About the Role

This is a opportunity to build and scale AssetMark’s securities operations function in India. As Director, Securities Operations, you’ll establish and lead a best-in-class securities operations platform at our Hyderabad Technology Center, supporting financial advisors and their clients across the end-to-end securities lifecycle. You’ll shape the operating model, hire the leadership team and define how these functions run for years to come.

You’ll oversee trade processing, reconciliation, transaction and tax lot accounting, corporate actions, asset servicing, custody, middle office and investment performance. Working closely with U.S. leadership, you’ll transition and grow critical operations, put robust controls in place, drive rapid detection and resolution of outages, and deliver exceptional service at scale. The work you lead will support a platform serving 10,000+ financial advisors and $180B+ in platform assets.

What You’ll Do

- Build and lead the Hyderabad securities operations function: define the operating model, hire the leadership team, plan the workforce and transition processes from the U.S., while developing managers and succession plans.
- Oversee the end-to-end trade lifecycle (model rebalancing, trade processing, settlement, breaks and fails) across equities, fixed income, mutual funds, options and derivatives.
- Oversee transaction and tax lot accounting, custody and asset servicing (corporate actions, income, cash movement, transfers), reconciliation, security master, pricing, fee and billing, and investment performance reporting.
- Set and report KPIs (SLA, accuracy, cost per transaction, cycle time, resolution speed) to U.S. leadership, and drive continuous improvement and rapid outage detection and resolution.
- Maintain a strong control environment: ensure regulatory compliance, audit readiness and root cause remediation of incidents, partnering with Risk, Compliance and Audit.
- Lead automation, AI and platform consolidation initiatives with Product, Technology, Client Service and Finance, and manage budgets and cost per account targets.

What You Bring

- 10-15+ years in financial services or investment operations, with 5-8+ years leading multi-function, large-scale teams.
- Track record of building,



scaling or transitioning U.S.-facing operations teams from India, ideally in a GCC or captive environment.
- Deep knowledge of the U.S. securities lifecycle: trade processing, T+1 settlement, transaction and tax lot accounting, reconciliation, custody, corporate actions and asset servicing.
- Experience in wealth management or RIA platforms, and with trading, custody and back-office systems such as Broadridge, Vestmark, Aladdin, SimCorp, Eagle, Advent or FactSet.
- Expertise in operational controls, risk management and regulatory compliance, with a data-driven approach and experience reducing cost per account.
- Executive communication and stakeholder skills, with the ability to influence senior leaders and lead platform transformation, automation or AI initiatives.

Nice to Have

- Experience with TAMPs, model portfolios, separately managed accounts (SMAs) or multi-strategist offerings.
- Exposure to investment performance measurement, GIPS and attribution.
- Lean Six Sigma, process excellence or transformation leadership experience.
- CFA, CIPM or FRM certification.
- MBA or advanced degree.

Education

- Bachelor’s degree in Finance, Business, Economics or a related field (required).
- MBA or advanced degree (preferred).

Role Details

- Working hours: 4pm - 2am, with overlap with U.S. business hours as needed
- Experience: 10–15+ years
- Team: Securities Operations, Hyderabad Technology Center

About AssetMark

AssetMark is a leading U.S. wealth management platform with one clear mission: to help independent financial advisors make a profound difference in the lives of their clients. Founded in 1996, we’ve spent 30 years combining powerful technology, curated investment solutions and expert business consulting to help advisors grow their practices and deliver stronger outcomes for the families they serve. Today, AssetMark is independent and privately owned, and continues to grow with purpose.

Our impact by the numbers





- 10,000+ financial advisors partner with AssetMark
- 340,000+ investor households served
- $180B+ in platform assets
- 1,100+ employees across the U.S. and India
- Headquartered in Concord, California, with offices in Phoenix, Chicago, Charlotte, Atlanta and Hyderabad

Recognised by the industry (2025)

- Technology/Solutions Provider of the Year - MMI/Barron’s Industry Awards
- America’s Best TAMPs: Best Overall, Best Advisor Development and Best Service - WealthAdvisor
- CEO of the Year, Michael Kim - ThinkAdvisor Luminaries
- Top 10 Operations Team - OnCon Icon Awards

Built in Hyderabad, trusted across America

Our Hyderabad Technology Center is a vital part of AssetMark’s India GCC. Teams here build and run the platforms, operations and digital experiences that thousands of financial advisors depend on every day. You’ll work side by side with colleagues across the United States on work that directly shapes how families plan, invest and secure their financial future.

What we stand for

- Heart - We make a real difference for our teammates, clients, investors and communities.
- Excellence - We learn fast, keep improving and innovate together to find better solutions.
- Respect - We are authentic and inclusive, and we value every voice while winning together.
- Integrity - We do the right thing, always, even when it’s hard.
- Client Success - We focus relentlessly on what matters to our clients and build lasting relationships.

Why AssetMark?

We are a company on the move, shaping the future of financial services. Here, your ideas are heard, valued and turned into meaningful change. You’ll be part of a team that combines technology, insight and collaboration to create new possibilities for advisors, for our investors and for each other.

Diversity & Inclusion

AssetMark values diversity of thought and background and is committed to building an inclusive workplace. We welcome applicants from all backgrounds.

Ready to grow your career in global wealth management? Apply now.

Follow @AssetMarkGlobalwealth on LinkedIn for life at our Hyderabad Technology Center and recent openings.

#AssetMark #HiringHyderabad #NowHiring #Assetmanagement #WealthManagement #FinancialServices #BrokerageOperations #ClientService #GCC #HyderabadJobs

📌 Director Securities Operations (Hyderabad)
🏢 AssetMark Global Wealth
📍 Hyderabad