Senior Manager Wealth Operations Analytics Vice President

Vice President – Wealth Operations Analytics (People Manager)

Shape the Future of Wealth Operations

Be a Problem Solver. Enable AI Transformation. Lead with Impact.

Job Description

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.

Responsibilities

Business Partnership & Problem Translation

• 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

Analytics & AI Solution Delivery

• 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)

AI Enablement & Innovation

• 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 productionize AI solutions
• Ensure adherence to responsible AI practices and governance standards

Execution Excellence & Continuous Improvement

• 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

Stakeholder Management & Communication

• 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

Team Leadership

• 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

Qualifications

Experience

• 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

Industry & Functional Knowledge

• Strong understanding of operations analytics and process optimization
• Exposure to Wealth Management domains such as client lifecycle, KYC, servicing, or trade lifecycle preferred

Analytical & Technical Skills

• Strong problem structuring and hypothesis-driven analysis
• Experience in statistical techniques, segmentation, and predictive analytics
• Proficiency in SQL and Python (or R/SAS)
• Experience with BI tools such as Tableau or Power BI

AI & Data Skills (Critical)

• Hands-on experience with:
  • Generative AI (LLMs, prompt engineering, embeddings, retrieval-based frameworks)
  • Agentic AI (multi-step workflows, orchestration frameworks)
• Understanding of AI/ML lifecycle, APIs, and deployment architectures
• Experience driving AI-led automation and transformation initiatives

Leadership & Professional Skills

• Exceptional ability to understand business problems and translate them into analytics and AI solutions
• Strong stakeholder management and influencing skills
• Excellent communication and storytelling ability
• Proven ability to operate in a global, matrixed organization
• High ownership mindset with strong execution focus

Education

• Bachelor’s degree in a quantitative field (Engineering, Mathematics, Statistics, Economics, Computer Science)
• Master’s degree (MBA/MS) preferred

Success Metrics

• Measurable business impact (cost savings, productivity improvement, risk reduction)
• Adoption of analytics and AI solutions within Wealth Operations workflows
• Stakeholder satisfaction and influence
• Team capability uplift, particularly in Generative AI and advanced analytics
• Quality, timeliness, and scalability of delivery

Why This Role Matters

This role is critical in transforming Wealth Operations into an AI-enabled, insight-driven function. You will directly influence how business problems are solved using data, analytics, and next-generation AI, driving improvements in efficiency, scalability, and client experience.

This role provides a unique opportunity to shape the adoption of AI within Wealth Operations while working closely with global stakeholders on high-impact transformation initiatives.

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Job Family Group:

Decision Management

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Job Family:

Business Analysis

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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