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Platform Solutions Assistant Vice President
Finance & Investment Industry Company
New York, NY, United States
Job Details - this job has expired, please see similar jobs below
Description
Company is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Company can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The candidate will join a team reporting to the Executive Director of Alternative Investments (AI) Platform Solutions, covering both technology and advisory programs. The team is responsible for leading strategic initiatives as well as critical diagnostic and reengineering efforts throughout the business, with the ultimate goal of improving the financial advisor and client experience while improving operating and financial performance. Examples of key initiatives including expanding the alternative investment product suite across both advisory and brokerage platform and delivering industry leading reporting tools and efficiencies to our advisors/clients. The candidate will work closely with the various groups within the AI business (sales, product, investor relations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle.
Key responsibilities include:
• Partner with senior business leads to understand and prioritize initiatives
• Lead development of business requirements and reviews with relevant stakeholders
• Drive issue resolution and manage expectations in a multi-stakeholder environment through consistent
reporting and communication
• Coordinate with Technology Managers to marshal the required commitment on projects within their scope
• Coordinate and ensure QA interaction, process, and testing
• Collaborate with IT, the Business and Operations on the development and management of User Acceptance
Testing (UAT)
• Partner with cross-functional business unit executives to communicate requirements, status, and escalate and
resolve issues as appropriate
• Maintain disciplined program and project delivery in accordance with established standards
Qualifications and Skills Required:
• Minimum 5 years of project development and execution experience (preferably in a financial services context)
• Microsoft Excel proficient
• Application/software development background will be helpful
• Strong communication skills (i.e. verbal, written, presentation)
• Excellent relationship skills, proven experience (at least 3 years) in working with technology and business
across various levels of management
• Ability to effectively communicate and work collectively with technology project managers, business
sponsors/stakeholders and subject matter experts across all organizational levels
• Ability to approach problems as challenges and deal with them constructively; promotes this approach to
other stakeholders