Senior Director, Personal Wealth & Specialized Operations

Empower; Taguig; Vor Ort; PHP 4.500.000 - 6.500.000; Vollzeit

Zusammenfassung

Empower is seeking a Senior Director of Personal Wealth and Specialized Operations to lead multi-functional wealth management and related operations in the Philippines, reporting to U.S. stakeholders and driving KPIs across service, risk, and customer experience.

The role requires 10–12+ years in wealth/financial services and 8+ years in leadership, with FINRA registrations and English fluency. A Bachelor’s in Business is preferred, and collaboration with U.S.-based teams is essential.

Qualifikationen

• Bachelor's degree in Business or a related field.
• FINRA Series 7, 24, and 66 registrations required within corporate-established timelines.
• FINRA Fingerprinting required.
• 10–12+ years of experience in wealth management or financial services operations.
• 8+ years of management or leadership experience.
• Fluency in English.
• Ability to work a schedule that supports collaboration with U.S.-based stakeholders.

Aufgaben

• Provide strategic and operational leadership for Personal Wealth and Specialized Operations in the Philippines through Senior Managers, overseeing Wealth Management and Advice, Asset Retention, Supervision, Middle Office, Brokerage, and Stock Plan Services functions.
• Own performance against established KPIs, including service levels, quality, customer experience, productivity, funding, operational risk, and other business measures.
• Partner with U.S.-based stakeholders to align business strategy, operational priorities, service delivery practices, and customer experiences across locations.
• Translate business strategy and strategic goals into operating plans, establish performance expectations, and hold Senior Managers accountable for execution and measurable results.
• Lead process improvement and operational standardization across functions, including workflows, handoffs, and dependencies between U.S. and Philippines teams.
• Anticipate workforce, leadership, and organizational capability needs by evaluating staffing capacity, attrition, spans of control, backfill requirements, and resource risks in partnership with Workforce Planning.
• Develop Senior Managers through coaching, performance management, succession planning, and leadership development.
• Analyze operational data, customer feedback, and performance trends to identify risks, improvement opportunities, and corrective actions.
• Execute established risk management, supervisory, internal control, and regulatory compliance requirements in coordination with U.S.-based functional owners, ensuring timely escalation and remediation of identified issues.
• Lead resolution of significant customer and operational issues, coordinating across functions to manage dependencies and achieve effective outcomes.
• Provide senior leadership with actionable insights regarding operational performance, risk exposure, resource requirements, and progress against strategic priorities.
• Represent Personal Wealth and Specialized Operations within the Philippines leadership group and contribute to broader site priorities and organizational effectiveness.

Kenntnisse

English fluency

Leadership

Strategic thinking

Cross-functional collaboration

Ausbildung

Bachelor's degree in Business or related field

Jobbeschreibung

Empower is seeking a Senior Director of Personal Wealth and Specialized Operations to lead multi-functional wealth management and related operations in the Philippines, reporting to U.S. stakeholders and driving KPIs across service, risk, and customer experience.

The role requires 10–12+ years in wealth/financial services and 8+ years in leadership, with FINRA registrations and English fluency. A Bachelor’s in Business is preferred, and collaboration with U.S.-based teams is essential.