Asset & Wealth Management Operations - WM Ops Transformation - Vice President - Bengaluru

WEALTH MANAGEMENT 

The Wealth Management Operations Division is seeking an experienced Vice
President to lead the Applied AI Program and low code initiatives, driving the
strategic convergence of advanced AI capabilities and cross-functional analytics
to deliver measurable operational, risk, and experience improvements across the
division.

OPERATIONS 

Operations is a dynamic, multi-faceted function that partners with all parts of
the firm to provide banking, securities, and asset management services to
clients around the world. In addition, Operations provides essential risk
management and controls to preserve and enhance the firm's assets and its
reputation. For every new product launched and every trade executed, it is
Operations that develops and manages the processes and controls that enable
business flow.

YOUR IMPACT

You will be responsible for enhancing operational performance through the
widespread use of advanced engineered prompts within the firm's out-of-the-box
AI solutions, while simultaneously leading and evolving the division's business
intelligence function — encompassing data lifecycle management, analytics
strategy, and the exploitation of low-code tools to create business value.

You will design, develop, and deploy sophisticated human-in-the-loop "AI
Assistants" through a controlled, risk-averse lifecycle — from ideation and
prompt engineering through piloting, governance review, and scaled production
rollout. In parallel, you will enhance and establish cross-functional analytics
initiatives, address developments in key strategic data architecture, and ensure
BI capabilities are tightly aligned with the Wealth Management Division's target
operating model.

You will collaborate with business stakeholders, Operations core BI teams,
Technology, Risk & Compliance, and senior leadership to define unified roadmaps,
prioritize initiatives, and implement scalable AI and BI solutions aligned with
organizational goals.

OUR IMPACT 

We are looking for a seasoned professional with a minimum of 7 years of
progressive experience in a fast-paced, complex environment, evidenced by a
proven track record spanning applied AI solution design, prompt engineering
strategy, responsible AI deployment, and business intelligence program
leadership.

HOW YOU WILL FILFILL YOUR POTENTIAL 

* Define and lead the Applied AI Program vision and strategic roadmap, aligning
AI Assistant development priorities with division-wide operational, risk, and
experience objectives.
* Drive widespread adoption of advanced engineered prompts within the firm's
approved AI platforms (e.g., enterprise copilots, LLM-based tools),
establishing best practices, prompt libraries, and reusable templates that
maximize out-of-the-box solution value.
* Design and deliver sophisticated human-in-the-loop AI Assistants that augment
employee and client-facing workflows, ensuring appropriate human oversight,
escalation paths, and feedback loops are embedded by design.
* Establish and enforce a controlled, risk-averse AI solution lifecycle,
encompassing use case intake, feasibility assessment, prompt engineering,
testing & validation, risk review, pilot deployment, performance monitoring,
and production scaling.
* Continuously modernize the division's applied AI approach by monitoring
emerging AI patterns (e.g., agentic workflows, retrieval-augmented
generation, multi-modal prompting), assessing fit-for-purpose use cases, and
driving implementation playbooks from pilot to production.
* Lead and evolve the Wealth Management Division's Business Intelligence
function, enhancing and establishing cross-functional analytics initiatives
that deliver actionable insights to business stakeholders.
* Own the data lifecycle management strategy, ensuring data quality, lineage,
governance, and accessibility standards are maintained across all BI assets
and reporting platforms.
* Exploit low-code and self-service analytics tools to democratize data access,
accelerate report development, and empower business users to derive value
independently.
* Address developments in key strategic data architecture, partnering with
Technology to ensure the division's data infrastructure supports current and
future analytical and AI workloads.
* Align Operations BI strategy with the Wealth Management Division target
operating model, working in close partnership with Operations core BI teams
and Technology to harmonize priorities, tools, and methodologies.
* Work closely with business representatives to ensure key decisions and
progress are made in line with divisional strategic objectives and operating
model requirements.

Cross-Cutting Responsibilities

* Develop robust business cases for new AI Assistants, BI enhancements, and
analytics products, including financial justification (ROI), efficiency
gains, risk reduction metrics, and experience improvement KPIs.
* Lead and empower cross-functional teams — including business analysts, data
engineers, prompt engineers, BI developers, UX designers, and subject matter
experts — to deliver complex solutions ensuring strategic alignment and
successful outcomes.
* Foster strong partnerships with Data & Analytics, Engineering, Risk &
Compliance, Information Security, PMO, HRIS, and business line leaders to
ensure seamless execution and integration across both the AI and BI
portfolios.
* Uphold and ensure adherence to governance, data privacy, and regulatory
compliance standards across all AI and BI products and initiatives.
* Strategically manage vendor relationships, encompassing platform evaluation,
selection, contract negotiation, and ongoing performance oversight for both
AI and BI tooling.
* Identify and drive synergies between the Applied AI and BI programs,
leveraging BI data assets and analytics capabilities to inform AI Assistant
design, and using AI to enhance BI workflows (e.g., natural language
querying, automated insight generation, anomaly detection).

SKILLS & EXPERIENCE WE’RE LOOKING FOR 

BASIC QUALIFICATIONS

* Minimum 7 years of progressive experience in applied AI, business
intelligence, data analytics, or a related discipline within a fast-paced,
complex environment (financial services or wealth management preferred).
* Proven track record in AI solution design and deployment, including prompt
engineering, human-in-the-loop system design, and responsible AI practices.
* Demonstrated experience leading BI teams and analytics programs, including
data lifecycle management, reporting platform strategy, and
self-service/low-code tool adoption.
* Strong understanding of data architecture, data governance, and data quality
frameworks.
* Experience building and presenting business cases with ROI analysis and KPI
frameworks to senior leadership.
* Exceptional ability to collaborate across business, technology, risk, and
operations teams in a matrixed organization.
* Familiarity with enterprise AI platforms (e.g., Microsoft Copilot, OpenAI
enterprise solutions) and BI platforms (e.g., Tableau, Power BI, Alteryx, or
similar).
* Strong knowledge of governance, data privacy, and regulatory
compliance requirements relevant to financial services.

PREFERRED QUALIFICATIONS

* Experience in Wealth Management or Financial Services operations and
technology.
* Hands-on experience with LLM-based applications, retrieval-augmented
generation (RAG), and agentic AI frameworks.
* Familiarity with low-code/no-code development platforms and their application
in analytics and workflow automation.

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