Job Description
Must Have Technical/Functional Skills
Technology/Domain
- Must have a CRM background (client uses MS Dynamics but any other CRM knowledge would work too).
- Understanding of CoPilot and/or some AI/GenAI offerings in CRM
- Understanding of a Capital Market client, specifically Self Directed (a.k.a Retail or Personal Investor) and Advised clients.
- Good understand of a multi-cloud (AWS and Azure) and data exchanges between them.
- Ability to lead the TCS team in Business Planning exercises where business and technology teams plan and prepare the roadmap for upcoming quarters.
- Ability to translate functional discussions into technology deliverables
Roles & Responsibilities
- Manage the overall CRM Portfolio
- Engage with Functional and Technology leaders from the client and TCS side to ensure there is a strong collaboration
- Secure growth of the portfolio for 2027
- Be the trusted partner for client
Skills
Amazon Web Services (AWS)unmatched
Artificial Intelligence (AI)unmatched
Business Planunmatched
Capital Marketsunmatched
Cloud Computingunmatched
Customer Relationship Management (CRM)unmatched
Investment Managementunmatched
Investment Servicesunmatched
Leadershipunmatched
Microsoft Dynamicsunmatched
Microsoft Windows Azureunmatched
Retailunmatched
Team Lead/Managerunmatched
Technical Deliveryunmatched
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