Operational Excellence Lead – Wealth Operations
Core
Lead operational transformation and efficiency optimization across Wealth Management front, middle, and back-office environments using Lean, Agile, and AI-enabled methodologies.
Role type
Senior IC Operational Excellence Lead (Wealth Operations)
Builds
Optimized operational processes, value stream redesigns, and AI-enabled automation solutions for wealth institutions.
Domain
Financial Services / Wealth & Asset Management
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Lean Six Sigma, value stream mapping, Agile transformation, process redesign, AI-enabled automation, stakeholder engagement, data-driven reporting
Preferred skills
Onboarding/servicing optimization, post-integration transformation, consulting experience, Generative AI/Agentic AI implementation
Technologies
AI-enabled tools, automation platforms, value stream mapping tools
Responsibilities
Lead wealth operations optimization initiatives across onboarding, servicing, and core processes; Apply Lean Six Sigma and value stream mapping to identify efficiency opportunities; Design and deliver Agile-led transformation programmes; Identify and implement AI-enabled automation and process redesign; Track and evidence measurable efficiency gains and cost optimization.
Seniority
Senior, hands-on IC