Senior Asset Services Operations Leader (AI & Automation)

Phaxis; Baltimore (MD); On-site; USD 110,000 - 140,000; Full time

Job summary

Global Investment Bank in Baltimore seeks an experienced people manager to lead the onshore and offshore teams responsible for WM Income events. You will oversee people, process, and technology to ensure timely announcements, elections, payments and reconciliations.

The role requires strong governance, risk awareness, and a track record delivering cross-functional programs. You will drive automation using Power Automate, Alteryx, Power BI and UiPath, and collaborate with product owners across

Qualifications

• 6+ years of experience in financial services operations.
• Series 99 license required or to be obtained within 180 days.
• Proven ability to lead cross-functional programs and teams.

Responsibilities

• Lead WM Income events across onshore and offshore teams.
• Oversee lifecycle processes: validation, elections, payments, and reconciliations.
• Drive AI and automation adoption within teams.
• Collaborate with product owners on technology roadmap.
• Ensure governance and risk controls remain robust.

Skills

People management

Cross-functional leadership

Program management

Risk & control awareness

Automation adoption

Tools

Power Automate

Alteryx

Power BI

UiPath

Job description

Global Investment Bank in Baltimore seeks an experienced people manager to lead the onshore and offshore teams responsible for WM Income events. You will oversee people, process, and technology to ensure timely announcements, elections, payments and reconciliations.

The role requires strong governance, risk awareness, and a track record delivering cross-functional programs. You will drive automation using Power Automate, Alteryx, Power BI and UiPath, and collaborate with product owners across