Only Female Candidates

Process Overview:

The GWIM Front Office function supports the Global Wealth & Investment Management businesses, including: Private Bank - Investments & Advisory, Private Bank - Trust & Fiduciary Services, Supervision & Control, Chief Investment Office (CIO), and Investment Solutions Group (ISG).

The teams deliver front-office enablement across portfolio administration, performance reporting, client and CIO communications, investment analytics, trust and estate administration, and support for specialized asset classes including Alternatives and Customized Portfolio Solutions.

This leader will act as a strategic extension of the Private Bank front office, combining wealth domain expertise with operational leadership and stakeholder influence.

Responsibilities:

Front-Office Partnership & Strategic Execution:

- Serve as a senior partner to Private Bank, ISG, and CIO stakeholders, supporting delivery priorities and evolving business needs.

- Execute and continuously evolve the GWIM Front Office delivery model, aligned to investment strategy, fiduciary obligations, and client experience expectations.

- Support complex initiatives spanning Alternatives, structured investments, custom portfolio solutions, and fiduciary modernization.

Operational & Delivery Leadership:

- Own end-to-end delivery across:

1. Portfolio administration, analytics, and performance reporting

2. Client presentations and investment communications

3. Trust and fiduciary account reviews and administration

4. Research and investment support activities

- Drive process improvement, automation, and efficiency through simplification, data, and technology adoption.

- Ensure strong risk, control, and compliance discipline, aligned to global regulatory and fiduciary standards.

People Leadership & Talent Development:

- Lead and develop a large, multi-location organization (~200 associates) including managers and future leaders.

- Build a high-performance and inclusive culture, with strong focus on coaching, engagement, and retention.

- Develop succession plans and leadership pipeline for critical roles.

Stakeholder Management & Influence:

- Partner closely with Line of Business leaders, Control Functions, Technology, and GBS leadership.

- Effectively collaborate and influence across a matrixed, global organization.

- Represent the India Front Office function in global forums as required.

Financial & Resource Management:

- Own budget, expense discipline, capacity planning, and productivity outcomes for the function.

- Balance growth, efficiency, and risk objectives.

Requirements:

Education: MBA, CFA, CA, CPA or equivalent professionally qualified background (mandatory).

Experience: 16-22 years of progressive experience in Wealth Management, Private Banking, or Investment Management operations.

Foundational Skills:

- Prior experience in top-tier global financial institutions such as Fidelity, Wells Fargo, J.P. Morgan, Morgan Stanley, Citi, UBS, Goldman Sachs (PWM), or equivalent.

- Proven experience leading large front-office or near front-office teams supporting Portfolio Managers, Advisors, CIO, or Trust/Fiduciary functions.

- Demonstrated ability to operate effectively at senior leadership / VP level interfaces.

- Strong understanding of:

1. Portfolio construction and performance measurement

2. Investment products across traditional and alternative asset classes

3. Trust, estate, and fiduciary services

4. Client reporting and investment communications

- Working knowledge of wealth and market data platforms (e.g., Bloomberg, FactSet, Refinitiv).

Leadership Competencies:

- Strong executive presence with excellent communication and influencing skills.

- Demonstrated people-first leadership style with a focus on high engagement and outcomes.

- Strong risk and control mindset.

- Proven ability to coach, mentor, and build leadership capability at scale.

Work Details:

Work Timings: 2.00 PM 11.00 PM IST

Location: Gurgaon