Data And Reporting Operational Change Management Lead

2 semanas atrás

Lisboa, Portugal Alti Global, Inc. Tempo inteiro

AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth and alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. The firm currently manages or advises on approximately $71 billion in combined assets and has an expansive network of c. 400 professionals across three continents
Whether our clients are individuals or institutions, foundations or family-led businesses, we offer a connected ecosystem of advice, solutions and innovative investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.
Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centres, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.com.
Job Description
The Data and Reporting Operational Change Management Lead will be responsible for spearheading the creation of a centralized function to manage all client and management data and reporting activities for our international wealth management teams. The goal is to ensure accurate and reliable financial and internal CRM / business data, as well as performance reporting to clients, while enhancing efficiency, automation, and consistency across our International Wealth Management (IWM) business.
This is an opportunity to shape our data strategy, streamline operations, and drive impactful change. Leveraging your project management skills, you will consolidate and enhance legacy reporting processes and build a robust, scalable operating platform for seamless integration as our firm grows through acquisitions. Your strategic insight and leadership will be crucial for increasing integration success predictability and improving overall operational efficiency.
Job Responsibilities
Establish and lead a cutting-edge centralized data and reporting function for international teams.
Integrate and streamline existing data and reporting activities from diverse teams into a cohesive, high-performing unit.
Develop and implement innovative procedures to elevate our data management capabilities, boosting efficiency, accuracy and timeliness.
Lead transformative projects to build and optimize the centralized data and reporting function, delivering them on time, within scope and budget. Maintain clear and effective communication with all stakeholders to ensure alignment and transparency.
Ensure the delivery of high-quality, timely, and accurate reports that meet our business needs.
Collaborate with executive, technology, PM, and client service teams to build solutions.
Implement best practices and foster a culture of continuous improvement.
Lead and inspire the BAU team responsible for daily data and reporting operations.
Provide mentorship, support, and development opportunities to cultivate a high-performing team.
Qualifications
Minimum 10 years' experience building and leading operational teams and leading operational transformation implementations for financial services businesses.
Proven experience in project management, building functions, and operational model consolidation.
Demonstrated success in managing BAU teams and driving operational efficiency.
Exceptional leadership, communication, and stakeholder management skills.
Experience working with executive teams and technology change teams.
Strong analytical and problem-solving abilities.
Experience using Addepar a considerable bonus.
Key Performance Indicators (KPIs):
Significant reduction in time spent on reporting tasks.
Increased accuracy and timeliness of reports.
Enhanced reporting output and streamlined processes.
Successful establishment of a centralized data and reporting function.
Effective consolidation of reporting activities from other teams into the new function.

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