Financial Services Operations Manager

1 week ago


Taguig, National Capital Region, Philippines Visage Executive Search Full time

About Visage Executive Search:

Visage Executive Search is a leading recruitment firm specializing in executive search and talent acquisition. Our team of experts has a proven track record of delivering high-quality candidates to our clients.

Job Description:

The Financial Services Operations Manager will be responsible for overseeing the day-to-day operations of our financial services division. This includes managing teams, developing strategic plans, and implementing process improvements.

About the Role:

  • Manage and develop high-performing teams to achieve business objectives
  • Design and implement process improvements to enhance operational efficiency
  • Maintain and improve existing documentation and reports to support business needs
  • Collaborate with stakeholders to design and deliver innovative solutions

Key Responsibilities:

  1. Develop, produce, and maintain relevant documentation and reports for the Wealth management and financial services program.
  2. Act as a consultant to the delivery teams and business engineering team and share wealth management and financial services insights and best practices as applicable.
  3. Support the Director, of Service Enablement to develop, articulate, and implement business process improvement initiatives on an ongoing basis.
  4. Establish and maintain knowledge management and service management processes and tools.

Requirements:

  • Minimum 2 years in wealth management or financial service operations as a Manager or Senior Manager with experience with front office advisor support, back office – account management process, investment fund records keeping, funds and portfolio accounting, financial statement and corporate actions, mid office – order management & trade support, investment accounting, performance and risk assessment, reporting and billing)
  • Minimum 1 year in project management
  • Minimum 1 year in any of the following: Digital transformation (operating model transformation or new operating model implementation) Digital solutions (digitalizing legacy processes revisiting client experience and reducing cost) SMART technologies (self-monitoring, analysis and reporting technology i.e. artificial intelligence, machine learning and big data analysis)

We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and collaborative work environment


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