Lead - Change Management

Role Summary

Lead digital innovation and automation across Wealth Service operations, covering client onboarding, transaction processing, and servicing (QRC). The role will drive transformation through AI, bots, and automation tools with a strong focus on scalability, efficiency, and client experience.

Experience

14–15 years in Wealth Management / Private Banking / Financial Services

Key Responsibilities

• Lead automation and digital transformation initiatives across service operations
• Drive AI/RPA-led solutions (chatbots, workflow automation, etc.)
• Re-engineer processes with an automation-first mindset
• Deliver measurable impact (FTE savings, TAT reduction, error reduction)
• Build innovation pipeline and evaluate emerging technologies
• Collaborate with business, operations, and technology stakeholders
• Drive adoption and change management across teams

Functional Skills

• Must understand processes in onboarding, transaction processing, and client servicing (QRC)
• Good understanding of Wealth products, equity markets, and global investment products
• Exposure to RPA tools (UiPath, Automation Anywhere), AI/ML use cases, and digital workflows
• Strong problem-solving and structured thinking skills
• Must have exposure in designing customer journeys, reducing friction, and increasing operational efficiency. Six Sigma Certified
• Should have ability to navigate in multi-matrixed organization setup.
• Project Management Skills, using GANT chart.

Behavioral Skills

• Curious mindset to figure solutions
• High on ownership
• Excellent influencing skills
• Problem solver
• Strong believer in automation-led scalability
• Innovation-driven with high ownership mindset
• Ability to challenge status quo and drive change
• Passion for AI and future-ready solutions