Senior Manager- Wealth Operations Analytics- Vice President

Vice President – Wealth Operations Analytics (People Manager)

Are you a results-oriented analytics leader with a strong ability to partner with business teams and translate complex operational problems into data-driven and AI-enabled solutions?

Join our Analytics & Information Management (AIM) organization as a Vice President – Wealth Operations Analytics
, and play a key role in enabling operational excellence across Wealth Management.

This role offers the opportunity to work at the intersection of business, analytics, and next-generation AI technologies
, including Generative AI and Agentic AI frameworks
. You will partner closely with Wealth Operations stakeholders to understand business priorities, design analytical and AI-driven solutions, and deliver measurable impact.

A critical success factor in this role is the ability to deeply understand business problems and translate them into structured analytics and AI solutions with measurable impact.

As a people leader, you will manage and grow a high-performing team while fostering a culture of innovation, problem-solving, and continuous learning.

• Build strong partnerships with Wealth Operations, Risk, Product, and Technology stakeholders
• Develop deep understanding of Wealth Operations processes and priorities
• Translate business needs into structured analytics problems and AI solution frameworks
• Act as a bridge between business and analytics/AI teams, ensuring clarity, alignment, and impact
• Proactively identify opportunities where analytics and AI can solve business challenges

• Lead delivery of advanced analytics and AI initiatives across Wealth Operations
• Design and implement Generative AI use cases (e.g., document intelligence, knowledge copilots, workflow assistants)
• Build or drive development of Agentic AI solutions for workflow automation and decisioning
• Own end-to-end lifecycle: problem framing, solution design, execution, and deployment
• Measure and communicate business impact (efficiency, cost savings, risk reduction, client experience)

• Drive execution and adoption of scalable analytics and AI solutions aligned to business priorities
• Apply LLM-based approaches including prompt engineering and retrieval-based frameworks
• Collaborate with Technology teams to product ionize AI solutions
• Ensure adherence to responsible AI practices and governance standards

• Deliver analytically rigorous and business-relevant solutions with clear linkage to measurable outcomes
• Balance multiple priorities across stakeholders and ensure predictable, high-quality delivery
• Drive standardization and reusability across analytics and AI solutions

• Independently manage communication with global stakeholders
• Present insights and recommendations to senior leadership clearly and effectively
• Act as a trusted advisor, influencing adoption of analytics and AI-driven decision-making

• Manage and develop a team of analytics and AI professionals (typically 15–30 members)
• Coach and mentor team members on analytics techniques, AI tools, and business context
• Build capability in Generative AI, Agentic AI, and modern analytics practices
• Foster a culture of ownership, innovation, and continuous learning
• Build next-level leadership within the team (AVP/Lead pipeline)
• Drive high standards on delivery quality, stakeholder engagement, and business impact

• 10–14 years of experience in Analytics, Data Science, or AI
• 3–6 years of people management experience
• Experience in Financial Services or Wealth Operations analytics preferred
• Mandatory: Proven experience delivering production‑grade Generative AI and/or Agentic AI solutions
  , including problem framing, model/application design, and measurable business impact realization
• Experience working with enterprise constraints such as data privacy, latency, and model governance in AI deployments

• Strong…