Managing Director - Wealth Management

Role purpose

Lead Lloyds' wealth management capability from India: build and scale the technology, product, operations and advisory-enablement teams supporting wealth, investments, pensions and protection propositions for UK customers.

Key responsibilities

• Define the India strategy for wealth management aligned to the Group's wealth and investment strategy and the UK business leadership.
• Lead engineering, product, operations and servicing teams for wealth platforms, advisory tools, investment, portfolio and pensions processing, and client-reporting capabilities.
• Drive digital transformation of wealth journeys: onboarding, advice, planning, investment servicing, and client experience.
• Partner with UK wealth, investment, pensions, risk, compliance and finance stakeholders; ensure delivery against FCA conduct, suitability, Consumer Duty and client-outcome obligations.
• Modernize legacy wealth platforms, strengthen data and analytics, and apply automation and AI to advisor and client experience.
• Manage budget, workforce, vendors and partnerships (platform, custodian, market-data providers).
• Build deep wealth-domain talent and leadership, and a strong control culture.

Qualifications and experience

• 18+ years in financial services, with 8+ years in senior leadership in wealth management, private banking, asset management, pensions or investment platforms.
• Proven delivery of wealth platform or advisory transformation, or leadership of a wealth operations or technology organization at scale.
• Strong knowledge of investment products, advice and suitability processes, and wealth regulation (FCA, MiFID II, Consumer Duty or equivalents).
• Experience leading large teams (300+) across technology, operations and product.
• Professional qualifications (CFA, CFP or equivalent) or advanced degree a plus.

Must-have: wealth, private banking, investment or pensions domain depth; platform or operations transformation delivery; exposure to UK or European regulatory context; team of 200+.

Good-to-have: advisory-tool and digital-advice experience; experience in discretionary portfolio management or investment operations; experience with M&A integration or platform consolidation.