Vice President | Change the Bank |Operations

Department Profile
Client Onboarding and Regulatory Services (CORS) is a global group with offices in New York, Baltimore, London, Glasgow, Tokyo, Hong Kong, Mumbai and Bangalore. The group operates within Shared Services & Banking Operations (SSBO) and partners closely with Business, Legal and Compliance Division, Risk Management and Technology to assist the Firm in complying with regulatory obligations that involve client data, documentation and reporting requirements.
Background On the Role:
The Change the bank team within CORS will work with Advisory, Technology, the Client Regulatory Services (CRS) Product Delivery and Operational teams across Onboarding, Refresh, Regulatory and Screening to ensure the consistent and effective deployment of transformational initiatives through project management and UAT oversight activities.
Primary Responsibilities:
The individual will be required to:
- Work with product owners to groom product feature backlog items
- Plan and prioritize product feature backlog and development for the product
- Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy
- Provide backlog management, iteration planning, and elaboration of the user stories
- Develop and communicate testing approach and present plans to stakeholders
- Coordinate with release management team on test cycle schedule and testing readiness
- Analyze and create test scenarios/scripts for user acceptance and regression testing based on functional specifications and business requirements
- Lead user acceptance testers in test preparation, planning and execution efforts
- Assist testers in documentation of test results and ensure the test requirements are met
- Identify project risks and defects and develop mitigation plans and workarounds as necessary
- Update and maintain inventory of test scripts developed for each project release and regression testing to ensure alignment with the current system functionality
- Partner with technology to develop automated tests
- Collaborate with Software Developers and QA Analysts.
- Investigate issues, bugs, and feedback as they arise.
- Prepare reports and analysis.
- Use test automation frameworks.
- Provide regular reporting of testing progress and results and status of deliverables
- Review testing artifacts developed by QA team and provide feedback
- Oversee defect management
- Perform ad hoc testing, as necessary
- Participate in post-release validation activities, Required Experience:
- Have 5+ years professional experience at a large financial institution
- Have previous experience with UAT and regression testing
- Have a knowledge of testing life cycle
- Experience in Agile Scrum Development preferred
- Experience of program co-ordination/administration
- Experience of managing projects, or exposure to the end-to-end project lifecycle, or managing substantial parts of the project lifecycle
- Experience of working within a structured project management framework
- Knowledge of project management tools and techniques
- Subject Matter experience in Client and Party Reference Data management and, including:
> KYC (Know-your-Client) and AML processes, regulations and technology
> Client Onboarding Workflow
> Financial services regulatory environment, including but not limited to KYC, MIFID, EMIR, Dodd Frank and other regulations that impact traded markets and investment banking businesses
> Capital markets products and services
> Derivatives
Desired Skills/Traits
- Strategic Thinker
- Quick self-starter, proactive attitude with ability to work in a fast-changing environment and with international locations
- Organizational effectiveness establish relationships, work within an enterprise
- Detailed orientated, strong organizational skills
- Excellent analytical and problem-solving skills
- Strong verbal and written communications skills with an ability to express complex technical concepts in business terms and to report to management
- Skill at managing stakeholder groups and balancing diplomacy and tact with assertiveness
- Strong prioritization skills to balance key priorities and arrive at decisions to balance cost vs benefits
- Have excellent interpersonal skills necessary to work effectively with colleagues
- Have the ability to facilitate meetings among stakeholders with diverse points of view
- Works well in undefined situations
- Intellectually curious, growth mindset