Investment Services CAO, MD

Who we are looking for

The Investment Services CAO reports to Investment Services Chief of Staff, and plays a critical role in the daily management of any and all administrative aspects of Investment Services Organization (IS). S/he is responsible for all daily support to IS businesses to execute against its strategic and tactical initiatives, providing operational and administrative leadership at the heart of the organization. The IS CAO acts as the central point of contact for business management across IS globally, providing management support, and is responsible for engaging all business management functions for daily execution and delivery.

The IS CAO ensures strategic alignment and consistency of messaging within their unit, and will have a central role in sustaining operational excellence across the executive office. S/he is also a conduit of information flow to other functions across the bank and coordinates with IS business partners (e.g. finance, HR) and other CAOs across the corporation. The IS CAO will act as a trusted partner to the IS Chief of Staff to deliver critical operational and administrative support, drive strategic change, and help the wider IS leadership navigate complex and fast‑moving organizational challenges with clarity and pace.

The individual will bring strong execution discipline, operational insight, and organisational leadership to help shape, support, and advance the long‑term success of Investment Services.

You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship – for asset managers and asset owners, insurance companies, and official institutions globally. It means our client‑facing functions work together to bring the very best solutions and services the firm has to offer – across all of our locations, products, and capabilities.

Join us if making your mark on the long‑lasting client relationships we build is a challenge you are up for.

• Acts as representative / proxy for the IS Chief of Staff or the Head of IS on necessary committees
• Manages key strategic messaging to all partners (e.g. board of directors, board committees, clients, rating agencies, employees, etc.), in conjunction with Internal Communication partners
• Responsible for leading critical strategic initiatives, including the expense saving initiatives and the headcount budget and approval process in coordination with the CAO central teams
• Manages the administration, scheduling, and content coordination / creation for all standard senior executive forums for which the Unit Head is the lead or chair
• Manages strategic, tactical, and ad‑hoc projects (e.g. business strategy, transformation, and cross‑functional initiatives)
• Collaborates seamlessly and builds strong, trust based relationships across the IS Leadership Team and their direct reports to advance a wide range of business‑critical initiatives
• Partners closely with IS Head’s Executive Assistant – Ensures that requested meetings are booked, follow‑ups are closed out, and ad‑hoc items are addressed in a timely manner (in addition to other standard, regular meetings)
• Supports the completion of the Executive performance review processes (e.g. EVP Scorecards, EVP/MC Self‑Assessment, snapshots, etc.)
• Collaborate with Finance and HR and the BU CAO to manage the mid‑year forecast and/or budget processes for IS as well as team capacity and resource allocation/staffing and resource pipelines
• Develops or manages the global footprint strategy for IS, in collaboration with the BU CAOs
• Directs the workforce development needs of IS including training and engagement
• Actively attends all meetings associated with the CAO practice area and upholds consistent service delivery
• Leverage AI tools (including Copilot) to drive process and operational efficiencies, and develop appropriate use cases to support the increased adoption of AI

• Demonstrable knowledge of Asset Services business; prior experience in the business a plus
• Previously led global strategic transformation projects in a complex multi‑jurisdictional…