Overview
Lead and execute multiple concurrent strategic transformation projects across the Wealth & Investment Management (WIM) business, with a primary focus on Banking, Lending, and Trust, involving automation, process optimization, analytics, and business transformation.
What you'll do
- Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
- Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
- Research complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
- Work independently to make recommendations for support function by providing support and leadership
- Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
- Collaborate and consult with team leaders in developing project plans, policies and procedures
- Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
- Serve as the primary point of coordination between business stakeholders, technology teams, and operational partners
- Drive automation and transformation initiatives from ideation through implementation and business adoption
- Deliver measurable efficiency, risk reduction, productivity, and client experience improvements
- Develop and present project updates, recommendations, and business cases to leadership teams
- Maintain strong governance, documentation, and project controls throughout the project lifecycle
- Support organizational objectives by identifying opportunities for innovation and continuous improvement
What you'll need
- 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- A minimum of 8 years in Strategic planning and Business execution
- 4+ years of Business Execution, Business Consulting, Project Management, Process Improvement, Business Transformation, Analytics, Automation
- A minimum of 8 years in Python coding & development, Business transformation, developing Alteryx workflows, MIS dashboards and other relevant automation tools
- Experience managing multiple projects and initiatives simultaneously
- Strong project management and stakeholder management experience
- Experience leading cross-functional teams and driving business outcomes
- Hands-on experience with Python development and scripting
- Hands-on experience with AI enabled transformation
Nice to have
- Advanced SQL development and data querying experience
- Experience with Microsoft Power Platform (Power Apps, Power Automate, Power BI)
- Experience with Alteryx for workflow automation and analytics
- Strong data analysis and data visualization skills
- Experience implementing intelligent automation, robotic process automation (RPA), or low-code automation solutions
- Experience supporting Banking, Lending, Trust, Wealth Management, or Financial Services operations
- Strong understanding of business process mapping, workflow optimization, and operational excellence methodologies
- Experience creating executive dashboards and performance reporting
- Knowledge of Agile, Scrum, or hybrid project delivery methodologies
- Excellent verbal, written, presentation, and executive communication skills
- Ability to influence stakeholders across all organizational levels
- Demonstrated ability to work effectively in a fast-paced, high-volume environment
Details
- Location: Bengaluru, India
- Posting end date: 12 Nov 2026
Read the full description and apply on the company’s own careers page.