Strategic Wealth Operations Leader

17 hours ago


Nagpur, Maharashtra, India Genpact Full time

About Genpact

Genpact is a leading professional services firm that helps businesses achieve their objectives through innovation, agility, and value creation. With a global presence spanning over 30 countries and a team of 125,000+ professionals, we have the expertise to deliver customized solutions that shape the future.

We are currently seeking an exceptional individual to join our team as a Strategic Wealth Operations Leader. As a key member of our leadership team, you will be responsible for driving strategic direction and oversight for our Capital Markets and Wealth Management operations.

Responsibilities

  • Develop and execute plans to optimize wealth operations efficiency, ensuring seamless alignment with business objectives.
  • Provide insightful guidance on value proposition development, tailored to meet client needs and differentiate Genpact in the market.
  • Utilize in-depth knowledge of capital markets to drive innovative solutions and identify opportunities for business growth.
  • Stay abreast of market trends, regulatory changes, and emerging technologies affecting the industry, providing expert insights to inform decision-making.
  • Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.
  • Leverage digital tools and technologies to enhance trade operations, drive transformation, and implement automation and data analytics solutions.
  • Collaborate on new deal processes, including solutioning, pricing, due diligence, transition, and stabilization.
  • Drive digital transformation initiatives within the wealth operations domain, leveraging your expertise to create lasting impact.
  • Serve as a senior partner concern point for resolving customer and internal issues, demonstrating exceptional problem-solving skills.

Requirements

To succeed in this role, you will need:

  • A proven track record in a leadership position within wealth management operations, with a strong understanding of investment products and financial instruments.
  • Experience with Global Plus Wealth Management Application.
  • In-depth knowledge of the end-to-end value chain of wealth operations, including client servicing, client cash operations, asset servicing, trades, reconciliation, fund accounting, and tax.
  • Bachelor's degree in finance, business administration, or a related field; advanced degree or relevant professional certifications (e.g., CFA, CFP) are highly desirable.
  • Familiarity with areas of wealth operations such as reconciliation, global trades/domestic trades (trade capture/settlements), asset servicing, asset transition, statement processing, escalation management, process improvements, and process mapping.
  • Experience working with technology to provide process knowledge for automation initiatives.
  • In-depth knowledge of financial regulations and compliance requirements relevant to wealth management operations, such as Anti-Money Laundering (AML), Know Your Customer (KYC), and Securities and Exchange Commission (SEC) regulations.
  • Familiarity with diverse investment strategies, including asset allocation, risk management, and portfolio construction.
  • Understanding of wealth planning concepts, including estate planning, tax implications, and retirement planning.
  • Experience implementing and maintaining compliance frameworks within wealth management processes.

About the Opportunity

This is an exciting opportunity to join a dynamic organization and contribute to shaping the future of wealth operations. As a Strategic Wealth Operations Leader at Genpact, you will have the chance to leverage your expertise to drive innovation, growth, and value creation. We offer a competitive salary range of $200,000 - $300,000 per annum, depending on location and experience. If you are passionate about driving business outcomes and creating lasting value, we encourage you to apply for this challenging and rewarding role.


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