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Responsibilities - Support in establishing end-to-end custody management processes, including custodian onboarding, account opening, investment assets assessment, and due diligence checks.
- Maintain accurate records, reports, and documentation related to VUL new business and ongoing operations.
- Support the simplification and optimization of front‑office and operational requirements to improve speed to market.
- Assist in developing and governing key operational materials, including playbooks and Standard Operating Procedures (SOPs), for both new business and ongoing operations.
- Support in training sessions for internal stakeholders on VUL processes, custody protocols, and best practices.
- Ensure all custody and operational activi...