Head of Data, Analytics, Reporting – Wholesale Operations

Role Overview

• Provide vision and set direction for multiple high impact initiatives, analytics and reporting to achieve long-term strategic objectives in our Wholesale Operations functions: Investment Banking and Markets, Commercial Banking and Lending; and Wealth and Investment Management
• Lead the development of reporting capabilities for horizontal functions in Global Operations (e.g. location strategy, access management, resiliency and incident management)
• Develop highly complex, multi-year strategy, modeling, forecasting and process improvements
• Provide thought leadership to develop and implement strategic solutions to highly complex and potentially companywide processes
• Utilize data and analytics to improve business outcomes, efficiency and Customer Experience
• Support the development of the AI use case pipeline, including the launch of Agentic AI solutions
• Drive the implementation of data management policies and procedures across Wholesale Operations (e.g. data defect identification, prioritization of regulatory reporting use cases)
• Lead a team of consultants, senior leads, and managers
• Develop process improvements from data that drives business decisions
• Collaborate with and influence team, peers, managers, senior management, technology, risk and compliance. Participate in strategic discussions as part of the extended leadership team for Wholesale Operations
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Data, Analytics and Reporting
• Develop and guide a culture of talent development to meet business objectives and strategy

Requirements

• 8+ years of Analytics, Reporting, Financial Modeling or Statistics experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of Management experience
• Knowledge of at least two areas in wholesale operations (Investment Banking and Markets, Commercial Banking and Lending; and Wealth and Investment Management)
• Experience managing international teams, spanning multiple locations and time zones
• Deep experience working with complex data in multiple data systems/fields and LOBs, responding to ad-hoc data requests from key external stakeholders, data science background, forensic analytics, and strong ability for to identify data root cause issues with the ability to create immediate solutions
• Proven experience operating a high functioning team (e.g. developing/overseeing sustainable practices and procedures, detailed and accurate documentation procedures and repeatability standards, enforcing accountability for high quality work among a large number of analysts)
• Experience in a large, complex financial services firm.
• Experience and understanding of financial services industry regulation related to data and analytics, and leveraging analytics to execute operations controls and quality assurance
• Proven ability to proactively solve problems and develop strategic recommendations with objective rationale
• Superior analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals
• Ability to facilitate large cross-functional meetings and negotiating priorities, solutions, outcomes

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement