Middle Office Onboarding Specialist

Manulife; Manila; Hybrid; PHP 600,000 - 1,000,000; Full time

Job summary

Manulife is seeking a Middle Office Onboarding Specialist in the Philippines to lead end-to-end onboarding for fund and retirement products, including account setup, data validation, and regulatory compliance.

You will coordinate with clients and internal teams, manage documentation and onboarding workflows, execute system setup, and support data conversions with strong analytical and stakeholder management skills.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics or related field.
• 3–5 years experience in Onboarding, Middle office, or Investment Operations.
• Knowledge of fund onboarding, 401k/defined contribution, or trade lifecycle.
• Strong analytical, data management, and problem-solving skills.
• Experience working with financial systems and data platforms.
• Strong communication and stakeholder management skills.
• Willingness to work on a night shift schedule with flexibility to adjust working hours based on business and operational requirements.
• Applicants should be committed to comply to 3-day work on site requirement.
• Applicants should be willing to report to Manulife Offices in UP Ayala Technohub in Quezon City or Newtown Mactan, Lapu-Lapu, Cebu City.

Responsibilities

• Perform end-to-end onboarding and implementation activities.
• Coordinate with internal teams, clients, and external partners for account setup and documentation.
• Ensure compliance with KYC/AML and regulatory requirements.
• Manage documentation, onboarding workflows, and client communications.
• Execute system setup and validate data integrity across platforms.
• Analyze datasets, reconcile discrepancies, and support data conversions.
• Identify operational issues and implement process improvements.
• Handle escalations and manage complex, high-priority cases.
• Drive continuous improvement, new tools adoption, utilize AI and automation solutions to optimize workflows, reduce manual intervention, and support scalable operating models.

Skills

Onboarding

Middle office

Investment operations

Data management

Analytical skills

Stakeholder management

Financial systems

Power BI

MS Excel

Problem-solving

Education

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

Tools

Bloomberg

Aladdin

SimCorp

Power BI

Power Apps

MS Excel (Advanced)

Job description

We are hiring for Middle Office Onboarding Specialist responsible for end-to-end onboarding and implementation across fund and retirement products, including account setup, documentation, data validation, trade processing support, and stakeholder coordination.

Key Responsibilities:

Perform end-to-end onboarding and implementation activities.

Coordinate with internal teams, clients, and external partners for account setup and documentation.

Ensure compliance with KYC/AML and regulatory requirements.

Manage documentation, onboarding workflows, and client communications.

Execute system setup and validate data integrity across platforms.

Analyze datasets, reconcile discrepancies, and support data conversions.

Identify operational issues and implement process improvements.

Handle escalations and manage complex, high-priority cases.

Drive continuous improvement, new tools adoption, utilize AI and automation solutions to optimize workflows, reduce manual intervention, and support the development of scalable, efficient operating models.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics or related field.
• 3–5 years experience in Onboarding, Middle office, or Investment Operations.
• Knowledge of fund onboarding, 401k/defined contribution, or trade lifecycle.
• Strong analytical, data management, and problem-solving skills.
• Experience working with financial systems and data platforms.
• Strong communication and stakeholder management skills.
• Willingness to work on a night shift schedule with flexibility to adjust working hours based on business and operational requirements.
• Applicants should be committed to comply to 3-day work on site requirement.
• Applicants should be willing to report to Manulife Offices in UP Ayala Technohub in Quezon City or Newtown Mactan, Lapu-Lapu, Cebu City.

Technical Skills

• Preferred knowledge in MS Office (Excel advanced), data tools (e.g. Power Bi, Power Apps), and financial systems (e.g., Bloomberg, Aladdin, SimCorp).
• Familiarity with custodians, brokers, and payroll/data providers (Fidelity, Principal, The Standard, MassMutual, ING,etc.) and knowledge of payroll providers such as ADP, Ceridian, Paychex.
• Knowledge of trade lifecycle, reconciliation, settlements.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Working Arrangement

Hybrid