Business Optimization Manager, Executive Office

Position Description We are seeking an experienced Wealth Management professional to lead a comprehensive optimization and streamlining of our business across the entire value chain, from front office to operations to technology. The ideal candidate will bring deep industry expertise, a global perspective, and a proven track record of delivering transformation within an international wealth management environment. Key Areas of Responsibilities Lead the end-to-end review, redesign, and optimization of wealth management processes, from client-facing activities to operational workflows and IT systems, ensuring clear handoffs across Front Office/Middle Office/Back Office Develop and implement strategies to enhance client experience, improve operational efficiency, and strengthen platform capabilities. Partner with senior leadership to define the transformation roadmap, business priorities, and key performance indicators. Collaborate across front office, middle office, back office, and technology teams to ensure seamless integration of changes. Identify, evaluate, and implement technology solutions to support business goals. Oversee change management initiatives to drive adoption of new systems and processes. Ensure compliance with applicable regulations and industry standards across all processes. Monitor performance metrics and continuously improve business operations post-implementation. Requirements Bachelor’s degree of above in business/finance, MBA will be a plus Minimum 8 years of experience in Wealth Management, ideally in an international or multi-market setting. Demonstrated expertise in Wealth Management business operating processes (onboarding/KYC, account maintenance, middle‑office controls, settlements, custody) and operating‑risk awareness. Proven track record of leading transformation or large-scale process improvement initiatives in the sector. Experience driving digital acceleration and platform modernization initiatives in WM, including workflow automation, digital client experience enhancement, and technology‑enabled process transformation. Strong understanding of front office, operations, and technology platforms in wealth management. Experience working with cross-functional teams to deliver complex projects on time and within budget. Experience working closely with IT on system design, architecture discussions, vendor selection, and technology delivery Excellent leadership, communication, and stakeholder management skills. Ability to think strategically while managing detailed project execution. Familiarity with industry regulations, compliance requirements, and risk management practices. Exposure to multiple geographies and markets Strong analytical and problem-solving skills. Excellent command of both English and Mandarin, Cantonese will be a plus Candidates with more experience will be considered for a more senior position Stay informed on CITIC CLSA Job Opportunities Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.