About the role
Key Responsibilities
- Lead the Capital Markets Operations Practice and drive strategic growth initiatives across clients and business units
- Define and execute the practice vision, transformation roadmap, and innovation strategy
- Drive enterprise-wide transformation programs leveraging:
- Digital transformation
- AI / ML
- Intelligent automation
- Data modernization
- Emerging technologies such as Agentic AI
- Shape and develop industry offerings, solutions, frameworks, accelerators, and reusable assets
- Partner with leadership teams to define go-to-to-market strategies and business expansion plans
- Support sales and business development activities through:
- RFP / RFI responses
- Client presentations
- Solution workshops
- Strategic pursuits
- Industry forums
- Build differentiated solutions for Capital Markets clients across:
- Investment Banking Operations
- Asset Management Operations
- Wealth Management
- Custody & Securities Operations
- Identify transformation opportunities and define future state operating models for clients
- Drive operational excellence, innovation, and process optimization initiatives
- Mentor and build high performing consulting and transformation teams
- Act as a trusted advisor to clients and internal stakeholders on transformation and operational strategy
Required Experience & Skills
- 15+ years of experience in Capital Markets Business Operations
- Strong domain expertise in one or more of the following areas:
- Wealth Management
- Investment Banking
- Asset Management
- Alternatives (PE, Private Credit, REIT)
- Custody & Securities Operations
- Proven track record in leading large scale transformation programs and prac tice building initiatives
- Strong understanding of:
- AI / ML technologies
- Digital transformation
- Automation solutions
- Emerging technologies including Agentic AI
- Demonstrated experience in:
- Practice leadership
- Solutioning
- Consulting
- Sales enablement
- Business development
- Strong techno functional mindset with strategic problem solving capabilities
- Experience building accelerators, frameworks, and transformation assets
- Strong stakeholder management and executive communication skills