Strategic Operations Leader

Job Overview:

We are seeking a Strategic Operations Leader to join our team. The successful candidate will be responsible for overseeing all client and operational matters, ensuring operational efficiency, and addressing client delivery matters.

Main Responsibilities:

• Develop and execute an operational strategy that supports the company's legal and corporate, accounting, and fund administration service lines.
• Oversee all operational functions, ensuring efficiency, compliance, and client service excellence.
• Implement best practices in operational management, digital transformation, and risk mitigation.
• Align operational workflows with business growth, technological innovation, and regulatory changes.

Operational Management:

• Primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters.
• Ensure smooth operational execution within the set timelines and provide client deliverables ahead of the deadline.
• Oversee client onboarding, KYC/AML processes, and regulatory reporting across multiple jurisdictions.
• Ensure accurate and timely execution of NAV calculations, financial statements, investor reporting, and compliance monitoring.
• Define operational execution plans for new billable projects and new client onboardings.
• Implement, define, and document operational procedures relating to execution.
• Drive standardization and automation to improve fund administration efficiency and reduce errors.
• Lead and optimize fund administration processes, trust and fiduciary services, and investor services delivered from the central office.
• Build standard, transparent, and repeatable production and service processes to provide stable, consistent, and quality products and services that both internal and external clients expect.
• Drive discipline of daily deliverables to clients and local offices and daily timesheets and billing.
• Manage client relationships, operational risk, service level agreements, and coordination of client deliverables.
• Develop, maintain, and expand contact with Sales teams and country management teams and Account Managers, clients, and the intermediaries and ensure that all stakeholders are serviced well.
• Facilitate enforcing policies, procedures, and work-instructions with operational staff in order to achieve a standardized way of working towards the clients.
• Responsible for implementing appropriate and best-of-breed systems and operating procedures.
• Leverage the central office delivery capabilities in Bangalore to reach profitability targets.
• Support the delivery of the financial and operational priorities and budget within the defined financial targets and objectives.
• Responsible for the review of existing processes, mapping key processes, identifying gaps, and creating the path to a more efficient operations model.
• Facilitate enforcing policies, procedures, and work-instructions to achieve a standardized way of working towards the clients.
• Ensure the smooth onboarding and offboarding of clients via appropriate systems and internal systems and ensure proper communication across functions during the process.
• Provide feedback and reports to internal stakeholders.
• Ensure accurate client time recording and control of client profitability targets.
• Analyze all operations and actively drive operational efficiencies.
• Assist in growing the overall fiduciary and fund administration service line.
• Assess and plan operational capacity and report back to the sales officers to ensure timely delivery.
• Help define operational processes and assist with the implementation of these processes and procedures.
• Plan and manage projects and contribute to product development and innovation.
• Promote operational efficiencies by implementing and optimizing operational produces and actively driving digitization in the service delivery.
• Control of the capacity planning and key role in the business continuity planning to ensure 100% delivery.
• Maximize utilization of resources and drive cost-control measures across operations.
• Travel to offices/client visits as appropriate to support business requirements and manage deliverables.
• Help build a high-performing operational team to grow the Amicorp business.
• Maintain high operational standards in trust and corporate services, accounting, and globalization services and fund administration, and investor services.

Regulatory Compliance & Risk Management:

• Ensure all operations comply with global and regional financial regulations (e.g., AIFMD, FATCA, CRS, GDPR, DFSA regulations).
• Work closely with risk, legal, and compliance teams to maintain regulatory adherence and mitigate risks.
• Implement a robust risk management framework that covers operational risk, cybersecurity, and client data protection.
• Lead audits, manage relationships with regulators, and ensure timely reporting of regulatory obligations.

Client Relationship & Service Excellence:

• Ensure high-quality service delivery to institutional clients, fund managers, family offices, and high-net-worth individuals (HNWIs).
• Act as an escalation point for client concerns related to operational efficiency and service performance.
• Foster long-term client relationships by ensuring service excellence in fund administration, trust management, and corporate services.
• Collaborate with business development teams to support client acquisition and retention efforts.

Financial Oversight & Resource Management:

• Manage operational budgets, ensuring cost-effectiveness while maintaining service quality.
• Optimize resource allocation across teams and geographies to maximize efficiency.
• Identify and implement cost-saving measures through process improvements and automation.
• Develop a high-performing workforce through discipline in billing, training, and mentoring, as well as manage poor performance quickly and efficiently.
• Foster a culture of accountability, excellence, and innovation within the operations team.
• Set and monitor KPIs, performance benchmarks, and operational targets.

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