Custody Product Manager Resume Samples

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MH
M Heaney
Merle
Heaney
20418 Zula Canyon
Houston
TX
+1 (555) 463 3452
20418 Zula Canyon
Houston
TX
Phone
p +1 (555) 463 3452
Experience Experience
01/2015 present
San Francisco, CA
CIB Investor Services Custody Product Manager
San Francisco, CA
CIB Investor Services Custody Product Manager
01/2015 present
San Francisco, CA
CIB Investor Services Custody Product Manager
01/2015 present
  • Providing the Custody business input, guidance and decision making into the future state design and operating model for the EZB
  • Coordinating the contract gathering and review including governance, oversight and management of any hot buttons/business approvals
  • Producing and maintaining metrics and reporting in support of the program including Client and product inventory’s, documentation gathering, financial and balances sheet implications
  • Creation and execution of a Client Communication trategy including; straw-man approach, messaging, operational impact assessments, client facing materials, contract novation, Internal and external stakeholders comms, transition co-ordination, requests for parental guarantees etc
  • Preparing presentations for Governance Meetings, Management updates, business approvals etc
  • Maintaining scorecards and other reporting in support of program wide activities and work stream meetings
  • Coordinating with other IS product groups to ensure consistency of approach and messaging to clients
02/2010 11/2014
San Francisco, CA
Global Custody Product Manager
San Francisco, CA
Global Custody Product Manager
02/2010 11/2014
San Francisco, CA
Global Custody Product Manager
02/2010 11/2014
  • Identify areas of improvement, solution, document action plans and work with all necessary parties towards completion
  • Manage senior client engagement and relationships
  • Business and product management
  • Assistance with audit and regulatory reviews and reporting
  • Responsible for the oversight, monitoring and reporting of a workbook of CASS and MIFID related initiatives
  • Contributions to business and management presentations
  • Co-ordination and delivery of CASS and MIFID related projects
12/2004 01/2010
Philadelphia, PA
Cib-custody Product Manager
Philadelphia, PA
Cib-custody Product Manager
12/2004 01/2010
Philadelphia, PA
Cib-custody Product Manager
12/2004 01/2010
  • Developing the product strategy for the region in conjunction with the wider Product Management team, ensuring alignment with the IS Product strategy globally
  • Develop and maintain product collateral to help partners and clients understand the solutions which Global Custody can deliver
  • Product Management & Development
  • Working with various departments (Risk, Operations, Audit, Business Control, Compliance, Legal, Client Services, Relationship Management, Technology, Sales, Network Management, etc.) to assess client requests for new / enhanced and recommend solutions
  • Operating as a subject matter expert with respect to industry and market developments and their impact on the Global Custody product platform
  • Representing J.P. Morgan Global Custody/Custody & Fund Services at industry forums and events
  • Working with Sales/RMs to find solutions for new clients
Education Education
Bachelor’s Degree in Autonomy
Bachelor’s Degree in Autonomy
Florida Atlantic University
Bachelor’s Degree in Autonomy
Skills Skills
  • Ability to foster excellent relationships between the business, support and control functions, internal stakeholders and external providers
  • Flexible and adaptable to quickly changing internal and external environments
  • Solid organisational skills and attention to detail
  • Willingness to assume responsibility and accountability
  • Strong analytical skills
  • Excellent written and verbal communications skills
  • Responsible for the oversight, monitoring and reporting of a workbook of CASS and MIFID related initiatives
  • Identify areas of improvement, solution, document action plans and work with all necessary parties towards completion
  • Assistance with audit and regulatory reviews and reporting
  • Leadership skills
Create a Resume
1

Custody Product Manager Resume Examples & Samples

  • To lead the HSBC Securities Services (HSS) US Domestic Custody product to achieve strategic business objectives and maximise the long-term bottom line contribution of the US Domestic Custody product to HSBC Securities Services globally
  • The role guides contribution to the establishment, maintenance, and on-going enhancement of HSBC’s reputation for service excellence as it relates to the US Domestic Custody product within Global Markets, across HSS, and externally into the industry. The 3 key activities in achieving this are [1] Domestic Custody business and product management, [2] product escalation point of the HSS Custody Operations Service unit, and [3] being front and centre in the industry proactively attending industry consultations, seminars, and seeking leading roles in locally formed working groups
  • Oversee provision of the highest levels of customer service
  • Contribute to achieving or exceeding the financial targets committed to in the Annual Operating Plan via provision of effective solutions to operational problems and requirements
  • Maintain an influential position with industry regulators and the market
  • Exercise leadership in the HSS businesses
  • Develop effective working relationships with fellow Product heads locally, in the UK and with Asia Pacific
  • Comply with relevant internal procedures (Functional Instruction Manual, Business Instruction Manual, Group Instruction Manual)
  • Expert knowledge of global securities markets including the US from the most sophisticated to the most rudimentary spanning domestic custody and cross border global custody
  • Proven track record in working within securities custodian industry in a senior role
  • Proven change management skills
  • Proven consulting skills at all levels
  • Proven team management and leadership ability
2

CIB Investor Services Custody Product Manager Resume Examples & Samples

  • Providing the Custody business input, guidance and decision making into the future state design and operating model for the EZB
  • Coordinating the contract gathering and review including governance, oversight and management of any hot buttons/business approvals
  • Producing and maintaining metrics and reporting in support of the program including Client and product inventory’s, documentation gathering, financial and balances sheet implications
  • Implementing process enhancements across NDA, pipeline and other BAU Custody business activities where additional controls are required to capture and report on EZB related inflows and outflows
  • Creation and execution of a Client Communication trategy including; straw-man approach, messaging, operational impact assessments, client facing materials, contract novation, Internal and external stakeholders comms, transition co-ordination, requests for parental guarantees etc
  • Coordinating with other IS product groups to ensure consistency of approach and messaging to clients
  • Preparing presentations for Governance Meetings, Management updates, business approvals etc
  • Maintaining scorecards and other reporting in support of program wide activities and work stream meetings
  • Being an active participant across the governance forums that support the EZB program
  • Comprehensive knowledge of the securities services businesses and client segments,
  • Proven track record of managing a complex client relationships and business problems
  • Excellent commercial, analytical, problem solving and communication skills
  • Proven ability to navigate complex organisations whilst building a network of influence to deliver the desired results of the business
  • Prior Product Management, Product Development, Operations and or Sales experience
  • Strong organisational, project sponsor and planning skills
  • Proven understanding of the commercial and risk aspects of the business
3

Cib-custody Product Manager Resume Examples & Samples

  • Representing Product Management for key deal and client retention activity, from RFP responses, through to Pricing/Commercials, Legal Negotiation, understanding and solution client requirements
  • Understanding developments in key markets in Asia-Ex, and helping to translate those developments into requirements for solutioning by Product Development
  • Product Management & Development
4

Global Custody Product Manager Resume Examples & Samples

  • Responsible for the oversight, monitoring and reporting of a workbook of CASS and MIFID related initiatives
  • Responsible for the delivery of standards, procedures and related documents that are Global Custody
  • Proactively partner with all control functions including the CASS office to put together a consistent, standardised due diligence framework to address all existing and emerging regulatory needs
  • Ensure account structures meet regulatory requirements and appropriate segregation of duties
  • Ensure appropriate legal and business review and sign off of all documentation
  • Contributions to business and management presentations
  • Co-ordination and delivery of CASS and MIFID related projects
  • Risk and issues tracking
  • Assistance with audit and regulatory reviews and reporting
  • Identify areas of improvement, solution, document action plans and work with all necessary parties towards completion
  • Detailed technical knowledge of CASS rules as applied to the financial services sector
  • Proven track record in implementing solutions to address CASS regulatory requirements
  • Facilitating the implementation of CASS governance structures
  • Knowledge of latest regulatory developments and key current issues facing regulated firms
  • Experience in managing day to day CASS related functions e.g. CASS 6 and custody internal / external reconciliations, CASS Resolution Pack, CMAR reporting
  • To be comfortable with changing priorities, and to be able to create structure/deliveries/options out of ambiguity
  • Preferred Operations background
  • Ability to foster excellent relationships between the business, support and control functions, internal stakeholders and external providers
  • Solid organisational skills and attention to detail
  • Willingness to assume responsibility and accountability
  • High motivation and energy
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary
5

Local Custody Product Manager Resume Examples & Samples

  • Bachelor’s degree with a minimum of three years’ experience in the Securities Services industry. Prior experience in capital markets – pension, mutual funds, and brokerage houses - a strong plus
  • Strategic planning skills (Opportunities, Market sizing, new segments)
  • Excellent Project Management, organizational, planning, prioritization and time management skills. Product Management discipline – a strong plus
  • Strong knowledge of PC based applications, especially Excel, Word and PowerPoint
  • Fluent English and Spanish required
6

Regional Custody Product Manager Resume Examples & Samples

  • The job has a reasonable degree of autonomy, although is subject to overall policies and strategic guidelines from HSS management (regional and global) and the HSS Functional Instruction Manual. The jobholder has a significant role to play in driving pre/post live structuring, determining evolution of product scope, ensuring engagement at all levels across Markets Operations, and motivation of teams handling and delivering the Product
  • The jobholder will need to maintain close and co-operative links with internal departments offering services to clients, eg Human Resources, Global Banking, Financial Institutions Group, Payments & Cash Management as well as internal service departments such as Finance to ensure the HSS voice is influential within HBUS and that opportunities for cross selling are identified wherever possible
  • Exposure, participation and engagement within local market forums and initiatives are paramount to ensure HBUS continues to play a leading role in positive direction and momentum within the local market
  • Performs according to prescribed procedures
  • Working knowledge of support functions (Risk, Controls, Compliance, Legal, etc.)
  • Highly developed communication skills
  • Experience of over 10 years in the securities business with a significant focus on the custody sphere
  • Minimum of a BA/BS degree in
  • Series 99 (or an equivalent license, e.g. Series 7)
7

Global Custody Product Manager Resume Examples & Samples

  • Execution against strategy to increase revenues and margin in line with EMEA business objectives
  • Enhance GC product to ensure Citi’s offering is highly competitive in terms of capability and client experience vs competitor products, and own and lead initiatives to consistently deliver a leading product and service proposition
  • Partner with CFS Sales organization to complete RFPs, client pitches, contract and commercial negotiations
  • Manage senior client engagement and relationships
  • Monitor service indicators to ensure client satisfaction, measuring actual performance and driving corrective action where required
  • Management of client profitability
  • Business and product management
  • Drive product innovation to determine long-term product direction
  • Issuance of Global Custody marketing materials
  • Maintain industry presence though industry groups, associations and forums
  • Extensive years of plus industry experience
  • Strong understanding of the Global Custody business and external environment
  • Proven leadership ability in a business, client or operational role
  • Demonstrated experience in managing change, including introduction of emerging technologies
  • RFP management and client pitch experience
  • Commercial and contract management experience Skills
  • Ability to execute in a large matrixed organization
  • Ability to forge strong relationships with senior client contacts
  • Define, document and execute product enhancements
  • Ability to foster teamwork and develop matrix teams to execute client solutions
  • Strong project management and execution skills
  • Presentation skills