Domain Manager
Onboarding team coordinates various large account events at the firm by interacting with both internal and external counterparties, including but not limited to various groups in Operations, Portfolio Management, Business Development, Trading, Legal, Technology, custodians, prime brokers, transition managers, and clients. Onboarding works to ensure completion of all deliverables prior to event via various proprietary workflow and management tools. Onboarding is responsible for coordinating communication and managing expectations related to updates to the business pipeline and pending events to all levels of the firm, as well as managing and tracking key milestones to ensure client expectations are met regarding their specific event.
Basic Function:
The Domain Manager must lead the team/s in client servicing, achievement of SLA/KPI, build strong relationships with stakeholders and take part in strategic planning of the Client's Manila Management.
Specific Duties and Responsibilities:
I. As a Performance Driver:
Is a Subject Matter Expert on his / her team/s’s Service Level, Key Performance Indicators, Key Results Areas and Scope of Work.
Effectively communicate operations matters to clients, stakeholders and teammates in a timely manner.
Capable of resolving performance driven issues and challenges in a timely manner.
Monitors team/s and individual performances by means of timely reports generation, utilization of the performance diary and discussion logs, proactive performance auditing and performance feedback solicitation from client/s.
Will advocate and support performance driven activities by team, clients and company.
Should be goal and results oriented in all tasks and responsibilities assigned.
Is proactive in stepping forward in creating and reviewing processes and objectives that are necessary to promoting performance outcomes and results.
Proactively discusses value-add services to clients that will promote productivity and quality.
II. As a Business Operator:
Is responsible in the selection and onboarding of qualified candidates in coordination with HR-Recruitment.
Will support Operations Manager in managing revenue impacting activities such as effective staffing and scheduling.
Proactively manages and functions as a custodian of official equipment and tools provided for by the clients, stakeholder and company to prevent information and asset losses.
Completes reimbursements and expense liquidations in a timely manner.
III. As a People Manager:
Will advocate and support continuous learning initiatives brought by the client/s’ and the company by attending, participating and sending a delegate when required.
Initiates internal activities that will hone his/her direct report’s leadership and management capabilities
Will show full accountability for a direct report’s lack or poor judgment over a critical situation.
Will ensure that Coaching and mentoring sessions (1:1’s) are carried out weekly with full documentation of the direct report’s Area’s for Improvement (AFI’s).
Able to carry out monthly skip-level meetings with team members needing guidance and support above the team leader’s level.
Will resolve employee administrative disputes with HR, Finance and SSG.
IV. As a Project Manager:
Able to organize an initiative utilizing project charters and project timetables.
Will handle the success of a group composed of project-supporters and support members who are non-direct reports.
Ensures the completion of projects and tasks within budget and within schedule.
Results oriented and Project Metrics driven resulting in completion of milestones as scheduled.
Responsible for timely communication and sharing of updates to project sponsors – all concerned.
Facilitates project status meetings.
V. As a Peer, Team Member and a Direct Report:
Will demonstrate sense of teamness and cooperation across the team.
Is expected to efficiently support and assist fellow managers in initiatives and projects.
Will observe timely submissions of deliverables to team members, to clients, to stakeholders, to line manager and to support departments.
Is expected to report on time, on schedule and whenever the team, clients and line manager reasonably requires his/her presence onsite and on conference calls.
Will demonstrate the below traits and characteristics.
Sense of urgency to any situations that requires managerial intervention and visibility.
Sense of responsibility and accountability in ensuring that operations are in its best “running condition”
Loyalty and commitment to the company, to team members and to line manager that will result to advocating employee engagement, excellent service delivery and profitable business operations.
Personal discipline emulated by keeping to commitments such as delivery schedules, attendance and schedule adherence.
High level of professionalism demonstrated by untarnished integrity, businesslike manners and behavior.
· Fund and SMA launches
· Strategy Changes
· In-Kind Transfer events
· Terminations
· New Brokers and/or securities
added to an account
· New market openings
· Custody/Administrator Change
· Benchmark and fee changes
Job Specifications:
· Provide substantial leverage in
the management of the following events:
o Launches
o Terminations
o In-Kind transfer
o Strategy Changes
· Be able to independently run (with
onshore oversight) the following events.
o New Brokers and/or security types
o New market openings
o Custody/Administrator change
o Benchmark and/or fee change
· Become well-versed in proprietary
Onboarding systems and tools (Pipeline, Counterparty Selection, Product
Workflow, RMS, etc)
· Work in high-paced environment and
manage multiple tasks in tandem
· Independently introduce ways to
increase efficiency and process improvements
· Manage the tracking and
reconciliations of team tools and emails
· Independently manage internal
inquiries
· Complete account opening and form
documentation required as part of various events