Senior Director, Wealth Operations
Core
Strategic leadership and transformation of the entire Wealth Operations function, focusing on operational excellence, automation, and client outcomes for complex wealth and high net worth clients.
Role type
Senior Director, Wealth Operations & Transformation
Builds
Scalable, technology-enabled operating models for Wealth Platforms and outsourced services
Domain
Financial Services / Wealth Management / Asset Servicing
Required skills
Strategic leadership, operational transformation, end-to-end service delivery, executive stakeholder management, regulatory compliance, team development, technology-enabled change
Preferred skills
AI adoption, robotics process automation, straight-through processing, data analytics, digital self-service
Technologies
AI, robotics, straight-through processing, data analytics, digital self-service
Responsibilities
Define and execute Wealth Operations strategy, lead large-scale transformation programmes, oversee regulatory compliance and risk management, develop high-performing leadership teams, partner with Technology and Product teams, drive cost optimization and efficiency.
Seniority
Senior Director, executive leadership
