Lead Analyst- Wealth Management

Sector Lead / Engagement Manager – Wealth Operations (14+ Years)

Role Overview

Crisil is seeking an experienced Wealth Operations leader to manage strategic client engagements across staff augmentation, managed services, and transformation programs. The role requires a combination of domain expertise, delivery leadership, stakeholder management, and account governance. The ideal candidate should have experience in Wealth Management / Private Banking operations, with strong exposure to lending, transaction management, and operational transformation.

Key Responsibilities

• Serve as the overall engagement lead and primary point of contact for client stakeholders across Wealth Operations engagements.

• Own engagement governance, including staffing, capacity planning, financial management, billing oversight, delivery reviews, risk management, and client escalations.

• Provide oversight across Wealth Credit and Transaction Management workstreams, ensuring adherence to SLAs, quality standards, control frameworks, and regulatory requirements.

• Act as a trusted advisor to client leadership, helping identify operational improvement and transformation opportunities.

• Lead workforce planning, recruitment, succession planning, onboarding, and team development to support business continuity and growth.

• Develop and present monthly governance reviews, business updates, and executive presentations for senior client and Crisil leadership.

• Partner with sales and account teams to identify growth opportunities, support RFP responses, solution design, proposal development, and client presentations.

• Drive continuous improvement initiatives across process efficiency, controls, automation, and data quality.

• Manage large teams and foster a culture of accountability, collaboration, and high performance.

Qualifications & Experience

• 14+ years of experience in Wealth Operations, Wealth Credit, Transaction Management, Credit Lifecycle Management within large financial institutions.

• Strong understanding of Wealth Management / Private Banking lending, including complex secured and bespoke credit products (eg. Art financing, aircraft financing, other secured products, sports financing, law firm financing, subscription credit facility). Hands-on experience in commercial underwriting, financial statement analysis, deal closing/facility set up, commercial real estate, private banking, covenant monitoring, collateral monitoring, security-based lending, insurance premium financing.

• Experience supporting complex secured and bespoke lending products, including securities-based lending and commercial real estate lending.

• Demonstrated experience managing large client engagements, global stakeholders, and multi-layered teams.

• Proven experience in governance management, workforce planning, financial management, resource forecasting, and account leadership.

• Experience leading business transitions, transformation programs, process improvements, and control enhancement initiatives.

• Excellent stakeholder management, communication, and presentation skills, with the ability to influence senior client and internal leadership.

• Strong commercial acumen with experience managing engagement health, financial performance, and account growth.