Job Description SummaryThis position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
The ideal candidate is someone who is:A Transformation leader with experience in wealth, private markets and who understands the wealth management ecosystem thoroughly. This covers distribution, intermediary, advisor, client, product, operational, and regulatory aspects. The individual navigates a matrixed organization skillfully, coordinating members with different aims, decision rights, and responsibilities. They are agile in resetting priorities and approaches to delivery when business needs, market conditions, and organizational demands shift. They develop positive relationships and impact senior leaders across regions and functions without direct control.
- A proven transformation leader who translates strategic objectives and complex business requirements into executable roadmaps, driving delivery while proactively managing risks, issues, dependencies, and barriers to successful outcomes.
- A resourceful problem solver and excellent communicator who brings structure to ambiguity and translates issues into clear decisions for senior audiences
- Detail-focused and technologically proficient, with a practical understanding of data, digital platforms, automation, and operating model development
What you will do:The VP will actively partner with Global Private Wealth leadership to develop and sustain a multi-year transformation roadmap aligned with business strategy, growth goals, and changing market and client demands. They will lead initiatives across business, process, data, technology, controls, and organizational change. This role involves managing the matrixed organization by clarifying decision responsibilities, coordinating interdependent teams, addressing conflicting priorities, and raising issues for timely executive decisions. Continuously reviewing the portfolio, the VP will bring strong thought leadership, anticipate needs and shape the prioritization and sequencing of projects to protect key business results.
- Develop arguments, execution plans, success measures, and governance structures that connect investments to measurable growth, efficiency, client experience, scalability, and risk outcomes
- Partner with Technology and Data & Analytics teams to deploy scalable digital, data, business intelligence, workflow, and automation capabilities, and establish indicators to guide decisions and confirm benefits realization
- Build and lead organizational change, adoption, and post-implementation health processes that embed new capabilities and ways of working
- Communicate program progress, decisions, trade-offs, risks, and outcomes to senior leadership, and lead, mentor, and develop a high-performing delivery team
What you bring:Substantial transformation leadership experience as well as pertinent Global Private Wealth expertise, involving a familiarity with the full ecosystem, private markets products, distribution and servicing methods, client and advisor experiences, and the operational and control systems that enable Wealth growth. Candidates must show experience directing enterprise transformation or strategic change across several functions, regions, and business units in a matrixed setup. They should also have proven ability to translate business strategy into clear roadmaps, operating model revisions, technology-enabled solutions, and tangible outcomes.
- Proven track record to lead through ambiguity and evolving priorities, making practical trade-offs while maintaining strategic alignment and delivery rigor
- Strong executive presence and influence, with experience facilitating decisions among senior collaborators who have competing priorities or shared accountability
- Working knowledge of digital platforms, CRM, workflow, data sourcing, visualization, business intelligence, and process automation
Education Preferred- Bachelor's degree or equivalent professional experience
Experience- 15+ years of pertinent experience in Global Private Wealth, private markets, asset management, financial services, or consulting. This includes significant direct experience blending Global Private Wealth with private markets.
- Demonstrated leadership of large, complex transformation programs with cross-functional and global dependencies
- PMP, Lean Six Sigma, Prosci/ADKAR, or equivalent program, process improvement, and change management certification is desirable
#LI-Hybrid
Base Salary Range:$200,000.00 - $205,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus eligibility, total compensation may include participation in long-term reward programs (typically for more senior-level roles). We also offer a comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits as well as well-being programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
