WAM-BA Manager-UC-GDSN02

Job Title: Manager - Wealth and Asset Management

Position Overview:

Key Responsibilities:

• Lead large-scale transformation and system implementation programs, ensuring strategic alignment with business objectives and regulatory requirements.
• Lead and manage custody transformation initiatives by consolidating custodian services under a single provider.
• Oversee the end-to-end trade settlement process, ensuring timely and accurate execution of trades across various asset classes under client’s new platform/custodian.
• Define and refine the custody and investment operations TOM, process re-engineering approaches, and industry best practices.
• Manage corporate actions processes, ensuring compliance with regulatory requirements and industry best practices.
• Provide expert guidance on various asset classes, including Equities, Fixed Income, and Derivatives, to support investment strategies and client needs.
• Foster strong relationships with internal stakeholders, clients, and external partners to drive business growth and client satisfaction.
• Stay abreast of industry trends, regulatory changes, and technological advancements to inform strategic decision-making.
• Review and sign off business requirements and functional specifications.
  

Qualifications:

• Over 8–12 years of experience in custody operations, investment operations, or functional consulting within financial services.
• Prior experience in a Senior Manager, Lead Consultant, or Delivery Lead role.
• Strong track record in large-scale transformation programs and multi-system implementations.
• Excellent executive communication, stakeholder management, and negotiation skills.
• Expertise in documenting and presenting strategic recommendations to senior leadership.
• Bachelor’s degree in finance, Business Administration, or a related field; MBA
• Proficiency in relevant financial software and tools.
• Strong communication skills in English are essential, and proficiency in Italian and German is a plus.
  

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