questions and catch weak solutions

- You are a builder comfortable with ambiguity, energised by creating something new within a structured organisation

Why EXL:

Direct exposure to marquee global wealth management clients

Opportunity to build and lead a high-growth practice at the intersection of domain and AI

Competitive compensation with performance-linked incentives

Collaborative, intellectually driven culture with strong internal mobility