Vice President - Wealth Management (Account Opening/Maintenance)
Primary Responsibilities:
The incumbent should have 15+ years of experience with at least 12 to 14 years relevant experience in Wealth operations, AOM, COBAM, experience with Financial Services industry with a strong ability to:
- Solid understanding of Account opening and maintenance, COBAM, Wealth Management, Institutional account opening, risk associated with the flow etc.
- Provide leadership to all aligned teams to improve processes, implement controls, manage resources, and execute on the Operations strategic plan
- Collaborate with senior leaders and provide input to establish the strategic direction for business initiatives.
- Develop and execute effective change strategies and plans in collaboration with COEs, Operations leadership, Ops Tech leadership, and other key partners to ensure adoption, high team ember engagement, and achieve desired outcomes.