Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Responsible for direct supervision of Fees & Billing and Mutual Fund Revenue associates in the Philippines. The Manager will oversee assigned staff and daily activities, ensuring maximum productivity, quality and time standard goals are achieved or exceeded. Manager is also responsible for accurate reporting, reconciliations, financials (including accuracy of all journal entries produced by the team), etc. related to the fund revenue process and fees and billing. Also responsible for hiring, training, development, coaching of all team members and ensuring all company, departmental and regulatory policies are being followed.

What you will do:

• Performs duties inherent in a managerial role:
• Conducts performance reviews, approves requests for vacation/ time off, interview, hire or dismiss personnel.
• Trains, coaches, mentors and manages the work of direct reports.
• Manage and load balance incoming service requests, emails and quality checking.
• Prioritize and complete incoming requests in accordance with departmental, corporate and regulatory policies and requirements.
• Quality track subordinates work, maintain records, analyze and take corrective action to prevent future errors.
• Monitor trends and report findings to management, accountable for meeting departmental standards.
• Research/resolve unique, complex and/or escalated issues. Coordinating with the US counterparts.
• Monitor reports (e.g., set up reports, error reports, billing reports, revenue share reports, etc) and facilitate or perform required corrections Liaison with internal and external customers on problem resolution including training staff and internal customers on new products, new functionality, etc.
• Champion policies and procedures are being followed for both functions.

What you will bring:

• Degree in Accounting, Business, Finance, or similar field
• 6 years of relevant experience within the Financial Services industry required
• FINRA Fingerprinting required
• Intermediate or higher Excel skills
• Experience with record keeping or mutual fund back office and accounting.
• Strong supervisory, organization, communication, analytical and problem solving skills required.
• Demonstrated leadership ability
• Working with some supervision or guidance.
• Will escalate or seek out guidance for very complex issues.
• Financial risk and exposure if transactions are processed incorrectly and not identified in the QC review

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties
that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.