Americas Asset Management Strategy & Governance Lead

HSBC Holdings plc; Ciudad de México; On-site; MXN 900,000 - 1,500,000; Full time

Job summary

HSBC Holdings plc in Mexico City seeks an AM Americas Business Management Manager to support the CEO/COO and leaders across the Asset Management Americas region. You will lead strategic initiatives, strengthen governance and controls, and drive sustainable improvements with regional stakeholders.

The role requires advanced English, extensive governance experience, and strong project management across a matrixed, global environment.

Qualifications

• Experience in business management or project management.
• English Advanced.
• Strong analytical, organisational and problem-solving skills.
• Excellent written, verbal and presentation skills.
• Proven stakeholder-management experience in a global, matrixed environment.
• Collaborative, client-focused approach across functions and geographic locations.
• Ability to prioritise, manage multiple deliverables and tight deadlines.
• Knowledge of governance, controls, risk management and business processes.

Responsibilities

• Partner with the COO and CEO on strategic initiatives, governance and control frameworks.
• Challenge existing practices and identify opportunities for continuous improvement.
• Maintain governance documentation, including Terms of Reference and policies.
• Coordinate materials for executive forums, including meeting packs and minutes.
• Manage and enhance COO and CEO processes from end to end.
• Support regional Business Management projects and transformation initiatives.
• Coordinate documentation and controls for new business engagements and approvals.
• Produce management information, KPI packs, dashboards and supplier reporting.
• Coordinate certifications and recertifications, including Volcker and conflicts checks.
• Oversee operational controls, workflows, access and onboarding processes.
• Manage broker and instrument governance, broker matrix approvals and KYC.
• Oversee intercompany agreements, inventory reviews and MI/KPI reporting.
• Maintain records-management, retention schedules and destruction activities.
• Coordinate SOC 1 external audit reviews and support audit tests.
• Maintain third-party vendor screening and financial crime risk activities.
• Provide ad hoc business management and strategic support as required.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Stakeholder management

Project management

Attention to detail

Education

MBA or equivalent

Tools

Excel

PowerPoint

SharePoint

Copilot

Microsoft Project

Job description

If you’re looking for a career where you can make a real impression, join Global Capability Network Mexico //HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions.

Role Purpose

Reporting to the Head of Business Management and Strategic Projects, the AM Americas Business Management Manager will support the CEO, COO and senior leaders across the Asset Management Americas region.The role will lead strategic initiatives, strengthen governance and controls, improve end-to-end processes and provide high-quality management information. Working with stakeholders across a regional, matrixed organization, the successful candidate will support regional transformation and cross-border collaboration, identify and escalate risks, and drive practical, sustainable improvements.

Key Responsibilities

Partner with the COO and CEO on strategic initiatives, business governance and control frameworks.

Challenge existing practices and identify opportunities for continuous improvement.

Maintain governance documentation, including Terms of Reference, policies, procedures and authorized signatory records.

Coordinate materials for executive forums, including meeting packs, minutes and action tracking.

Manage and enhance key COO and CEO processes from end to end.

Support regional Business Management projects and transformation initiatives.

Coordinate documentation and controls for new business engagements, including New Business/Security Approval, OneTPM, 3PEETs and Affiliate PLAs.

Produce management information, KPI packs, service review dashboards and key supplier reporting.

Coordinate annual certifications and recertifications, including Volcker, the Conflict of Interest Register and recorded-line requirements.

Oversee operational controls, including workflows, SharePoint processes, access and application recertifications, and onboarding workflows.

Manage broker and instrument governance, including broker matrix approvals, broker-list maintenance, Broker Dealer KYC and due diligence questionnaires.

Oversee intercompany agreements, including inventory management, periodic reviews, action tracking and MI/KPI reporting.

Maintain records-management processes, including retention schedules, MI/PRR and destruction activities.

Coordinate SOC 1 external audit reviews and support internal and external audit or CCO testing activities.

Maintain the non-traditional third-party vendor screening list and support financial crime risk-management activities.

Provide ad hoc business management and strategic support as required.

Requirements

Experience in business management, project management or a related discipline.

English Advanced

Strong analytical, organisational and problem-solving skills, with excellent attention to detail and quality.

Excellent written, verbal and presentation skills, with the ability to communicate clearly to senior stakeholders.

Proven stakeholder-management experience in a global, matrixed environment.

A collaborative, client-focused approach and the confidence to work across functions and geographic locations.

Ability to prioritize effectively, manage multiple deliverables and work to tight deadlines.

A proactive, resilient and solutions-oriented mindset.

Strong understanding of governance, controls, risk management and business processes and project management.

Preferred Experience And Qualifications

Postgraduate degree, MBA or equivalent qualification.

At least five years’ experience in Business Management or project management, ideally within Asset Management or Financial services.

Familiarity with financial markets, investment products and risk frameworks.

Advanced capability with Microsoft tools, including Excel, PowerPoint, SharePoint, Copilot and/or Microsoft Project.Experience using automation, macros, coding skills, and AI-enabled tools to improve processes and reporting.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritized.

At HSBC we offer our colleagues a greater number of days, so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care.

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

***Issued By HSBC Electronic Data Process Mexico Private LTD***