Middle Office Onboarding Specialist

Manulife Insurance Malaysia

Philippines

Hybrid

PHP 800,000 - 1,400,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Manulife is seeking an Onboarding & Implementation professional to manage end-to-end activities for fund and retirement products. You will coordinate with clients, internal teams, custodians, and external partners to ensure timely account setup and compliant onboarding.

The role emphasizes data validation, system configuration, and driving process improvements through automation and AI-enabled solutions, with hybrid work arrangements and opportunities for global exposure.

Qualifications

Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
3-5 years of experience in Onboarding, Middle Office, Investment Operations, or related financial services functions.
Knowledge of fund onboarding, retirement plans (401(k)/Defined Contribution), or the investment trade lifecycle.
Strong analytical, problem-solving, and data management skills.
Experience working with financial systems, operational platforms, and large datasets.
Excellent communication and stakeholder management skills.
Willingness to work on a night shift schedule and adapt working hours based on business needs.

Responsibilities

Execute end-to-end onboarding and implementation activities for fund and retirement products.
Coordinate with clients, internal teams, custodians, brokers, and external partners to ensure timely account setup and onboarding completion.
Review and validate documentation while ensuring compliance with KYC/AML and regulatory requirements.
Perform system configuration, data validation, reconciliations, and support data conversions across multiple platforms.
Identify operational risks, resolve complex issues, and drive continuous process improvement through automation and AI-enabled solutions.

Skills

Analytical skills

Excellent communication

Stakeholder management

Problem-solving

Night shift availability

Education

Bachelor's degree in Business/Finance/Accounting/Economics or related field

Tools

MS Excel

Power BI

Power Apps

Bloomberg

Aladdin

SimCorp

Job description

In this role, you will manage end-to-end onboarding and implementation activities, ensuring accurate account setup, regulatory compliance, and operational readiness across fund and retirement products. You’ll collaborate with internal stakeholders, clients, custodians, and external partners to solve complex operational challenges, improve processes, and drive innovation through automation and AI-enabled solutions. This is an excellent opportunity to deepen your expertise in investment operations, expand your global exposure, and contribute to building scalable solutions that enhance client experience and operational excellence.

Position Responsibilities

Execute end-to-end onboarding and implementation activities for fund and retirement products.
Coordinate with clients, internal teams, custodians, brokers, and external partners to ensure timely account setup and onboarding completion.
Review and validate documentation while ensuring compliance with KYC/AML and regulatory requirements.
Perform system configuration, data validation, reconciliations, and support data conversions across multiple platforms.
Identify operational risks, resolve complex issues, and drive continuous process improvement through automation and AI-enabled solutions.

Required Qualifications

Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
3-5 years of experience in Onboarding, Middle Office, Investment Operations, or related financial services functions.
Knowledge of fund onboarding, retirement plans (401(k)/Defined Contribution), or the investment trade lifecycle.
Strong analytical, problem-solving, and data management skills.
Experience working with financial systems, operational platforms, and large datasets.
Excellent communication and stakeholder management skills.
Willingness to work on a night shift schedule and adapt working hours based on business needs.

Preferred Qualifications

Experience supporting investment management, retirement, or asset servicing operations.
Advanced proficiency in MS Excel and exposure to Power BI, Power Apps, or similar reporting tools.
Knowledge of financial platforms such as Bloomberg, Aladdin, SimCorp, or equivalent systems.
Familiarity with custodians, brokers, payroll providers, and retirement services organizations.
Experience driving process improvement, automation initiatives, or AI-enabled operational efficiencies.
Working knowledge of trade lifecycle management, reconciliations, and 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 hr@manulife.com.

Working Arrangement

Hybrid

We’re Manulife. And we’ve on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

Recent awards