The posting
Roles and Responsibilities
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.



