Onboarding Operations Lead - Automation & AI

Manulife Financial

Quezon City

Hybrid

PHP 900,000 - 1,200,000

Full time

14 days+

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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.