Executive Director, Team Lead, Advisory Solutions for Financial Planning - Toa Payoh

Business Function

Our financial solutions are not only the best in the business – they were made just right for you.

Key Responsibilities/:

• Lead the design, development and implementation of advisory solutions for Financial Planning and Wealth Management clients across all channels and the Wealth Continuum (Retail to Affluent to UHNW) regionally.
• Platform Strategy & Roadmap/: As a core member of the Wealth Platform, define and execute the strategic roadmap, aligning with business objectives and technological advancements across different client segments.
• Collaboration & Integration/: Work closely with internal stakeholders (product, advisory, technology, data) to integrate the Wealth Platform seamlessly with other systems and tools, ensuring a cohesive experience across all wealth segments.
• User Experience Focus/: Champion a user-centric design approach, ensuring the platform delivers a seamless and intuitive experience for advisors and clients across different wealth levels and needs.
• Innovation & Enhancements/: Drive continuous improvement and innovation within the platform, exploring and implementing new features and functionalities to enhance advisory capabilities across retail, treasury, and private banking.
• Team Management/: Lead and mentor a team of professionals across different team and subject matter expertise, while fostering a culture of collaboration, innovation, and high performance.
• Vendor Management/: Include selection of potential vendors and partners, ensuring effective collaboration and delivery.

Key Requirements/:

• 15 years of experience in platform and/or technology leadership roles, as part of business teams, with a focus on wealth management platforms or similar financial technology solutions.
• Strong understanding of the full spectrum of wealth management advisory and products capabilities from retail banking through to treasury and private banking platforms.
• Experience in platform architecture, development, and integration.
• Proficiency in relevant technologies (e.g., cloud computing, APIs, data analytics).
• Strong knowledge and breadth of understanding of the external landscape of wealth booking systems and competitive platforms.
• Excellent stakeholder management and communication skills
• Proven ability to lead and motivate teams.
• Strong problem-solving and analytical skills.
• Ability to work effectively in a cross-functional and agile environment.

Key Success Factors/:

• Successful delivery of platform enhancements and new features within budget and on time.
• High platform adoption rate by advisors and clients, leading to increased efficiency and client satisfaction.
• Effective management of vendor relationships, ensuring cost-effectiveness and high-quality deliverables.
• Continuous innovation and improvement of the Wealth Platform, keeping it at the forefront of industry best practices
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