Director, Investment Operations
2 hours ago
Job Posting Description
The Investment Operations leader is expected to work closely with the global functional leaders to support both the day-to-day processing and transformation of our function. The Investments business has kicked off a multi-year transformation journey to drive digitization, automation, and increase straight through put processing and leverage our global hub for more end-to-end functions.
We're looking for a leader who demonstrates a strong operational processing background including a strong focus on efficiency and risk mitigation. A collaborative, transparent leader who can create and communicate a vision and engage individuals to work towards objectives. This role requires a highly visible leader who can drive change through relationships, thought leadership and exceptional business knowledge and the ability to get things done.
Position Responsibilities:
- Business Relationship Management:
Oversee day-to-day service delivery, manage global cross-functional relationships, and ensure integration across teams to meet SLAs and exceed quality standards. - Issue Resolution & Risk Management:
Escalate and resolve operational issues promptly, mitigate risks, validate risk assessments, and ensure timely closure of audit points. - Service Development & Transformation:
Enhance service capabilities through expertise in investment products and operational excellence. Drive strategic reviews, submit business cases, and execute transformation initiatives. - Performance & Governance:
Refresh service standards, monitor KPIs/KRIs, deliver dashboards and reports, and ensure adherence to MBPS governance and operating standards. - Stakeholder Engagement:
Act as a trusted business partner, enable feedback channels, and maintain strong relationships with business units and customers. - Leadership & Talent Development:
Hire, coach, and develop teams; manage compensation, promotions, and succession planning; foster collaboration and innovation. - Strategic Contribution:
Participate in business planning and translate strategies into actionable initiatives.
Required Qualifications:
Education:
Relevant undergraduate degree in Business Administration, Finance, Economics, or related field. Advanced certifications (MBA, CFA, CISI, Six Sigma, Agile/SCRUM) are an advantage.
- Experience:
8+ years in Investment Operations and/or Wealth Management - Strong knowledge of end-to-end trade and cash management, SWIFT standards, onboarding, asset servicing, reconciliation, investment accounting, client reporting, and performance analytics
- Deep understanding of global regulatory changes impacting Investment Operations
- Skills:
Proven client service and problem-solving capabilities - Solid operations management and business acumen
- Strong people leadership (5+ years) with experience managing professional teams
- Ability to influence within a matrix organization and drive alignment toward common goals
Technical:
Proficiency in MS Office; familiarity with data tools and operational risk frameworks is a plus.
Behavioral:
Collaborative, influential, and strategic thinker with a commitment to operational excellence.
Preferred Qualifications:
- Adaptability & Agility:
Ability to work in ambiguous environments, manage aggressive timelines, and adapt to change. - Global Collaboration:
Experience working across geographies and time zones; strong interpersonal skills to engage effectively across cultures and senior leadership. - Communication & Influence:
Excellent English communication (written and verbal), active listening, and relationship-building skills. Ability to negotiate, influence, and challenge the status quo. - Analytical & Strategic Thinking:
Strong problem-solving skills, proactive issue anticipation, and ability to simplify complex concepts. - Project Management:
Familiarity with project management tools and lifecycle phases; capable of managing complex projects and driving significant change. - Technical Proficiency:
Skilled in MS Office (Outlook, Excel, Word, PowerPoint, SharePoint). - Flexibility & Commitment:
Willingness to work flexible hours, overtime, and travel as needed. - Continuous Learning:
Engages in professional development, networking, and staying current with industry knowledge.
When you join our team:
• We'll empower you to learn and grow the career you want.
• We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we'll support you in shaping the future you want to see.
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