CareerPlan

Job

Full-time2026-11-12 → 2026-11-14

Core

Lead initiatives to enhance onboarding processes, monitor and analyze KPIs, and oversee delivery of high-quality work to improve client experience and operational effectiveness.

Role type

Senior IC process improvement and operations lead

Builds

Scalable onboarding solutions and operational procedures for fund administration and alternatives

Domain

Financial services / Fund administration / Operations

Required skills

Process optimization, Data analysis, Stakeholder management, Team coaching, Project management, Client communication, Risk mitigation, Operational efficiency, Cross-functional collaboration, Strategic planning

Preferred skills

Advanced certifications, Postgraduate study, Financial technology experience

Technologies

N/A

Responsibilities

Lead initiatives to enhance onboarding processes, Partner with cross-functional teams to gather feedback and influence platform development, Monitor and analyze onboarding KPIs, Provide guidance and coaching to Associates and junior team members, Act as a key escalation point and support the Team Lead, Represent the team in client-facing and BPO discussions, Oversee the delivery of high-quality work, Prioritize workloads and coordinate competing demands, Contribute to the development of team procedures and best practices

Seniority

Senior, hands-on IC