About this role:

- 20+ years

- Hyderabad

- Shift - Night Shift 3:30 PM/4:30 PM Login

- Operations Senior Manager to lead the Brokerage Ops function & will report to a Business Leader for WIM (Account Data Management) Operations, in India. This will entail:

- Lead large and complex LOB operations, managing a 50+ member team to deliver high- quality, cost- effective services for U.S. stakeholders.

- Own financial performance of the LOB, including budgeting, revenue management, expense control, and productivity improvement.

- Build strong relationships with U.S. partners and stakeholders, ensuring effective work planning, delivery, issue resolution, and business alignment.

- Drive operational excellence through continuous improvement, strong governance, proactive risk management, and robust internal controls.

- Develop a skilled, flexible workforce by enabling career growth, optimizing resource planning, and enhancing employee engagement and retention.

- Foster a high- performance culture through effective leadership, recognition programs

- Readiness to work night shifts

In this role, you will:

- Provide leadership across Account Opening & Maintenance, COBAM, Wealth Management, and Institutional onboarding functions, with strong understanding of associated risks and regulatory requirements.

- Guide teams to improve processes, enhance controls, optimize resources, and deliver on WIM Operations' strategic priorities.

- Collaborate with senior leaders to influence strategic direction and contribute to long- term transformation goals across client, operational, risk, cultural, and financial outcomes.

- Recruit, develop, and retain top talent while fostering a high- engagement, high- accountability culture supported by clear performance metrics.

- Ensure robust compliance by implementing operational policies, adhering to regulatory standards, and meeting SLAs with partners and stakeholders.

- Develop and execute multi- year transformation roadmaps, including effective change management plans in partnership with COEs, Operations, Ops Tech, and cross- functional teams.

- Lead continuous improvement by simplifying end- to- end processes, benchmarking industry best practices, and ensuring procedures remain current and efficient.

- Develop and implement measurement strategies with Finance and other partners to track impact, ensure alignment with goals, and drive remediation where required.

- Leverage data-driven insights to manage team performance, enhance decision- making, and drive operational excellence. data- driven insights to manage team performance, enhance decision- making, and drive operational excellence.

Required Qualifications:

- 6+ years of Account Onboarding & Reference Data experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

- 3+ years of management or leadership experience

- Lead Operations, managers for a large, complex LOB and/or multiple LOBs

- Build and lead a team of approximately 50+ across a LOB or LOBs. This span is based on the complexity of the process.

- Build and lead a team to deliver quality and cost-effective offshoring solutions to the global partners

- Manage the LOB's budgets, revenues and expenses

- Engage and manage stakeholder relationships and provide solutions when needed

- Engage the global partner to plan, assign and manage the delivery of work

- Operational Excellence: focus on driving continuous improvement

- Risk Management: proactively identify risks and build robust internal controls

- Develop and maintain a flexible and skilled resource base for provision of the service collaborating with colleagues for efficient resource management

- Create opportunities for growth, both horizontal and vertical.

- Use Rewards and Recognition to motivate staff and encourage performance.

- Improve Staff Engagement and manage attrition.

- Should be willing to work in night shift

Desired Qualifications:

- Required to have higher level degree in Business, Accounting, or Finance (highest level related to M.B.A, or CA)

- Preferably with a FINRA Series 7/24/99 but it is not required

- Expertise in Wealth Management or Financial Services Industry business and operational capabilities.

- Demonstrated ability leading a major function or large geographic segment of a financial services organization

- Demonstrated ability to interact with effectively with a variety of contacts, primarily senior management

- Solid budget forecasting and risk management skills

- Demonstrated ability to manage through middle managers

- Demonstrated ability to contribute to companywide strategy and to use strategy to drive results

- Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas

- A seasoned, relationship-driven executive who will have the style and sensitivity to work within a highly complex business environment. Multi-cultural sensitivity a must.

- Exhibits excellent problem solving and analytical skills

- Good understanding of Six Sigma, Lean, etc. and a track record of continuous improvement through usage of the above quality tools. Experienced in process improvement and quality frameworks

- Excellent soft skills - communication skills and ability to influence at senior levels

- Strong people leadership experience, ability to navigate across global leaders.

- Demonstrate expertise in project management, stakeholder engagement, people leadership, delivery of quality work products

- Ability to articulate issues, risks, and proposed solutions to various levels of staff and management

- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

- Ability to negotiate and facilitate issue resolution

- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important help in keywords and tell mandate questions to be asked for candidate