IPB EMPLOYEE & CLIENT EXPERIENCE LEAD

Position Overview :

This position is for an IPB Employee & Client Experience Lead (Vice President) within AWM Finance & Business Management in India, supporting the International Private Bank.The ECX team delivers a first-class experience for IPB employees, clients, and prospects across all channels, partnering with stakeholders to continuously improve every interaction.

As the Employee & Client Experience Lead, you will drive key initiatives, manage and develop communications for senior leadership, and lead a team.The successful candidate will be energized about enhancing employee and client experiences, driving innovation, and fostering a culture of continuous improvement. You will partner with functional areas to execute business strategies in compliance with regulations, support senior management, and coordinate resources to achieve objectives.

Strong leadership, effective communication, and a focus on process automation and operational efficiency are essential for success in this role. You will be expected to identify and implement automation to boost efficiency and effectiveness.

Key Responsibilities :

• Team Leadership :

Lead a team, providing clear direction, career development, and support, with a strong understanding of the team's varied responsibilities. Oversee all activities, handle new requests, and ensure adequate holiday coverage within the team, while proactively proposing and implementing initiatives to improve efficiency and effectiveness.

Apply skills in Tableau, Alteryx, Python, Excel, and digital tools to drive process automation, enhance client and employee experiences, and streamline operations. Familiarity with surveys and Qualtrics is a plus.

Apply analytical skills to interpret datasets, independently conduct analyses, and produce key metrics and presentations for senior management, ensuring attention to detail and logical thought processes in reporting.

Deliver accurate, timely, and polished communications to both internal and external audiences. Maintain detailed and precise reporting and tracking, ensuring all communications and documentation meet high standards.

Ensure accuracy and timeliness in all deliverables, taking initiative in problem-solving and decision-making to drive project success.

Collaborate with senior leaders to drive strategic priorities, effectively articulate complex data findings to diverse stakeholders, and engage with global stakeholders to address challenges and implement best practices.

Participate in initiatives to enhance business processes, identify and mitigate risks, and ensure operational integrity.

Lead multiple projects with a focus on timely completion, building strong relationships with stakeholders and facilitating effective communication.

Required Qualifications, Skills, and Capabilities :

Skills Required

Tableau, qualtrics , Python, Advanced Excel, Alteryx