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Toss

Fintech super-app for payments and banking

Advisory Product Operations Manager - Wrap Operations

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSeoul, South KoreaNo salary listedIn-person

About the Job

Requirements

  • At least five years of experience operating wrap accounts or investment-advisory products at a securities firm, covering account operations, advisory portfolio management, and customer management.
  • Understanding of wrap and advisory product operations, including advisory or discretionary contracts, account management, fee structures, rebalancing processes, and performance reporting.
  • Experience owning and leading execution throughout service launch and operations.

Responsibilities

  • Improve and operate the advisory marketplace with the Product Owner.
  • Design detailed policies and operating guidelines across the advisory operations lifecycle, including entering, changing, and terminating advisory contracts; opening and closing accounts; and settling advisory fees, while managing the development process.
  • Establish and manage operational processes for advisory portfolio management, including registering and changing strategies, suspending sales, executing rebalancing, and reporting performance.
  • Manage collaboration processes with advisory partners, including receiving and validating advisory portfolios and responding to issues.
  • Establish and carry out customer communications, voice-of-customer and complaint responses, and investor-protection operations.
  • Communicate closely with supervisory authorities and internal teams such as compliance and risk, and carry out operational work in response to changes in investment-advisory regulations.

Desired Qualifications

  • Professional experience in other areas such as accounts, cash transfers, orders, financial products, or retirement pensions, or experience collaborating with IT.
  • Experience launching and operating products in collaboration with external partners such as asset management firms or investment advisory firms.
  • Experience leading the launch of a new securities service by introducing new methods.

About the Company

Toss

Fintech super-app for payments and banking

Toss is a South Korean financial services platform that started as a peer-to-peer money transfer service and has grown into a digital 'super app' for personal finance. Its products are accessed through one mobile interface that unifies bank accounts, credit cards, loans, investments, and other financial services, including its own Toss Bank and Toss Securities. It differentiates itself by offering a broad, integrated ecosystem—combining digital banking, asset management, and brokerage services under one roof and running its own banking and securities units. Its goal is to become the leading consumer finance platform in South Korea while expanding its user base globally.

Company size
1,001-5,000
Company stage
Series G
Total funding
$1.5B
Headquarters
Seoul, South Korea
Founded
2011

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