- Knowledge of Lean Portfolio Management principles
- Define and execute the value stream strategy
- Proven exp leading a large-scale product, platform
Client Servicing Workstream Owner | Leading Asset Manager
Company Overview
Our client is a leading global investment and financial services organisation undergoing a significant transformation in the way it delivers products, services, and technology. Operating across multiple regions, the firm is building an integrated platform model designed to accelerate delivery, improve client outcomes, and increase operational efficiency.
The business offers a collaborative, outcome-focused environment where senior leaders are empowered to shape strategy, influence large-scale change, and drive measurable impact across global operations.
Role Overview
We are seeking an experienced Workstream Owner to lead a critical client servicing and service excellence function within a large-scale transformation environment. This role will be responsible for setting the strategic direction, funding priorities, operational performance, and delivery roadmap for a global value stream focused on improving client servicing outcomes, strengthening service quality, and enhancing long-term client engagement.
You will work closely with senior business, operations, and technology leaders to balance live service performance with ongoing transformation initiatives, ensuring that investment decisions translate into meaningful business and client outcomes.
Key Responsibilities
- Define and execute the value stream strategy, objectives, and roadmap in alignment with business priorities.
- Own and prioritise the initiative backlog, making investment and sequencing decisions based on business value and delivery capacity.
- Lead quarterly planning activities and coordinate delivery across multiple teams and release trains.
- Manage value stream budgets, resource allocation, and headcount planning.
- Drive operational excellence by balancing service stability, risk management, and continuous improvement initiatives.
- Track and report business outcomes using meaningful performance metrics rather than delivery milestones alone.
- Engage and influence senior stakeholders across business, operations, and technology functions.
- Develop and lead high-performing teams while fostering accountability, collaboration, and a client-centric culture.
Key Requirements
- Proven experience leading a large-scale product, platform, service, or proposition within a complex global organisation.
- Strong commercial acumen with the ability to evaluate investment decisions and build compelling business cases.
- Experience owning both operational ("run") and transformation ("change") responsibilities.
- Demonstrated success managing budgets, headcount, and resource prioritisation.
- Strong stakeholder management and influencing skills at executive and senior leadership levels.
- Experience working within Agile operating models at scale; familiarity with SAFe or similar frameworks is highly desirable.
- Ability to partner effectively with technology teams and discuss architecture, technical debt, delivery risks, and platform strategy.
- Strong understanding of operational risk, governance, and regulatory considerations within complex environments.
- Proven track record of building and developing high-performing teams.
- Excellent communication skills with the ability to align large, cross-functional organisations around shared outcomes.
Nice to Have
- Experience leading client servicing, customer operations, or service management functions.
- Background in financial services, asset management, wealth management, or other regulated industries.
- Experience implementing large-scale operating model transformations.
- Knowledge of Lean Portfolio Management principles.
- Exposure to outcome-driven funding and performance measurement frameworks.
Location & Work Setup
- Hong Kong, Singapore, or another major APAC financial centre
Why Join
- Opportunity to lead a strategically important value stream with enterprise-wide visibility.
- Significant influence over business, technology, and operational priorities.
- Work within a large-scale transformation programme focused on modernising client servicing capabilities.
- Collaborate with senior leaders across global teams and functions.
- Strong career progression opportunities within a highly respected international financial services organisation.