Operations Middle Office, Global Managed Accounts, Executive Director

Lead the Middle Office function for GMA Operations with primary responsibility for theCustomized Bond Portfolio (CBP)fixed income SMA while also designing and building the Middle Office support model for Tax Smart SMA offerings. These managed account solutions currently represent more than $300B in assets across more than 200000 accountsand are a key growth focus for Asset Management.

As an Executive Director in the AWM Operations Middle Office you will balancerun-the-business(service delivery controls and issue management) withchange-the-businessleadership (operating model design capacity build process redesign and automation). The role inherits an existing team and will expand capabilities in close partnership with global stakeholders including key internal partners inIndia.

Job Responsibilities:

• Own end-to-end fixed income SMA middle office deliveryfor CBP including implementation support restrictions portfolio transitions rebalancing support exception/break management and timely resolution of client-impact items.
• Define and build the tax-managed SMA middle office capability including operating model governance roles & responsibilities procedures controls and service levels.
• Establish ascalable global delivery modelacross locations/time zones with clear ownership handoffs and performance routines in partnership with internal teams inIndia.
• Create a strongcontrol and risk environmentacross both fixed income SMA and tax-managed SMA scope: preventive/detective controls issues remediation operational risk assessments and audit/regulatory readiness.
• Partner with Product Technology Investments Risk Legal/Compliance and Client teams to support platform stability enable growth and deliver new capabilities.
• Identify and executeautomation/STP and process improvementopportunities to improve cycle time quality scalability and operational resiliency.
• Establish and monitor relevant KPIs / KRIs (throughput timeliness exception rates quality client impact and control performance) and lead performance management routines.
• Build and develop the organization: manage an existing team supporting fixed income SMA while hiring/upskilling for future-state capabilities (controls leadership analytics process engineering and platform expertise); coach leaders and contributors develop a strong future-ready bench and strengthen succession plans.
• Provide clear executive-level communications on operating health risks dependencies and investment needs across both scopes.

Required qualifications skills and capabilities:

• Significant experience inasset management operations ideallymiddle officesupporting managed accounts/custom portfolios.
• Senior leadership experience managing teams and delivering outcomes in a matrixed environment.
• Demonstrated strength inoperational risk controls governance and issue management including audit engagement.
• Proven ability to lead complex change (operating model build process redesign automation and/or platform modernization).
• Strong stakeholder management and executive communication skills.

Preferred qualifications skills and capabilities:

• Experience supportingfixed income SMAoperational workflows (implementation/rebalancing support restrictions management transitions and exception handling).
• Experience standing up or scaling support fortax-aware/tax-managed SMAworkflows (e.g. tax-loss harvesting tax-aware rebalancing transitions restrictions).
• Experience withglobal operating models including partnership with teams in India.
• Continuous improvement toolkit and metrics-driven operating discipline.