Fund Order Services, Client Solutions Officer
Core
Design and launch a new Fund Order Services (FOS) operation from scratch, converting manual processes into an automated, scalable model with embedded controls.
Role type
Senior IC operations professional (fund services)
Builds
Automated fund order processing service for institutional clients
Domain
Financial services / Fund operations
Required skills
Fund operations experience, process mapping, operational risk management, SOP development, contingency planning, operational readiness, stakeholder facilitation, root cause analysis
Preferred skills
Business Process Maps, Archer, Task Manager, FTTOP, NBPRA, model office, production parallel activities, exception management, incident management
Technologies
Archer, Task Manager, FTTOP
Responsibilities
Lead current-state discovery and future-state design of FOS workflows; Identify and design operational controls and contingency plans; Define readiness criteria and support go-live; Oversee daily service delivery and continuous improvement in BAU.
Seniority
Senior, hands-on IC