Head of Wealth Investment Planning, Business Process Optimization and Value Assurance, MD, C16
Core
Lead investment planning, business process optimization, and value assurance to transform and streamline Wealth capabilities, end-to-end journeys, and platforms.
Role type
Senior IC strategy & operations leader (Wealth)
Builds
Tech-enabled business capabilities, optimized processes, and value-backed strategic roadmaps (via careerplan.io/jobs/859038152733-head-of-wealth-investment-planning-business-process-optimization-and-value-assurance-md-c1)
Domain
Financial Services / Wealth Management / Business Process Re-engineering
Required skills
Strategic thinking, Business process mapping, Agile transformation, Value assurance, Stakeholder management, Roadmap development, Process discovery, Risk-based thinking, Financial services domain expertise, Lean/Six Sigma
Preferred skills
Lean/Product Owner certifications, Consulting experience, Product/platform strategy expertise
Technologies
Microsoft Office Suite, Business process mapping solutions
Responsibilities
Define and operationalize investment planning processes and guidelines; Prioritize initiatives for process automation and simplification; Execute value assurance disciplines and track ROI; Lead process discovery and mapping to design optimized 'to-be' processes; Maintain centralized process documentation; Align book of work with target-state technology architecture; Promote Agile methodologies adoption.
Seniority
Senior, hands-on IC