Business Optimization Manager, Executive Office
Core
Lead comprehensive optimization and streamlining of wealth management business processes across the entire value chain, from front office to operations to technology.
Role type
Senior Business Optimization Manager (Wealth Management)
Builds
Optimized wealth management operating workflows, enhanced client experience platforms, and modernized technology solutions.
Domain
Wealth Management / Financial Services
Required skills
Wealth Management business operating processes, transformation leadership, digital acceleration, cross-functional collaboration, technology platform integration, change management, regulatory compliance, performance metrics analysis, strategic planning, project execution, stakeholder management, problem-solving, analytical thinking.
Preferred skills
MBA, international/multi-market experience, workflow automation, digital client experience enhancement, system design, vendor selection, multiple geography exposure, Cantonese language.
Technologies
Workflow automation tools, digital client experience platforms, technology-enabled process transformation systems.
Responsibilities
Lead end-to-end review, redesign, and optimization of wealth management processes; Develop and implement strategies to enhance client experience and operational efficiency; Partner with senior leadership to define transformation roadmap and KPIs; Collaborate across front, middle, and back office teams; Identify and implement technology solutions; Oversee change management initiatives; Ensure compliance with regulations; Monitor performance metrics and improve operations post-implementation.
Seniority
Senior, hands-on IC with strategic leadership