US Head of Wealth Operations

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share.

This role reports to the Head of US International Wealth and Private Banking (IWPB) Operations and is responsible for the oversight of servicing a portfolio of approximately 28,700 loans valued at over $22 billion. The successful candidate will provide business management support to a team of around 40 employees within Wealth and Private Banking Operations. Key responsibilities include optimizing operational processes to ensure efficiency, compliance, and exceptional customer service, as well as collaborating with the IWPB Wealth and Product teams to drive business strategy across the portfolio.

The role also involves supporting cost‑saving transformation initiatives to enhance client experience and maintaining effective oversight of third‑party vendors, SEI and Pershing, in line with HSBC’s vendor management policies.

The role is responsible for managing the overall service performance of IWPB Private Bank and Wealth Operations, ensuring timely, high‑quality, and accurate performance reporting in accordance with defined schedules. Key duties include leading the operations team across core functions such as trade settlements, corporate action processing, account servicing, reconciliation, security pricing, and margin processing. The position requires close collaboration with business stakeholders, compliance, and risk teams to develop and implement strategies that drive operational efficiency and enhance client satisfaction.

The successful candidate will oversee the Wealth Investment portfolio to ensure compliance with industry standards and regulatory requirements, while also driving change‑management initiatives to support business growth, process automation, and operational scalability. Additional responsibilities include monitoring third‑party KPIs and SLAs, leveraging data for decision‑making and performance improvement, ensuring adherence to HSBC policies and regulations, providing leadership and mentorship to the team, and staying abreast of industry trends and best practices.

• Lead implementation of efficiency initiatives and ensure compliance with policies and regulations
• Provide data, operational support, and regular performance updates to key stakeholders
• Manage and develop a high‑performing team of approximately 40 colleagues
• Establish and embed best‑in‑class operational standards and processes
• Oversee more than 110 operational procedures and ensure robust third‑party risk management
• Collaborate with internal teams and external partners to deliver strategic objectives
• Proactively identify and address operational challenges, ensuring effective risk management
• Uphold HSBC’s values and promote a culture of compliance, accountability, and continuous improvement

• Bachelor’s degree in business administration, finance or related field
• Strong experience in Security Operations with focus on leading a high performing team
• Strong storytelling and PowerPoint skills
• Proven leadership experience in a high volume, Investment operations team
• Excellent planning, organizing and commercial skills incl. strong financial management
• Communication – ability to communicate complex issues concisely verbally, and in written form
• Proficiency in mortgage software and technology
• Strong analytical, problem solving and decision‑making skills
• Excellent relationship management and influencing skills
• Strong leader / positive role model
• Atten…