Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Yogendra Kumar

Sharon,MA

Summary

Managing Director in Wealth & Asset Management technology consulting at EY with over 20 years of experience in financial services. Specializing in front, middle, and back-office business capabilities. Collaborated with global financial institutions on product strategy, platform design, digital strategy, process operations, and intelligent automation. Skilled in strategic planning, business development, and operational management to align company goals with market opportunities and lead cross-functional teams effectively.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Managing Director, Wealth & Asset Management

Ernst & Young
11.2018 - Current
  • US GTM Leader of Low code and No code platforms (Appian, ServiceNow, Pega, Power Automate, Unqork, camunda) and their adoption in Wealth, Asset Management, Banking and Private Equity firms with $100 P&L responsibility of automation platforms.
  • Spear headed a 500+ practitioners Appian Low Code platform competency to serve clients in globally. Serve as a Global Appian Competency Led to support clients in US, Canada, Australia, India, Mexico, UK, and Luxemburg.
  • Drive Global Alliances, Partners programs and establish GTM strategy with various product companies in cloud technologies, CRM and Low Code/AI space.
  • One of the key players in leading GTM and execution of EY’s $500M Financial Services Managed Services business around Asset Funds (Mutual Funds, ETFs, Alt assets, Muni bonds) reporting, Account Onboarding and Wealth Operations.
  • Strategic Advisor to wealth management clients with a focus on process improvements and automation, driving efficiency in wealth operations while scaling operations to enhance service delivery and optimize customer experience, resulting in significant cost savings and increased client satisfaction.
  • Experience driving multi-year ranging $100-200M large transformation programs across front, middle, and back-office functions with specific expertise in advisory services / managed accounts, financial planning, trust, retirement, new account opening, High net worth client onboarding, Mutual and Alternative fund launch, mutual fund operations, and risk & regulatory functions.
  • For a large US Asset manager, one of the leads a $100m transformation of cloud based integrated account opening platform for all line of businesses across asset services, custodian, trust and investment banking. This solution covers all the agencies including prospecting, Lead & Sales Management, New Client Onboarding, Due Diligence, Contracting & Entity Set-up, Account Opening, Product & Services Configuration, Funding, Transition & Implementation, Lifecycle Events and Terminations / Account Closures.
  • For a large Wealth manager, led the 2 years $50m contact center transformation of 2500 associates and 1500 processes into a cloud based straight through processing platform that led to a $200m savings in licenses and maintenance of old legacy systems over 5 years.
  • For a large Financial Services client, led a $40m multiyear program to build a workflow and AWS based finance data hub and enterprise capital management platform to achieve automation of their monthly and quarterly reports for the group CFO.
  • Advised a large, U.S. Wealth Manager in the acquisition of a large discount brokerage, specifically overseeing integration of operational processes between the two firms across 20 functional areas. Conducted side by side analyses of the 2 firms to identify process gaps and then design the target state operating model for each functional area. Led a team of 30+ EY resources to execute against target operating model designs and successfully deliver the brokerage operations integration.

Strategy Manager, Digital Business and Strategy

Deloitte
04.2017 - 11.2018
  • Member of Deloitte Digital business and strategy team focused on cross industry on digital strategy and transformation through emerging digital technologies (AI, Cloud, Martech, CRM, IoT, RCA).
  • Large Power and Utility Client’s Digital Journey: As a Program Manager, led a $15M large program across 6 operating companies to bring digital journey for IT Customer Shared Solutions. Leading team of 70+ people in Scale Agile Framework to implement multiple workstreams including Digital Solar Toolkit, Web, Innovations and IVR.
  • Next Gen Experience Service Platform: Led a strategy team responsible for (defining capabilities, solution definition, and architecture for each sector, roadmap, product assessment and cost to build vs. buy) and helping Strategy team on defining visions, interviews, GTM approach. XSP is a next generation platform that created universal customer view (1st, 2nd, 3rd party) data, advance analytics, real-time personalization to deliver contextual marketing to clients. XSP platform encompass AI, Cognitive, Customer Data Platform, Data Management Platform and Adtech and Martech ecosystem of technologies.

Manager, Digital Practice

PricewaterhouseCoopers
08.2015 - 01.2017
  • Led engagements across Fortune 100 companies in financial services industry. Core member of PwC’s digital practice focused on supporting customers through their digital transformation journey using BPM, RPA, CRM, Cloud and Architecture.
  • For a global hedge fund, managed a $5 million engagement involving back office operations and CRM transformation. Key areas of responsibility included client relationship management, development of the IT roadmap & business case and global delivery solutions in the space of Workday integration, automating back office processes, upgrade of service desk and development infrastructure.
  • For an international investment bank, responsible for a portfolio of $4M spanning across CCAR process and data submission for Fed, Process Risk Control Mix framework, Automation to capture CCAR data and finance processes in ARIS. Key responsibilities included – stakeholder management, program management and delivery.

BPM Practice Head

Tata Consultancy Services
02.2014 - 08.2015
  • Responsible for Practice development, Go to Market strategy, Sales and Global P&L.
  • Built the $ 20+ million BPM practice from ground up, added 6 BFSI accounts in US, UK, and AUS and a global team of 100+.
  • Managed a portfolio of financial service clients to streamlined product management & back office operations, designed an automated process to filing annual reports across all 50 states, established center of excellence and boosted productivity, saved ~$20M in run rate operating costs.
  • Established a $10million BPM transformation portfolio at Fortune 100 bank to manage their end-to-end application development and maintenance of Consumer loan, wholesale credit application, Risk Appetite Portal.

Client – State Street Bank - Solution Architect, Consulting

Infologitech LLC
04.2012 - 02.2014
  • Built an automated workflow for client onboarding solution used across US, Canada and EMEA for onboarding of new clients and asset managers to manage the trades and portfolio constructions.
  • Managed end-to-end software development life-cycle, from initial requirements gathering to post-implementation support and maintenance.

Development Manager

MERCER
08.2007 - 03.2012
  • Managed full enterprise wide rollout of BPM solutions and provide post-production support. Led team of ~30+ (architects, developers, PM, BA, QA) across geographies.

Technical Lead

VERISIGN, Boston, MA
01.2006 - 01.2007

Senior Consultant

IGATE MASTECH, Boston, MA
01.2004 - 01.2006

Research Associate

UAH Research Center, Huntsville, AL
01.2001 - 01.2003

Programmer

TATA UNISYS, Delhi, India
01.1999 - 01.2000

Education

Master of Science - Computer Science

University of Alabama
Huntsville, AL
12.2003

Skills

  • Financial Services business and technology strategy
  • Low Code Platforms, Automation and AI
  • Sales and Strategic partnerships
  • Digital transformation
  • Operations and Process improvement
  • Client relationships

Certification

  • Certification: Project Management Professional (PMP), Certified Scrum Master (CSM)
  • Certification: Economics of Blockchain and Digital Assets, Wharton Online

Timeline

Managing Director, Wealth & Asset Management

Ernst & Young
11.2018 - Current

Strategy Manager, Digital Business and Strategy

Deloitte
04.2017 - 11.2018

Manager, Digital Practice

PricewaterhouseCoopers
08.2015 - 01.2017

BPM Practice Head

Tata Consultancy Services
02.2014 - 08.2015

Client – State Street Bank - Solution Architect, Consulting

Infologitech LLC
04.2012 - 02.2014

Development Manager

MERCER
08.2007 - 03.2012

Technical Lead

VERISIGN, Boston, MA
01.2006 - 01.2007

Senior Consultant

IGATE MASTECH, Boston, MA
01.2004 - 01.2006

Research Associate

UAH Research Center, Huntsville, AL
01.2001 - 01.2003

Programmer

TATA UNISYS, Delhi, India
01.1999 - 01.2000

Master of Science - Computer Science

University of Alabama

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