Sapient Wealth Advisors

2 months ago

Navi Mumbai, India Sapient Wealth Advisors & Brokers Pvt Ltd Full time

We are looking for a RETIRED person who is well-versed in the Wealth Management industry

Job Description:

1. Operational Strategy and Execution:


- Develop and implement operational strategies that align with the firm's business goals.


- Drive initiatives to improve efficiency, scalability, and service delivery across the organization.

2. Client Service Delivery:


- Ensure high-quality service and operational excellence for clients, including the management of client accounts, reporting, and performance analysis.


- Oversee the integration of new technologies and processes that enhance client experience.


3. Regulatory Compliance and Risk Management:


- Ensure the firm complies with all financial regulations, legal requirements, and industry standards.


- Work closely with compliance and risk management teams to develop and implement risk management strategies.


4. Technology and Innovation:


- Oversee the integration of financial technology (fintech) solutions that enhance operations, such as portfolio management systems, customer relationship management (CRM) software, and financial planning tools.


- Drive digital transformation initiatives within the firm.


5. Process Improvement and Efficiency:


- Continuously review and improve internal processes to enhance productivity and reduce costs.


- Optimize workflow management, back-office operations, and reporting mechanisms.


6. Team Leadership and Development:


- Manage and lead teams across various operational departments such as finance, IT, client services, and portfolio management support.


- Oversee hiring, training, and development programs for staff to ensure operational efficiency.


7. Financial Performance and Budget Management:


- Manage operational budgets and expenses to ensure profitability.


- Work with the Accounts to optimize operational costs and contribute to the overall financial health of the firm.


8. Vendor and Third-Party Management:


- Oversee relationships with external service providers, technology partners, and vendors.


- Negotiate contracts, ensure service level agreements (SLAs) are met, and manage costs associated with third-party services.

9. Strategic Planning:


- Assist the Promoters and executive team in developing long-term strategic plans for the firm's growth.


- Ensure alignment of operational goals with the broader firms strategy.

10. Crisis Management:


- Develop and implement business continuity and disaster recovery plans.


- Manage operational risks and address unforeseen issues that may impact the firm's ability to deliver services.

(ref:iimjobs.com)

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