About the role
This role, WealthTech Operations Analyst, will be reporting to the Head of APAC Operations during the Project Phase, and transitioning into a Business As Usual position, working within a broader operations team. Their primary responsibility is to ensure the smooth functioning of wealth management operating platforms, processes and systems.
Key Responsibilities:
Project Phase
- Participate in the project to establish the abrdn Wealth Tech platform, being responsible for the Operations Target Operating model and processes
- Gain a deep knowledge and understanding of the Wealth Tech proposition and client requirements.
- Work closely with 3rd party providers to articulate detailed requirements and ensure these are delivered against.
- Test and monitor the performance of the iHub platform to ensure operational efficiency and security.
- Work with the project team to address any issues arising from Wealth Tech technology, processes and systems, including investigating problems, identifying root causes, and implementing solutions to prevent recurrence.
- Ensure Operational readiness ahead of Go-Live and manage the Early life support post go live of the Wealth Tech platform.
- Collaborate with various stakeholders including Technology, Compliance and external vendors to ensure we deliver an E2E solution.
BAU Ongoing Operations
- Oversee ongoing operations of the platform and maintain seamless interactions with clients.
- Manage and resolve distributor/third party queries efficiently and effectively.
- Collaborate with the Proposition team to drive ongoing enhancements and capabilities on the platform.
- Coordinate and manage changes with third-party service providers.
- Generate internal Management Information (MI) reports to track operational usage and performance.
- Providing assurance to clients that the platform is operating in line with expectations
- Supervise and liaise with third-party service providers to ensure smooth operations and adherence to service level agreements (SLAs).
- Continuously seek opportunities to improve operational efficiency and effectiveness within wealth management processes, including streamlining workflows, automating tasks, or optimizing system configurations.
- Working closely with the Proposition teams on client opportunities to grow the usage and profitability of the platform.
- Being responsible for the ongoing development of our operating model and the delivery of new capabilities to support new clients.
Skills and experience
- University degree or the equivalent in professional qualification
- Minimum 5 years' experience in operations, technology, project management and business analyst roles in the asset/wealth management industry
- Strong knowledge of the asset/wealth management business and products.
- Candidate should be self-motivated, dynamic and have a proven track record of working under pressure.
- Strong communication, interpersonal and organizational skills are key and the Candidate needs to be able to work independently and interact with stakeholders at all levels.
