UST · 2 weeks ago
Industry SME Client Partner- Asset & Wealth Management
Aliso Viejo, CA
Full-time
Onsite
Senior Level, Lead/Staff
$174K/yr - $261K/yr
15+ years expUST is a mission-driven group of practical problem solvers and creative thinkers transforming lives through technology. The Industry SME Client Partner will lead strategic client relationships and drive business growth within the Asset & Wealth Management domain, acting as a trusted advisor to C-suite executives and enabling technology-led transformation and digital innovation across financial firms.
ConsultingInformation ServicesInformation Technology
Responsibilities
Responsible for managing and growing key client accounts within the Asset & Wealth Management segment
Develop and execute strategic account plans aligned with client business and investment priorities
Drive business growth through digital, data, and technology transformation initiatives in AWM
Partner with internal delivery and domain teams to provide innovative, high-impact solutions
Provide industry insights on portfolio management, investor reporting, portfolio analytics, regulatory compliance, and digital wealth trends
Build trusted relationships with senior executives (CIO, COO, Head of Investments, Chief Wealth Officer, etc.)
Identify opportunities in areas such as AI-driven advisory, digital onboarding, ESG reporting, and automated investment operations
Serve as a trusted advisor to senior client executives, enabling digital transformation and technology-led innovation across all insurance segments
Qualification
Required
Bachelor's degree in Business, Finance, Economics, or Technology
At least 15 years of experience in client engagement, account management, or consulting roles within IT services supporting Asset & Wealth Management clients
Proven experience managing large, multi-million-dollar AWM accounts or portfolios across asset managers, wealth managers, RIAs, or private banks
Strong understanding of front-to-back AWM processes, including: Portfolio & investment management, Client onboarding & KYC, Performance & risk analytics, Regulatory reporting (MiFID, ESG, FATCA, etc.), Trading & order management, Fund administration and middle/back-office operations
Exposure to digital initiatives leveraging AI, cloud, data analytics, automation, and client experience platforms
Excellent communication, C-suite engagement, and negotiation skills
Preferred
MBA or Master's degree
Benefits
Full-time, regular employees accrue a minimum of 10 days of paid vacation per year
Receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year)
10 paid holidays
Eligible for paid bereavement leave and jury duty
Eligible to participate in the Company’s 401(k) Retirement Plan with employer matching
Eligible for medical, dental, and vision insurance
Company-paid Employee Only benefits: basic life insurance, accidental death and disability insurance, and short- and long-term disability benefits
May purchase additional voluntary short-term disability benefits
Participate in a Health Savings Account (HSA)
Flexible Spending Account (FSA) for healthcare, dependent childcare, and/or commuting expenses
Company
UST
UST is a Digital Transformations Solutions Provider.
10001+ employees
H1B Sponsorship
UST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (870)
2024 (800)
2023 (647)
2022 (634)
2021 (612)
2020 (984)
Funding
Current Stage
Late StageTotal Funding
$250MKey Investors
Temasek Holdings
2018-06-27Private Equity· $250M
Leadership Team
Krishna Sudheendra
CEO
Alexander Varghese
Chief Administrative Officer & COO
Recent News
2026-01-05
Techcircle
2025-12-31
Hindu Business Line
2025-12-18
Company data provided by crunchbase