Posted By
Posted in
Banking & Finance
Job Code
1444067
Responsibilities
- Provide strategic direction and leadership for the Capital Markets and Wealth management operations, aligning them with the overall business objectives.
- Collaborate with executive leadership to develop and execute plans for optimizing wealth operations efficiency.
- Articulate and tailor value proposition based on the needs identified for client.
- Leverage in-depth knowledge of capital markets to drive innovative solutions and identify opportunities for business growth.
- Stay abreast of market trends, regulatory changes, and emerging technologies affecting the industry.
- Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.
- Harness digital tools and technologies to enhance trade operations, drive transformation implementing automation and data analytics solutions.
- Collaborate for new deal process including solutioning, pricing, due diligence, transition and stabilization.
- Drive digital transformation initiatives within the wealth operations domain
- Be a senior partner concern point for resolving customer & internal issues.
Qualifications we seek in you
- Proven experience in a leadership role within wealth management operations, with a strong understanding of investment products and financial instruments
- Understand E2E value chain of wealth operations, i.e. client servicing, client cash operations, asset servicing, trades and reconciliation, fund accounting and tax
- Bachelor's degree in finance, business administration, or a related field; advanced degree or relevant professional certifications (e.g., CFA, CFP)
- Ability to establish relationships with CXO level partners
- Strong understanding of financial markets, technology, trading platforms, and regulatory frameworks. Comprehensive understanding of various financial instruments, including equities, fixed income, derivatives, and alternative investments
- Knowledge of global financial markets, economic trends, and the impact on investment strategies
- In-depth knowledge of financial regulations and compliance requirements relevant to wealth management operations, such as Anti-Money Laundering (AML), Know Your Customer (KYC), and Securities and Exchange Commission (SEC) regulations
- Familiarity with a diverse range of investment strategies, including asset allocation, risk management, and portfolio construction
- Understanding of wealth planning concepts, including estate planning, tax implications, and retirement planning
- Experience in implementing and maintaining compliance frameworks within wealth management processes
- Executive-level discernment and understanding of business issues across multiple focus sectors
- Ability to engage senior client management on offerings, emerging issues in focus sectors, lead project scope discussions and provide insightful recommendations
- Demonstrated success in business development and revenue generation
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Posted By
Posted in
Banking & Finance
Job Code
1444067