Associate Director, Operational Change Management, Operations

CLSA; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

CLSA in Hong Kong is seeking an experienced Senior Operations professional to challenge and refine processes across asset classes. You will partner with business leads and Ops to assess NPA requests, document requirements, and drive efficiency using AI tools.

You will manage projects, maintain clear workflow artefacts, and secure approvals from operations leaders, while communicating effectively with stakeholders across Legal, Compliance, Finance and Risk teams.

Qualifications

• Minimum 10 years’ financial markets experience with strong operational process knowledge.
• Excellent communication and stakeholder management skills.
• Proven track record in process improvement / transformation.
• Knowledge of Equity Derivatives and FICC products.
• Ability to leverage AI, Power Automate and Python for efficiency.
• Strong documentation and workflow-illustration skills.
• Fluent English; Cantonese language is preferable but not mandatory.

Responsibilities

• Challenge and refine existing processes in alignment with industry best practices.
• Identify operational risk & efficiency concerns, proposing actionable solutions.
• Establish & Maintain systematic workflow artefacts across business units / products.
• New Product Approval support: Work with key Ops stakeholders to assess NPA requests initiated by business leads.
• Authoring of operational Business Requirement documentation
• Work with technology teams to transition operational requirements for technical solutioning.
• Project Management: Plan, track tasks, manage meetings, create project artefacts, elevate project matters & manage key stakeholders.
• Secure approval for process improvements from relevant operations leaders.

Skills

Communication

Interpersonal skills

Project management

Risk awareness

Documentation

Stakeholder management

English proficiency

Cantonese (optional)

Tools

Power Automate

Python

Microsoft Office

Swift messaging

Job description

Key Areas of Responsibilities

• Challenge and refine existing processes in alignment with industry best practices.
• Identify operational risk & efficiency concerns, proposing actionable solutions.

Establish & Maintain systematic workflow artefacts across business units / products.

New Product Approval support: Work with key Ops stakeholders to assess NPA requests initiated by business leads.

Authoring of operational Business Requirement documentation

Work with technology teams to transition operational requirements for technical solutioning.

Project Management: Plan, track tasks, manage meetings, create project artefacts, elevate project matters & manage key stakeholders.

Secure approval for process improvements from relevant operations leaders.

Requirements

• Candidates should have a minimum of 10 years of financial markets experience with a strong knowledge of operational process and practice across asset classes.
• Strong communication and interpersonal skills to interact with various stakeholders at varied levels of management.
• Proven experience in driving process improvement / transformation.
• Knowledge of financial products used across Equity Derivatives and FICC business lines.
• Ability to leverage innovative approaches to realising operational efficiency such as AI / Power Automate, python coding and optimal usage of Microsoft applications.
• Strong documentation and workflow illustration skills
• Ability to multi‑task across various business and department initiatives.
• Proactive approach to work in an autonomous environment.
• Strong program / project management skills
• Control orientated and risk aware.
• Familiarity with swift messaging
• Proficient in English
• Fluent Cantonese preferable but not mandatory.

Key Contact Engagement

Internal

• Senior Ops Management figureheads.
• Various business unit leads / business development managers
• Ops SME’s / department representatives.
• New Product Approval committee members
• Technology teams
• Various stakeholders across other support departments such as Legal and Compliance, Finance, Product Control & Risk Team.

External

• Ops application vendors
• Agent banks
• Exchange / Clearing house representatives