Financial Operations & Wealth Management Leader

Executive Summary
A seasoned operations leader bringing 18 years of experience in financial operations, wealth
management, client valuation reporting, and global family office (GFO) services. Proven track record of
directing large cross-functional teams (30+ professionals) across global jurisdictions (APAC, EMEA, and
North America).
Industry Experience
 Wealth Management & Global Family Office (GFO) Operations: Experienced in managing
money movements, trade support, tax cost processing, account setup reviews, gift
transactions, overdrafts, fee reviews, and shadow accounting.
 Business Setup & Migration: Successfully spearheaded the establishment of a Wealth
Management Business Unit in India, migrating critical processes and consolidating global
functions seamlessly.
 Risk & Compliance Management: Expert in establishing division-wide governance
frameworks, SLAs, Risk Heatmaps, Business Continuity Plans (BCP), and regulatory
compliance structures.
Transferable Skills & Tech Expertise
 Leadership & Talent Mentorship: Skilled in cross-functional team leadership, stakeholder
management, goal setting via OKRs, performance management, and driving employee
engagement.
 Operational Transformation & Automation: Expertise in driving Six Sigma initiatives,
workflow automation, and process optimization.
 Technical & Analytical Toolkit: Proficient in Alteryx, Power BI, Power Automate, Salesforce,
APEX, CVR, Partner Workstation, and Enlighten Metrics. Certified in Data Storytelling,
Digital Transformation, AML Concepts, and Financial Crime.Education
 Master of Business Administration (MBA) in Finance and Marketing
 Bachelor of Business Management (BBM) in Finance
Benefits of Bringing Them On Board

1. Proven ROI & Capacity Savings: Has a track record of driving Six Sigma and Alteryx

automation projects that yielded significant efficiency gains (including 15+ FTE savings across
multiple global functions and 300+ annual hours saved via process optimization).

1. Global Delivery Precision: Strong capability to manage complex global operations across

time zones while maintaining SLA adherence and seamless BCP execution.

1. Culture & Growth Driver: Brings inclusive leadership that boosts retention, upskills teams,

and creates high-performance environments aligned with corporate goals.

Brought to you by Prabisha Consulting
For complete profiles, inquiries, or to discuss suitable positions, please contact:
 Email: [email protected]
 Call / WhatsApp: +919599824600