SVP, Head of Investment Operations & Process Excellence

Sompo International•Purchase, NY

8d•$210,000 - $230,000•Hybrid

About The Position

Sompo has a unique opportunity for a Senior Vice President, Head of Investment Operations & Process Excellence to join our Treasury team. This role will be responsible for overseeing the transformation of Sompo’s Treasury and Investment operations. Reporting to the Global Treasurer and a trusted advisor to the Global Treasurer, Chief Investment Officer, investment professionals, and regional Treasurers, the incumbent will oversee Investment Operations and develop a road map to streamline the end-to-end Treasury and Investment operations process. The role will be a key stakeholder for the Regional Treasury teams as they develop processes to streamline local processes. The incumbent will work closely with internal and external auditors to review process design and controls. This position will be based out of our Purchase, NY office with travel to the NYC office as needed. We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers.

Requirements

Bachelor’s degree in Finance, Accounting, or related Operations related field
Minimum 15 years of experience as a senior member of a Treasury or Investment Operations function in financial services
Strong understanding of financial instruments, markets, and investment strategies.
Strong leadership qualities influence stakeholders.
Proficiency in treasury management systems and investment platforms.
Excellent analytical, problem-solving, and decision-making skills.
Strong interpersonal and communication skills, with the ability to collaborate across teams and build relationships with external stakeholders.
Proven track record of driving process improvements and operational excellence.
Knowledge of regulatory requirements and compliance standards related to investment and treasury operations.

Nice To Haves

Strategic & Enterprise-Minded: Operates with a forward-looking perspective, aligning functional priorities with broader financial and corporate strategy.
Influence without Authority: Builds trust and partnerships through clear communication across regions, functions, and senior leadership, influencing outcomes through credibility, insight and shared accountability.
Transformational & Innovative: Champions modernization of processes, data, and technology to enhance effectiveness and create long-term value.
People Leader: Develops, drives engagement and high performance in dynamic, interconnected teams.
Matrix Leader: Excels at aligning diverse stakeholders, navigating competing priorities, and fostering collaboration across functional and regional boundaries.
Agile & Decisive: Navigates complexity and rapidly changing environments with sound judgment, balancing performance orientation with risk discipline.
Ethical Judgement & Integrity: Acts as a trusted steward of the organization, modeling ethical leadership, transparency, and responsibility in all decisions.
Alignment with Core Values: Accountability – Raises the Bar: Leads with a performance mindset, setting high standards and holding the organization accountable for integrity and results.
Agility – Keeps It Simple: Prioritizes speed, clarity, and action; avoids bureaucracy and promotes practical, high-impact solutions.
Collaboration – Builds Relationships: Demonstrates empathy and transparency, fosters teamwork across global teams with respect and openness.
Development – Is Curious: Encourages continuous learning and growth; seeks diverse viewpoints and challenges the status quo for better outcomes.
Integrity – Is Trustworthy: Models’ ethical leadership at all times; builds a culture where doing the right thing is the norm, not the exception.

Responsibilities

Serve as the primary advisor for driving decisions into Treasury and Investment operational process.
Support the transformation towards globally integrated Treasury and Investment operations.
Maintain and own the process taxonomy for Investments and Treasury.
Oversee the collateral management process for all entities.
Oversee the investment operations process globally.
Develop and administer policies and procedures that impose an adequate level of control over treasury and investment operations activities and develop.
Maintain and administer all Treasury and Investment operations systems, including Kyriba, FXAll, Bloomberg OMS.
Monitor and manage execution-related risk, ensuring compliance with internal policies and external regulations.
Develop and enforce strong internal controls, effective security measures and financial management policies
Identify opportunities for process optimization and automation within investment and treasury operations.
Lead cross-functional initiatives to enhance operational efficiency and reduce costs.
Develop and implement key performance indicators (KPIs) to measure and improve operational performance.
Collaborate with technology teams to implement system enhancements and upgrades

Benefits

Two medical plans to choose from, including a Traditional PPO & a Consumer Driven Health Plan with a Health Savings account providing a competitive employer contribution
Pharmacy benefits with mail order options
Dental benefits including orthodontia benefits for adults and children
Vision benefits
Health Care & Dependent Care Flexible Spending Accounts
Company-paid Life & AD&D benefits, including the option to purchase Supplemental life coverage for employee, spouse & children
Company-paid Disability benefits with very competitive salary continuation payments
401(k) Retirement Savings Plan with competitive employer contributions
Competitive paid-time-off programs, including company-paid holidays
Competitive Parental Leave Benefits & Adoption Assistance program
Employee Assistance Program
Tax-Free Commuter Benefit
Tuition Reimbursement & Professional Qualification benefits