Head, Client Confirmations Technology

As the Head of Client Confirmations Technology, you will lead a global team responsible for the comprehensive Client Confirmations technology landscape. This critical role encompasses oversight of end-to-end client documentation and confirmation capabilities that support post-trade risk mitigation, enhance client servicing, ensure regulatory obligations are met, and drive operational excellence across diverse asset classes.

You will spearhead the development and execution of strategic technology roadmaps, including the management of CDU Data Services, CDU Platform Services, Smart Communications, SWIFT Matching, and other related platforms. Your expertise will be pivotal in implementing cutting-edge solutions such as document digitisation, AI-assisted workflows, and intelligent automation to modernise documentation processes, improve accuracy, accelerate client turnaround times, and achieve seamless straight-through processing.

Working closely with senior stakeholders across Markets Product, Markets COO, Operations, Legal, Compliance, Risk, and Architecture, you will ensure that technology delivery aligns with business objectives and regulatory frameworks. Your leadership will cultivate a culture of continuous improvement, resilience, and high-quality service delivery within a dynamic and diverse global environment, all while fostering collaboration and innovation.

Key Responsibilities:

• Strategy and transformation: Define and execute the multi-year client documentation and confirmations technology strategy across asset classes. Lead the evolution of the application portfolio, including CDU Data Services, CDU Platform Services, Smart Communications, SWIFT Matching and related services, ensuring alignment to Post Trade Services strategy, client outcomes, regulatory requirements and enterprise architecture standards.
• End-to-end capability ownership: Own termsheet, confirmation, affirmation and matching, client statement and dispatch capabilities from trade-data intake and template selection through generation, review, negotiation, sign-back, distribution and evidence retention.
• Platform ownership and client outcomes: Accountable for client experience outcomes relating to confirmation timeliness, service quality, documentation integrity and operational responsiveness.
• Architecture and convergence: Simplify the legacy estate and converge toward strategic documentation and confirmation services. Own the lifecycle, target-state architecture and integration roadmap across CDU Data Services, CDU Platform Services, Smart Communications and SWIFT Matching, establishing clear service boundaries and controlled integration with upstream trade and client data sources, and downstream communication, record-keeping and regulatory platforms.
• Documentation quality and controls: Strengthen template governance, legal-term accuracy, product and client-data validation, version control, entitlements, maker-checker controls, record keeping, audit evidence and regulatory readiness.
• Automation, AI and observability: Apply document digitisation, AI-assisted extraction and matching, intelligent workflow, exception triage and end-to-end monitoring with responsible AI governance and human oversight.
• Portfolio and financial governance: Own investment prioritisation, workforce and vendor planning, run-and-change spend, platform health and executive reporting, balancing client value, control obligations and engineering sustainability.
• Stakeholder and people leadership: Partner with Product, Operations, Legal, Compliance, Risk, Data, Architecture and Cyber Security; lead a global team with clear accountability, succession and a culture of engineering and documentation excellence.

People and Talent:

• Set direction and drive high performance by translating strategy into clear direction, aligning individual goals to team outcomes and providing regular, constructive feedback.
• Develop talent and capability through coaching and career conversations that build critical skills, stretch potential and prepare individuals for future opportunities.
• Lead by example by role-modelling strong risk and conduct standards, exercising sound judgment, and creating an inclusive team culture that supports wellbeing, values diverse perspectives, and drives accountability.

Skills and Experience:

Must-have Skills

• Cross-Asset Client Confirmations and Documentation Expertise
• Document Platforms, Workflow and Template Engineering
• Technology Strategy, Innovation and AI Enablement

Other Skills

• Technology Platform and Engineering Leadership
• Documentation Risk, Controls and Regulatory Readiness
• People Leadership and Team Culture
• Strategic Stakeholder and Portfolio Management

Motivations:

This role is energised by improving client-facing post-trade outcomes through accurate, timely and controlled documentation at global scale.

• Building high-performing global engineering teams and a culture where document quality, legal-term accuracy, resilience and client service are non-negotiable.
• Delivering measurable improvements in confirmation timeliness, matching, straight-through processing, exception reduction, documentation quality and platform stability.
• Shaping future-ready client documentation platforms through convergence, standardised templates, digitisation, intelligent automation and responsible AI.

Qualifications:

Key Experiences

• Demonstrable experience leading enterprise confirmation, documentation, templating, workflow, matching or client-statement platforms in production environments.
• Strong technical and domain credibility to challenge document architecture, trade-data integration, template, workflow, channel, record-keeping and control decisions and translate them into client and business outcomes.
• 15+ years of Financial Markets technology experience with significant leadership responsibility across confirmations or client documentation platforms. Demonstrated experience delivering document generation, templating, matching and affirmation, workflow automation, client statements, records, controls, platform convergence, resilience and AI-assisted document processing.
• Proven ability to lead global teams, manage material investment and vendor portfolios, and deliver resilient, controlled and scalable client documentation outcomes.

Certifications / Qualifications

• Bachelor's degree required; Master's degree or equivalent postgraduate qualification preferred.
• Relevant certifications in Post Trade Processing, Workflow Automation, Technology Delivery, Enterprise Architecture or AI-enabled Document Processing are advantageous.

Languages

• English required. Additional regional language capability is beneficial for global team and stakeholder engagement.

Skills

AI, Automation, Confirmations, Documentation, Matching, Templating, Workflow