Operations Lead

In this role at Eclipse Financial Management, a boutique financial planning firm in Victoria, as the Operations Lead for the back-office operations team in India, your responsibilities will revolve around overseeing a small team, ensuring accurate execution of operational tasks, and maintaining high service standards. Key Responsibilities: - Establish and manage the back-office operations team in India, initially leading 23 operations executives. - Oversee accurate data entry into Xplan, Worksorted, fund platforms, and other financial planning systems. - Prepare and review Records of Advice (ROAs) using templates ensuring compliance and consistency. - Extract and compile client data to support financial planners with ad hoc queries. - Build and streamline workflows for smooth operations and timely task completion. - Coach, train, and provide quality oversight for operations staff. - Ensure compliance with internal policies and relevant industry regulations. - Collaborate with Australian stakeholders and serve as the primary point of contact for escalations. - Monitor and manage workflows, reallocating tasks as needed to meet deadlines. - Identify operational issues and recommend or implement process improvements. - Address and resolve team or individual performance issues effectively. - Provide information and feedback to the head office in Melbourne, Australia. - Support the preparation of review packs and other deliverables as required. - Stay adaptable by learning new tasks and taking on additional responsibilities as needed. Qualification Required: - Minimum of 8 years of experience in operations, preferably within financial services or a regulated industry. - Proven experience in leading and mentoring a small team. - Exceptional attention to detail and commitment to high-quality work. - Proactive problem-solving skills with a process-oriented mindset. - Strong communication and stakeholder management skills for cross-border collaboration. - Ability to thrive in a remote or hybrid setup and build high-performing teams from the ground up.,