Senior Specialist, Asset Servicing

Asset Servicing – Vice President

Location: Taguig, National Capital Region

Job Summary: As an Asset Servicing Vice President within the Wealth Management Operations team, you will collaborate with global business and client-facing teams to efficiently manage corporate and class actions across various markets. You will drive strategic projects and shape the future of Operations, ensuring business activities are conducted efficiently, controlled, and timely by understanding, reviewing, and implementing processes, systems, and procedures in a growing business with complex product offerings. This position emphasizes leadership, operational excellence, and technological innovation to enhance service delivery and drive digital transformation.

Job Responsibilities:

• Manage the day-to-day operations of the Asset Servicing team, including performance management, staff development, training, operational controls, and adherence to policies and procedures.
• Handle the entire lifecycle of corporate actions, ensuring accurate and timely processing to meet client and regulatory requirements.
• Oversee all aspects of class actions, from initiation to resolution, ensuring compliance and optimal outcomes for clients.
• Collaborate with Client Services, Bankers, Treasury Services, and other Operations organizations to enhance client experience.
• Drive the transformation agenda and work with global teams such as Technology and other transformation groups.
• Lead through effective communication, influence, and people management to drive results.
• Operate effectively in a high-volume, rapid-paced, deadline-oriented environment, manage KPIs to ensure quality and timeliness, and make data-driven decisions for enhanced client experience.
• Proactively manage escalations related to delivery issues, promote process improvement ideas, share best practices, manage risk, identify issues, and escalate as necessary.
• Create an effective control environment within the team, assist in developing, implementing, and periodically performing key controls, and establish effective partnerships with onshore leads/stakeholders through proactive communication, business reviews, and governance models.

Required Qualifications, Capabilities, and Skills:

• Graduate Degree.
• At least 12 years of experience in Financial Services, Operations, or management in Investment Banking Wealth Management.
• Proven track record of effective leadership relative to strategic change management and process re-engineering, including technology-driven projects.
• Strong ability to build relationships with and influence colleagues, business leaders, and functional partners.
• Strong industry experience with an understanding of standards and practices in wealth management operations.
• Highly motivated with strong people management, problem-solving, and decision-making abilities.

Preferred Qualifications, Capabilities, and Skills:

• Securities Operations experience is preferred.
• Experience with strategic change management and process re-engineering.
• Strong analytical skills with high accuracy and attention to detail.
• Excellent communication skills with an aptitude for decision-making and problem-solving.
• Experience with technology-driven projects and tools such as Alteryx, Signavio, and Tableau.
• MBA or other postgraduate degree is a plus.

Note: This advertiser has chosen not to accept applicants from your region.

Location: Taguig

Job Summary: As an Asset Servicing Analyst within Wealth Management Operations, you will work with global teams to support management of corporate and class actions across various markets. You will contribute to strategic projects and support the evolution of Operations, ensuring activities are conducted efficiently, controlled, and timely with a focus on operational excellence and technology-driven improvements.

Job Responsibilities:

• Handle the life cycle of corporate actions (mandatory, voluntary, and choice) and ensure accurate and timely processing in line with regulatory and client requirements.
• Oversee structured products and proxy actions from initiation through resolution, ensuring compliant and optimal outcomes for clients.
• Collaborate with Operations Leaders, Technology, and cross-functional teams to drive issue resolution and maintain operational efficiency.
• Contribute to strategic projects and process improvements within the team.
• Ensure business activities are executed efficiently, controlled, and timely by reviewing and implementing processes, systems, and procedures.

Qualifications and Skills:

• Graduate degree with 3+ years of experience in Financial Services, Operations, or Management within Investment Banking/Wealth Management.
• Strong knowledge of Asset Servicing and Securities Markets.
• Proficiency in SWIFT messages and Financial Markets.
• Advanced skills in Microsoft Office.
• Strong problem-solving skills and a consultative approach.
• Excellent interpersonal and communication skills.
• Knowledge of automation tools and AI/ML concepts (e.g., Alteryx, Signavio, Tableau).
• Experience in Securities Operations.
• Strong analytical ability, high accuracy, and attention to detail.
• Ability to build strong business relationships across global teams.
• Client-focused with adaptability to manage priorities and meet deadlines.

Note: This advertiser has chosen not to accept applicants from your region.

Location: Taguig

Job Summary: As an Asset Servicing Analyst within Wealth Management Operations, you will support corporate and class actions across markets, focusing on operational excellence, timely execution, and innovation in service delivery.

Responsibilities:

• Manage the full lifecycle of corporate actions (mandatory, voluntary, choice), ensuring accurate and timely processing in compliance with regulatory and client requirements.
• Oversee structured products and proxy actions from initiation to resolution, ensuring compliant and optimal client outcomes.
• Partner with Operations Leaders, Technology, and cross-functional teams to drive issue resolution and maintain operational efficiency.
• Contribute to strategic projects and process improvements.
• Ensure business activities are well-controlled and timely by implementing effective processes and procedures.

Required Qualifications, Capabilities, and Skills:

• Minimum three years of experience in Financial Services, Operations, or Management within Investment Banking/Wealth Management.
• Strong knowledge of Asset Servicing and Securities Markets.
• Proficiency in SWIFT messages and Financial Markets.
• High proficiency in Microsoft Office.
• Consultative approach with ability to anticipate business partner needs.
• Strong problem-solving and interpersonal skills.
• Knowledge of automation tools and AI/ML concepts.
• Experience in Securities Operations is a plus.

Note: This advertiser has chosen not to accept applicants from your region.