Head of Operations

Profile: Head of Operations - Private WealthReports to: Joint MD & CEOLocation: BKC, Mumbai

About Systematix GroupSystematix 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 OverviewThe 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 ResponsibilitiesStrategy & LeadershipPartner with the Joint MD & CEO to execute strategic and business plans across Private Wealth and advisory businessesAct as a core member of the executive leadership team, contributing to firm-wide growth and transformation initiativesEnsure alignment of Private Wealth operations with Systematix Group policies, governance standards, and risk frameworksOperations & Process ExcellenceOversee end-to-end operations across the wealth platform, ensuring scalability, consistency, and controlDesign and institutionalize SOPs, workflows, and governance frameworks across functionsDrive operational readiness for new products, markets, and regulatory changesTechnology, Digital & Operating EnablementDefine and lead the technology and digital strategy for the wealth business, including platforms, applications, and mobile solutionsDrive automation and digitisation initiatives to enhance client experience, improve turnaround time, and reduce operational riskTranslate business and product strategy into scalable operating models and robust system capabilitiesOversee implementation and optimisation of CRM, portfolio management, reporting, and RM productivity platformsPartner with leadership, vendors, and cross-functional teams to ensure seamless integration across front, middle, and back officesClient Service & ExperienceDesign and refine client-centric service models and operating proceduresOversee portfolio administration and operational support for advisory and investment teamsEnsure high standards of service quality, turnaround time, and client communicationFinance, Risk & GovernanceSupport budgeting, financial planning, and cost management in coordination with FinanceOversee internal controls, audits, vendor management, insurance, and operational riskWork closely with Compliance on regulatory adherence, audits, and governance committeesPeople & OversightProvide direct and indirect leadership to Operations, Client Services, Technology, Finance Operations, and Administration teams

Qualifications & ExperienceChartered Accountant (CA) and/or graduate/postgraduate from a reputed institution with a strong engineering, technology, or systems background18+ years of experience in operations, wealth management, financial services, capital markets, or investment bankingStrong exposure to HNI/UHNI wealth operations, complex financial products, and regulated environmentsProven experience in process transformation, technology implementation, and cross-functional leadership

Key CompetenciesStrong hands-on experience across wealth products including PMS, AIFs, advisory, and distributionProven capability in driving technology platforms and digital initiativesDeep expertise in operations excellence and process transformationDemonstrated leadership in scaling businesses and improving efficiencyConsistent track record of delivering sustainable growth and execution excellence

Why Systematix Private WealthOpportunity to architect and scale a high-growth private wealth platform with meaningful ownershipAccess to a fully integrated financial services ecosystem including Investment Banking, Research, Broking, AMC, and AlternativesClose partnership with experienced MDs and senior leadership known for building institutionsPlay a defining role in shaping the next phase of Systematix Group's growth