Executive Director - KYC Operations & Client Servicing - Investment Bank

Executive Director - KYC Operations & Client Servicing - Investment Bank

Responsibilities:

Operations and control excellence:

- Partner extensively with key stakeholders to develop onboarding/KYC strategic infrastructure and implement a scalable solution. Provide oversight & guidance to other firm wide projects / programs that positively impact overall client experience.

- Experience of managing post trade support to client working closely with sales and business

- Collaborating with cross functional leadership on strategic initiatives to deliver excellent client experience and develop adoption roadmaps.

- Provide oversight & guidance to other firm wide projects / programs that positively impact overall client/employee servicing experience.

- Collaborating with cross functional leadership on strategic initiatives to deliver excellent client experience and develop adoption roadmaps

- Deliver high quality, consistent & meaningful executive reporting/analytics to identify trends & themes to support business decisions

- Enable cross train / globalize the processes contributing towards efficiency, quality and 24-5 support model

Change Management & Governance:

- Drive continuous improvement to review & streamline operations processes in KYC, sales support

- Manage third party service providers and have strong governance mechanism to track KPI

- Engage with senior business partners, clients and regional partners and continuously improve client experience

- Partner with required technology leads, designing the change needs, prioritizing the requirements and deliver that to create more efficiencies

Projects / Transformation:

- Actively contribute / lead in projects / initiatives driven by central and/or regional Client Engagement

- Manage key transformation projects bringing them to a successful conclusion

- Active participation, leading ad hoc tasks and/or projects as assigned by Management from time to time

- Contribute / Lead some of Transformation Initiatives for Client Engagement (regional organization towards target Operating model, End to End Project, Digital transformation)

Leadership & Communication:

- Proven manager, capable of overseeing large diverse teams. Provide leadership and direction to the team manage its resources in order to optimize departmental services

- Ability to cultivate / maintain exceptional relationships built on trust/accountability

- Confident leader possessing a strength of personality and intellect to gain the respect of demanding business heads/senior stakeholders. Comfortable working in a fast -paced consulting style unstructured environment

- Commercial mindset and ability to look at the bigger picture to drive overall expense down for the firm

- Strong influencing/communication skills to executive audience. Can actively manage multiple senior stakeholders from different functions simultaneously

- Dedicated coach and mentor who continually upgrades their team's skills and promotes mobility within their team and across departments

Skills, experience, and knowledge required:

- Excellent verbal/written communication & interpersonal skills essential for collaborating across levels internally/externally

- Strong experience around transformation i.e. ideation to execution. New age skills related to data science and tools will be preferred

- Outstanding analytical skills with the ability to understand business functions and processes swiftly

- Good at multitasking and managing a high number of priorities

- 16+ years' of relevant experience of managing core functions related to data/KYC/onboarding and has experience managing client experience

- Additional experience across middle of fice, reference data management would be beneficial