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The LATAM Asset Servicing Senior Vice President is a leadership role responsible for ensuring the strategic efficiency, accuracy, and compliance across all aspects of Asset Servicing for LATAM markets, including oversight of the accurate and timely processing of all LATAM income and corporate action events. This position requires exceptional analytical and problem-solving capabilities, a profound understanding of LATAM-specific market practices, and a proven ability to drive large-scale process enhancements and transformative initiatives. The Senior Vice President will lead a dedicated function focused on conducting front-to-back reviews of all processes, proactively identifying opportunities for automation and simplification, and leading the execution of the global strategy for LATAM. This strategic approach aims to scale the business effectively and reduce operational risk across the LATAM Asset Servicing landscape while continuing to drive a superior client service experience. The ideal candidate is a strategic visionary with a strong Asset Services background, an extensive track record in senior leadership, and enterprise-level risk management.
Job Responsibility:
Provide strategic leadership and functional oversight across all aspects of LATAM Asset Servicing, including event creation, income, mandatory, and voluntary corporate action events, ensuring seamless execution and adherence to regional market practices
Lead front-to-back reviews of all LATAM Asset Servicing processes to identify and spearhead opportunities for automation, simplification, and standardization, with an overarching goal of reducing risk and enhancing operational efficiency
Provide strategic leadership and functional oversight for teams responsible for the reconciliation and accurate, timely processing of all LATAM income and corporate action events, ensuring compliance with regional market practices and regulations
Develop and implement comprehensive training programs for LATAM Asset Servicing teams
Establish and enforce robust control frameworks specifically tailored to LATAM markets to ensure accurate, efficient, and timely execution of client entitlements, proactively identifying and mitigating systemic, operational, and regulatory risks
Define and uphold industry-leading service standards for LATAM clients, guiding teams in researching, analyzing, and responding to highly complex inquiries
Conduct sophisticated, in-depth analyses to identify the root causes of systemic operational challenges within LATAM Asset Servicing, spearheading the development and implementation of enterprise-wide solutions across the region
Proven ability to analyze complex operational metrics, identify critical trends, and pinpoint areas of opportunity for process enhancement and risk reduction
Serve as a champion for robust compliance, instilling adherence to established procedures and controls, proactively anticipating and responding to LATAM market changes, and ensuring continuous education of the organization on regional specific requirements
Provide executive-level guidance, mentorship, and strategic direction to senior managers and their teams
Effectively manage and transparently report complex control challenges to senior management providing actionable insights and driving timely remediation
Cultivate and sustain strategic relationships with critical stakeholders, including major LATAM clients, internal business units, and global product partners, to enhance service delivery
Lead and drive strategic initiatives focused on transforming process efficiency, significantly reducing operational risk, and enhancing overall client satisfaction across the LATAM Asset Servicing landscape
Requirements:
10+ years of progressive experience in financial services operations
Extensive senior-level experience and deep expertise in all aspects of Asset Servicing, with a significant focus on LATAM markets
Demonstrated strategic leadership, with a proven ability to manage large, complex functions, drive organizational change, and develop multi-disciplinary high-performing teams
Comprehensive knowledge of a wide array of investment instruments prevalent in LATAM markets
Exceptional analytical, critical thinking, problem-solving, and executive decision-making skills, with a track record of implementing innovative solutions to complex challenges (e.g., automation, simplification)
Superior communication, negotiation, and presentation skills, capable of articulating complex information to diverse audiences, including executive leadership and external stakeholders
Bachelor’s/University degree in Finance, Accounting, or a related quantitative field
Nice to have:
Spanish and/or Portuguese language skills are a plus
What we offer:
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards