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Confidential
Irving, TX, United States
Senior Vice President, Operational Risk About the Company Renowned commercial & investment banking company with a global reach Industry Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & Mortgages Consulting & Professional Services Brokerage Business
Job Source: ConfidentialGenpact
Richardson, TX, United States
Job Description - Vice President - Wealth Management Operations, Banking and Capital Markets (BFS033999) Vice President - Wealth Management Operations, Banking and Capital Markets - BFS033999 Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries
Job Source: GenpactConfidential
Dallas, TX, United States
Vice President, Capital Markets About the Company Innovative technology focused lending company Industry Financial Services Type Subsidiary of a Public Company Founded 2013 Employees 201-500 Funding $76-$100 million Categories Credit Finance Consumer Lending Banking Financial Services Specialties Consumer Lending Financial Technology Mission Driv
Job Source: ConfidentialConfidential
Irving, TX, United States
Senior Vice President, Operational Risk Senior Office About the Company Globally-renowned commercial & investment banking company Industry Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & Mortgages Consulting & Professional Services Brokerage Busine
Job Source: ConfidentialConfidential
Irving, TX, United States
Vice President Branded Cards & CRS Control Testing Leader About the Company Renowned commercial & investment banking company with a global reach Industry Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & Mortgages Consulting & Professional Services B
Job Source: ConfidentialConfidential
Dallas, TX, United States
Vice President, Global Capital Markets About the Company Expanding financial technology (FinTech) platform Industry Financial Services Type Privately Held, VC-backed Founded 2013 Employees 501-1000 Funding $200+ million Categories Financial Services Banking Security FinTech Personal Finance Finance Payments Blockchain Cryptocurrency Technology Inf
Job Source: ConfidentialStream Realty
Dallas, TX, United States
Company Description ABOUT STREAM REALTY PARTNERS Founded in 1996, Stream Realty Partners (Stream) began with a vision. Not one focused on bricks and mortar, but with people at its foundation. With 215+ million square feet of assignments and more than $5.8 billion in annual transactions, we are one of the fastest growing, full-service commercial r
Job Source: Stream RealtyStream Realty
Dallas
Job Description Job Description Company Description ABOUT STREAM REALTY PARTNERS Founded in 1996, Stream Realty Partners (Stream) began with a vision. Not one focused on bricks and mortar, but with people at its foundation. With 215+ million square feet of assignments and more than $5.8 billion in annual transactions, we are one of the fastest g
Job Source: Stream RealtyRichardson, TX, United States
Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI.
Inviting applications for the role of Vice President - Wealth Management Operations, Banking and Capital Markets
In this role as BCM Wealth Operations leader, you will be responsible for leading Wealth Management Operations
Responsibilities
•Provide strategic direction and leadership for the Capital Markets and Wealth management operations, aligning them with the overall business objectives.
•Collaborate with executive leadership to develop and execute plans for optimizing wealth operations efficiency.
•Articulate and tailor value proposition based on the needs identified for client and differentiation of Genpact.
•Leverage in-depth knowledge of capital markets to drive innovative solutions and identify opportunities for business growth.
•Stay abreast of market trends, regulatory changes, and emerging technologies affecting the industry.
•Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.
•Harness digital tools and technologies to enhance trade operations, drive transformation implementing automation and data analytics solutions.
•Collaborate for new deal process including solutioning, pricing, due diligence, transition and stabilization.
•Drive digital transformation initiatives within the wealth operations domain
•Be a senior partner concern point for resolving customer & internal issues.
Qualifications we seek in you!
Minimum Qualifications / Skills
•Proven experience in a leadership role within wealth management operations, with a strong understanding of investment products and financial instruments
•Understand E2E value chain of wealth operations, i.e. client servicing, client cash operations, asset servicing, trades and reconciliation, fund accounting and tax
•Bachelor's degree in finance, business administration, or a related field; advanced degree or relevant professional certifications (e.g., CFA, CFP)
•Ability to establish relationships with CXO level partners
•Strong understanding of financial markets, technology, trading platforms, and regulatory frameworks. Comprehensive understanding of various financial instruments, including equities, fixed income, derivatives, and alternative investments
•Knowledge of global financial markets, economic trends, and the impact on investment strategies
•In-depth knowledge of financial regulations and compliance requirements relevant to wealth management operations, such as Anti-Money Laundering (AML), Know Your Customer (KYC), and Securities and Exchange Commission (SEC) regulations
•Familiarity with a diverse range of investment strategies, including asset allocation, risk management, and portfolio construction
•Understanding of wealth planning concepts, including estate planning, tax implications, and retirement planning
•Experience in implementing and maintaining compliance frameworks within wealth management processes
•Executive-level discernment and understanding of business issues across multiple focus sectors
•Ability to engage senior client management on offerings, emerging issues in focus sectors, lead project scope discussions and provide insightful recommendations
•Demonstrated success in business development and revenue generation
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook.
Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.
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Email Alert for Vice President - Wealth Management Operations, Banking and Capital Markets jobs in Richardson, TX, United States
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