Senior Leader, Outsourcing and Operations

SVP, Investment Process Solutions

This senior leadership role oversees the relationship with outsourced vendors to ensure alignment with business objectives and service level agreements.

• BPO Engagement Management: Oversee the relationship with outsourced vendors ensuring alignment with business objectives, service level agreements (SLAs), and performance metrics.
• Operating Model Reviews: Review operating models when identifying processes that are being outsourced, ensuring businesses optimize processes in partnership with vendor(s) to ensure efficiency and effectiveness.
• Stakeholder Collaboration: Work closely with internal stakeholders across the organization, including front office and investment services, to ensure outsourced processes meet both business needs and risk requirements.
• Performance Monitoring: Establish and track key performance indicators (KPIs) to evaluate vendor performance, providing regular reports and insights to senior management.
• Risk Management: Identify potential risks associated with the outsourcing engagement and develop mitigation strategies to ensure compliance and operational continuity.
• Change Management: Lead change management initiatives related to the outsourcing engagement, ensuring smooth transitions and effective communication with all stakeholders.
• Training and Development: Provide guidance and training to internal teams on processes and systems related to the BPO engagement, fostering a culture of continuous improvement.
• Vendor Relationship Management: Build and maintain strong relationships with vendor(s), facilitating open communication and collaboration to address challenges and drive mutual success.

• Bachelor's degree in Finance, Accounting, Business Administration, Information Technology, or a related field.
• Minimum of 15 years of experience in finance, data, and investment services outsourced operations within banking or financial institutions.
• Proven experience managing BPO engagements and vendor relationships, with a track record of delivering operational excellence.
• Strong understanding of investment processes, regulatory requirements, and best practices in outsourcing.
• Excellent analytical and problem-solving skills, with the ability to make data-driven decisions.
• Exceptional communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.
• Strong project management skills, with experience in leading cross-functional teams and initiatives.
• Proficiency in relevant technology platforms and tools used in investment operations and outsourcing.

• Prudence: We make informed decisions that balance risk and opportunity.
• Respect: We value diversity and inclusivity, promoting a culture of respect and empathy.
• Integrity: We act with honesty, transparency, and accountability in all our interactions.
• Merit: We recognize and reward individual achievement, promoting a culture of meritocracy.
• Excellence: We strive for excellence in everything we do, continuously seeking ways to improve and innovate.

Our team members enjoy flexibility in their work arrangements, with four days per week spent in the office and the option to work from home on the remaining day. This allows us to harness the benefits of in-person collaboration while also accommodating individual needs and preferences.

We are committed to creating an inclusive environment where everyone feels valued and respected. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.