
Manager - Consulting Delivery (Banking/Financial Services/Wealth Operations) 150K
4 days ago
Job Title:
- Manager - Consulting Delivery (Banking/Financial Services/Wealth Operations)
Work Setup and location
- Onsite in Taguig
- Night Shift Schedule
Salary Package:
- 100, ,000.00 depending on experience and expertise
Your future duties and responsibilities
- Leadership and Team Management – Skilled in managing and developing teams, including goal setting, performance evaluation, and fostering professional growth through coaching and cross-training.
- Coaching and Mentorship – Ability to provide regular, constructive feedback and tailored coaching to support team members' career development and performance improvement.
- Performance Management – Experience in managing and tracking performance metrics, quality, and productivity to consistently exceed targets and optimize team output.
- Process Improvement and Change Management – Strong skills in identifying, implementing, and driving operational improvements in a collaborative manner.
- Project Management – Ability to manage projects within Client Solutions, providing support for business process initiatives and representing the team in corporate initiatives.
- Client-Focused Mindset – Dedication to creating smooth, positive client experiences and effectively resolving escalated issues with a service-oriented approach.
- Analytical and Data-Driven Decision-Making – Proficiency in capturing, analyzing, and using data to drive informed decision-making, process improvement, and strategic planning.
- Stakeholder Management and Collaboration – Strong relationship-building skills to work effectively with cross-functional teams, ensuring alignment on business objectives and service standards.
- KPI Development and Reporting – Experience in defining, tracking, and reporting KPIs that provide visibility into operational performance and support strategic initiatives.
- Recruiting and Talent Development – Ability to recruit, onboard, and develop team members to meet current and future business needs, ensuring a strong, adaptable team.
Required qualifications to be successful in this role
- Work Experience: At least 5 to 10 years as a Manager, Service Delivery Manager, or in an equivalent leadership role. Minimum of 2 years in Banking/Financial Services Operations in a managerial capacity, with expertise in areas such as front-office advisor support, back-office account management, investment fund record-keeping, portfolio accounting, financial statements, corporate actions, order management, trade support, investment accounting, performance assessment, and reporting. Experience in both Wealth Management and Banking is a plus.
- Educational Background: Bachelor's degree in Financial Management, Marketing, Business Management, Information Technology, or a related field, or equivalent work experience in IT operations.
- Technical Proficiency: Strong data analysis skills, experience utilizing KPIs for decision-making, proficiency in Microsoft Office (Word, Excel, PowerPoint, Access), and ability to lead process improvements and cross-departmental collaborations.
- Soft Skills: Exceptional communication and stakeholder management skills, strategic thinking, ability to work under pressure, hands-on problem-solving approach, and a strong drive for career growth and continuous learning.
Job Types: Full-time, Permanent
Pay: Php100, Php150,000.00 per month
Benefits:
- Company Christmas gift
- Company events
- Flexible schedule
- Free parking
- Health insurance
- Life insurance
- Opportunities for promotion
- Paid training
- Promotion to permanent employee
Education:
- Bachelor's (Preferred)
Experience:
- Wealth Management, Fund Servicing and Fund Accounting: 10 years (Preferred)
- Risk & Compliance, Equity Fund and Unit Trust Pricing,: 10 years (Preferred)
- Client Services and Financial Portfolio Lifecycle, : 10 years (Preferred)
- CSAT standpoint, Stock Market and Investment: 10 years (Preferred)
- Mutual Funds and Products: 10 years (Preferred)
- AVP, VP or Director level: 3 years (Preferred)
Work Location: In person
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