Position: Supervisor – Client Lifecycle Management- Fiduciary

Location: Manila

About Us

The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations.

Our side-by-side financial and legal teams consistently deliver award-winning services to a global client base, offering unrivalled learning and career opportunities to our 3,000 colleagues worldwide.

What’s it like to work here?

We are driven to excel, and collaboration is key to our continued success. We can go further for our clients because we go further for each other too. Our inclusive culture creates an environment where people can be themselves at work while doing their best work. No matter where you work in the Maples Group, you will be part of a global team. 

About Your New Role

Under the supervision of the team Assistant Vice President (“AVP”), Supervisors – Client Lifecycle Management – Fiduciary are responsible for assisting the management team with migrations, and projects, routine deliverables, and mentoring 1-4 junior staff members considered direct reports. This includes, but is not limited to, the following:

Revenue Opportunities

▪Manage the contract review allocation of each applicable jurisdiction while ensuring accurate identification of service caps stipulated, and timely completion;

▪Work with junior staff members to manage the quality control of each applicable jurisdiction;

▪Maintain the database of each applicable jurisdiction, and ensure newly onboarded clients are included in the review list;

▪Liaise with stakeholders across applicable jurisdictions, and manage changes as well as expectations;

▪Enhance, and streamline the overall revenue opportunities process; and

▪Perform review tasks, and help cover responsibilities of Assistant Vice Presidents, as necessary.

Delaware Entity Services/Global Entity Services

▪Manage the deliverable allocation of each workstream while ensuring accurate, and timely completion;

▪Work with junior staff members to manage the quality control of each workstream;

▪Establish good communication with stakeholders, and manage changes as well as expectations;

▪Enhance, and streamline the overall Delaware Entity Services/Global Entity Services workstream in Manila CoE;

▪Document, and plan applicable changes with operating procedures; and

▪Perform review tasks, and help cover responsibilities of Assistant Vice Presidents, as necessary.

Docusign/Document Filing

▪Manage the deliverable allocation while ensuring accurate, and timely completion based on established Fiduciary guidelines;

▪Work with junior staff members to manage the quality control;

▪Enhance, and streamline the overall Docusign/Document Filing workstream;

▪Identify, generate, and publish monthly KPIs for management reporting; and

▪Perform review tasks, and help cover responsibilities of Assistant Vice Presidents, as necessary.

Training and Development

▪Demonstrating a commitment to acquiring new capabilities, and constantly striving to improve performance;

▪Proactively seeking out, and taking advantage of training, and development opportunities; and

▪Developing a continuous learning plan in conjunction with the management team.

Risk Management

▪Acting in accordance with legal, regulator, and internal risk management requirements, including complying with all MFS policies and procedures, and internal guidance notes; and

▪Reporting business issues to the Senior Vice President, and Global Head of Service Line.

Business Process Management

▪Understanding, and speaking knowledgably about the firm’s services, and their value;

▪Developing personal networks inside, and outside the firm for the benefit of the firm;

▪Delivering engagements on time, and to the client’s full satisfaction;

▪Exhibiting integrity, and confronting unethical actions;

▪Being aware of the sensitivity of information, and treat it appropriately; and

▪Demonstrating a high productivity level in work through time, and cost control.

Other

▪Facilitate the migration of new processes, if any;

▪Responsible for training 1-4 junior staff members considered direct reports;

▪Planning, implementation, and supervision of the daily workflow of junior staff members considered direct reports;

▪Assisting the management team with compilation of management, and risk reporting data; and

▪Assisting with ad-hoc projects, including reporting, as required.

About You

• Bachelor's degree holder is required, preferably in Finance, Business, Data/Computer Science, and Administration courses;
• With 4-6 years of related professional experience, and 1-2 years supervising, and leading team members;
• Excellent communication skills in both written, and verbal English;
• Adept in MS Office, preferably in Excel formula, and pivot tables, but not required;
• Experience with MS SharePoint, and MS Power BI are a plus;
• Displays supervisory, and leadership skills centered around excellence, and compassion;
• Able to lead, and prioritize growth plans for 1-4 juniors;
• Able to cover responsibilities of the Assistant Vice President, as necessary;
• Directly manage new, and existing workstreams, and consequently spearhead process improvements, and optimization;
• Ability to learn internal software, and act as internal subject matter expert;
• Team player with a positive attitude, and good time management skills;
• High attention to detail, and able to drive positive influence within the team;
• Raises issues, and concerns impacting people, and workstreams on a timely, and effective manner; and
• Open to report for work during public holidays, as required.

Sound like you?

If so, we’d love to hear from you.

Benefits & Rewards

The most enduring professional relationships are reciprocal relationships.  The Maples Group prioritises employee health and wellbeing. Depending on your location, we offer a range of benefits, including:

• Comprehensive health coverage (medical, dental and optical)
• Competitive vacation packages
• Educational assistance and professional development programmes
• Pension plan
• Life insurance
• Travel insurance
• Global mental wellness programme
• Sports clubs and social events