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Chief Investment and Operations Officer
Silicon Valley Bank
New York, NY, United States
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Qualifications
20+ years’ experience in financial industry and/or business management. Knowledge related to the above businesses and Wealth Management preferred. 20+ years of experience in portfolio management, preferably for trust accounts.
• Experience in successfully leading wealth management organization
• Strong general manager – including hiring, mentoring and development.
• Demonstrated leadership skills such as organizing, problem solving, decision-making, planning and active listening.
• Excellent verbal and written communication skills.
• Strong presentation skills with clients and firm leaders.
• In-depth knowledge of return generation strategies, asset classes and various investment products.
• Expert in managing the full spectrum of equity investments, fixed income and alternative strategies for the company.
• Solid work ethic with a strong degree of integrity.
• Strong verbal/written communications with ability to tailor message to audience
• Proven ability to work across departments to influence others at senior levels, and build strong relationships
• Demonstrated leadership in setting strategy and driving an agenda
• Strong people and process management skills
• Ability to delegate effectively and manage delivery/execution of a wide range of tasks and initiatives
• Ability to work independently and possess a strong sense of accountability/ownership
• Strong organizational and analytical skills – COO background useful
• Ability to use desktop tools to develop presentations for senior management- working knowledge of MS Office, particularly excel and PowerPoint
• Series 66, Series 24
• MBA preferred; BA in Business, Finance, Accounting or equivalent required
• CFA