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Technical Project Manager with 10+ years in Business Transformation & Financial Operations
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Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Dynamic and results-driven executive credited for developing and executing business transformation strategies that drive operational excellence, innovation, and revenue growth. Verifiable track record of driving global transformation initiatives across the USA, EMEA, and APAC, focused on regulatory compliance, operating model optimization, and risk mitigation within the financial services industry. Demonstrated success in leading large-scale projects involving the Aladdin platform, financial transaction taxes, and regulatory reporting frameworks (FATCA, CRS, SFTR). Expertise in client experience strategy, asset servicing, and investment operations, with a track record of setting up transformation hubs and delivering operational excellence.
Wharton School
Artificial Intelligence for Strategic Business Decisions
N/A – Present
Delhi University
B. Com
N/A – Present
Management Consultancy
Client Services Management Executive
January 1, 2023 – Present
USA
BlackRock
Managing Executive - Transformation Strategy & Projects
January 1, 2017 – December 31, 2023
USA
GE Capital/Genpact/Headstrong
Senior Client Partner - Business Transformations (Client Facing)
January 1, 2001 – December 31, 2015
USA
Series 7, Securities Broker
FINRA
June 1, 2026 – Present
Series 63, Blue Sky registration
FINRA
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's career trajectory across various senior roles in management consultancy and large financial institutions like BlackRock, coupled with global project experience, indicates adaptability and a strong cultural fit for dynamic, high-stakes environments. Their involvement in conceptualizing initiatives like 'SusTerra' and 'iVector' demonstrates innovation and a forward-thinking mindset. The breadth of skills, from business process transformation to AI solutions and cybersecurity, suggests a versatile individual capable of contributing to diverse projects and fostering a culture of continuous improvement. The experience in establishing a European Transformation Hub and redirecting business process consolidation to India also highlights a global and strategic perspective.
Soft Skills & Operational Fit
The candidate demonstrates strong leadership, strategic planning, and cross-functional collaboration skills. Their experience in establishing transformation hubs, managing client relationships, and driving automation initiatives indicates a proactive and results-oriented operational fit. The ability to work with diverse teams (Legal, Accounting, Front Office, IT) and manage complex regulatory projects suggests excellent communication and problem-solving capabilities. The candidate's focus on optimizing resources, improving performance, and ensuring compliance aligns well with the operational demands of a senior project management role.