Vice President of Wealth Management

2 days ago


Manila, National Capital Region, Philippines Hi-Deas Expedient Solutions Limited Full time

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 is crucial for seamless asset servicing execution, emphasizing 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 for the Wealth Management business, including performance management, staff development, training, operational controls, and adherence to policies and procedures.Handle the entire life cycle 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 individual with strong people management skills, 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.Ability to challenge the status quo and express opinions confidently.MBA or other postgraduate degree is a plus.PROCESS:Interview process: Human Resource Interview > Communication Skills Assessment > Hiring Manager Interview.PRESCREENINGYears of experience in Financial Services, Operations, or management in Investment Banking Wealth Management. ?Have you participated in process improvement, automation, or strategic initiatives in Asset Servicing?



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