
Head of Operations, Open Ended Funds, New Zealand
- Auckland
- Permanent
- Full-time
- Ensure that client service levels and service quality is performed to a high standard
- Ensure adherence to SLAs, regulatory requirements and internal controls
- Ensure client contractual obligations and regulatory obligations are met
- Own and manage the operational risk associated with Unit Pricing, Fund Accounting and Reconciliations and actively work with Risk and Compliance to mitigate these risks to within tolerance
- In case of control breakdowns or errors, ensure incident reports are prepared, reviewed and provided to clients within 5 business days, corrective and preventative actions completed in a timely manner and any impact analysis accurately calculated
- Ensure effective oversight of functions performed for NZ Unit Pricing, Fund Accounting and Reconciliations functions by Global Service Centers, including regular service level reporting and regular meetings
- Promote collaborative relationships with Global Service Centre teams to ensure effective working relationships and seamless delivery to clients
- Lead transformation initiatives to improve operational efficiency and client satisfaction.
- Collaborate with senior leadership to support growth, innovation, and risk mitigation.
- Lead and develop high-performing teams across geographies.
- Foster a culture of accountability, continuous learning, and operational excellence.
- Manage workforce planning, training, and succession strategies.
- Drive and lead by example the Apex values and be a culture champion
- Set an exceptional service culture within the operations team
- Represent and own Open Ended Fund Operations for the NZ business both internally and externally
- Participate in other projects and initiatives as required by the business from time to time
- Actively manage and cultivate all relationships involved in the service provision within the Operations function.
- Foster a high-performance culture committed to continuous improvement.
- Provide coaching and mentoring to staff to achieve individual and team objectives, ensuring ongoing development discussions throughout the year.
- Maintain a positive work environment that attracts, retains, and motivates a diverse group of high-calibre employees.
- Develop and sustain strong relationships with client stakeholders, ensuring responsive and proactive service at all levels.
- Collaborate with key internal stakeholders across New Zealand and other regional and global contacts within Apex to address client needs, operational issues, and opportunities, ensuring effective resolution.
- Build and maintain networks and relationships within the industry.
- Anticipate and address client issues proactively, devising and implementing effective solutions.
- 5-10 years’ experience in the financial services industry.
- Experience in leading operations functions at a senior level.
- Strong collaborative people leader able to engage teams at scale across multiple locations
- Strong commercial acumen, professional maturity, and discretion
- Demonstrable broad management skills in risk management, IT, regulatory compliance, and client management
- Proven experience delivering strategic initiatives
- Aptitude in decision-making and problem-solving
- Experience working in a global organization preferred but not required