Head of Onboarding and Business Support

Job Description

The Head of Onboarding and Business Support will focus on achieving and maintaining optimal operational efficiency. This function develops, implement, and maintain effective operating processes; Quality Assurance (QA) program and Workforce Management (WFM).

In partnership with Operations Client Services team, HR, Finance, and other business partners, this role will create processes that will enable business leaders to define and align to the strategic objectives, develop actionable plans, forecast hiring demand, assess talent supply and capacity, and create reports on operational metrics to drive business decisions.

Functional Areas and Responsibilities: 

  • Review effectiveness processes and drive efficiencies.
  • Oversee the quality assurance functions to support the Client Services team to drive operational excellence.
  • Work closely with the Client Delivery Directors in carrying out the business strategies.
  • Administer smooth transition & implementation of non-conventional services from new and/or existing clients
  • Align the execution of continuous improvement, automation, and/or efficiency projects to the Operations Client Services team
  • Drive the strategic direction of workforce planning and capacity management, staff solutions strategy, and geographic diversification.
  • Lead the end-to-end cycle of workforce planning from collection during annual planning to tracking and governance throughout the plan year.
  • Partner with Talent Acquisition and HR teams on workforce planning system, and process to ensure ongoing engagement with business leaders.
  • Support Sales Team/ Onboarding team with models and guideline for evaluating new business/ migration workforce requirements.
  • Regular reviews on the completeness and accuracy of reporting dashboards including KPI ratios (productivity, quality, resource planning and other business metrics)
  • Analyse and report KPI and operational updates to ensure Business has clear understanding on the operational performance
  • Execute timely analysis while managing multiple competing priorities. Ability to collaborate with multiple stakeholders as well as work independently
  • Strong communication skills with ability to present information simply and cohesively to different levels of business partners.

Other

  • Support the department as required within the confines of the role.
  • Undertake any additional reasonable duties as required by the Firm.

Qualifications

Key competencies for position and level

  • Strategic Mindset
  • Balances Stakeholders
  • Plans and Aligns
  • Ensures Accountability
  • Optimizes Work Processes
  • Collaborates
  • Financial Acumen
  • Being Resilient
  • Situational Adaptability
  • Drives Vision and Purpose
  • Builds Effective Teams
  • Interpersonal Savvy

Key behaviours we expect to see.

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

  • Taking Ownership
  • Resilience
  • Positivity
  • Proactivity

Required Experience

Essential Criteria:

  • 7 years of Experience in a similar position
  • BA/BS degree in human resources, economics, statistics, finance, social science, psychology, or another field that uses quantitative analysis (mathematics, engineering), or equivalent practical experience.
  • Experience collaborating on projects involving multiple teams, managing relationships with clients, and presenting to audiences.
  • Solid understanding of operational metrics with ability to explain the data insights to business partners.
  • Demonstrated experience modelling workforce trends and analytics, including the utilization of various forms of data analysis.
  • Experience working with a variety of information systems, workforce planning and large and complex data files, analysing file structure, using, and creating file layouts.
  • Demonstrated analytic and data management capabilities and reporting presentation of complex data.
  • Strong MS Office skills (especially Excel)

 


Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.


Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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