Operations Manager

Job Title:

• Operations Manager (Wealth & Asset Management/Financial Services/Banking)

Work Setup and location

• Onsite in Taguig
• Mid Shift Schedule

Salary Package:

• 70, ,000.00 depending on experience and expertise

Position Description:

We are looking for an inspiring, energetic and dynamic Manager Consulting Delivery to join our team. The Manager Consulting Delivery will lead a team, business process improvement projects and operational initiatives that enable efficient day-to-day operations. The successful candidate will be responsible for the daily operations of our administrative functions related to client account servicing of registered and investment products, wire order settlement, and private wealth administration.

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.

Other Expectations

• Training & Compliance: Must pass CIFOC training assessment and adhere to all quality standards and engagement/company policies. Promptly corrects any quality deficiencies within their function.
• Schedule & Attendance: Complies with assigned shift schedules, including start time, end time, breaks, and rest days. Adheres to leave filing policies and ensures attendance at all required

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.

Career Experience

• Team Leadership in Operations – Experience managing operations teams, focusing on productivity, quality, and the achievement of individual and team goals.
• Performance Coaching – Background in providing ongoing coaching and feedback to team members, with a focus on achieving developmental goals and improving service quality.
• Process Improvement Initiatives – Proven track record of identifying, recommending, and implementing process optimizations and efficiencies to enhance team performance and productivity.
• Cross-Training and Job Enrichment – Experience initiating and managing cross-training programs to diversify skills, support career progression, and create a more agile team.
• Collaboration with Business Partners – History of working closely with internal partners to refine business processes and improve collaboration across departments.
• Development and Monitoring of KPIs – Experience defining, tracking, and analyzing key performance indicators (KPIs) to measure team success and identify areas for improvement.
• Client Solutions and Service Excellence – Demonstrated commitment to creating excellent client experiences, resolving escalated issues, and improving overall service delivery.
• Project and Initiative Leadership – Participation in or leadership of cross-departmental projects, especially those focused on service enablement, process improvement, or operational excellence.
• Recruitment and Talent Development – Experience in recruiting, hiring, and onboarding team members to ensure effective team resourcing and support for business growth.
• Quality Control and Data-Driven Decision-Making – Hands-on experience managing quality assurance functions, using data insights to refine processes, and making informed decisions that drive team and organizational success.
• Team Leadership in Operations – Experience managing operations teams, focusing on productivity, quality, and the achievement of individual and team goals.
• Performance Coaching – Background in providing ongoing coaching and feedback to team members, with a focus on achieving developmental goals and improving service quality.
• Process Improvement Initiatives – Proven track record of identifying, recommending, and implementing process optimizations and efficiencies to enhance team performance and productivity.
• Cross-Training and Job Enrichment – Experience initiating and managing cross-training programs to diversify skills, support career progression, and create a more agile team.
• Collaboration with Business Partners – History of working closely with internal partners to refine business processes and improve collaboration across departments.
• Development and Monitoring of KPIs – Experience defining, tracking, and analyzing key performance indicators (KPIs) to measure team success and identify areas for improvement.
• Client Solutions and Service Excellence – Demonstrated commitment to creating excellent client experiences, resolving escalated issues, and improving overall service delivery

Job Types: Full-time, Permanent

Pay: Php70, Php110,000.00 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:

• Operation Manager - Wealth Management: 5 years (Preferred)
• Risk & Compliance, Equity Fund and Unit Trust Pricing,: 5 years (Preferred)
• Client Services and Financial Portfolio Lifecycle, : 5 years (Preferred)
• CSAT standpoint, Stock Market and Investment: 5 years (Preferred)
• Mutual Funds and Products: 5 years (Preferred)
• Wealth Management, Fund Servicing and Fund Accounting: 5 years (Preferred)

Work Location: In person