Job Description

This role is responsible for leading the GWIM Front Office organization in India (~200 FTEs), delivering highquality frontoffice enablement to Portfolio Managers, Trust Officers, Investment Strategists, and CIO partners globally.

The role requires a senior wealth management leader with experience in large, sophisticated financial institutions capable of operating at a Vice President (Band 4) level with strong people leadership, domain depth, and strategic execution skills.

This leader will act as a strategic extension of the Private Bank front office, combining wealth domain expertise with operational leadership and stakeholder influence.

Responsibilities

FrontOffice Partnership & Strategic Execution

- Serve as a senior partner to Private Bank, ISG, and CIO stakeholders, supporting delivery priorities and evolving business needs.
- Execute and continuously evolve the GWIM Front Office delivery model, aligned to investment strategy, fiduciary obligations, and client experience expectations.
- Support complex initiatives spanning Alternatives, structured investments, custom portfolio solutions, and fiduciary modernization.

Operational & Delivery Leadership

- Own endtoend delivery across:
- Portfolio administration, analytics, and performance reporting
- Client presentations and investment communications
- Trust and fiduciary account reviews and administration
- Research and investment support activities
- Drive process improvement, automation, and efficiency through simplification, data, and technology adoption.
- Ensure strong risk, control, and compliance discipline, aligned to global regulatory and fiduciary standards.

People Leadership & Talent Development

- Lead and develop a large, multilocation organization (~200 associates) including managers and future leaders.
- Build a highperformance and inclusive culture,



with strong focus on coaching, engagement, and retention.
- Develop succession plans and leadership pipeline for critical roles.

Stakeholder Management & Influence

- Partner closely with Line of Business leaders, Control Functions, Technology, and GBS leadership.
- Effectively collaborate and influence across a matrixed, global organization.
- Represent the India Front Office function in global forums as required.

Financial & Resource Management

- Own budget, expense discipline, capacity planning, and productivity outcomes for the function.
- Balance growth, efficiency, and risk objectives.

Requirements

Education : MBA, CFA, CA, CPA or equivalent professionally qualified background (mandatory)

Experience: 1622 years of progressive experience in Wealth Management, Private Banking, or Investment Management operations

Certifications : NA

Foundational Skills :

- Prior experience in toptier global financial institutions
- Proven experience leading large frontoffice or near frontoffice teams supporting Portfolio Managers, Advisors, CIO, or Trust/Fiduciary functions.
- Demonstrated ability to operate effectively at senior leadership / VP level interfaces.
- Strong understanding of:
- Portfolio construction and performance measurement
- Investment products across traditional and alternative asset classes
- Trust, estate, and fiduciary services
- Client reporting and investment communications
- Working knowledge of wealth and market data platforms (e.g., Bloomberg, FactSet, Refinitiv).

Leadership Competencies

- Strong executive presence with excellent communication and influencing skills.
- Demonstrated peoplefirst leadership style with a focus on high engagement and outcomes.
- Solid risk and control mindset.
- Proven ability to coach, mentor, and build leadership capability at scale.

Work Details

- Work Timings: 2.00 PM 11.00 PM IST
- Location: Gurgaon

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