Executive Director, Wealth Management Transformation

Key responsibilities

• Continually document the existing process flows for Wealth Management operational processes through periodic Map & Measure exercise within Wealth Management Operations.
• Track manual touch points and pain points in the process working together with Operations Work Stream Leads.
• Manage the delivery of Wealth Management Operations projects and initiatives and track central inventory of initiatives that Wealth Management Operations is involved in.
• Build a business case for automation of manual processes and explore various solutions including tactical small automation projects leveraging own or team tech skills.
• Represent the automation ask for Wealth Management Operations team with the Wealth Management Transformation team and continually work for prioritization of automation asks.
• Work with IT partners to track utilization of automation budget for Wealth Management Operations and challenge and critically review alternative solutions and IT effort estimates.
• Work with Wealth Management Operations Head and team leads to track overall operations work effort and develop a model to determine work drivers and assist in proactive resource management.
• Track productivity targets for Wealth Management Operations and ensure delivery of the productivity gains through re-engineering and automation projects.
• Track digital adoption within the team and help drive innovative and paperless processes.
• Help drive a culture change within Wealth Management Operations team to embrace continual process improvement mindset and enable transformation champions within the teams.
• Help Wealth Management Operations establish a proactive internal stakeholder management framework – manage periodic review meetings with internal stakeholders, collate and present materials.