Head of operations

Profile: Head of Operations – Private Wealth
Reports to: Joint MD & CEO
Location: BKC, Mumbai
About Systematix Group
Systematix Group is a leading diversified financial services firm with over 35 years of legacy and a team of 310+ experienced professionals. The Group offers a comprehensive suite of solutions across Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. Systematix is committed to being a lifecycle partner for its clients, delivering value-driven advisory and financial solutions across business cycles.
Role Overview
The Head Of Operations is a senior leadership role responsible for building, managing, and scaling the operating platform of Systematix Private Wealth. Working closely with the Joint MD & CEO and Systematix Group leadership, the role will drive operational excellence, governance, and execution discipline across wealth management, advisory, and investment businesses.
The role focuses on translating business strategy into scalable operating models, technology-enabled platforms, and superior client delivery , while ensuring strong regulatory, risk, and control frameworks.
Key Responsibilities
Strategy & Leadership
Partner with the Joint MD & CEO to execute strategic and business plans across Private Wealth and advisory businesses
Act as a core member of the executive leadership team, contributing to firm-wide growth and transformation initiatives
Ensure alignment of Private Wealth operations with Systematix Group policies, governance standards, and risk frameworks
Operations & Process Excellence
Oversee end-to-end operations across the wealth platform, ensuring scalability, consistency, and control
Design and institutionalize SOPs, workflows, and governance frameworks across functions
Drive operational readiness for new products, markets, and regulatory changes
Technology, Digital & Operating Enablement
Define and lead the technology and digital strategy for the wealth business, including platforms, applications, and mobile solutions
Drive automation and digitisation initiatives to enhance client experience, improve turnaround time, and reduce operational risk
Translate business and product strategy into scalable operating models and robust system capabilities
Oversee implementation and optimisation of CRM, portfolio management, reporting, and RM productivity platforms
Partner with leadership, vendors, and cross-functional teams to ensure seamless integration across front, middle, and back offices
Client Service & Experience
Design and refine client-centric service models and operating procedures
Oversee portfolio administration and operational support for advisory and investment teams
Ensure high standards of service quality, turnaround time, and client communication
Finance, Risk & Governance
Support budgeting, financial planning, and cost management in coordination with Finance
Oversee internal controls, audits, vendor management, insurance, and operational risk
Work closely with Compliance on regulatory adherence, audits, and governance committees
People & Oversight
Provide direct and indirect leadership to Operations, Client Services, Technology, Finance Operations, and Administration teams
Qualifications & Experience
Chartered Accountant (CA) and/or graduate/postgraduate from a reputed institution with a strong engineering, technology, or systems background
18+ years of experience in operations, wealth management, financial services, capital markets, or investment banking
Strong exposure to HNI/UHNI wealth operations , complex financial products, and regulated environments
Proven experience in process transformation, technology implementation, and cross-functional leadership
Key Competencies
Strong hands-on experience across wealth products including PMS, AIFs, advisory, and distribution
Proven capability in driving technology platforms and digital initiatives
Deep expertise in operations excellence and process transformation
Demonstrated leadership in scaling businesses and improving efficiency
Consistent track record of delivering sustainable growth and execution excellence
Why Systematix Private Wealth
Opportunity to architect and scale a high-growth private wealth platform with meaningful ownership
Access to a fully integrated financial services ecosystem including Investment Banking, Research, Broking, AMC, and Alternatives
Close partnership with experienced MDs and senior leadership known for building institutions
Play a defining role in shaping the next phase of Systematix Group’s growth