Sr Manager Conversion Records (Fintech)

TL;DR

Sr Manager Conversion Records (Fintech): Overseeing the conversion and implementation of participant plan data for new clients with an accent on defined contribution benefit recordkeeping systems and regulatory compliance. Focus on managing a team of implementation analysts, resolving complex escalations, and optimizing internal record-keeping platforms to enhance client experience.

Location: Onsite in City of Taguig, Metro Manila

Company

A financial services company focused on transforming financial lives through flexible work environments and internal mobility.

What you will do

• Manage, coach, and mentor a team of 10 Implementation Analysts, including overall performance management.
• Oversee the successful transfer of participant plan data into the production environment for large, not-for-profit, and government defined contribution plans.
• Resolve complex escalations and maintain strong relationships between interdepartmental teams.
• Analyze internal record-keeping platforms and recommend enhancements to improve production efficiencies and client experience.
• Execute and distribute Service Level Agreement (SLA) and Plan Production Timing reports to identify operational refinement needs.
• Ensure adherence to documented project plan procedures to minimize market risks and gain/loss errors.

Requirements

• Bachelor's Degree in Business or a related field preferred.
• FINRA Fingerprinting required.
• 5-7+ years of experience in implementation or related work.
• 5 years of prior management experience preferred.
• Strong knowledge of regulatory compliance and defined contribution plan documents is required.
• Proficiency in Excel, specifically formulas and VLOOKUP functionality.

Culture & Benefits

• Flexible work environment with fluid career paths and a culture of internal mobility.
• Emphasis on purpose, well-being, and healthy work-life balance.
• Welcoming and inclusive environment with a strong commitment to community volunteering.
• Equal opportunity employment regardless of personal characteristics.