Wealth Operations & Projects and Transformation

Wealth Operations & Projects and Transformation

Wealth Operations & Projects and Transformation

Job Description of Wealth Operations & Projects and Transformation

This role will be responsible for leading and supporting operational initiatives and transformation projects within Wealth Management. This includes optimizing end-to-end processes, driving digital and regulatory change, ensuring operational efficiency, and delivering strategic projects in alignment with business goals.

Key Responsibilities of Wealth Operations & Projects and Transformation

Lead and support transformation initiatives across Wealth Operations (investments, client onboarding, account servicing, etc.
Identify opportunities for process improvement, automation, and digitization
Manage end-to-end delivery of operational projects, ensuring timelines, budget, and quality standards are met
Collaborate with internal stakeholders (e.g., Compliance, Technology, Product...