VP - Operations - Unified Wealth Management Technology & Services

Vice President - Operations

Our client is a US based leading provider of unified wealth management technology and services to investment advisors. They are one among the leaders in providing integrated portfolio, practice management and reporting solutions to financial advisors and institutions.

Role : Vice President - Operations

Location : Thiruvananthapuram

Educational Background : Bachelor/Masters in Engineering/Science/Finance

Required Skills :

- 10 - 15 years of experience in handling large data migration projects (from legacy to custom products/platforms) in the financial services/wealth planning domain.

- Managing large teams for executing multiple data conversion projects in different technology/functions and driving the project from India office.

- Experience in analyzing financial and non-financial data related to the conversion projects.

- Interface with clients for defining project requirements/specifications, prepare project plan; availability during the US working hours.

- Design templates for data definition/mapping, coordinate with client for the sign-off of the deliverables and project milestones.

- Guide/direct project teams, identify PoCs of clients/stakeholders and establish communication channels.

- Identify the risk associated with the conversion projects, prepare mitigation plans and work with the stakeholders to meet the project execution objectives.

- Candidates with experience in using office automation/reporting tools and PMP Certification preferred.