Senior Technical Manager
HCL Technologies
- Oversaw the seamless migration of legacy accounting systems to a vendor SEI wealth management platform for Fiduciary Trust International, a subsidiary of Franklin Templeton
- Managed a high-performing Digital Applications team, driving the development of internal applications tailored for efficient account opening & maintenance and client relationship enhancement
- Managed the migration of legacy accounting systems, trade systems, statements, custodian systems, and cash settlements for Asset & Wealth Management of Fiduciary Trust to the SEI Wealth Platform
- Ensured seamless integration of subsidiaries for enhanced operational efficiency
- Led data management processes, including data cleaning, mapping, dictionary creation, and governance, maintaining high standards of data accuracy and consistency across systems
- Initiated and led research on transaction descriptions and tax codes for legacy systems and vendor wealth platforms, facilitating efficient data mapping exercises for seamless integration
- Directed a digital applications team, overseeing the development of various internal applications
- Spearheaded the development of client account opening application, streamlining client onboarding processes
- Led development of digital application for unified client account approval processes, including tax operations, fees maintenance, and trade accounting system creation
- Also managed app development for account maintenance, ensuring efficient integration of account changes with wealth platform system
- Continuously improved internal CRM systems for affiliations, client contacts, and relationship management, driving operational efficiency and enhancing client satisfaction
- Facilitated project coordination with various workstreams, ensuring effective communication and collaboration
- Provided comprehensive updates during program meetings to keep all stakeholders informed and aligned on the project progress.
