**Job title: Service Delivery Manager
Work Set-up: 100% onsite in Taguig
Work shift: Night shift
Salary range: Up to PHP 100,000
HC: 1


Non-Negotiables:
·• 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.
• Should not be a job hopper who only stays for less than a year per company


Parallel Job Titles:
Operations Manager

Keywords:

Wealth Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products

Your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company. Here are some common responsibilities and qualifications for this position:

Your future duties and responsibilities:

• Developing and implementing strategic plans to improve operational efficiency and achieve business goals.
• Managing the overall performance of the Wealth Investment and Asset Management division, including client satisfaction, quality assurance, and cost management.
• Leading and supervising a team of managers and professionals to ensure smooth operations and high productivity.
• Establishing and maintaining strong relationships with clients, understanding their needs, and providing solutions to meet their requirements.
• Analyzing market trends, identifying new business opportunities, and recommending strategies to expand the Wealth Investment and Asset Management services.
• Overseeing budgeting, forecasting, and financial reporting for the BPO division.
• Overall, as a Senior Manager of Wealth Investment and Asset Management, your role is crucial in driving the growth and success of the BPO division within an organization.


QUALIFICATIONS:

• 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.