Head Of Wealth Management Operations & MIS

WE ARE HIRING Head Of Wealth Management Operations & MIS

• Location: Mumbai
• Experience: 10+ Years
• Industry: Wealth Management / Financial Services / Broking

A fast-growing Private Wealth Management firm is looking for an experienced Head of Operations & MIS to build and lead its operations function from the ground up.

Key Responsibilities:

• Lead end-to-end Wealth Management Operations and MIS.
• Manage Wealth Spectrum, BSE StAR MF and NSE NMF-II platforms.
• Oversee AUM reconciliation, transaction processing and reporting.
• Develop scalable SOPs, processes and operational controls.
• Drive automation, system integration and reporting improvements.
• Lead M&A operational integration and client onboarding.
• Manage partner payouts, dashboards and business MIS.

Desired Profile:

• 10+ years of experience in Wealth Management Operations.
• Exposure to Mutual Funds, Equity, PMS, AIF and Bonds.
• Strong knowledge of Wealth Spectrum, BSE StAR MF and NSE NMF-II.
• Expertise in AUM reconciliation, MIS and process automation.
• M&A integration experience will be an added advantage.

Interested?? Share CV at dhara@thepremierconsultants.com

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