Job Description: Delivery Leader – Financial Services Location: Fort Mill, South Carolina
Role Overview: A seasoned and strategic Delivery Leader to lead from the client site in Fort Mill, SC. The role will be responsible for end-to-end delivery management, client partnership, digital transformation, platform modernization, operational excellence, and account growth across a large multi-shore delivery organization. The ideal candidate will bring deep expertise in Wealth Management, Brokerage, Advisor Platforms, Investment Operations, and Digital Transformation, while serving as a trusted advisor to Client leadership and driving business outcomes through innovation, AI-led delivery, and operational excellence. Key Responsibilities1. Delivery Leadership & Governance Own end-to-end delivery accountability across application development, maintenance, production support, platform engineering, quality engineering, data, and business operations. Lead a large delivery portfolio across onsite, offshore, and nearshore teams. Establish strong governance frameworks, executive dashboards, and operational reviews. Ensure delivery excellence against SLAs, KPIs, regulatory commitments, and client expectations. Drive risk management, issue resolution, compliance adherence, and business continuity.2. Client Relationship & Executive Engagement Act as Coforge's senior onsite leader and primary interface for Client’s executives and business stakeholders. Build strong relationships across Technology, Wealth Management, Advisor Services, Operations, and Digital leadership. Position Coforge as a strategic transformation partner. Drive trusted-advisor relationships through business understanding and thought leadership. Identify opportunities for expansion across application modernization, cloud, data, AI, testing, and managed services.3. Transformation & Innovation Leadership Drive modernization from legacy platforms to cloud-native architectures. Introduce AI-driven productivity solutions across development, testing, support, and operations. Establish automation-led operating models to improve delivery efficiency. Lead continuous improvement initiatives focused on cycle-time reduction, quality improvement, and cost optimization. Partner with client leadership on strategic transformation roadmaps.4. Multi-Shore Delivery Management Manage globally distributed teams across the United States, India, and other delivery centers. Drive collaboration between business, technology, architecture, and operations teams. Optimize delivery mix for quality, agility, client proximity, and financial performance. Ensure effective transition, knowledge management, and workforce scalability.5. Financial Management & Account GrowthOwn account delivery financials, profitability, and operational efficiency. Drive margin improvement through automation, productivity initiatives, and delivery optimization. Support contract governance, renewals, SOW discussions, and commercial negotiations. Partner with account leadership to identify and pursue growth opportunities. Contribute to strategic account planning and long-term expansion.6. People Leadership & Talent Development Lead and mentor a large team of delivery leaders, architects, engineers, analysts, and operations professionals. Build a high-performance culture focused on accountability, innovation, and customer success. Drive succession planning, leadership development, and capability building. Improve employee engagement, retention, and workforce effectiveness. Foster a culture of continuous learning and AI-first delivery practices.
Ideal Candidate Profile: Experience 20+ years of experience in IT Services, Digital Transformation, or Financial Services Delivery. Proven record managing large-scale strategic accounts and complex delivery portfolios. Experience working with leading Wealth Management, Brokerage, Asset Management, or Capital Markets clients. Strong track record of managing multi-shore teams and large transformation programs.
Core Capabilities: Wealth Management & Brokerage domain expertise. Large-scale platform modernization. Cloud transformation programs. AI-led delivery and productivity transformation. Program governance and executive stakeholder management. Operational excellence and financial accountability.
Leadership Competencies: Executive presence and CXO engagement capability. Strong consultative and influencing skills. Strategic thinking with execution rigor. Exceptional communication and relationship leadership. High ownership mindset and business orientation. Ability to lead through ambiguity and change.
Why This Role: Opportunity to lead one of Coforge's most strategic Wealth Management accounts. Direct engagement with senior Client business and technology leadership. Ability to shape the future of wealth management technology through digital, cloud, data, and AI transformation. High-visibility leadership role with significant business impact, growth opportunities, and executive exposure.

Also on the board Same function, level within a rung

Level

Manager

Location

Fort Mill, SC

Occupation

Financial Managers

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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