Fund Order Services, Client Solutions Officer
Core
Design and launch a new Fund Order Services (FOS) operation from scratch, converting manual processes into a scalable, automated model while embedding risk controls and overseeing daily service delivery.
Role type
Senior IC operations professional (fund services)
Builds
End-to-end Fund Order Services operational model and daily service delivery
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, automated financial-services operations launch
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 exception management; Analyze operating data to drive continuous improvement.
Seniority
Senior, hands-on IC