Comarch Wealth Management SME

Location: Poland / Remote

Engagement Type: B2B Contract

Industry: Banking & Financial Services

Start: accordingly to the candidate’s notice; the sooner, the better

Project Context:A leading financial institution in the Middle East is undertaking a digital transformation of its wealth management capabilities by implementing and enhancing the Comarch Wealth Management (CWM) platform to empower digital investment advisory, portfolio management, and client servicing for private banking and wealth clients.

The selected SME will collaborate closely with business stakeholders, technology teams, and external implementation partners to ensure the solution is aligned with business requirements, regulatory expectations, and customer experience goals.

Job Summary:The Comarch Wealth Management SME will serve as the domain expert for digital wealth management solutions, supporting the implementation, configuration, and optimization of the Comarch Wealth Management (CWM) platform within a large banking environment. This role is ideal for professionals with hands-on experience implementing digital wealth management platforms in private banking or investment advisory environments, facilitating portfolio management, advisory workflows, and investment reporting.

Main Responsibilities:

The primary duties include:

• Serve as the functional SME for digital wealth management processes.

• Support the implementation and configuration of Comarch Wealth Management (CWM) modules.

• Translate business requirements into functional specifications and system configuration.

• Conduct workshops with business stakeholders to gather wealth management requirements.

• Define test cases and support System Integration Testing (SIT) and User Acceptance Testing (UAT).

• Collaborate with cross-functional teams and coordinate with external vendors.

• Identify opportunities to digitize and streamline wealth management processes.

Key Requirements:

• 4–10+ years of experience in wealth management, private banking, or investment advisory platforms.

• Hands-on experience implementing Comarch Wealth Management (CWM).

• Experience with digital wealth platforms, portfolio management systems, or investment advisory solutions.

• Experience in supporting wealth advisory workflows and discretionary portfolio management.

• Strong understanding of investment products and regulatory frameworks impacting wealth advisory.

• Configuration and implementation skills for Comarch Wealth Management (CWM).

• Excellent stakeholder management and communication skills.

Nice to Have:

• Experience implementing Comarch Wealth Management in private banking environments.

• Familiarity with advisory modules such as portfolio management and client reporting.

• Experience working on digital wealth transformation programs.