Wealth Tech Operations Analyst
4 weeks ago
About the role
This role, WealthTech Operations Analyst, will be reporting to the Head of APAC Operations during the Project Phase, and transitioning..
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.
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