Senior Legal Counsel, Transformation & Service Enablement

Field

Location- Gurgaon, India

Reports to- Head of Legal, Risk & Compliance Shared Services

Department- Legal, Risk & Compliance Shared Services Hub

Role Description

The Senior Legal Counsel, Transformation & Service Enablement leads the design, transition and continuous improvement of legal services within FNZ’s India Legal, Risk & Compliance Shared Services Hub. The role is accountable for mobilizing new services, programme and project delivery, process and control design, SOPs and knowledge enablement, data-led improvement, and the development of AI, automation and legal-technology use cases within agreed governance. The role combines credible legal judgement with strong transformation, legal-operations, programme-delivery and change-management capability. It does not own platforms, governance or substantive legal positions assigned to Legal Operations, Procurement, Technology or onshore legal teams, and it partners with the Service Delivery & Workforce leader to transfer stabilized services into business-as-usual operations.

Team Responsibilities

·        Lead the Hub transition, transformation and service-enablement portfolio.

·        Design and mobilize scalable services, processes, controls, documentation and hand-offs.

·        Drive responsible AI, workflow automation, self-service and contract-process optimization within owner governance.

·        Coordinate Hub knowledge, templates, playbooks, SOPs and change-adoption activity while preserving substantive ownership.

·        Use operational data to prioritize improvement and demonstrate benefits.

Specific Role Responsibilities

1. Transition and Mobilization

·        Own transition plans, workstream governance, milestones, risks, dependencies and stakeholder communications for new services entering the Hub.

·        Lead discovery, scope confirmation, process mapping, knowledge transfer, training packs, readiness assessment, hyper care and stabilization.

·        Define entry, exit and BAU acceptance criteria with the Service Delivery & Workforce leader and relevant onshore owner.

·        Conduct post-transition reviews and apply lessons learned to future mobilizations.

·        Maintain a transition pipeline aligned to the phased service catalogue and avoid mobilizing work whose ownership, risk treatment or prerequisites are unresolved.

2. Process, Knowledge and Service Design

·        Design fit-for-purpose intake, triage, workflow, escalation, quality and control processes.

·        Create and maintain process maps, SOPs, operating documentation, training packs and controlled hand-off materials.

·        Coordinate template, precedent, clause-library and playbook administration, version control and implementation using content approved by the relevant onshore legal owner.

·        Assess new service requests for feasibility, standardization, automation potential, capability needs and transition readiness.

3. Legal Technology, AI and Automation

·        Develop and deliver a prioritized portfolio of Hub legal-technology, AI and automation use cases within approved governance.

·        Lead workflow automation, self-service, clause automation, abstraction and AI-agent pilots where allocated to the Hub.

·        Partner with Legal Operations, Procurement, Technology, Information Security, Privacy and onshore Legal teams on design, controls, testing and deployment.

·        Document use cases, assumptions, risks, testing and decisions, with clear human oversight and escalation controls.

·        Build adoption plans, user testing, benefits measures and post-implementation reviews with the delivery leader and platform owner.

4. Continuous Improvement, Data and Change

·        Use operational and stakeholder data to identify bottlenecks, root causes, standardization and redesign opportunities.

·        Own the Hub improvement roadmap and project governance, with clear outcomes, owners, dependencies and benefits.

·        Coordinate KPI dashboards, trend analysis and management information for improvement purposes, while respecting Legal Operations ownership of ExCo, Board or enterprise reporting where applicable.

·        Lead change impact assessment, communications, training, adoption and reinforcement for new processes and tools.

·        Develop new Hub service propositions jointly with delivery and onshore owners once legal, operational and technology prerequisites are met.

Experience Required

·        A credible legal background, with qualification and PQE appropriate to FNZ’s Senior Legal Counsel architecture.

·        Substantial experience leading legal-service transitions, transformation programmers, projects or legal-operations initiatives.

·        Demonstrated experience in process design, SOPs, controls, knowledge enablement and organizational change.

·        Practical experience developing or implementing legal-technology, AI, workflow automation or self-service use cases.

·        Strong programme governance, stakeholder management, risk and dependency management, and benefits-realization experience.

·        Experience in financial services, fintech, technology, outsourcing or another regulated environment is desirable.

·        Commercial-contracting experience sufficient to understand legal workflows, playbooks, risk thresholds and escalation design.

Key Capabilities

·        Transformation leadership and disciplined programme delivery.

·        Legal-process design, standardization and control thinking.

·        Practical AI, automation and legal-technology enablement.

·        Change management, adoption and stakeholder engagement.

·        Data-led diagnosis, prioritization and benefits tracking.

·        Strong judgement about ownership boundaries, governance and when substantive legal input is required.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.