Chief Digital Transformation Officer

2 days ago

Mumbai, Maharashtra, India beBeeDigitalTransformation Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Overview

We are seeking a seasoned technology professional to lead our digital transformation and technology function. As a Chief Digital Transformation Officer, you will be responsible for developing and executing the firm's technology roadmap in line with business goals.

Key Responsibilities:
  • Develop and execute the firm's technology strategy to drive innovation in client servicing, portfolio management, and operational efficiency.
  • Lead the adoption of digital tools, platforms, and client engagement channels across the organization.
Platforms & CRM Management:
  • Oversee the selection, implementation, and optimization of internal CRM platforms and Salesforce or equivalent.
  • Ensure seamless integration with portfolio management systems, risk profiling tools, and client portals.
  • Enhance client onboarding, reporting, and servicing through technology-enabled workflows.
Data Management & Security:
  • Establish robust data governance policies, ensuring client data privacy, security, and compliance (e.g., SEBI, RBI, GDPR, etc.).
  • Manage cybersecurity risk and IT infrastructure to support a secure digital environment.
  • Drive the use of data analytics for client insights, reporting, and decision making.
Operational Efficiency:
  • Automate and digitize internal processes such as compliance checks, documentation, and transaction processing.
  • Evaluate and implement financial planning and investment advisory tools to support advisors and clients.
Required Skills and Qualifications:
  • Bachelor's or master's degree in computer science, Information Technology, or related field.
  • 10-15+ years of technology leadership experience, preferably in financial services, wealth management, or fintech.
  • Strong experience with CRM systems, investment platforms, API integrations, and cybersecurity frameworks.
  • Deep understanding of regulatory compliance (SEBI, RBI, GDPR, etc.) as it relates to technology.
  • Proven ability to lead technology strategy, manage digital transformation, and deliver scalable solutions.
Benefits:

This role offers a unique opportunity to make a significant impact on the firm's technology landscape. As a key member of the leadership team, you will have the chance to drive innovation and shape the future of our technology function.

The ideal candidate will bring strong technical expertise, strategic thinking, and excellent communication skills to this role. If you are passionate about leading digital transformation and driving business growth through technology, we encourage you to apply for this exciting opportunity.

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