Job Description

Delivery Director – Wealth Management

n

Location: Bangalore

n

Experience: 12–15 Years

n

About the Role

n

We are looking for an experienced Delivery Director with deep expertise in the Wealth Management industry. The ideal candidate will combine strong technology delivery leadership with domain expertise, acting as a trusted advisor to senior client stakeholders while leading large-scale delivery engagements and driving digital transformation initiatives.

n

Key Responsibilities

n

n
- Lead end-to-end delivery of technology programs for Wealth Management clients.
n
- Build trusted relationships with client executives and business stakeholders.
n
- Drive delivery excellence, quality, governance, and customer satisfaction.
n
- Lead distributed delivery teams and mentor delivery managers.
n
- Partner with business and technology teams to define and execute strategic initiatives.
n
- Identify opportunities for modernization, automation, AI adoption, and operational improvements.
n
- Support account growth through solutioning, client workshops, and strategic advisory.
n

n

Required Experience

n

n
- 15+ years of experience leading enterprise technology delivery.
n
- Experience working with Wealth Management,



Multi-Family Office, Private Investment, Asset Management, or Private Banking organizations.
n
- Solid understanding of investment operations, portfolio management, and wealth management business processes.
n
- Experience managing large global delivery teams.
n
- Excellent executive stakeholder management and communication skills.
n

n

Preferred Domain Knowledge

n

n
- Portfolio Management
n
- Investment Operations
n
- Portfolio Accounting
n
- Wealth Reporting
n
- Client Reporting
n
- Trade Lifecycle
n
- Alternative Investments
n
- Regulatory & Compliance Reporting
n

n

Preferred Technology Experience

n

n
- Charles River IMS (CRIMS)
n
- Addepar
n
- SS&C; Advent
n
- Pershing
n
- Fidelity
n
- Schwab
n
- Salesforce Financial Services Cloud
n
- AWS / Azure
n
- AI & Data Analytics platforms
n

n

What We're Looking For

n

n
- Strategic thinker with strong client-facing skills
n
- Delivery leader who can engage with C-level executives
n
- Strong commercial and account management mindset
n
- Ability to bridge business and technology
n
- Passion for building long-term client relationships
n

📌 Delivery Director - Wealth Management (Bengaluru)
🏢 Opteamix
📍 Bengaluru