Director Consulting Delivery (Canadian Wealth Management)

Location: Taguig, Philippines
Work Setup: Onsite
Shift: Night Shift

Job Summary

We are seeking an experienced senior leader to oversee end-to-end service delivery, client engagement, operational excellence, and business growth within the Canadian Wealth Management portfolio. The successful candidate will act as a strategic partner to clients and internal stakeholders, driving profitability, operational efficiency, transformation initiatives, and long-term business success.

Mandatory Requirements

• Bachelor's Degree in any discipline (Postgraduate qualifications or certifications in Business, Finance, or Management are an advantage)
• Minimum of 12 years' experience in BPO, consulting delivery, operations leadership, or a related field
• Extensive experience supporting Canadian Wealth Management, including:
  • Investment Operations
  • Portfolio Administration
  • Client Servicing
  • Regulatory Reporting
• Strong knowledge of:
  • Canadian financial regulations
  • Wealth management platforms
  • Canadian market practices
• Proven experience managing North American clients, preferably in a multi-country delivery environment
• Stable employment history (not a job hopper)

Key Responsibilities

Client Relationship & Business Growth

• Build and maintain strong relationships with client leadership and key stakeholders
• Support strategic account planning and client development initiatives
• Identify business growth opportunities and contribute to winning new business
• Serve as a trusted advisor, aligning delivery solutions with client objectives

Operations & Service Delivery

• Lead portfolio-wide service delivery and ensure SLA achievement
• Drive operational excellence, continuous improvement, and process optimization
• Manage forecasting, performance reporting, and resource allocation
• Champion automation, innovation, and transformation initiatives

Financial Management

• Own and manage the portfolio's P&L
• Drive revenue growth, profitability, and cost optimization
• Develop commercially competitive solutions and client proposals
• Monitor financial performance and implement corrective actions when necessary

Leadership & Talent Management

• Lead and develop managers and senior team members
• Drive employee engagement, succession planning, and leadership development
• Implement talent management strategies to improve retention and performance

Compliance & Governance

• Ensure compliance with organizational policies and Canadian regulatory requirements
• Maintain high standards in risk management, data privacy, and governance

Core Skills Required

• Business Process Outsourcing (BPO)
• Wealth Management
• Investment Management
• Financial Services Operations
• Client Relationship Management
• P&L Management
• Strategic Leadership
• Operational Excellence
• Business Development
• People Leadership