EVP – Customer Operations — Wealth Franchise

The mandate

The board has concluded that incremental adjustment will not resolve customer operations fragmented across channels and markets within a institutionally backed diversified financial-services platform. The immediate arena is the wealth franchise during a new cross-border growth thesis. For mandate 031, the successful executive inherits decisions that have been deferred, competing stakeholder expectations and a need to establish facts before committing further capital.

The EVP – Customer Operations operating perimeter covers approximately US$5,300 million in assets under oversight, with activity spanning several wealth franchise customer, product and delivery clusters rather than a single asset. The EVP – Customer Operations Financial Services remit carries direct influence over roughly 800 colleagues and third-party capacity.

The board and its investment committee want a EVP – Customer Operations who can convert ambiguity into a short list of explicit choices for the wealth franchise. The EVP – Customer Operations Financial Services seat must resolve a new cross-border growth thesis, while preserving the underlying strengths of the wealth franchise. For mandate 031, value will come through sharper allocation, stronger leaders and an operating cadence that exposes variance early.

The EVP – Customer Operations’s first year on the wealth franchise is expected to end with service consistency, lower failure demand and improved retention. In mandate 031, authority covers resources and leadership appointments; material trade-offs go directly to the board sponsor.

Why this seat is open

This is a planned replacement for the EVP – Customer Operations — Wealth Franchise seat. The incumbent continues to lead the wealth franchise through an agreed succession period and will support a structured handover. The board has allowed 4–6 months to assess candidates, complete diligence and protect continuity while a new cross-border growth thesis is addressed. The search is confidential so the transition can be communicated to employees, customers and partners in a controlled sequence.

What you will own

• Set the EVP – Customer Operations value-creation thesis for the wealth franchise, translate it into no more than five enterprise priorities and stop work that does not support them.
• Carry stewardship of approximately US$5,300 million in assets under oversight, including allocation, risk acceptance and board forecasts.
• Lead the EVP – Customer Operations Financial Services organisation of about 800 employees and partners, appointing a team with clear decision rights and credible succession for every critical seat.
• Resolve the wealth franchise economics and execution constraints created by a new cross-border growth thesis, with EVP – Customer Operations-approved owners, dated milestones and transparent escalation thresholds.
• Establish one EVP – Customer Operations operating review across commercial, customer, financial, people, technology and risk outcomes for the wealth franchise; remove reconciliations that obscure accountability.
• Demonstrate enterprise authority across functions and markets, with outcomes visible in cash, customers or controlled risk in mandate 031.
• Build the EVP – Customer Operations’s three-year succession and capability plan for the wealth franchise, reducing dependence on individual executives and improving mobility across the wider Financial Services organisation.

The first 12 months

• Days 1–90: Validate the wealth franchise baseline, meet the 30 stakeholders most consequential to customer operations fragmented across channels and markets, assess the leadership team, stabilise immediate delivery risks and agree a board-owned scorecard with explicit decision gates.
• Months 4–9: Make the principal EVP – Customer Operations portfolio and organisation choices for the wealth franchise, install the new operating cadence, fill critical leadership gaps and deliver the first measurable release of cash, capacity or customer value.
• Months 10–12: Demonstrate a repeatable wealth franchise trend against service consistency, lower failure demand and improved retention, lock the following year’s capital and talent plan, evidence control sustainability and present a credible three-year value case with downside actions.

What the board will measure

• Delivery of the EVP – Customer Operations’s agreed first-year wealth franchise value case within a 10% tolerance, with variance explained before rather than after the relevant quarter closes.
• A EVP – Customer Operations forecast that remains decision-useful across three consecutive quarters and reconciles the wealth franchise’s operating, cash, customer and people assumptions.
• Closure of the EVP – Customer Operations mandate’s highest-priority wealth franchise risk and execution issues by their board-approved dates, with independent evidence that fixes are sustained.
• Retention of at least 90% of critical wealth franchise talent and ready-now successors for at least 70% of the EVP – Customer Operations’s direct reports.
• A quantified EVP – Customer Operations-owned improvement in the wealth franchise operating constraint behind a new cross-border growth thesis, supported by a clean baseline and named data owner.
• Clear stakeholder confidence in mandate 031: no unresolved high-severity escalation older than 30 days and no material surprise withheld from its agreed governance forum.

The person

You are currently a EVP Customer Operations, Service COO or Customer Experience Head in a institutionally backed Financial Services or adjacent enterprise. In relation to the wealth franchise, your EVP – Customer Operations track record includes a transition where the original plan was no longer sufficient; you can explain your choices, evidence and numerical impact. Candidates from banking, insurance, payments, wealth or regulated fintech will be considered where the operating model, customer stakes and governance intensity match this EVP – Customer Operations brief.

As a EVP – Customer Operations candidate, you bring 22–28 years of progressive Financial Services or adjacent-sector experience, consistent with the 22-28 experience band. At minimum, you have carried a P&L, book, budget or accountable portfolio of US$3,050 million and led an organisation of at least 800 people.

For mandate 031, the board wants two transitions: a difficult wealth franchise portfolio choice and a leadership-system change during a new cross-border growth thesis. As the prospective EVP – Customer Operations for this wealth franchise, you must challenge optimistic cases and still create followership. References for mandate 031 must distinguish your contribution from the institution around you.

The EVP – Customer Operations must be based in New York; international relocation is supported, but this Financial Services role is not designed as a remote appointment.

Non-negotiables

• Current or recent accountability at the level of EVP Customer Operations, Service COO or Customer Experience Head, with direct exposure to a board, investment committee or equivalent Financial Services governance forum.
• Proven EVP – Customer Operations ownership of at least US$3,050 million and leadership of no fewer than 800 employees in a comparable wealth franchise context.
• One completed Financial Services or adjacent-sector example of customer operations fragmented across channels and markets with outcomes sustained for at least two reporting periods after the initial intervention.
• Sector credibility from banking, insurance, payments, wealth or regulated fintech; experience that is purely functional and lacks EVP – Customer Operations-level wealth franchise consequences will not meet the bar.
• Willingness to meet the New York location expectation, complete conflicts and background diligence, and protect the confidentiality of mandate 031.

Compensation and terms

The anticipated EVP – Customer Operations package is US$320,000–420,000 base + annual incentive, calibrated to the final wealth franchise scope and the candidate’s current mix. Any long-term participation for mandate 031 follows standard vesting and performance conditions. The EVP – Customer Operations appointment in New York, centred on the wealth franchise, offers regular exposure to the board and its investment committee. A notice period of up to 6 months can be accommodated for the selected executive in mandate 031.

Confidentiality

The organisation will be identified only after reciprocal interest and a confidentiality undertaking for mandate 031. The market, scale and situation in this brief are intentionally composite and are not a coded description of a named enterprise for mandate 031.