Financial Operations Lead

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

About Hazeltree Fund Services Inc.

We are seeking a seasoned professional to lead client success and drive strategic growth in our Hong Kong office. This role combines project management, relationship management, and financial expertise to deliver exceptional results.

Key Responsibilities:

  • Client Success: Develop and execute strategies to maximize client retention and satisfaction.
  • Project Management: Develop and execute project plans, manage timelines, and ensure seamless delivery of solutions.
  • Relationship Building: Foster strong relationships with key decision-makers at hedge funds and private market firms, understanding their unique needs.
  • Growth Opportunities: Identify upsell and cross-sell opportunities to expand Hazeltree's footprint within existing accounts.
  • Cross-Functional Collaboration: Work closely with Product Development, Engineering, and Client Services teams to enhance our solutions and advocate for client needs.
  • Financial Expertise: Apply your knowledge of financial instruments, cash management, and treasury operations to support clients effectively.

Qualifications & Requirements:

Technical & Industry Knowledge:

  • Experience in project management and/or account management, ideally within financial services, fintech, or SaaS solutions.
  • Strong understanding of financial instruments, cash management, and treasury operations.
  • Familiarity with hedge funds, private equity, and alternative investments is a plus.

Soft Skills:

  • Analytical & Problem-Solving: Ability to analyze client needs and develop strategic solutions.
  • Communication: Strong verbal and written communication skills to engage with both technical and non-technical stakeholders.
  • Collaboration: Ability to work cross-functionally with internal teams and clients.
  • Time Management: Strong multitasking and prioritization skills in a fast-paced environment.
  • Proactive Mindset: A self-starter attitude with a passion for client success and continuous improvement.

Education & Experience:

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • 3+ years of experience in project management, client onboarding, or account management.
  • Experience in fintech, SaaS, or financial services is highly preferred.

What We Offer:

  • Competitive salary and performance-based incentives.
  • Opportunities for professional growth, training, and career advancement.
  • A dynamic, collaborative, and entrepreneurial work environment.
  • A chance to be part of a growing team shaping the future of treasury management in Asia.


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