Partner with stakeholders to understand business priorities, challenges, and operational pain points
Analyze end-to-end workflows to identify opportunities for process improvement, automation, and organizational optimization
Lead structured problem-solving, including root cause analysis and solution design
Develop business cases, project charters, and implementation plans to support transformation initiatives
Drive standardization, simplification, and scalability across fund operations
Develop and document current and future state processes (process maps, SIPOC, RACI)
Identify opportunities to leverage automation and workflow tools to improve efficiency
Lead evaluation and adoption of AI-enabled solutions (e.g., copilots, intelligent automation, agent-based solutions)
Partner with technology and development teams to deliver scalable solutions
Lead or support multiple initiatives from planning through execution
Manage timelines, risks, and dependencies
Drive stakeholder alignment and support adoption of new processes and tools
Build strong cross-functional relationships across operations, technology, and leadership
Communicate clearly with senior stakeholders on objectives, progress, risks, and outcomes
Influence decision-making through data-driven insights and recommendations

7+ years of experience in asset management or financial services, including fund operations, consulting, compliance, or audit
Experience in process improvement, transformation, or operational excellence initiatives
Strong understanding of fund administration and operational workflows
Experience with process improvement methodologies (e.g., Lean, Six Sigma)
Working knowledge of automation tools (e.g., Alteryx, Microsoft Power Platform)
Strong familiarity and practical experience applying AI in an operational or business context
Strong analytical, problem-solving, and business analysis skills
Demonstrated project management and delivery experience
Strong communication and stakeholder management skills
Ability to influence without direct authority
Results-oriented mindset focused on efficiency, risk reduction, and value creation
Ability to manage multiple priorities in a fast-paced environment

health, dental, mental health, vision, short
and long-term disability, life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
various retirement savings plans
financial education and counseling resources
generous paid time off including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time

Manager, Global Fund Solutions – Transformation

Key skills