Description / Requirements.

Job title: Wealth Management and Financial Services (Delivery/Expert) Manager Work Set-up: Hybrid, mid-shift, or graveyard Location: Taguig, Salary range: 100K - 150K HC: 2

Parallel job titles: Fund Servicing Manager, Fund Transfer Agency, Fund Account Manager, Risk & Compliance, Equity Fund Manager, Fund Accounting Manager, Unit Trust Pricing Manager

Preferably: A team lead, assistant manager, or manager from Sunlife with experience in Wealth Management

Target Companies: Sunlife, Manulife, JP Morgan

Wealth and Financial Services (WFS) Manager ensures that each touchpoint across the customer journey is engaging, efficient and transformational as summarized below.

Personalized client journey: Data-driven insights to design and deliver efficient wealth and financial services management by leveraging CGI and non-CGI IAPf

Transforming/Re-engineering support delivery: Work on driving self-service and AI implementation for basic transactions and experienced human agents for white glove services.

Qualifications:

• 2-3 years of relevant project management experience • Minimum of 2 years in wealth management or financial service operations as a Manager or Senior Manager with experience with front office advisor support, back office – account management process, investment fund records keeping, funds and portfolio accounting, financial statement and corporate actions, mid office – order management & trade support, investment accounting, performance and risk assessment, reporting, and billing) • Minimum of 1 year in project management • Minimum of 1 year in any of the following: o Digital transformation (operating model transformation or new operating model implementation) o Digital solutions (digitalizing legacy processes revisiting client experience and reducing cost) o SMART technologies (self-monitoring, analysis, and reporting technology i.e. artificial intelligence, machine learning, and big data analysis) • College graduate with degree in Financial management, Marketing, Business Management, Information Technology or any other relative discipline, or equivalent work experience in IT operations • Advanced communication skills (verbal and written), customer-centric work ethics and aptitude for strategic thinking • Advanced proficiency in Microsoft Office applications, including Word, Excel, PowerPoint and Access, to share, retrieve, research and present business information • Strong (internal) stakeholder management skills, ability to create buy in and to manage change • Experience managing remote direct report or workforce with demonstrated virtual team leadership capabilities • Proven experience of influencing an organization, across multiple geographies, and influencing other organizations where their support is critical to success • Able to set and meet strict deadlines, perform under pressure, and deliver innovative results against highly challenging targets • Ability to work both independently and within multi-disciplined teams • Willing to be hands-on, get into the details to drive issues to resolution • Career motivation and willingness to continue to further knowledge and skills.