Rovyn David Sanchez
Halifax,Canada
Summary
With 12 years of experience in Canadian Retail Wealth and Asset Management, has extensive knowledge of Retail Investments, including Mutual Funds, Guaranteed Income Contracts, and Segregated Funds. Well-versed in Global Regulatory Compliance, KYC, AMLA/CFT, and FATCA. Has expertise in Fundserv and Treasury Operations.
Have been leading various investment teams for 6 years and relocated to Canada to support the management of the Mutual Funds Operations Canada team.
Overview
12
12
years of professional experience
Work History
Operations Lead – Mutual Funds
Manulife Investments
Halifax, Nova Scotia, Canada
10.2023 - Current
- Manage daily department operations, ensuring effective task delegation and balance.
- Update the Manager regularly and provide backup support in their absence.
- Lead and motivate the team to meet service standards within budget constraints.
- Approve E-Treasury transactions, ensuring compliance and accuracy.
- Ensure staff have necessary training and tools for success.
- Foster collaborative relationships with business partners.
- Maintain confidentiality with sensitive employee and business information.
- Contribute to department strategy development and implementation.
- Participate in various projects and initiatives as needed.
- Identify and recommend solutions to improve operational efficiency and effectiveness.
- Oversee processing controls and ensure compliance with procedures.
- Collect and share productivity and quality metrics with the team.
- Provide regular metrics and updates to internal stakeholders.
- Support key risk functions impacting operations, including audits and compliance testing.
Senior Team Leader
Canadian Manulife Investments
Philippines
10.2019 - 10.2023
- Establish quality regulations for Manulife Investments processes and employees.
- Analyze data to enhance recruitment, motivation, and process improvement.
- Drive the team to achieve organizational goals.
- Consult with management on business planning and team development.
- Manage staff performance, growth, and engagement through regular reviews.
- Lead business reviews and generate performance reports.
- Ensure compliance with Service Level Agreements and standards.
- Enhance team effectiveness by refining training policies.
- Manage hiring, attendance, incentives, billing, and coordinate with support departments.
Team Leader
Canadian Manulife Investments
Philippines
03.2018 - 09.2019
- Help Manulife Investments team establish quality regulations for process and employees. Analyzes data to develop plans to recruit, motivate and encourage employees while striving to improve process, procedure and meet performance accuracy targets.
Quality Control Support
Manulife Business Processing Services
Philippines
06.2015 - 03.2016
- Responsible for making sure that quality targets are achieved and/or exceeded. Main tasks include quality checking of the processed items and providing statistical report and analysis of errors.
Business Process Associate
Manulife Business Processing Services
Philippines
05.2013 - 06.2015
- Responsible in processing financial and non-financial transactions which includes account set ups, deposits, policy maintenance, internal/external transfers and withdrawals on applicable systems.
- Identifies and solves most basic and some complex problems based on an understanding of the customers needs, using investigation and established guidelines. Recognizes the need to reed to redirect complex problems.
- Trained on different systems like Corfax(UAT), Automatic Work Distributor, Lotus Notes, Ifast Desktop, Internet Explorer, Microsoft Access, Word and Excel.
- Completed Tax (RRSP) Season.
Education
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, MARKETING
NEW ERA UNIVERSITY
Philippines06.2013
Skills
- Business Process and Model Notation Knowledge
- Workforce management
- Relationship management
- Operations management
- Negotiation skills
- Problem-solving skills
- Oral communication skills
- Written communication skills
- Organizational skills
- Time management skills
- Independence
- Team collaboration
- Flexibility on shift
- Willingness to work overtime
- Motivational attitude
- Scheduling coordination
- Capacity planning
- Cost reduction
- Procedure implementation
- Asset management
- Data analysis
- Project planning
Languages
English
Timeline
Operations Lead – Mutual Funds
Manulife Investments
10.2023 - Current
Senior Team Leader
Canadian Manulife Investments
10.2019 - 10.2023
Team Leader
Canadian Manulife Investments
03.2018 - 09.2019
Quality Control Support
Manulife Business Processing Services
06.2015 - 03.2016
Business Process Associate
Manulife Business Processing Services
05.2013 - 06.2015
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, MARKETING
NEW ERA UNIVERSITY
Recognitions
- Best in Class for Design Thinking Workshop, 2017
- Main support and contact person for the High Net-Worth Project
- Top Performer (Seg Funds Admin), 2016
- Promoted as Quality Analyst, 2016
- Approved Business Process Improvement Project, 2015
- AME Marketing Excellence Awardee, 2013
- Gallup Engagement Survey Result, 4.23/5.0, 4.44/5.0, 4.41/5.0, 4.54/5.0, 4.63/5.0
- CAP Closure of all Archer Incidents reported to Global Risk and Compliance
- Stars Of Excellence Nominee - 2023 and 2024
Trainings And Seminars
- 2014, MBPS, Basic Spreadsheet Training
- 2015, MBPS, Intermediate Spreadsheet Training
- 2015, MBPS, TRP 101 Training Basics
- 2016, MBPS, Workforce Optimization Training
- 2017, SIL, Business Process Model and Notation Training
- 2017, SIL, Time Management Training
- 2017, ASTD, Coaching Basics Workshop
- 2017, ASTD, TRP 201- Facilitating Adult Learning
- 2017, ASTD, Design Thinking Workshop
- 2017, SIL, Business English Speaking
- 2020, ANZCHAM – A Truly Agile Mindset
- 2023, IFSE Canadian Investment Funds Operations Course PASSER
- Annual Record and Information Management Training
- Annual Standards of Professional Conduct Training
- Annual Data Privacy Training
- Annual Anti-Fraud Training
- Annual Combating Money Laundering and Terrorist Financing
Degree
Bachelor of Science in Business Administration, Marketing, 2013-06-01, New Era University
Personal Information
- Date of Birth: August 26, 1992
- Gender: Male
- Marital Status: Single