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Job Description
Structured overview of role & requirementsAbout This Role
Lead daily operations of time-sensitive transfer and withdrawal processing ensuring control compliance and service level adherence.
Manage team performance, workflow prioritization, and escalations to deliver consistent, audit-ready outcomes.
Drive process improvement and automation initiatives to enhance efficiency, data integrity, and customer experience.
Minimum Requirements
10+ years experience in operations or process-driven environments.
3+ years managing teams of 6 or more members.
Proven track record in workflow-based transfer and withdrawal operations involving cash and assets.
Demonstrated automation delivery experience using tools like Alteryx, Tableau, Power Automate, VBA, or similar.
Ideal Candidate Profile
Experienced leader who manages operational teams with strong control and customer outcome focus in financial services.
Skilled in automation and process improvement to achieve measurable operational efficiencies.
Knowledgeable in pension and investment product transfers, with familiarity in platforms like Equisoft and Salesforce.
