Alok Gupta
About Alok Gupta
Alok Gupta serves as the Senior Vice President and Head of Strategy & Transformation at City National Bank, focusing on the Wealth Group for Private Banking and Investment Management. With extensive experience in strategy and transformation across various financial institutions, he has developed innovative service models and sales platforms to enhance client experience.
Work at City National Bank
Alok Gupta currently serves as the Senior Vice President and Head of Strategy & Transformation for the Wealth Group at City National Bank. He has held this position since 2018, focusing on Investment Management. In addition, he previously worked as the SVP/Head of Growth Transformation & Strategy in the CEO's Office from 2021 to 2022. His role involves overseeing strategic initiatives, marketing, and client experience, contributing to the bank's growth and transformation efforts.
Education and Expertise
Alok Gupta holds a PhD from NYU Stern School of Business, where he studied Business with a focus on Marketing and Statistics. He also earned an MBA from SPJIMR SP Jain Institute of Management & Research. Currently, he is pursuing studies at Yale School of Management, focusing on Wealth Management Theory and Practice, as well as Investment Management Theory and Practice. His educational background supports his expertise in strategy, transformation, and wealth management.
Background
Alok Gupta has a diverse professional background with extensive experience in strategy and transformation roles across various organizations. He has worked at Capgemini Invent as a Principal, The Cambridge Group as a Principal, and PriceWaterhouseCoopers LLP as a Principal. His early career included a five-year tenure as an Engagement Manager at McKinsey & Co, where he gained significant insights into strategic consulting.
Achievements
Throughout his career, Alok Gupta has developed a tiered service delivery model based on client segmentation, which has been adopted firm-wide at City National Bank. He built a new sales platform called SAS Engine (Sales Analytics and Strategy) as part of a transformation initiative. Additionally, he launched a holistic suite of new products and services, including Trust and Estate, Comprehensive Advanced Wealth Planning, and banking and lending products, enhancing the bank's offerings.