Director Consulting Delivery (Canadian Wealth Management)

Gratitude Inc

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2 days ago

Director Consulting Delivery (Canadian Wealth Management)

12-15 Year(s)

150 - 200 Thousand p.m

Manila (Taguig)

Job Description

Key Skills

finance Manager Wealth Management College degree Investment Management Canadian Finance

1 candidate(s) have already applied for this Job. Apply now

We are hiring an experienced leader to oversee end-to-end service delivery for Canadian Wealth Management operations. The role focuses on driving operational excellence, client satisfaction, business growth, financial performance, process improvement, and team leadership within a BPO/consulting environment.

Requirements (Non-Negotiable):

- Bachelor's degree (postgraduate qualification/certification is an advantage)

- 12+ years of BPO, consulting delivery, or operations leadership experience

- Strong Canadian Wealth Management background (investment operations, portfolio administration, client servicing, regulatory reporting)

- Solid knowledge of Canadian financial regulations, wealth platforms, and market practices

- Experience managing North American clients in a multi-geography delivery model

Key Responsibilities:

- Lead service delivery and operational performance

- Manage client relationships and business growth

- Own P&L, financial planning, and profitability

- Drive process improvement, automation, and innovation

- Develop and mentor leaders and teams

- Ensure compliance, governance, risk management, and data privacy

Skills Required:

- Business Process Outsourcing (BPO)

- Finance

- Investment Management

- Wealth Management

Recruitment Process:

Application Review → HR Interview → Technical/Functional Interview → Leadership/Panel Interview → Client Interview (if required) → Final Offer

To apply, please send your updated CV together with answers to the following pre-screening questions in your message:

1. How many years of BPO experience do you have?

2. Do you have a strong understanding of Canadian financial regulations, wealth platforms, and market practices?

3. What was your last drawn salary?

4. What is your expected salary?

5. Are you willing to work onsite in Taguig on a night shift?

6. If selected, when can you start?

Role

Operations Director

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Non-Voice

Functional Area

ITES / BPO / Customer Service

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