Lead, Client Lifecycle Management (Fiduciary) – Hybrid

MicroSourcing International

Taguig

Hybrid

PHP 781,000 - 1,228,000

Full time

8 days ago

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Job summary

MicroSourcing is expanding its Manila operations and is seeking a Supervisor – Client Lifecycle Management – Fiduciary. You will lead 1–4 junior staff, drive process migrations, and collaborate with AVP on key projects and risk reporting.

You will oversee Delaware and Global Entity Services workstreams, review contracts, ensure data accuracy, and maintain SOPs while delivering timely engagements. Strong English skills and compliance focus are essential.

Qualifications

  • Bachelor's degree in Finance, Accounting, or Business.
  • Experience supervising 1–4 staff in onboarding, lifecycle, or fiduciary services.
  • Excellent English communication for global stakeholders.
  • Strong risk management and compliance awareness.
  • Ability to train and manage daily performance of 1–4 reports.

Responsibilities

  • Plan, supervise daily workflows for direct reports.
  • Oversee contract review allocations across jurisdictions.
  • Lead Delaware and Global Entity Services workstreams.
  • Oversee document execution and monthly KPIs.
  • Enforce policy compliance and report risks to leadership.

Skills

People leadership
English communication
Risk management
Team leadership
Process migration

Education

Bachelor's degree in Finance/Accounting/Business

Tools

DocuSign workflows
MS Excel
KPI reporting tools

Job description

MicroSourcing is expanding its Manila operations and is seeking a Supervisor – Client Lifecycle Management – Fiduciary. You will lead 1–4 junior staff, drive process migrations, and collaborate with AVP on key projects and risk reporting.

You will oversee Delaware and Global Entity Services workstreams, review contracts, ensure data accuracy, and maintain SOPs while delivering timely engagements. Strong English skills and compliance focus are essential.

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