Senior Vice President, Finance, Wealth Growth

Outcomes that will define success

• Within 90 days, agree one economic baseline and named owners across all 4 countries.
• Within 9 months, reduce unresolved forecast and control exceptions by 12% from the agreed baseline.
• Within 24 months, evidence $7 million of annual value without weakening regulatory or fiduciary controls.

Core responsibilities and decision rights

• Own the finance authority required to finance the next wealth-growth chapter without diluting customer economics.
• Decide the planning, reporting and evidence standards used across the 4-country scope.
• Set the capital and resource cases that may reach Chief Executive Officer, Wealth Management.
• Stop commitments that preserve asset-volume targets without measurable economic or control evidence.
• Decline investment requests whose value owner, delivery dependency or downside remains unnamed.
• Choose the sequence for regional expansion and expose dependencies before funding is committed.
• Determine the finance leadership accountabilities and escalation routes needed for India and cross-border finance decisions.

Candidate profile

You have led regional expansion where finance carried the operating consequence, not merely the reporting calendar. You have worked at or above $730 million of revenue and across at least 2 countries, with direct accountability for forecasts, controls and capital choices. You can show where your judgement stopped a weak commitment as well as where it released investment. Planning, control, capital and commercial choices must be judged together. You have owned planning and forecasting at scale, connected control evidence to commercial decisions, and explained unresolved gaps to a board without hiding behind functional language. You understand the economics of private wealth and the operating pressure created because the asset ambition is clear but relationship-manager capacity and product profitability are not yet reconciled. You can work across India and cross-border finance decisions, challenge asset-volume targets, and remain accountable through the full 24-month horizon. You will distinguish urgent decisions from hurried ones, protect controls that work, and make the cost of every exception visible.

Critical experience

• Geographic Expansion: The sponsor needs prior regional expansion where the financial consequences reached the board.
• Geographic Expansion: Experience of regional expansion matters because the asset ambition is clear but relationship-manager capacity and product profitability are not yet reconciled.
• Professionalisation: Prior institutionalisation gives the leader a tested reference point for changing asset-volume targets.

Required leadership capabilities

• FP&A and forecasting — level 4: Recognised authority in planning and forecasting is needed because the first decisions depend on a trusted economic baseline.
• Controls and reporting — level 3: The leader must connect reporting evidence with the operating choices that finance is expected to challenge.
• Capital allocation — level 3: Capital allocation judgement determines which commitments continue when the portfolio exceeds available capacity.
• Board and stakeholder leadership — level 3: Board-level finance choices require concise explanation of trade-offs, consequences and unresolved gaps.

Scope and operating context

• Comparable experience should include responsibility for at least $730 million revenue, $470 million P&L, 1300 colleagues, and 2 countries.
• Principal leadership interfaces: Audit, Risk committees.
• Direct-report scope: Financial planning and analysis, Controllership, Treasury, Tax, Business finance, Finance transformation
• Candidates may be considered from: Mumbai, India; Singapore; Dubai, United Arab Emirates.
• Relocation support is available. Sponsor-supported work authorisation may be considered for qualifying candidates.

This mandate is unlikely to be right if

• You need asset-volume targets to remain untouched while accountability changes around it.
• You prefer advisory influence without ownership of the financial consequences attached to the work required to finance the next wealth-growth chapter without diluting customer economics.
• You require complete information before making choices across 4 countries; the sponsor expects staged decisions under uncertainty.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 26 September 2026. Mandate reference GBX-MUM-BFSI-CFO-56.