Process Optimisation and Digitisation Global Accounts Senior Manager

Posted on 6/6/2024

Aztec Group

Aztec Group

1,001-5,000 employees

Corporate and fund services for alternative assets

Financial Services
Data & Analytics


Houston, TX, USA

Required Skills
  • Minimum five years’ experience leading process improvement projects
  • Fund Administration experience
  • Demonstrable delivery capability of Lean Six Sigma, Business Analysis, Automation projects
  • Bachelors degree
  • Change Management qualification and/or a Project Management qualification
  • Lead a dedicated team within the Process Optimisation and Digititisation (POD) function to optimise and automate global account processes
  • Develop and implement the Global Account rapid improvement methodology to redesign and automate processes
  • Oversee delivery through the whole project lifecycle; project manage operational improvement initiatives with a focus on people change to ensure adoption
  • Quantify realised benefits to client satisfaction, risk, efficiency and effectiveness
  • Conduct process diagnostics via process mapping and Lean Six Sigma tools to identify pain points and opportunities for improvement
  • Create business requirements documents to enable process automation and project manage automation delivery via Agile sprints
  • Work collaboratively with the Group Head of Global Accounts to diagnose, identify and prioritise processes which improve client satisfaction
  • Participate in a consultative manner with strategic clients, client relationship leads and internal teams to facilitate the identification of improvement opportunities that enhance the client experience
  • Work closely with the respective product teams to lead the implementation of optimisation and automation projects, ensuring alignment and a consistent approach to strategic clients and identify opportunities to leverage to other clients
  • Report progress aligned to Aztec Transformation Management Office processes
  • Collaborate with Technology teams to rapidly automate processes
  • Responsible for identifying risks to the client relationships from any proposed change and developing risk mitigation plans to ensure minimum adverse impact of any changes
  • Identify ways to communicate the approach to optimisation and automation to the external market that positions Aztec as a thought leader in this space

Aztec Group specializes in providing fund and corporate services for alternative asset classes, with a focus on onshore and offshore jurisdictions. The main technologies/methods used in the product include fund administration, corporate services, and a focus on onshore and offshore jurisdictions.

Company Stage


Total Funding



Saint Helier, Jersey



Growth & Insights

6 month growth


1 year growth


2 year growth