Description
We are seeking an experienced leader to play a key role in the global leadership of Private Data Services. The role spans three core areas: global operations management, client management, and artificial intelligence (AI)-led transformation.
The successful candidate will be responsible for delivering high-quality operations at scale, strengthening the client experience, managing complex service and operational escalations, and driving the evolution of the operating model. The role will also lead opportunities to apply AI, automation and process improvement to simplify workflows, strengthen controls, enhance productivity, and deliver better outcomes for clients and the business.
Responsibilities:
- Provide global leadership for Private Data Services operations, with accountability for timely and high-quality delivery, effective workforce and capacity management, operational resilience and scalable operating practices.
- Lead client engagement and manage complex client escalations, partnering across client, product, technology and operations teams to drive timely resolution while identifying and addressing underlying systemic issues.
- Establish strong operating discipline across service quality, productivity, controls and operational risk, using appropriate metrics and governance to continuously improve performance.
- Lead AI-enabled transformation and automation initiatives, identify opportunities to simplify workflows, reduce manual intervention, and improve the quality, efficiency and scalability of service delivery.
- Drive end-to-end process improvement and operating model transformation, translating operational challenges and client needs into sustainable solutions and measurable business outcomes.
- Build and develop a high-performing global organization by strengthening leadership capabilities, succession and talent pipelines, establishing clear accountability, and fostering an inclusive and collaborative culture.
Requirements:
- University degree in Accounting, Finance, Economics, Business or related discipline.
- MBA or other relevant postgraduate qualification preferred.
- 16–20 years of relevant experience in financial services, including significant leadership experience across operations, managed services, investment data, or related functions.
- Strong understanding of private markets, financial instruments, investment data and valuation concepts, with experience operating in complex, high-volume environments.
- Demonstrated experience in client management and complex escalations, with the ability to influence stakeholders, navigate competing priorities and drive issues through to resolution.
- Demonstrated track record of leading large-scale transformation, AI and automation adoption, and process improvement, with a focus on delivering measurable improvements in quality, efficiency, scalability and client outcomes.
- Strong strategic thinking, analytical and problem-solving capabilities, combined with experience in operational governance, change management, developing high-performing teams, and communicating effectively across functions and geographies.
Benefits:
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)