Middle Office Onboarding Specialist

Manulife Financial; Quezon City; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Manulife Financial is seeking an operations-focused professional in Metro Manila to manage end-to-end onboarding and implementation for fund and retirement products. You will coordinate with clients, custodians, brokers, and internal teams to ensure timely account setup and compliant onboarding, while validating documentation against KYC/AML rules.

The role emphasizes data quality, system configuration, and data conversions across platforms, with opportunities to leverage automation and AI to

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or 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 with financial systems, operational platforms, and large datasets.
• Excellent communication and stakeholder management skills.
• Willingness to work night shift and adapt hours.

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

Problem-solving

Data management

Communication skills

Stakeholder management

Night shift willingness

Education

Bachelor's degree in Business/Finance/Economics

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.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Working Arrangement

混合式