Ed, Wealth Management Transformation

Job Title: Operations Transformation Lead, Executive Director (ED)

Location: Singapore

Background: The ongoing transformation journey of the Wealth Management division will continue into the next three years, requiring dedicated monitoring and project support for associated operational changes. In order to enable scalable operations support to the growing business, the Wealth Management Operations team has reviewed and planned changes to the existing Operating Model. The Wealth Management Build Committee has set up 20 odd work streams to effectively track business expansion projects. A dedicated work stream has been set up to specifically focus on all operations-related issues aimed at supporting the expansion. The Wealth Management Operations Transformation lead will assist in the execution of all the changes through 23/24 and beyond. The Wealth Management Operations team has worked on a plan to stabilize, improve, and optimize its team capabilities. The Operations team has also been working in smaller task teams to identify process, controls, and platform improvement opportunities. These ideas will also translate into actionable projects for the transformation lead to manage and help execute.

**Responsibilities**:

- Continually document the existing process flows for Wealth Management operational processes through periodic Map & Measure exercise within Wealth Management Operations.
- Track manual touch points and pain points in the process working together with Operations Work Stream Leads.
- Manage the delivery of Wealth Management Operations projects and initiatives and track central inventory of initiatives that Wealth Management Operations is involved in.
- Build a business case for automation of manual processes and explore various solutions including tactical small automation projects leveraging own or team tech skills.
- Represent the automation ask for Wealth Management Operations team with the Wealth Management Transformation team and continually work for prioritization of automation asks.
- Work with IT partners to track utilization of automation budget for Wealth Management Operations and challenge and critically review alternative solutions and IT effort estimates.
- Work with Wealth Management Operations Head and team leads to track overall operations work effort and develop a model to determine work drivers and assist in proactive resource management.
- Track productivity targets for Wealth Management Operations and ensure delivery of the productivity gains through re-engineering and automation projects.
- Track digital adoption within the team and help drive innovative and paperless processes.
- Help drive a culture change within Wealth Management Operations team to embrace continual process improvement mindset and enable transformation champions within the teams.
- Help Wealth Management Operations establish a proactive internal stakeholder management framework - manage periodic review meetings with internal stakeholders, collate and present materials.

**Requirements**:

- Minimum 10 to 15 years' experience in BA or Transformation roles with exposure to Wealth Management products and processes.
- Ability to work with a small team and/or in an individual contributor capacity.
- Team player with good interpersonal and communication skills, ability to influence outcomes.
- Ability to work with business and other functional partners, understand business context.
- Comfortable with tight deadlines and pressure.
- Ability to tell the Operations story with the use of MS Office materials as needed.
- Inquisitive, proactive and able to work in a fast-paced environment.
- Track record of being involved in budget tracking, resource and location strategy.
- Ability to deliver tactical small automation initiatives through the use of Python, Share Point, Power BI, or basic Macros or other automation tools such as RPA is an added advantage.