Transformation Lead, PBWM India

Overview

Lead and drive cross-functional transformation initiatives across Private Bank & Wealth Management, ensuring disciplined execution, client-centric outcomes and measurable business value.

What you'll do

• Lead the portfolio management team in delivering successful projects, setting portfolio vision, managing portfolio performance and providing guidance and support to portfolio analysts.
• Monitor portfolio performance, including tracking project progress, managing budgets, identifying thematic risks and issues, and reporting portfolio status to senior management.
• Manage portfolio documentation, including aggregating the portfolio book of work, schedules and budgets, and keeping them up-to-date and accurate.
• Facilitate portfolio governance, ensuring projects align with the organisation's strategic objectives and controls and governance standards, and that thematic risks and issues are managed effectively.
• Manage the portfolio Book of Work outlining the sequence and dependencies of change initiatives, considering resource availability, stakeholder buy-in and potential risks.
• Facilitate change management activities to ensure change initiatives are successfully implemented and embedded in the organisation.
• Continuously improve portfolio management practices, identifying areas for improvement and implementing changes to improve portfolio performance.
• Collaborate with senior management, project teams and external partners to align portfolio management practices with their needs and expectations.
• Develop portfolio management processes aligned with controls and governance standards that support the delivery of successful projects.
• Advise key stakeholders, including functional leadership teams and senior management, on functional and cross-functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.

What you'll need

• Proven track record in leading and delivering technology-intensive transformation initiatives and business process design and analysis, preferably within the BFSI domain.
• Strong project and programme management experience, with a demonstrated ability to manage complex initiatives from strategy through execution.
• Experience working with senior management and global stakeholders across multiple functions and geographies.
• Strong stakeholder management, influencing, communication and relationship-building skills, with the ability to build consensus and drive outcomes without relying solely on formal authority.
• Strong understanding of governance, risk management, regulatory requirements and internal control frameworks within financial services.
• Demonstrated ability to identify and resolve risks, issues, dependencies and escalations while maintaining delivery timelines and quality.
• Strong strategic and commercial acumen, with the ability to translate business priorities into actionable roadmaps and clear management briefings.
• Graduate in any discipline.

Nice to have

• Expert knowledge of project and programme management methodologies, including agile and hybrid delivery approaches.
• Previous experience delivering transformation initiatives within Private Banking, Wealth Management, Investment Banking or broader financial services.
• Previous experience or exposure to derivatives and investment products.
• Good understanding of investment products and securities market operations.
• Knowledge of emerging technologies and their applications within financial services.
• Practical understanding of relevant regulatory and legal environments.
• Experience driving change management and process optimisation across complex, geographically distributed organisations.
• Strong interest in financial markets and the ability to understand and communicate complex business and technical concepts.
• Ability to operate effectively under pressure, manage competing priorities and deliver within a high-volume, fast-paced environment.

Details

• Location: Mumbai, Nirlon Knowledge Park (BX), 9th and 11-12 floor.
• Works closely with Business, Technology, Operations, Product, Risk, Compliance and global stakeholders.