Investment Accounting Director (Insurance/Banking) | Hybrid Setup

Recruitnest Consulting; Philippines; Hybrid; PHP 1,500,000 - 2,000,000; Full time

Job summary

A recruitment consultancy in the Philippines is seeking an experienced Investment Operations Director to oversee global operations and drive transformation initiatives. This leadership role involves managing end-to-end investment processes, leading digitization projects, and enhancing service delivery while developing high-performing teams. Ideal candidates should have over 8 years in investment operations and strong expertise in risk management and process improvement.

Qualifications

• 8+ years of experience in Investment Operations or Wealth Management.
• 5+ years of senior leadership experience managing cross-functional teams.
• Proven ability to drive efficiency and process transformation.

Responsibilities

• Oversee end-to-end investment operations ensuring efficiency and compliance.
• Lead transformation projects focused on digitization and process improvement.
• Drive operational excellence through effective governance.

Skills

Operational management

Risk mitigation

Stakeholder management

Process transformation

Team leadership

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Tools

MS Office

Performance metrics tools

Job description

Job Expectations

• Position Type: Experienced - Leadership
• Employment Type: Full-Time; Permanent (Direct Hire)
• Work Setup & Location: Hybrid (3x onsite per week) - Quezon City
• Work Schedule: Weekdays; Mid Shift (Flexible)
• Industry: Insurance & Financial Services

About the Job

We are looking for an experienced Investment Operations Director to join our client’s team and oversee global operations and drive transformation initiatives across multiple functions. This role partners closely with global teams to ensure efficient day‑to‑day processing while leading digitization, automation, and process optimization. The ideal candidate is a collaborative and results‑driven leader with strong expertise in operational management, risk mitigation, and continuous improvement. You will play a key role in shaping strategy, enhancing service delivery, and developing high‑performing teams in a dynamic, global environment.

Key Responsibilities

• Oversee end‑to‑end investment operations, ensuring efficiency, accuracy, and compliance with service standards.
• Lead transformation projects focused on digitization, automation, and process improvement.
• Manage and strengthen relationships with global stakeholders and business partners.
• Drive operational excellence and risk management through effective governance and control frameworks.
• Develop team capability through coaching, performance management, and succession planning.
• Monitor and report on KPIs, KRIs, and service level metrics to ensure delivery excellence.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• 8+ years of experience in Investment Operations or Wealth Management, including trade and cash management, asset servicing, reconciliation, and reporting.
• 5+ years of senior leadership experience managing global or cross‑functional teams.
• Proven ability to drive efficiency, risk control, and process transformation initiatives.
• Strong stakeholder management and communication skills across geographies.
• Proficient in MS Office and familiar with project management and performance metrics.

Nice to Have

• Certifications such as MBA, CFA, CISI, Six Sigma, or Agile/SCRUM Master.
• Experience in shared services, global hub management, or large‑scale transformation.
• Strong analytical mindset and familiarity with data analytics tools and KPI dashboards.
• Flexible to work across time zones and travel when required.

Only shortlisted candidates will be contacted; updating/tailoring CV is highly recommended