
Senior Global Wealth Management Strategist
2 days ago
Job Overview:
We are seeking a seasoned professional to lead our global wealth management operations. As a Senior Global Wealth Management Strategist, you will be responsible for driving the strategic direction of our wealth management business.
Key Responsibilities:
- Lead global wealth management operations with a focus on brokerage and fiduciary functions
- Redefine operating models and drive front office and client engagement strategies
- Manage operations transformation using RPA, data analytics, and workflow tools
- Ensure SLA adherence and manage operational risk effectively across processes
Requirements:
- Graduate with 13–19 years of global wealth/investment banking experience
- Experience leading large teams (100–120+) across multiple wealth functions
- Strong knowledge of equities, fixed income, mutual funds, and insurance products
- FINRA Series 99 certification preferred; US shift availability required
We offer a competitive compensation package that includes benefits such as health insurance, retirement plans, and paid time off. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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