Managing Director Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the managing director job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

E Dach

Everardo

Dach

8476 Urban Orchard

Detroit

+1 (555) 719 2982

8476 Urban Orchard

Detroit

Phone

p +1 (555) 719 2982

Experience Experience

San Francisco, CA

Managing Director

San Francisco, CA

Fadel, Schulist and Harber

San Francisco, CA

Managing Director

Identify economic, social and political trends within the geographies/sectors and their potential impact on risk-taking and risk management. Stay very well informed of industry, product and macro-economic developments in order to properly position the portfolio. Manage the portfolio in the context of risk trends, business opportunities and returns, supplemented with active counterparty and product stress testing
Providing leadership in creating and implementing policy and establishing the risk management framework supporting the policy
Providing leadership over projects identified by Senior Management, as requested
Creating and maintaining department dashboards analyzing performance against key business metrics, including cost, revenue and margin targets
Reviews and approves the selection of development, testing, and implementation tools, as determined from the collaboration between the Application Software Development staff and the three relevant development support groups, Development Technology Services [DTS] or Development Support, Infrastructure group, and Enterprise Architecture, and evaluates the selection from a financial and productivity perspective in order to provide final approval of the tool selection
Crafting year-long strategy and plans for professional development opportunities
Outlining approach to professional development for all staff

Dallas, TX

Managing Director, Sarbanes

Dallas, TX

Homenick-Hayes

Dallas, TX

Managing Director, Sarbanes

Develop and prepare reporting and key metrics for board of directors and executive management
Proactively work with and provide guidance to the business unit risk and controls officers in the oversight of their businesses SOX controls
Develop new review processes and implement improvements to existing practices to enhance overall effectiveness of the firm’s SOX function
Stay abreast of business process changes impacting SOX controls and provide guidance to ensure firm wide alignment
Responsible for driving project management of remediation efforts related to SOX compliance in the firm
Develop and maintain the corporate policies, procedures, and methodologies for effective SOX compliance
Manage the design decisions and processes which supports the creation, maintenance, testing, and certification of SOX controls

present

Houston, TX

Senior Managing Director

Houston, TX

Jacobs-Mueller

present

Houston, TX

Senior Managing Director

present

Assist with strengthening existing client relationships by participating in sales meetings and working on proposals
Determining and making a case for the best way to enter priority service offering segments: M&A, build, blended approach
Perform financial modeling and work with tax and legal professionals in the structuring of transactions and analyzing contracts and agreements
Evaluates the business operations and develops relevant, cost saving, control and process improvement ideas to assist the organization in meeting its goals
Responsible for budgeting, revenue and profit tracking for Technical Services
Consults with customers on changing industry trends/projections/budget planning/etc
Manage and empower a team of 7 staff members, coaching and developing them as leaders in their role and the organization

Education Education

Bachelor’s Degree in Value

University of California, Los Angeles

Bachelor’s Degree in Value

Skills Skills

Ability to meet deadlines without compromising accuracy, excellent product quality and attention to detail
Strong knowledge base and previous experience with designing trainings and professional development resources for adult learners,
Excellent knowledge of HSBC Group and products, and a strong network of contacts across all business areas
Solid organizational skills especially ability to meet project deadlines with a focus on details
Knowledge of successfully embedding processes/structures to monitor area profitability/expenses
Strong analytic mindset with the ability to learn quickly
Good judgment, strong initiative, and a quick learner
Able to create strong adult learning opportunities through the establishment of a strong culture of constant learning
Ability to manage self and others to high-quality deliverables
Ability to hit the ground running with strong operational execution skills while also possessing the ability to think and operate at a strategic level

Create a Resume in Minutes

15 Managing Director resume templates

Read our complete resume writing guides

Managing Director Resume Examples & Samples

Must have demonstrated leadership experience and ability to develop and manage a team of seasoned professionals in a fast paced and dynamic environment
Strategic minded professional with ability to influence and partner with all aspects of senior leadership team and functional counterparts
Intimate knowledge of the index and market data industries
Experience in the development and execution of high level strategic plans
Minimum of fifteen years track record with experience in the various aspects of technology, data management, index, and vendor/relationship management within the Financial Services industry
Proven track for creating and executing vision for information management within the Financial Services industry
Experience in contract negotiation, operations management, and project management
Outstanding managerial, technical and financial modeling skills

Managing Director Resume Examples & Samples

In-depth Product experience with wholesale banking and retail banking sectors
Experience with pricing models, capital models, and/or financial forecasting
Very strong analytical and problem solving abilities
The candidate must be a self starter who is able to work in a fast paced, results driven environment
Excellent organizational, management, and communication skills
15 or more years in a large Bank or Financial Institution
Bachelors degree required

Managing Director Resume Examples & Samples

Identify, pursue and close sales opportunities for a broad range of financial products and services
Manage complex, multi-product client relationships as the primary Specialty Finance representative in region
Coordinate the sales and service efforts of multiple internal business partners
Proactively market clients and prospects; represent Specialty Finance companies in the local banking and business communities; and develop a network of referral sources
Initiate and maintain strategic dialogue with clients and prospects to generate ongoing corporate finance opportunities
Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests
Strictly comply with all regulatory and JMPC rules, policies, and procedures
Minimum of 8 years experience as an outstanding Client/Relationship Manager selling corporate finance or commercial banking products and services
Knowledge and experience in the Financial Institutions/Specialty Finance corporate banking or investment banking sector
Strong leadership abilities in financial services sales and business development
Solid credit, analytical, and problem-solving skills
Excellent oral and written communications abilities
Knowledge of credit, corporate finance, treasury, investment banking, and other banking products; preferably with execution experience
Self-motivated, dependable and intelligent
Candidate must be a top individual contributor, with a strong performance track record
Completion of a recognized bank credit training program or investment banking training program
Possess (or obtain within three months of hire) FINRA Series 79 and 63 securities licenses
MBA preferred
Regular travel

VP & Managing Director Resume Examples & Samples

Drives national revenue growth and retention through proactive coaching
Through the annual business planning process, establishes business objectives, develops and executes on strategic initiatives and action plans, and effectively monitors to ensure goals and critical success factor activities are carried out and met
Manages the client experience by actively managing, reviewing and promoting quality service initiatives and standards
Develops and cultivates new and effective centres of influence to increase referral business
Accountable to seek out, develop, and implement innovative solutions for client service and financial performance consistent within business strategy
Supports Investment Counsellors with the development of new business proposals and with the delivery of investment proposals
May be responsible for the provision of investment counselling services to a small number of high value client relationships

Managing Director, Ccar Specialist Resume Examples & Samples

Comprehensive understanding of CCAR requirements and processes –abreast with the latest CCAR guidelines, understanding the data, oversee the submissions, synthesize the submissions, coordinating with other work streams, finance, Planning and Analysis team, Treasury, other Consumer business units, Private Bank
Extensive understanding of mortgage products—structures, industry mechanics, risks, analytical tools
Direct experience in managing mortgage products through crises/economic cycles
Experienced negotiator (internally and externally). Well -developed influencing skills
Can provide strategic direction for stress testing impact of risk on portfolio value and capital and advises the business accordingly
Analyzes the impact of changes in macroeconomic indicators on portfolio/business performance. Proficient in scenario analysis
Advises business on risk technology and its impact on overall departmental strategy and business risks; advocates changes necessary to prioritize and resolve shortfalls
Proficient in using MIS to manage risk
Meets with regulators to discuss regional, market and product specific issues that affect the firm
Identifies methods for improved operational efficiency and productivity
Breaks silos and build partnerships across functions and regions. Creates and sustains a network of strong client relationships
Serves as a mentor and role model for coaching and the development of people
Champions diversity; recruits, retains and develops talent
Regularly communicates and ensures key messages are cascaded throughout the organization
Advises senior management of magnitude of issues
Develops medium to long-term planning and execution of strategies requiring coordination and integration across units or functions on CCAR
Has authority to negotiate and make independent decisions on issues / activities that have critical impact or influence on company revenues, capital, or business operations
Advanced Degree (Masters required, PhD preferred) in Statistics, Applied Mathematics, Operations Research, Statistics, Economics, or other highly technical quantitative discipline
Is an experienced risk management professional with at least 15 years in the Financial Services industry covering mortgage portfolios
Extensive experience in performing and leading quantitative analysis, statistical modeling, loss forecasting, loan loss reserve modeling, Basel and (especially) econometric modeling of consumer credit risk. Has had an active leadeship role in successfully executing the analytical components of an econometric modeling-driven stress loss process
Advanced project management skills (negotiating contracts, hiring consultants, project planning/tracking, documentation, driving issues to closure, dealing with multiple demanding constituents, etc…)
Proven ability to lead and accomplish through both influence and oversight organizational constructs
Written and verbal communication skills, effective both in person, on video, and on audio telecommunications – subordinates, peers, management, senior/executive management, & regulators
Expertise in process mapping, process control, and financial reporting
Has managed challenging regulatory relationships
Expertise in CCAR clearly a plus, but if not, sufficient expertise in managing a similar stress testing regime or proven ability to quickly come up to speed in managing a complex financial reporting process of comparable in complexity to CCAR
Significant experience in delivering technical presentations to and managing examinations and ongoing relationships with external regulators (e.g., FRB, OCC, FDIC) and internal audit functions
Excellent communication skills with significant presentation assebly for and delivery to senior and executive level audiences
Candidates who have performed comparable functions to those listed above for significant, complex financial institutions at a consulting company, vendor, or service provider would be strongly considered as well
Demonstrated strong leadership experience, especially in transitioning or challenged environments (including strong facilitation skills)

Managing Director Resume Examples & Samples

Advanced Degree (Masters required, PhD preferred) in Statistics, Applied Mathematics, Operations Research, Statistics, Economics, or other highly technical quantitative discipline
10+ years experience in performing and leading quantitative analysis, statistical modeling, loss forecasting, loan loss reserve modeling, and (especially) econometric modeling of consumer credit risk
Active leadeship role in successfully executing the analytical components of an econometric modeling-driven stress loss process
Demonstrated expertise in project management of large-scale cross-functional or cross-business-line initiaitives driven by a comination of formal authority and leadership through recognized expertise & influence
Demonstrated ability to design, build, and lead internal analytic & technical teams as well as initiate and direct all aspects of complex analytic vendor/supplier/consulting engagements
Significant experience in delivering technical presentations to and managing examinations and ongoing relationships with external regulators (e.g., FRB, OCC, FDIC) and internal audit functions
Excellent communication skills with significant presentation assebly for and delivery to senior and executive level audiences
Candidates who have performed comparable functions to those listed above for significant, complex financial institutions at a consulting company, vendor, or service provider would be strongly considered as well

Managing Director Resume Examples & Samples

Manage complex, multi-product client relationships as a banker in the Western United States
Proactively market clients and prospects; represent eastern Canadian companies in the local banking and business communities; and develop a network of referral sources
Minimum of 10 years experience as an outstanding Client/Relationship Manager selling corporate finance or commercial banking products and services
Knowledge and experience in the Western Region of our corporate banking sector

Senior Managing Director Resume Examples & Samples

Providing significant components of the strategic direction, leadership and management of the Corporate Internal Audit function
Responsible for improving efficiency, effectiveness and productivity of the Internal Audit function. Conducts reviews of operations with an emphasis on internal controls, operating efficiencies and compliance with policies and regulatory expectations
Evaluates the business operations and develops relevant, cost saving, control and process improvement ideas to assist the organization in meeting its goals
May oversee the Operations and Administration function of the Corporate Internal Audit function and provides direction and leadership to Internal Audit executives in performing internal audit activity across the organization
In support of Division Wide objectives, may manage the execution of multiple, simultaneous Internal Audit projects
Minimum 15+ years of experience in public accounting and/or diversified financial services, including experience in an internal audit executive role or a related field within a leading, performance oriented Diversified Financial Services company
Minimum of 8+ years of managerial experience required, with 5+ years managing audit engagements and staff
A CIA or CPA is required
Undergraduate or graduate degree in accounting, finance or other business related field is required
MBA preferred
Experience should include leading large components of an Internal Audit organization, evaluating risk management procedures, leveraging Risk-Based Internal Audit methodologies
Financial services sector experience, either from the public accounting or industry, is required, preferably within a Fortune 500 diversified, bank holding company
Experience should include direct interaction with regulators such as the Federal Reserve, OCC, SEC, FINRA, or state Insurance Departments
Proven ability to lead and successfully deliver complex projects and initiatives
Experience leading significant components of an Internal Audit function at a Federal Reserve regulated organization is highly desirable
Must have strong working knowledge and experience with the Institute of Internal Auditor's (IIA) International Professional Practices Framework (IPPF) as well as the Federal Reserve’s Supplemental Policy Statement on the Internal Audit Function and Its Outsourcing SR13-01

Managing Director Resume Examples & Samples

MSG Policies and procedures – Define the strategy and implement controls, policies, and procedures to increase effectiveness and efficiency across the MSG businesses and platforms
Issue resolution and reporting - define process to identify potential issues as well as their resolution and provide reporting to senior management
Platform controls & governance - strengthen the overall business governance and operating model for best in class product and platform organization
Process Testing & Issue Remediation – define the strategy and overall testing process/procedures to ensure proactive identification of issues. Develop/define strategy for remediation of issues forward looking
Management of audit process and procedures – ensure appropriate audit policies and procedures are in place. Partner with Corporate Audit to ensure alignment with enterprise goals
Work with business units across channels to ensure alignment and to assist in deploying strategies to ensure consistency of approach and minimize implementation risk
Project Management Office – oversee PMO group and lead strategic initiatives that impact MSG Managed Programs, including MSG Simplification and Third Party Platforms strategy for the current business model as well as future business model
Demonstrated leadership and experience in successfully managing business governance for a sizeable investment business
Demonstrated success in the strategic development of policies, procedures and assessment of internal controls
10+ years of experience in financial services and consulting or audit experience with a demonstrated track record in risk management
Demonstrated success building a team-oriented, “best in class” governance organization
Six Sigma designation, preferred
Strong knowledge of internal controls and risk management
Must be analytical and possess ability to interpret and apply policies and regulations across a large, complex business
Ability to influence peers, colleagues and managers across organizational lines to take action on complex, technical or sensitive topics with companywide impact
Posting Date: 09/23/2014

Managing Director Resume Examples & Samples

Provide support, counsel and challenge to business partners, including senior business leaders, [as well as Wealth Management, product development, Marketing, Compliance, Internal Audit, and Finance on overall risk management issues
Leverage enterprise risk standards to the identification, measurement, monitoring and management of risk
Assist in identifying emerging risks and trends (both internal and external) that could have a negative impact on the ability to achieve the goals and objectives of the Retirement Services business
Review business plans and challenge assumptions to support the reasonableness of the plans and fit with corporate strategy
Assist in defining risk information and tools needed for the Retirement Services business. Ensure the capture of appropriate risk-related data to support the measurement and management of risk within the Retirement Services business and risk aggregation and measurement at the enterprise level. Provide input into assumptions supporting risk measurement
Help identify and monitor key risk and performance indicators and metrics, and monitor the effectiveness of risk mitigation programs and controls. Implement programs and limits to support risk-taking that are in line with corporate standards and the prescribed risk appetite
Support the development and implementation of policies and procedures that are in line with corporate guidelines
Support the implementation and ongoing use of Governance, Risk and Compliance (GRC) tools within Retirement Services. Support the implementation of risk and control self-assessment and related processes and the optimization of the control environment
Assume a leading role on specified risk committees
Interact with regulators as needed including the New York State Insurance Department, other state insurance departments, the Federal Reserve, and the Office of the Comptroller of the Currency (OCC) and rating agencies
20+ years of relevant experience
Bachelors degree
A self-starter with excellent interpersonal, organizational, and leadership skills
Ability to identify and implement effective risk assessment processes, models, and systems in line with corporate guidelines
Ability to adapt to and initiate change
Ability to assist in optimizing risk-taking to achieve business results
Demonstrated ability to work collaboratively with cross functional groups and support senior management
Ability to evaluate appropriate fund selection for specific platforms and manager/fund selection process
Knowledge of annuities, ERISA, 403(b) plans, individual financial planning
Ability to review, analyze, and explain fixed income and equity risk reports and identify investment performance attributes
Risk management experience in investment activities as well as product development and management
Familiarity with risk identification and mitigation techniques and strategies
Experience in bank and broker/dealer risk management
Experience working closely with legal, compliance and audit
A highly collaborative business partner who can effectively manage and influence relationships that are widely dispersed both functionally and geographically

Managing Director Resume Examples & Samples

Provide support, counsel and challenge to business partners including senior business leaders as well as Wealth Management, Product Development, Marketing, Compliance, Audit, and Finance on overall risk management issues
Assist in identifying emerging risks and trends (both internal and external) that could have a negative impact on the ability to achieve the goals and objectives of Individual Financial Services
Assist in defining risk information and tools needs for Individual Financial Services. Ensure the capture of appropriate risk-related data to support the measurement and management of risk within Individual Financial Services and risk aggregation and measurement at the enterprise level. Provide input into assumptions supporting risk measurement
Support the implementation and ongoing use of Governance, Risk and Compliance (GRC) tools within Individual Financial Services. Support the implementation of risk and control self-assessment and related processes and the optimization of the control environment
Assume a leading role on specified risk committees and provide risk and performance reporting
Interact with regulators as needed including the New York State Insurance Department, other state insurance departments, the Federal Reserve, the Office of the Comptroller of the Currency (OCC) and rating agencies
Establish and maintain oversight processes for mutual fund selection, products on the brokerage platforms, and financial planning tools and advice
Review and monitor risk and control frameworks for Wealth Management, Advice and Planning

Managing Director Resume Examples & Samples

10+ years of prior experience in a data/systems related role
5-8+ years of experience in a management role
5-8+ years of experience within AML or Compliance
7-10+ years of Project Leadership Experience
A combination of a Bachelor’s degree, considerable work experience and Graduate degrees or specific designations (i.e. Six Sigma, PMP, etc.)
Maintain, or are pursuing an AML-related certification (e.g., CAMS)
Excellent knowledge of technical requirements for AML
Superior analytical and problem solving skills
Excellent communication skills and ease interacting with Senior and Executive level management
Expert knowledge of Financial Crimes, including current fraud modalities, techniques and AML behaviors
Expert knowledge of Statistical Analysis and Human Behavior Modeling
Expert knowledge of Rule-Based Expert Systems
Knowledge of Data Mining Tools
Expert technical development skill and sound knowledge of advanced technology concepts
Deep understanding of specialized technical/business processes
Analytical Thinking (In-depth)
Environmental Understanding (In-depth)
Project Management (In-depth)
Systems Management (In-depth)
Analytics and Modeling (In-depth)
Influence (In-depth)
Managerial Leadership (In-depth)
Problem Solving (In-depth)
Applied Innovation (In-depth)
Consulting (In-depth)

Managing Director Resume Examples & Samples

Minimum of 10 years of demonstrated strategic sales management experience providing complex financial planning services exclusively for high net worth ($500k+) clients required
Demonstrated experience leading, managing and developing teams for a large geographic region as well as ensuring the adoption of sales practice management processes
Proven track record in developing and achieving sales, retention and activity metrics at a regional level
Expert knowledge of financial planning concepts and products, the retirement industry, industry regulations and a broad knowledge of all TIAA-CREF products and services
Series 7, 24 and 66 and appropriate state life insurance licenses are required in accordance with licensing guidelines
Expert level of managerial discretion and leadership, relationship management, and decision making
Prior project management experience on a regional level and/or national a plus

Managing Director Resume Examples & Samples

12-15+ years of capital markets experience. Prior roles may include Economist, Buy or Sell-side analyst, portfolio management, investment banking, and/or investment management
Deep knowledge of monetary and economic policies, financial markets, investment strategy and broad fundamental macro economics
Sophisticated understanding of capital markets, investment management industry and portfolio strategies across both Traditional and Alternative Investments
Strong writing and communication skills, critical thinker, detail oriented, thrives and delivers in a fast pace e

Managing Director Resume Examples & Samples

Product/Platform controls & governance - strengthen the overall business governance and operating model in an evolving business and regulatory environment. Keys areas of focus will include best execution, reporting, risk, and regulatory compliance
Process Testing & Issue Remediation – define the strategy and overall process/procedures to ensure proactive identification of issues and respective remediation plans
Risk exposure management – identify exposures to market risks and report out to senior management with mitigation proposals
Markets Policies and procedures – Define the strategy and implement controls, policies, and procedures to increase effectiveness and efficiency across the Markets businesses and platforms
Work with business units to assist in deploying new products/strategies to ensure consistency of approach and minimization of implementation risk
Capital markets product expertise, possessing ability to proactively identify exposure to market risks
Demonstrated ability to effectively delegate and manage

Managing Director Resume Examples & Samples

Manage complex, multi-product client relationships as the primary Oil Field Services banker
Proactively market clients and prospects; represent Oil Field Services companies in the local banking and business communities; and develop a network of referral sources
Initiate and maintain strategic dialogue with clients and prospects to generate ongoing corporate finance, treasury services and credit opportunities
Knowledge and experience in the Oil Field Services corporate banking sector

Director / Managing Director Resume Examples & Samples

Role requires industry and operations knowledge equivalent to 10-12 years of experience in relevant industry and /or requires specialized technical expertise (e.g. advance degree)
Financial Services Expertise required. Mortgage Operations experience preferred
Experience in dealing with regulators and senior level internal stakeholders; ability to influence to achieve results that will have a significant business impact
Ability to lead through influence at all layers of the organization
Advanced level experience in a related role with extensive experience in business, functional and people management
Superior relationship management skills are also critical, with experience in effectively addressing and resolving conflict without impacting relationships
Effective people management skills with a proven track record of effective delegation, motivation, employee and customer satisfaction
Professional maturity in dealing with all levels of management and staff
Apt to a rapidly changing environment
Effectively in a team in order to coordinate and build consensus on standards and initiative
Exemplary thought leadership skills, able to build and lead strategic initiatives
Excellent verbal and written communication skills. Able to present information to senior level audiences and regulators in simple, logical business terms

Managing Director Resume Examples & Samples

Manage a staff of 6 direct reports in New York and partner with Buffalo COE managers relating to credit analysis and monitoring work done outside New York, with responsibility for insuring adequacy of staffing, risk training and human resource development
Partner with the Business to set direction and risk appetite for individual clients and sectors
Work closely with bankers and risk personnel to understand the risks in proposed transactions, help to structure them to mitigate risks and approve within delegated authority. Provide guidance as needed to negotiate documentation such as loan agreements, bond indentures, ISDA’s etc. Review and provide input in developing acceptable standard terms for these agreements
Maintain an audit-ready environment with constant focus on timelines/ adequacy of credit diligence and early identification of potential problem situations
Identify economic, social and political trends within the geographies/sectors and their potential impact on risk-taking and risk management. Stay very well informed of industry, product and macro-economic developments in order to properly position the portfolio. Manage the portfolio in the context of risk trends, business opportunities and returns, supplemented with active counterparty and product stress testing
Meet with the clients, industry experts and regulators to deepen understanding of the counterparties, sectors and regulatory developments
Represent FIRM in relevant ICG wide initiatives such as Credit Policy formulation, Investment Securities Governance and special projects as appropriate
People management, interpersonal, communication and leadership skills are needed in order to effectively lead staff and engage with seniors in business initiatives
Solid Risk and Business judgment on the full spectrum of risk issues including Operational and Franchise Risk
Strong lending and capital markets experience
Strong analytical skills and ability to decompose transactions into the core risks
University Degree / Graduate Degree in Business, Finance or Economics or equivalent a plus

Managing Director Resume Examples & Samples

The Managing Director will be responsible for the following Lines of Business within Asset Management – Mutual Funds (both Canada & US), Group Retirement Services (401K), Trust & Custody, Security Lending, Institutional Lending, and Institutional Trading
Identifies opportunities and provides recommendations to senior management, executives and clients (e.g., the replacement strategy for the Enterprise’s Payment processing platform or the replacement strategy for the Unisys platform). This may involve creating a common framework or introducing new technologies, which ultimately contributes to improved efficiency, cost reduction, application stability, accessibility, etc
Oversees the completion of project deliverables by providing appropriate approvals, guidance, and resources for the development teams. This helps ensure optimal quality of the applications while delivering a solution that is aligned with the business strategy
Provides solutions to complex technical issues to ensure the optimal solution is recommended to the Technology Relationship Manager and clients and communicates complex technical strategies and design to senior management, executives, and clients to gain their support and/or approval of the recommended approach
Reviews, approves, and provides technical expert guidance on the Operational Vision (or business case) and application architecture, as prepared by the Senior Business Consultant and/or Senior Business Technology Specialist and/or Application Software Development Manager, to ensure that they are aligned with Enterprise standards and that they are appropriate in satisfying the technical strategy and design for the clients
Prioritizes and optimizes development teams activities for multiple initiatives of varying complexity in order to meet client demands and priorities while maintaining defined Service Level Agreements (SLAs) and technical stewardship over platform applications
Creates proper planning process (e.g., development of a pandemic plan and development of a Business Continuity Plan) to ensure performance, availability, and problem recovery of platform applications in achieving the agreed Service Level Agreements (SLAs)
Reviews and approves the selection of development, testing, and implementation tools, as determined from the collaboration between the Application Software Development staff and the three relevant development support groups, Development Technology Services [DTS] or Development Support, Infrastructure group, and Enterprise Architecture, and evaluates the selection from a financial and productivity perspective in order to provide final approval of the tool selection
Liaises with third party vendors on contract negotiations and understands and validates the vendor technical architectures to ensure they are aligned with the Enterprise standards or, at minimum, are well understood by employees and have the necessary approvals from governing bodies within the Enterprise
Provides project governance, and interacts and collaborates with team members and other departments when appropriate, to define accountabilities, communicate the status of work items, and discuss barriers to the delivery of work
As a member of the Software Engineering Process Group (SEPG), establishes, reviews, approves, improves, and monitors organizational software development processes to optimize the overall effectiveness of the development group and partners with the Best Practices & Quality Assurance group, proactively identifying and improving software development processes, to maintain the current maturity level of CMMI and to attain a higher level of CMMI maturity level
Collaborates with Account Managers in creating, managing, and overseeing the investment plan (IPlan) and manages financials to ensure that they fall within the approved fiscal year plan
Provides managerial leadership to managers, staff, Senior Business Consultants, and Senior Business Technology Specialists, which includes structuring development teams, holding regular two-way meetings, setting context, building staff development plans, providing feedback on performance evaluations, mentoring, and coaching, in order to create and maintain high-performing teams
Experience with Trading systems (could also include Capital Markets Trading)
Possesses a university degree/college diploma in applied technologies and/or 12+ years of experience in state-of-the-art financial application development with expert business knowledge
Possesses expert project management experience
Possesses extensive practical experience in application development and/or client solution delivery in order to understand and verify technical designs
Demonstrates expert knowledge of design and analysis methodology and application development processes from both an industry and BMO perspective
Exhibits expert understanding of the Software Development Life Cycle (SDLC), Quality Assurance requirements, and software development control and release procedures
Demonstrates expert understanding of emerging technologies and industry directions
Strong Vendor Management and Vendor Negotiation skills
Possesses expert communication skills, both written and verbal
Demonstrates expert leadership/people management skills
Demonstrates advanced relationship management and coaching skills
Is able to translate broad, strategic intent into short term plans
Possesses an expert ability to manage multiple projects high in complexity and of strategicimportance
Is capable of resolving diverse, complex, and ambiguous issues and situations
Is able to manage change
Is able to work independently

Wealth Management Managing Director Resume Examples & Samples

Minimum of 10 years of demonstrated strategic sales management experience providing complex financial planning services exclusively for high net worth ($500k+) clients required
Demonstrated experience leading, managing and developing teams for a large geographic region as well as ensuring the adoption of sales practice management processes
Proven track record in developing and achieving sales, retention and activity metrics at a regional level
Expert knowledge of financial planning concepts and products, the retirement industry, industry regulations and a broad knowledge of all TIAA-CREF products and services
Series 7, 24 and 66 and appropriate state life insurance licenses are required in accordance with licensing guidelines
Expert level of managerial discretion and leadership, relationship management, and decision making
Prior project management experience on a regional level and/or national a plus

Managing Director Resume Examples & Samples

4+ years of agency recruitment experience within the Health Services industry
Entrepreneur with the passion to build a business and achieve unlimited earning potential
Energetic self-starter with a track record of determination, effort and achievement
Individual with proven results in developing a Health Services staffing practice
Trustworthy professional with a persistent work ethic
Organized individual who excels in problem-solving and forward-thinking

Managing Director Resume Examples & Samples

Hire, onboard, manage and develop cross-functional sales and marketing team
Collaborate with Creative Director and in-house creative production team to build effective pre- and post-sales execution functions that deliver high-end integrated marketing campaigns for clients
Share in ownership of revenue responsibility with local business units and corporate revenue team
Establish and fulfill service-level agreements with local station partners to achieve maximum satisfaction with internal and external clients
Participate and lead the team in developing go to market strategies, test pilots and campaign roll-outs in collaboration with local stations across markets
Serve as an ambassador for and champion market/client intelligence functions within organization’s sales force
Promote station group within a B2B sphere on a national and local level
Manage multiple assignments simultaneously while working with internal and external clients as well as other key stakeholders
Undergraduate degree required; degree in related field (marketing, business administration or management) preferred; Advanced/graduate degree desirable
10-15 years of post-undergraduate work experience in direct sales and marketing
5-10 years of sales management and supervisory experience with demonstrated experience in pipeline development and delivering client solutions
Experience directing integrated sales and marketing teams
Thorough knowledge of how advertisers best utilize traditional and digital media as marketing tools
Understanding of the research tools that gather and generate consumer insights and the metrics that drive consumer convergence rates
Thorough knowledge of MS Office
Ability to communicate precisely and effectively with collaborating teams, colleagues and clients on all levels
Ability to self-manage a new organization in different location than Gannett Leadership team while building connections with these key leaders and stakeholders
A mature and professional demeanor capable of representing the organization with external clients and senior level executives
Ability to flourish in a dynamic, fast paced environment
Ability to travel 30% of the time
All candidates must be eligible to work in the United States permanently without sponsorship

Managing Director Resume Examples & Samples

Operating Routines – Leader responsible for working closely with key stakeholders to define and implement appropriate management routines and reporting to ensure a disciplined and transparent approach to managing risk related items (BAU, regulatory and strategic initiatives)
Policies and procedures – Define and implement controls, policies, and procedures to increase effectiveness and efficiency across the AI businesses and platforms
Platform controls & governance - strengthen the overall business governance and operating model for a best in class product and platform organization
7+ years of experience in financial services and consulting or audit experience with a demonstrated track record in risk management
Knowledge of Alternative Investments, preferred
Bachelor’s degree in related field. Advanced degree or industry designation preferred
Excellent written, verbal communication and interpersonal skills
Excellent presentation skills required
Ability to multi-task and efficiently negotiate changing priorities and responsibilities
FINRA Series 7, 66 & 24

Managing Director Resume Examples & Samples

Undergraduate degree and an MBA or similar advanced degree
At least ten years of professional experience with a minimum of five years of senior leadership experience supervising seasoned staff operating multiple programs across a broad geography
Five or more years of managerial experience
Significant experience in managing outside vendors
Significant budget/financial experience
Significant experience in managing partnerships with nonprofit organizations
Strong relationship builder and communicator with experience leading diverse work teams, developing and organization-wide strategy for program excellence, engaging community partners and partnering with corporate leadership and board of directors
Demonstrated program measurement, reporting and evaluation
Demonstrates integrity, strives for excellence in her/his work, and has experience leading a team to higher levels of effectiveness and programmatic impact
A high level of sound business and personal judgment
The ability to accomplish results through persuasion and influence, and to understand and manage critical relationships within the company and community
Excellent written and personal communication skills
A passion for community
The ability to effectively juggle competing demands of multiple internal and external constituencies
Cultural sensitivity
Ability to work directly with CEO and other senior leaders on community issues

Managing Director Resume Examples & Samples

Client Advisory
Primary contact with clients’ senior management teams
Provide advice and counsel in the development and execution of a Strategic Investor Relations program
Creation and development of Investor Relations materials, including strategic messaging, investor presentations, quarterly earnings release and scripts, Q&A preparation, guidance strategies, and post earnings follow up
Manage and execute Investor Relations plan and calendar, including Non Deal Roadshows, Conference attendance, and proactive investor outreach
Proactively interact with investment community to develop and manage relationships with counterparts on both the buy side and sell side
Target incremental opportunities for research coverage and new potential shareholders for clients
Review competitor / peer financial and business developments
Prepare reports and analysis for client detailing positioning in the market place, investor and analyst feedback, changes to institutional shareholder base, and research analyst model review
Provide senior oversight to junior team working on client accounts
New Business Development
Drive new business development initiatives
Desired Qualifications / Ideal Candidate
Undergraduate degree, ideally in business, finance or economics (MBA / CFA a plus)
10+ years’ experience in financial services / financial communications (Investor Relations background)
Strong understanding of the capital markets
Deep Wall Street and Industry contacts a plus
High energy, self-starting, hard worker that excels in a team oriented environment
Commitment to excellent customer service
Excellent interpersonal, verbal & written communication and organizational skills
Strong computer skills - including proficiency in Microsoft Office, Excel, Word, PowerPoint
Experience using financial database platforms such as: ThomsonOne, Ipreo, Bloomberg, FactSet, Capital IQ a plus
Business travel to investor meetings and events with management is a requirement

Managing Director Resume Examples & Samples

Responsible for meeting consumer marketing goals including audience development and subscription revenue goals across core digital products
Oversee development of marketing and communication plans in order to drive engagement and subscriptions for our New York Times Digital products
Partner with various cross-functional team leads across the organization including product management, consumer marketing, customer insights and creative services to set strategic priorities for marketing team
Forecast subscription copy and revenue goals
Maintain consumer marketing expense budget
Oversee team of product and channel marketing managers responsible for driving awareness and subscriptions for our digital products
Minimum 10+ years marketing experience
Bachelor's degree required. MBA strongly preferred
Direct Response Marketing experience in a B2C environment required
Audience development experience preferred
Proven track record of success launching and growing app users and subscribers
Must understand iOS app technology, metrics, and 3rd party integration
Exceptional critical thinking, especially in business modeling and analytics, with the ability to leverage insights to draw sound conclusions and recommendations
Strong project management and problem solving skills, with the ability to manage multiple assignments with competing priorities and tight deadlines
Excellent oral and written communication skills, with the ability to communicate confidently and persuasively to senior management
High degree of initiative and results orientation with a strong attention to detail
Self-starter who sets priorities, takes on new projects and drives deliverables to execution with full accountability
Poise, maturity and interpersonal skills to deal professionally and collaborate across functions and internal stakeholders

Managing Director Resume Examples & Samples

Construct a data management and stewardship center of excellence function to serve both the institutional and individual businesses of Retirement and Individual Financial Services
Be responsible as the gatekeeping and prioritization point of service for all tactical and strategic project requests relating to data quality, data completeness and data timeliness
Serve as recognized publisher of critical data elements (CDEs) for the individual and institutional business; Conduct ongoing governance practices assessments to determine the degree to which standard governance practices (i.e. defining business terms, identifying CDE’s, monitoring data quality, etc.) are deployed within each business area and their level of adoption – identify gaps and develop a plan to close the gaps. Monitor and deploy industry best practices
Identify major data quality issues impacting customer experience, processing efficiency, regulatory compliance, revenue / asset generation
Organize a cross functional team of data subscribers from across CSG and the broader the R&I organization and key business support partners into a working entity responsible for prioritizing and defining data solutions
Partner with their area leadership to develop a specific mission, vision and strategy for Data Governance within their area that includes overall goals, scope, objectives, measures, and guiding principles for data governance within their area
Manage team of data stewards for customer data management on TIAA-CREF’s MDM platform
Drive adoption of standard data governance practices across each business area through formal education and implementation of the business data governance “playbook” process across other data subject areas, or projects within a given business area
Represent CSG and broader parts of R&I on corporate data. Partner with Enterprise Data Management and other business areas to define an appropriate Target Operating Model for data governance within their area. The TOM will include the definition of specific roles, responsibilities, designation of data domains/subject areas, identification of business data stewards, supporting operational processes
Work directly with IT on the design and construction of data centric solutions to support the application architecture and deliver the quantitative outcomes of the institutional and individual businesses
Set enterprise direction by participating with the Data Governance & Stewardship Council members to vet policies, standards, guidelines and processes that will drive consistency across the enterprise
Lead cultural change for data management and governance functions by implementing enterprise strategies, policies and standards within their business areas
Communicate, measure compliance and enforce activities and behaviors to achieve adoption the enterprise and line of business directions
Support enterprise governance and stewardship and identify skilled Business Data Stewards within the associated business area to achieve required coverage of business functions and data
Advocate teamwork and be forthcoming and transparent by liaising with Business Data Management, Business Data Stewards, IT and projects for unified direction
Establish a controlled data management environment through planning, funding, prioritization, communication, training, and monitoring data quality
Identify and define key business terms, definitions, business rules, quality requirements, critical data elements, and partner with stewards across the company to align shared data to achieve consistency across the firm
Escalate, vet, negotiate and remediate issues and conflicts
Uphold steward responsibilities for metadata management, master and reference data management, data quality, data usage, security, privacy, compliance
Bachelor’s degree in business or finance (or related field)
Minimum 15 years’ experience in financial services, focusing on institutional clients
Strong technical and business skills, strong knowledge of data theory and data services
Demonstrated knowledge of data structure, systems/tools and data management policies and practices in a complex organizational environment
Proven record of effective leadership, including ability to build a team and function, gain consensus and achieve trust through others not directly under your supervision
Record of effective management including planning and decision making, identification of priorities and bringing projects to successful completion in a timely manner, while maintaining a high focus on standards and quality
Omni
Siebel
SEI
Pershing
FIS

Managing Director Resume Examples & Samples

Bachelor’s degree in business or finance (or related field) or in management information systems (MIS)
Minimum 15 years’ experience in financial services, focusing on institutional clients and individual clients
Strong technical and business skills, strong knowledge of capacity planning, change management, strategic program development and business case management, and lifecycle of portfolio program execution
Demonstrated knowledge of program management systems/tools and strategic project management policies and practices in a complex cross-organizational environment

Managing Director Secure Works Resume Examples & Samples

Works closely with leadership to set strategic and tactical goals and ensure that the Director’s sales, revenue, and profit quotas are reasonable and are met or exceeded
Works closely with strategic partners, internal Dell organizations, to develop successful practice area growth and execution
Works closely with sales executives and managers to develop plans to meet corporate objectives and provide sales support resources
Oversees the development and innovative design of competitive services, methodologies, and deliverables for successfully competing in the marketplace
Manages P&L, budget, and forecasting within the practice
Oversees the work of APJ consulting teams directly and through APJ managers
Directs the setting of practice area objectives, performance standards, and priorities through and with managers
Hires and maintains a highly trained internal staff and external resources ensuring adequate staffing for client projects
Works as internal subject matter expert for other departments, especially marketing and product management
Helps sales team retain and grow business of existing accounts involving practice area
Helps marketing team develop appropriate marketing materials, content development, and public speaking
Excellent business management and leadership skills with the ability to effectively direct the organization’s practice and operations to maximize revenues, profits, and customer satisfaction
Excellent knowledge of and ability to sell consultative services
Excellent time management, communication, decision-making, presentation, human relations, organization, and problem solving skills
Experience leading a large consulting services group
Strong expertise managing a P&L, and strong financial skills in general
Ability to build relationships with and influence management and peers regarding sensitive and complex matters - utilizing consultative skills, strong logic and judgment, independent thinking, and a proactive service orientation
Excellent analytical skills, including the ability to think outside existing practices/models and demonstrate foresight about potential issues and opportunities
Ability to recognize gaps in knowledge and conduct the training to fill them
Strong technical background to include networking protocols, social media, analysts’ tools, network and application tools, vulnerability/penetration testing methodologies
5-7 years of security and consulting related experience
5-10 years of successful managerial/leadership experience
Graduate degree in related field preferred or equivalent years of experience
Related professional certifications are preferred and highly desirable (e.g., CISSP, CISM)

Managing Director Resume Examples & Samples

Develop and maintain ‘trusted advisor’ relationship and access at key decision maker level for assigned current and target clients
Work closely with the sector and country team leaders on developing client plans and coverage strategies in assigned portfolios
Represent HSBC North America to global clients and HSBC offices around the world
Work to reposition the firm to higher value added solicitation, enhancing the perception of the Bank among its existing and prospective clients
Lead and co-ordinate origination and execution of activities across the spectrum of HSBC products and services across the region
Build the Global Banking franchise value/reputation in the market place
Manage the development of the Global/Regional/Team business strategy as required; drive achievement against targets for revenue generation, product alignment, customer satisfaction and cost management
Create and lead a professional, proactive, and performance-driven culture; plan ahead for succession and continuity of skills, and participate in coaching schemes as appropriate; become a recognized role model for juniors in the team
Establish and maintain networks for cooperation with other HSBC businesses to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments
Drive the implementation of major change initiatives within Global Banking
Aggressively grow HSBC’s share of the client wallet, involving product specialists to ensure product capabilities are in line with client/sector requirements
Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business
Track record of building and developing relationships at the key decision-maker level
Ability to develop a strategic dialogue with the client
Proven record of leading and motivating teams
Understanding of HSBC Group and products, and a strong network of contacts across all business areas in North America
Proven record of proactively originating and executing business across both flow and event products
Series 79 license may be required – subject to determination by Compliance, based on evaluation of products responsible and supervisory structure

Managing Director Resume Examples & Samples

Advise the business on relevant and applicable laws, rules and Citi Policies and the development of programs and practices required by Citi’s Global Compliance Program Policy and relevant business-level policies
Conduct and participate in risk assessments – develop strategies to assist the business in mitigating risk
Develop and conduct training as needed
Identify compliance/regulatory issues; assist with remediation and track progress
Develop strong global relationships and interaction models with regional CCB Compliance officers and CCB regional management
Work in collaboration with functional partners such as Legal, Risk and Internal Audit as well as other Compliance functions such as AML, Sanctions and AB&C
Assist in the management of regulatory relationships for CCB and Regulatory Exams as well as Internal Audits where CCB is involved
Identify and develop monitoring and surveillance opportunities
Participate in key CCB and other committees as directed
Advise Global CCBs on the compliance risks associated with the development or expansion of their
Knowledge of US regulatory requirements and bulletins and a understanding of global regulatory environments
Ability to effectively lead people (including peers and indirect relationships)
Independent, critical thinker with strong strategic planning skills, adept at quickly grasping and applying new concepts
Strong influencing skills by gaining buy in from the business regarding risk mitigation approaches
Must have the ability to interact effectively with people across functions and across regions
Strong organizational skills, strong writing, analytical and communication skills
Understand the vision and develop strategy. Effectively communicate strategy and develop actions in support of it
Action Oriented with a drive to produce results with a high sense of urgency
Provide clear guidance and direction to team to achieve results
BA/BS or equivalent required with a JD/graduate degree a plus
15+ years of related legal or compliance experience

Managing Director, Diversified Industries Resume Examples & Samples

Relevant professional designations (i.e. MBA, CA, CFA, etc.)
Experience in the agricultural or O&G services businesses an asset
Possesses a consulting mentality and an ability to address client strategic issues
Proactive and self-motivated
Confidence, presence, and determination to succeed in a very dynamic and demanding business environment
Adaptable and flexible
Demonstrates a strong team-player mentality
Practices efficient time management and personal planning
Excellent interpersonal skills
Strong sense of urgency and able to meet tight deadlines

Managing Director Resume Examples & Samples

Manages infrastructure technologies across all production business areas
Leads ~100 employees across multiple locations in Europe
Manages an outsourced vendor relationship
Number of users supported is ~3000 globally
Oversight of ~70MM CAD
Demonstrates the RBC Leadership Capabilities (Shapes the Future, Inspires and Develops People, Acts with Integrity, Delivers Superior Results)
Leads by example in living RBC values (service, teamwork, responsibility, diversity, integrity) and ensures employees are motivated to make decisions in the best interests of clients
Role models RBC Key Behaviours (put clients first, collaborate as partners, develop people, act on our accountabilities make decisions faster, prioritize for greatest impact)
Accepts and successfully executes change while supporting employees through the process, and keeping them focused on business priorities
Leverages the value in unit, department, and enterprise wide teams to develop better solutions and achieve a cross enterprise mindset
Reviews new and updated Firm Policies applicable to your business and communicate such Firm Policies to employees for whom you have supervisory responsibilities
Abides by the Code of Conduct
Works well in a matrix environment
Develops the team by creating and leveraging opportunities and growth as well as learning for all employees
Ensures that employees across all disciplines and geographies (globally) understand the RBC, GTI and business function
Provides focus and clarity in establishing individual goals, driving performance management, supporting career development and rewarding strong performance
Leverages the value in unit, department and enterprise wide teams to develop better solutions and achieve a cross enterprise mindset
Accepts and successfully execute changes while supporting employees through the process and keeping them focused on business priorities
Drives the value within the unit, department and enterprise wide. Learns to development better solutions, leverage best practices and achieve a cross enterprise mindset while maintaining focus on business priorities
Establishes, manages and rewards with recognition members who lead in the areas of accountability, delivery and the overall success of the GTI and T&O
Extensive experience in a technology leadership position and in technology with in depth knowledge around Infrastructure, Business, Relationship and People management
Line of Business Knowledge (Functions, Wealth Management, Capital Markets, Treasury Services)
Knowledge of relevant technologies, IT standards, Methodologies, and audit requirements
Broad understanding of major elements of technology to facilitate discussions with business and enable effective communication with subject matter experts
Ability to translate business strategy and goals into practical project plans
Strategic mindset, with excellent knowledge and understanding of RBC businesses and organization
Excellent communication and time management skills, both verbal and written, with the ability to deal internal and external stakeholders
Proven track record of building strong relationships across business functions
Ability to interact collaboratively and influence a broad and diverse group of stakeholders across the various business lines
Demonstrate ability to drive deliverables to completion
Collaborative skills and ability to handle complex issues, balancing strategic thinking and tactical skills

Managing Director, Global Chair Resume Examples & Samples

Manage NPAC globally, providing oversight of the regional NPACs and NPAC Chairs and Coordinators for NAM, Latam, EMEA, AsiaPac, Japan (Citibank Japan and CGMJ) and Banamex
Determine and lead strategy and implementation for this key global ICG risk approval process
Primary responsibility for the NPAC Policy and processes (including the Structured Finance Guidelines), ensuring they are kept current and updated to reflect ICG Risk appetite, regulatory requirements and developments, and Control Function sensitivities
Provide senior oversight and escalation for individual regional NPAC reviews, particularly those involving potential reputational risk
Act as the primary Chair for the NAM NPAC and lead day-to-day operations for NAM NPAC
Foster relationships with senior ICG Business, Control Function and Legal Vehicle management globally
Lead formal monthly NPAC reporting for distribution to Citi and ICG Senior Management and regulators. Prepare formal monthly analysis as part of dialogue with Citi Head of Franchise Risk and Strategy, Citi CRO and ICG CRO
Present to senior management forums, including ICG Business Practices Committee, CBNA Risk Committee, ICG Risk Management Committee, among others
Manage NPAC relationships with regulators and Internal Audit
Interact with other Citi new product approval committees to foster cooperation and consistent application of the Citi New or Complex Products, Services and Business Line Policy. Lead periodic updates of the Citi new product policy

Managing Director Resume Examples & Samples

Provides the overall vision, technical architecture, and direction of the group, and establishes the group’s technology strategy with respect to consolidating surveillance platforms around Complex Event Processing and Big Data, replacing legacy mainframe, Mantas, Brio, Actimize (except Retail TS), and other legacy engines. Owns the master plans for the entire global platform, and coordinates projects to make sure that goals are met smoothly and efficiently
Represents the firm’s technology platforms against scrutiny by the regulators, and represents the technology department in regulatory committees and reviews. Charged with delivering the FX Consent Order
Develop the industry standard in the use of predictive analytics to improve detection sensitivity and specificity over existing rules-based solutions. Regularly meets Compliance global leaders and project stakeholders to get buy-in for the group’s solutions, negotiate deliverables and timelines, and present how the technology vision enables the business to get their own deliverables met
Develop behavior analytics to monitor employee and client conduct, incorporating data from multiple silos: trade and market data, electronic and voice communications, employee location (building entry and travel) and work patterns (application logins and browser history)
Partner with Markets Technology to distribute alerts to clients in both Compliance Surveillance and in-business Monitoring. Roll out global case management by 2018
A Master’s Degree in Computer Engineering or a related field
10 years’ experience conducting deep analytics and use of those insights to drive key business decisions, deliver proactive service, and formulate competitive business strategies
10 years’ experience managing complex trading surveillance and conducting validation and tuning of model risk attributes & risk points across all asset classes
Experience with large global projects implementing or supporting Actimize and/or Mantas platforms
Experience with global trade surveillance rules and procedures, i.e. global compliance and surveillance regulatory initiatives such as Dodd-Frank, ESMA, MiFID2
Significant experience with equities, fixed income, and derivatives trade flows, attributes, and operational mechanics
Data analysis skills – evidence of a lead contribution towards developing the data requirements/architecture in a complex environment specific to orders, trades, positions, reference data and market data
Must possess in-depth knowledge of Capital Markets, Fraud and Trade Surveillance
Previous experience leading Trade Surveillance or Fraud detection at other peer firms
Previous experience developing effective predictive behavioral analytics models
Previous experience solving the highest impact, highest profile problems with significant business impact through in-depth evaluation of complex business processes, system processes and industry standards
Advanced knowledge of securities industry rules, regulations and guidelines
Strong technology and technology architecture acumen
Strong executive presence and client relationship skills
Strong written and verbal communication and organizational skills
Ability to supervise, develop and evaluate staff

Managing Director Resume Examples & Samples

The Head of PMO Products Technology is responsible for providing sustainable value to the Products organization by improving the efficiency of how projects are managed and monitored to avoid potential failure. Projects can fail due to going over budget, encountering risks that should have been avoidable, and lacking sufficient resources
The Head of PMO Products Technology directs, organizes and controls the activities of the Project Management Office in accordance with established Enterprise Guidelines. The Head of PMO Products Technology provides senior project management leadership ensuring ownership, accountability and governance of critical project efforts. The Head: provides guidance on best practices and standards for all projects, conducts formal portfolio management review of all projects assessing risk to timeline, budget and customer satisfaction;. provides ongoing process to assess impact of changes to project scope or introduction of new project-to-project portfolio mix; and recommends options to adjust project priorities to optimize resources and manage project portfolio risk
The Head leads a team of Senior Program Managers and Senior Project managers responsible for multiple projects and facilitates cross LOB and Development/Technology team relationships to ensure that predetermined specifications and timelines are met. Provides leadership to continuously improve the PMO function by encouraging process improvement including the implementation and updating of methodologies and best practices where appropriate. Provides direction and development of Senior Program Managers and Senior Project managers and other project staff
Accountable for championing and implementing a community of practise for Project Management Professionals. Implementing common processes as a set of standards for project managers to follow, allowing them to manage multiple projects simultaneously in an efficient manner. Using standard templates and applications allows every Senior Program Manager and Senior Project Manager to execute on intake and deliver projects with consistent results. Common methodologies and tools also make it possible for Senior Program Manager and Senior Project Manager to help each other out
The PMO for products owns the enterprise strategy for release management, estimation modelling, tracking of all projects, metrics and reporting, standardizing intake processes and develop engagement model with business. The PMO Head oversees PMO staff who support standardizing processes across teams, and perform monitoring and reporting of the portfolio
The PMO for Products is highly dynamic, with new projects starting and existing projects being brought to closure on a constant basis. To manage this environment, the Head of PMO Products Technology will develop and use portfolio processes to prioritize projects based on investments and strategic requirements. The Head of PMO Products Technology works with company leaders when project decisions are being made. Projects are objectively evaluated against the company’s overall objectives, and resource requirements are determined
The Head of PMO Products Technology develops capable Senior Program Managers and Senior Project Managers with a common knowledge base. Having a centralized PMO provides for consistency in training. Coaching, mentoring and information sharing occurs on a regular basis, and formal classes can also be arranged. As project managers enter the PMO, they might be teamed with experienced staff members who can share their knowledge of processes, tools and methodologies
The Head of PMO Products Technology ensures the PMO Office is staffed with the right mix of people who exhibit the required perspectives, skills and behaviours
Ensures Project and Program issues and risks are identified, quantified, managed and tracked. Ensures processes for managing issues and risks across programs and associated projects, including escalation processes, are established and followed. Monitors project level issues and risks and ensures relevant sub-project issues are exposed. Facilitates resolution of core issues between multiple stakeholders where required. Promotes and ensures transparency in status reporting. Provides an escalation point for issues not able to be resolved through other forums
Ensures end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit. Provides effective challenge to business owner on viability of benefits in order to ensure the Projects and Programs are formulated with the highest likelihood of achieving the business vision and strategy. Ensures mechanisms to measure benefits are set up
Ensures program scope is rigorously managed and that subsidiary project scope contributes to overall program scope and does not dilute the effectiveness of the overall program. Ensures program commitments are achieved within agreed on time, cost, and quality parameters
Manage monitoring, reporting and tracking of projects outcomes (scope, schedule, budget) – joint accountability for discretionary and mandatory projects with Business Groups
Contribute to development of policy/standards – joint accountability with other PMOs, EPMO
Assign PMs to projects, in collaboration with accountable executives and other stakeholders (PMOs, other LOB executives)
Demonstrates excellent relationship or account management behaviours
Provides effective challenge to assumptions of business executives in order to ensure programs are structured to achieve desired benefits
Maintains relationship management role with the business executive accountable for the project
Maintains relationships with business, technology and operations areas and orchestrates activities from all areas
Possesses a university degree and/or 15+ years relevant work experience
Possesses advanced knowledge and 15+ years of experience in project and program management, including managing large-scale projects or programs of significant complexity and value with high risk
Industry-specific knowledge and experience is an asset
Exhibits a strong working knowledge of core BMO leadership competencies including knowledge of the business environment and products, understanding of the workings of the organization and procedures, and proficiency in the use of standards/tools and methodologies, as achieved either by direct BMO experience or industry equivalent experience
Demonstrates experience in building a project management office structure and operations
Expert knowledge of organizational change management
Excellent relationship management and consulting skills which results in proven ability to quickly earn the trust of sponsors and key stakeholders, mobilize and motivate teams; set direction and approach, resolve conflict, deliver tough messages with grace, execute with limited information and ambiguity
Expert change leadership and change management skills
Expert risk management skills
Applies an appropriate depth of perception, discernment and judgment to effectively direct a program in a changing and evolving environment
Excellent stakeholder management and influencing skills, capable of balancing multiple perspectives, effective at all levels up to senior executive
Sound business and technical acumen, with demonstrated agility in learning and ability to quickly become comfortable with unfamiliar businesses areas or of technologies. Ability to connect programs/projects to broader organizational goals and grasp the key performance drivers of business partners
Expert presentation, written and verbal communication skills which bring clarity and precision at senior executive levels
Excellent problem-solving and critical-thinking skills to recognize and comprehend complex issues, policies, regulatory requirements and industry information affecting the business environment. Seeks opportunities to improve business outcomes
Exemplary core program and project management skills including multiple aspects of the PMBOK (i.e. Project Management Institute's PM Body Of Knowledge)
Solid knowledge and expertise in the use of program management methodologies (e.g. Prince 2) and tools (e.g. Clarity, MS Project, SharePoint repositories, Systems Development Life Cycle (SDLC) if applicable)

Managing Director Resume Examples & Samples

Seasoned AML risk/control/compliance/audit professional with a deep understanding of complex financial institutions products, businesses and functions (15+ years of relevant experience)
Bachelor's Degree Required, Advanced Degree ie JD or MBA preferred
Experienced in developing, leading and completing projects with risk/compliance testing components
Experienced in dealing with regulators; proven track record of strong industry and regulatory relationships
Ability to gain an understanding of Corporate and product-specific policies/control environment, as well as regulatory requirements
Strong team player with demonstrated ability to influence and collaborate with peers and business leaders, and play a formative role in a complex organizational structure
Strong leadership and talent development skills, with a proven track record of managing within a complex, matrix organization
Proven ability to manage a diverse and disparate team and rationalize existing resources
Strong oral and written communication skills
Experience in managing budgets effectively

Managing Director Resume Examples & Samples

Bachelor’s Degree or equivalent, with Risk and Insurance Management/ Business related curriculum preferred
At least 7 to 10 years of appropriate insurance or premium finance experience
In-depth working knowledge of financial statements, insurance industry structure, policies, and issues
Experience with premium finance is preferred
Experience as an Account Executive/ Broker or Underwriter, coupled with project and account team management experience, excellent negotiation skills is preferred
Proficiency in PC office products such as Word, Excel, PowerPoint, and Outlook is required
Evidence of ability to become proficient in the use of Aon specific software tools

Managing Director Resume Examples & Samples

Analyze existing GAML policies and procedures in all relevant business units for gaps and opportunities to increase vigilance, monitoring, and reporting effectiveness. Work with business leaders to enhance and improve policies and procedures to minimize loss for the organization. Provide advice and guidance on escalation and review of higher risk relationships, and transparency and accountability to support the overall GAML program. Assist management in ensuring that the company operates in accordance with all related regulatory requirements and all group standards of conduct to protect and enhance the reputation of the company with its regulators and avoid significant financial loss
Lead the development and management/maintenance of a full suite of GAML policy documents and lead policy-related management initiatives associated with relevant Consent Orders
Provide thought leadership on best practices for GAML policy governance
Develop and administer core GAML training programs and lead the expansion of supplemental training plans to encompass needs assessments and planning quality; validate training plan completion, ensuring participation targets are met and incorporate enhanced requirements into training directive
Develop Board of Directors training and requirements
Build a team of high performing GAML Policy and Training Compliance Officers
At least 15+ years related experience in AML Compliance or similar function
BA/BS or equivalent required. Advanced degree and/or professional certification preferred
Knowledge of the ICG and GCG products and compliance requirements
Solid AML knowledge and experience with regional / country laws and regulations
Significant knowledge and expertise of AML and Sanctions regulations, risks and typologies
Experience in the design and implementation of AML programs
Strong communicator, effective leader and manager of complex, highly matrixed organizations
Ability to interact with senior bank management across all business lines

Senior Managing Director Resume Examples & Samples

Establish and ensure continuation of WNB Asset Based and Leveraged Lending Participation business as a respected, successful team that is highly regarded by clients, referral and industry sources
In addition to meeting the start-up forecast, establishes Group goals and objectives at the individual level including growth projections, pricing to ensure competitiveness and asset quality, tying expected activities into strategic plans and budgets. Ensures measureable outcomes are achieved
Directly involved in and manages the business development process with prospects, referral sources, other financial institutions and existing customers. Assists and guides the Managing Directors, Business Development and their respective direct reports
Partners with the Managing Director, Senior Credit Officer to ensure that the structuring/underwriting/approval/closing process and portfolio management activities deliver appropriate risk/reward returns are in line with Group forecasts
Managing the operations function of ABL/LL under the leadership of the Managing Director, Operations
Maintains current knowledge on banking and lending products, policies, procedures and regulatory requirements, as well as market and industry activities and trends
Partners with other areas of the bank as needed and performs other job related duties or special projects as assigned
Excellent customer service and relationship management skills with the ability to convey a positive attitude and maintain a high degree of confidentiality, diplomacy, tact and salesmanship
Excellent written and verbal communication skills with effective sales acumen
Strong practical knowledge of banking and lending products, policies, procedures, regulatory guidelines, and market trends
Developed critical thinking and decision making skills with the ability to interpret and analyze financial and credit information
Excellent organizational skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines
20 years commercial lending or credit analyst experience with concentration of experience in the ABL and Leveraged Lending markets
0-5 direct reports

Managing Director Resume Examples & Samples

Identifies business development opportunities with referral sources, prospects or current customers; markets and provides counsel on the Bankâ€™s products and services. Assists and guides assigned direct reports in the same to ensure that unit goals are attained
Collects application documents and analyzes clientâ€™s financial condition; determines credit risk and makes loan structuring and underwriting decisions and recommendations within approval authority assigned to Specialty Lending; coordinates closing and the completion and review of final documents
Develops and maintains productive relationships with the Managing Director, Senior Credit Officer, Underwriters and Portfolio Managers to ensure high levels of productivity, quality credit decisions and seamless account transitions
Maintains current knowledge on banking and lending products, policies, procedures and regulatory requirements, as well as market and industry activities and trends
Represents and promotes the Bank in a positive manner through active involvement in community activities and service projects
Actively participates with unit management in the strategic planning process
Assists other areas of the bank as needed and performs other job related duties or special projects as assigned
Excellent customer service and relationship management skills with the ability to convey a positive attitude and maintain a high degree of confidentiality, diplomacy, tact and salesmanship
Excellent written and verbal communication skills with effective sales acumen
Strong practical knowledge of banking and lending products, policies, procedures, regulatory guidelines, and market trends
Developed critical thinking and decision making skills with the ability to interpret and analyze financial and credit information
Excellent organizational skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines
Solid technology skills, including ability to navigate and search related websites, and intermediate proficiency with Microsoft office (Excel, Office, Word, and SharePoint) and relative banking software applications
5-7 years commercial lending or credit analyst experience in the banking, or financial services industry
Concentration of experience in asset based lending and/or leveraged lending
0-5 direct reports

Managing Director Resume Examples & Samples

Sales of alternative investment solutions targeting institutional investors.*
Focus on identifying and developing revenue generating opportunities with a targeted effort focused on buyers/investors in hedge fund vehicles
Manage ongoing relationships to build ongoing revenue opportunities with alternative-focused investors.*
Effectively represent the full range of alternative investment solutions offered by RBC GAM and affiliates.*
Collaborate effectively with existing institutional sales team to drive lead-generation and revenue growth.*
Leverage existing network to identify natural buyers of alternative investment solutions across market segments.*
Maintain a high level of knowledge regarding market trends, new products to market, competitors’ performance, searches in the marketplace, and any movement with current client portfolios to effectively generate revenue through sales to new and existing clients.*
Demonstrate a consistent ability to deliver effective presentations for new business and reviews and have the ability to manage meetings and deliver responsive follow up.*
Stay current on all alternative investment solutions with a demonstrated ability and high level of investment acumen and proficiency in being able to articulate alternative investment solutions.*
Proactively manage expenses and costs
Demonstrated ability to drive sales opportunities from start to close that generate revenue for RBC GAM.*
Bachelor’s degree required, preferably in Finance, Business or related field
5+ years’ experience selling hedge funds to institutional investors or related job experience
Strong technical skills combined with business development/commercial focus
Demonstrated success generating revenue
Strong existing network within Endowment and Foundations, Family Office and Hedge Fund to Fund
Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in a fast paced ever changing work environment
Excellent interpersonal, oral, written and presentation skills
Effective problem identification, analytical and resolution skills
Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals
Ability to work independently and with a strong attention to detail
Strong knowledge of credit markets and experience selling credit hedge funds
Series 3 (with approved application to NFA), Series 7 and 63

Managing Director Resume Examples & Samples

Provide a comprehensive representation of our philosophy, processes, strategies and performance; articulate and discuss various market and investment related issues as appropriate
Serve as a representative of asset management to deliver investment reviews and presentations for each product within asset management to internal and external clients across business channels
Strong client relationship, and written and verbal communication skills
8+ years of related experience in asset management
Broad based generalist knowledge of investment products across asset classes (Fixed income, equities, alternatives)
Required Certifications
FINRA Series 7 and Series 63 required
©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921

Managing Director / Director Resume Examples & Samples

Provide a comprehensive representation of our philosophy, processes, strategies and performance; articulate and discuss various market and investment related issues as appropriate
Serve as a representative of asset management to deliver investment reviews and presentations for each product within asset management to internal and external clients across business channels
Strong client relationship, and written and verbal communication skills
8+ years of related experience in asset management
Broad based generalist knowledge of investment products across asset classes (Fixed income, equities, alternatives)
FINRA Series 7 and Series 63 required
©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921

Managing Director Resume Examples & Samples

Lead two direct reports who manage day-to-day activities surrounding the acquisition and retention of international digital subscribers
Develop the international strategic plan, including target markets and segments, offers, messaging and channels to woo and win maximal digital subscribers and revenue
Ensure alignment between digital subscription plans and The Times’s overall international strategy
Engage leaders across the organization to share ideas, find new opportunities, and be completely transparent about results and plans
Commission and cascade actionable customer insights that spur new strategies and inform our tactical plans
Work closely with leaders in Product and Technology to build new products and functionalities that meet the needs and remove friction among international customers
Harmonize the international efforts of colleagues in Audience Development, Mobile Marketing, Educational and Corporate Sales and Retention Marketing to make sure each channel and owner is on-strategy and fully focused on the global marketplace
Foster fruitful communications among direct reports and partner groups in order to relentlessly unearth innovative opportunities
In concert with acquisition-oriented direct report, forge third-party alliances that considerably extend the NYT brand and its trial access to like-minded global prospects
Find and recommend investment opportunities that significantly increase the scale and scope of our international digital business
Conceive and execute innovative tests that experiment with new targets, new approaches, new creative and new offers, unearthing both incremental and transformative wins
Work closely and collaboratively with London- and Hong Kong-based colleagues who manage International New York Times marketing efforts in their designated locales. Solicit their regional insights to fuel worldwide digital campaigns, and arm them with tools and best practices that empower them to execute local promotions
Participate in cross-departmental projects and updates that enable our international marketing to capitalize on colleagues’ learnings; that share international wins for others’ benefit; and that ensure International’s needs are represented in broader Consumer Marketing initiatives

Managing Director, Wealth Management Resume Examples & Samples

Undergraduate degree; a professional designation (M.B.A., C.A., C.F.A.) is highly preferred
Approximately 15 years of related experience with a background in one or more of the following areas: Private Banking, Commercial, Corporate or Investment Banking, Law, Accounting, or Investment Management
Experience managing a team of professionals
Expertise related to private wealth management strategies and issues
Broad perspective of economics and financial markets
Excellent communicative and interpersonal skills
Ability to network and build profile in a given market

Managing Director Resume Examples & Samples

Experienced risk/control/compliance/internal audit professional with a strong understanding of both the institutional and consumer businesses as well as AML, 15+ years of experience and 10+ years in a managerial role required
Bachelor’s Degree Required, Law degree or MBA strongly preferred as well as fluency in a second language
Proven skills in leadership, including strategic planning, project management, personnel development and organizational skills in a large global financial services organization
Experience in developing, executing and leading regulatory reviews or internal audits
Experience assessing regulatory areas to develop annual testing plans
Experience interacting with regulators
Ability to gain an understanding of corporate and product specific policies/control environment, as well as key regulatory requirements
Strong team player with demonstrated ability to influence and collaborate with peers and business leaders
Strong leadership skills and prior experience in direct management of a large and diverse group of professionals
Proven track record of strong industry and regulatory relationships
Excellent writing skills and the ability to succinctly convey information to senior business and Compliance management
Ability to travel 25-50% of the time based on business need

Managing Director Resume Examples & Samples

Pursue prospective new business situations with high net worth individuals and families
Maintain active contact with known referral source relationships and prospective clients to encourage them to employ Fiduciary Trust Company International (FTCI)
Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market their services
Respond to new inquiries for information about FTCI capabilities received from other members of the team (Portfolio Managers, Relationship Managers, Trust Counsel, etc.)
Coordinate presentations of the firm’s capabilities to prospective clients and their advisors (lawyers, accountants, consultants)
Contribute to the development and enhancement of prospect presentations and on-going marketing material
Participate in the development of new ideas, planning and execution of high net worth business development issues with senior management and other team members
Participate in select conferences, seminars, and other gatherings attended by existing and potential referral sources and/or existing and prospective clients
8-10 years of sales/business development experience dealing with the diverse needs of high net worth investors, families and their advisors
Experience in marketing traditional and sophisticated financial products
Knowledge of the various asset classes and investment management styles, asset allocation techniques, investment products, bank services, and trust & estate management tools
Highly respected professional with a significant book of contacts
Highly motivated and capable of cultivating new relationships
Ability to listen and understand the needs of prospective clients while demonstrating how Fiduciary Trust can provide value-added solutions
Highly developed communication skills, both oral and written, for effective technical and interpersonal interaction with clients, intermediaries and colleagues
Highly motivated and self-starter capable of initiating and cultivating new client relationships
Ability to operate effectively without a large degree of day-to-day supervision
Bachelor’s degree required, advanced degree preferred. CFA, CAIA, CPA, CFP designations are also looked favorably upon as well
Evidence of community engagement (boards/volunteerism) preferred

Managing Director Resume Examples & Samples

Manage complex, multi-product client relationships
Proactively market clients and prospects and develop a network of referral sources
Bachelors degree with outstanding academic credentials
Minimum of 15 years experience in a Corporate or Investment banking support role or comparable experience
Knowledge of Investment Banking products and preferably execution experience Position will provide support around capital structure analysis concentrating on syndicated leveraged finance transactions, corporate finance advisory, interest rate and currency hedging, as well as traditional banking products
Knowledge of credit underwriting and structuring. Position will regularly collaborate with credit team on analysis, structuring and documentation of credit requests
Excellent problem solving, oral and written communication skills
Strong interpersonal skills as position enables frequent and direct interaction with senior management of clients and prospects
The ability to be a highly motivated, productive team player. Partnership skills are essential as work will often overlap with industry partners, product partners and investment banking teams
Strong computer proficiency with knowledge of Excel, PowerPoint and Word
Series 24, 79 and 63 licensed (or must obtain)

Managing Director Resume Examples & Samples

Demonstrate active, effective leadership by inspiring a vision, motivating a passion to excel and cultivating the JPMorgan Chase firm values
Effectively manage day to day administrative functions of running a 150+ person offshore organization with potential growth to over 300 supporting multiple types of risk (Credit, Operational, Fraud, Market, Country, Liquidity, Principal)
Actively partner with stateside senior risk leaders across multiple lines of businesses to help grow the firm's bottom line and protect the company from undue credit, fraud, operational or reputational risks
Effectively integrate stateside partners to working within an offshore business model
Source, recruit, hire, train and develop local talent and get them to stateside talent levels
Create career mobility to ensure acceptable levels of retention within the offshore team
Qualifications

Managing Director Resume Examples & Samples

Builds strong partnerships with all CIO’s, their teams, key LTOs and STOs, Enterprise Architecture, Enterprise Infrastructure in order to advise and prescribe action
Project Management Office
BMO Technology Information Security & Risk Management (GITRM)
Vendor partners – Advise and prescribe
In-depth expertise in project management and implementation of major initiatives, acquired through 8-12 years of related experience
Possesses a university degree/college diploma in Computer Science or equivalent work experience. Master’s degree in either of these fields or Master of Business Administration with technology as a core component is preferred
In-depth expertise in customer strategies – how to understand what is important and possible steps to address areas of improvement
Possesses 15+ years of experience managing and/or directing an IT operation
Certifications in Project Management is considered an asset
Demonstrates advanced experience in IT infrastructure strategic planning project management, and policy development
Illustrates advanced knowledge of business theory, business processes, management, budgeting, and business office operations
Maintains an expert understanding of the organization’s goals and objectives
Maintains an advanced understanding of human resource management principles, practices, and procedures
Demonstrates expert fiscal & budgetary management
Demonstrates advanced business knowledge of T&O organization, strategy and goals
Demonstrates sound knowledge of ISO Process, capital planning process, infrastructure planning, security processes, and processing strategies
Demonstrates sound knowledge of IT industry directions and trends
Demonstrates continuous/business process improvement and reengineering techniques and application. Must be able to communicate vision, define and lead substantial change
Proven ability to work within a changing environment and lead the implementation of change. Ability to apply change management principles to initiatives of variable sizes and degrees of complexities
Ability to assess the impact or potential impact of change management initiatives of various sizes and degrees of complexities on business financials and performance
Ensure success of change implementation through business strategy improvement and effective communication strategy
Exceptional and proven leadership capabilities – communication, influence & negotiation, conflict resolution, people management, relationship management (internally/externally), and multitasking
Advanced level of business acumen, accountability and financial proficiency
Advanced level of conceptual and strategic thinking
Strategic thinker with strong Project Management skills
Highly developed strategic visioning and planning skills
Proven ability to successfully partner with clients to identify business challenges and to develop effective strategies and alternatives to mitigate them
Strong conceptual skills; ability to deal with ambiguity; creativity; lateral thinker
Strong service management and service delivery orientation
Possesses expert written, oral, and interpersonal communication skills
Possesses advanced leadership skills
Is able to present ideas in business-friendly and user-friendly language
Possesses advanced organization, planning and resource management skills
Is highly self-motivated, self-directed, and attentive to detail
Is able to effectively prioritize and execute tasks in a high-pressure environment
Demonstrates advanced experience working in a team-oriented, collaborative environment

Managing Director Resume Examples & Samples

15-plus years related experience in Compliance or similar function, with extensive experience as a leader of a complex Compliance organization
BA/BS or equivalent. Advanced degree and/or professional certification preferred
Knowledge of GCB and ICG products and compliance requirements
Excellent knowledge of relevant laws and regulations
Strong written and verbal communication skills
Demonstrated ability to be an effective business partner and strategic thinker and to quickly gain credibility with the business leaders by exhibiting a high level of interest, expertise, responsiveness, and engagement
Thorough knowledge of the Mexican business lines and country-level experience
Fluency in both written and spoken Spanish and English

Managing Director Resume Examples & Samples

Provide 1st line Independent oversight and subject matter expertise on risk management activities across Technology that they are managed in a prudent manner in accordance with tolerances and risk appetite set out by Technology & Operations and Enterprise Risk Portfolio Management (ERPM)
Foster and provide leadership in the promotion of sound risk management– Technology Risk strategy, tools consistent with ERPM frameworks; facilitate and oversee 1st line business processes; integration of risk into the governance structures of Technology
Drive sound risk management culture and awareness –define appropriate governance and escalation mechanisms; facilitate / sort through grey areas of potential risk; drive risk based strategic decision making
Ensure Technology Risk Profiles is alignedwith strategic objectives and Operating Groups Risk Appetite
Implement Individual Performance Metrics and Processto interpret and report risk information, and align with performance objectives relative to Technology Risk
Lead the reviews and approval of assessments, mitigation and appropriateness of risk actionsacross Technology including corporate support areas within established decision rights
Foster and influence effective working relationship with regulators– formalize risk regulatory engagement model; help Corporate Support Areas deliver on heightened expectations; serve as a key point of contact for all regulators; participate in regulator meetings and keep the CIO Technology abreast of regulatory matters and interactions
Remediateaudit findings and come up with proactive solutions to prevent future issues. Strong ability to mitigate risk
Possesses a university degree/college diploma and/or 8 to 15 years of experience in the Information Technology industry (development, infrastructure, application, operations, information security, technology risk, controls, compliance, and audit)
Familiar with implementation of processes at an organizational level
Possesses good depth of exposure and understanding of Operational Risk Management and Framework
Strong understanding of the regulatory environments
Knowledge on regulatory requirements, process management, and operational process improvement
Establish a risk-aware culture through effective, ongoing communication about security risks between Business and Technology & Operations stakeholders
Proven ability to persuade, convince, and negotiate with influence in order to support one’s objective
Possesses strong relationship management, communication, and leadership skills
Proactive and flexible in approach to achieving risk and control objectives

Managing Director Resume Examples & Samples

Business development through networking and direct marketing with prospective clients
Maintaining relationships with local advisors and business owners
Overseeing the creation of marketing materials for your clients
Coordinating marketing campaigns on behalf of clients
Qualifying and managing potential buyers/sellers
Assisting in negotiations with buyers/sellers on behalf of clients
Facilitating the M&A process by working with clients and their other advisors
Managing the due diligence process for the client
Exceptional work ethic that can accommodate a demanding profession
Strong verbal and written communication skills
Highly organized with the ability to multi-task
General understanding of business operations
4-year degree from an accredited university
Previous investment banking experience with a business development focus
MBA from an accredited university
5+ years of investment banking experience in the lower middle-market

Managing Director Resume Examples & Samples

Develop and continuously improve processes, templates and best practices for program, project and organizational change management in alignment with industry best practices
Review enterprise wide project management needs and assist in identifying and establishing priorities. Work with and lead specific sets of internal stakeholders to develop new processes and best practices
Identify opportunities and provide recommendations on improving program/project delivery to senior executives
Oversee capability development activities for program, project and organizational change management disciplines; ensuring appropriate job descriptions and training are in place and elevating performance across the enterprise
Possesses a university degree/college diploma and/or 15+ years relevant work experience
At least 15 years of professional experience in the following practices: project and program management, technology management, process and capability development, organizational change management
At least 3 years of management experience direction operations of a project office or enterprise project office, including recruitment supervision and professional development of PMO staff
Expertise and experience in strategy creation and implementation
Expert program and project management knowledge and demonstrated skills as a practitioner
Possesses expert understanding of Program/Project Management, SDLC and organizational change management methodologies
Possesses expert understanding of industry frameworks, standards and related quality models (PMBOK, PRINCE2, Managing Successful Programmes (MSP), etc)
Possesses expert understanding of process development approaches and methods
Excellent communication skills including verbal and written communication, facilitation, and negotiation; comfortable communicating at the executive level
Proven track record of thought leadership and ability to generate relevant recommendations that clearly contribute to business success
Possess strong organizational skills including analytical and systems thinking, problem solving and decision-making
Expertise in organizational change leadership and change management
In-depth knowledge of enterprise-wide risk management and governance principles within the financial industry
Energetic and results oriented
Exhibits proficient knowledge of business standards and operational processes across all of the Bank’s business areas
Is an exemplar of BeingBMO actions and their related outcomes

Managing Director & Head Resume Examples & Samples

Assessment of risk
Design and maintenance of policies and procedures to address the identified risks
Conduct of training
Maintenance of monitoring systems, and
Escalation of material compliance deficiencies to relevant business supervisors and the Go-Head of Global Capital Markets Compliance
10 or more years of compliance experience covering all securities and banking businesses within an institutional broker-dealer obtained in an institutional broker-dealer (ideally within a financial conglomerate), regulator and/or other comparable environment), including 5 or more years experience managing the compliance function of an institutional broker dealer or other complex securities business
Excellent knowledge of relevant banking and securities laws, including equities, debt, futures, derivatives and structured products and retail securities and banking compliance requirements
Relevant Canadian securities licensing requirements including the Partners, Directors and Officers qualifying exam
Excellent knowledge of relevant rules, regulations, procedures and expectations of relevant exchanges
Strong interpersonal skills and superior judgment
Strong oral and written communication skills
Strategic thinking
Solution orientation
Ability to accept accountability, assume pro-active leadership, demonstrate initiative, and lead by example in teamwork, cross-unit co-operation, information sharing
Business orientation, ability to understand needs of users and address conflicts, competing priorities as necessary
Partnership mentality with respect to rest of RBC enterprise, including other functions
Ability to maintain confidentiality of highly sensitive information

Managing Director Resume Examples & Samples

Oversees strategic planning processes and policy development that enhances ISI’s IT group as a partner and service provider to the Institute. Creates strategic plans and develops processes to ensure appropriate monitoring and follow-up. Implements new strategic plans, directions and performance metrics. Plans new IT group initiatives to gain efficiencies and improve communications. Communicates planning, assumptions and guidelines. Gathers multiple inputs and integrates diverse requirements and objectives of the larger ISI community. Sets goals, establishes priorities, allocates resources, develops concepts and approaches, reviews projects progress and results
Serves as a key architect for organizational changes required to achieve goals. Continuously evaluates IT group
The University of Southern California values diversity and is committed to equal opportunity in employment. *

Managing Director Resume Examples & Samples

Proven record of impacting financial performance (ETR and cash tax) through development and implementation of innovative tax strategies that align with company goals, objectives and policies
Executive presence with proven ability to build relationships and work effectively with C-Level and senior management, along with partnering with business/department leaders, external tax advisors and government leaders including active participation in Audit Committee meetings of the Board of Directors
Extensive knowledge and technical expertise of both corporate income and transactional taxes that supports an extraordinary level of issue/opportunity recognition skills
Excellent presentation (verbal and written) skills with proven ability to synthesize complex technical issues into business understandable explanations, solutions and recommendations
Proven record of building, providing leadership to and mentoring a strong professional tax team that positions the organization for growth and organizational excellence
Proven record of providing senior leadership and governance to the quarterly tax accounting provision process (ASC 740, COSO or Sarbanes-Oxley) including reporting of income tax contingencies (FIN 48) to ensure accurate reporting and disclosure in SEC 10Q/10K filings
Innovative with proven process improvement mentality staying at the forefront of tax technology
Bachelor's degree and advanced degree (LLM, MST, MBA) preferred
CPA and/or JD required
Large global corporate tax experience required (corporate tax department and/or a public Big 4 accounting firm preferred)
Ability to affect change
Strong financial acumen and analytical skills
High level of organizational awareness and agility
Strong negotiation skills particularly in government dispute resolution and tax incentive matters

Managing Director Resume Examples & Samples

Act as in-person contact to clients, client’ families and representatives, courts and centers of influence related to the book of business
Communicate regularly with clients, clients’ families and representatives, courts and centers of influence to retain recapturable assets distributed to estate and trust beneficiaries
Coordinate with support personnel and Trust Tax, Trust Operations, Investment Management, Special Assets and Compliance teams to ensure proper completion of work flow
Prepare and/or approve annual administrative account reviews and resolve exceptions
Handle day-to-day incoming mail, calls, emails and faxes from all parties associated with accounts
Prepare letters and other forms of correspondence directed to clients, clients’ families and representatives, vendors and centers of influence
Oversee preparation and execution of account opening and closing documentation
Review daily trial balance for all accounts
Review and approve for payment vendor invoices
Work with support staff to process changes or instruct Trust Operations to process changes on the trust accounting system to various accounts when necessary
Review daily transactions (cash movement, bill pay, etc.)
Respond to audit, compliance and examination requests
Complies with all applicable federal and state regulations
“LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
Other duties may be assigned
20160106

Managing Director Resume Examples & Samples

Strategize on the India GSC growth ensuring a cohesive footprint creating value for the firm
Focused execution in service delivery to global partners
Exceed all performance expectations established in partnership with global business partners
Drive a culture of continuous performance development for managers and staff, leveraging available developmental resources and activities to foster growth and performance of all employees
Accountable for budgetary planning and managing the finances of India AM Operations
Ensure a regimented risk and control environment with a focus on ‘First Time Right&#8217
Collaborate with Asset Management Operations leadership across Asia, Europe and Americas to assess additional off-shoring opportunities and present a compelling case for a successful build-out
Shall be a member of the GSC Operating Committee representing Asset Management India Operations
Responsible for Resiliency risk with a focus on business continuity planning, testing recovery strategies, communication and successful execution for AM Operations, India GSC
People leadership with a connect to the employees, with a keen passion for growing internal talent and grooming leaders for future
Develops proven credibility and influence across the firm’s senior leadership
Responsible for the strategic direction and management of the service including staff hiring, performance management, and training and development
Effectively partner with technology to prioritize enhancements, drive innovative solutions with high client impact
Thinks & Acts Strategically: Uses astute judgment, makes fact-based decisions, and integrates critical structures and processes into plans
Thought Leadership: Effective in Communication, creates a compelling vision that inspires others
Drives Results: Solution-oriented , deals with the facts, eliminates unnecessary bureaucracy
Creates a nimble, efficient structure for managing and decision making
Manages Performance: Runs/executes disciplined, integrated performance management and compensation processes; maintains oversight of team’s activities
Fosters a culture of open, honest and direct feedback
Hires, trains, develops and retains talent
Assesses and addresses needs related to staff capability and staffing levels, focusing on current and anticipated demands; staffs team with those who have the appropriate knowledge, skills and experience
Proactively takes responsibility for developing the organization, including leadership succession plans
Holds self and managers accountable for differentiating performance in a uniform, objective way and rewarding based on merit
Demonstrates Our Values: Builds cohesive, winning in an environment where teamwork and diverse viewpoints are encouraged & rewarded
Builds Client / Customer Relationship across the firm to deliver innovative solutions
Drives a Robust Risk Environment : Builds an organization that ensures key regulatory or risk issues are effectively identified, escalated, and remediated
Demonstrates leadership in improving the business control environment through reducing operation risk and resolving control concerns
Upholds the reputation of the firm at all times; exemplifies the highest standard of integrity and holds his/her team to same standard
Deals effectively with conflict and controversy; addresses roadblocks (individual or organizational) that impede effective teamwork
Professional Qualifications in Management
Seasoned Operations Leader with at least 18+ years proven managerial experience, with extensive functional expertise and product knowledge across various Asset Management and Investment Banking functions
Have exposure to managing large cross functional, cross locational team in a large multi-functional operation in a global operating environment
Expert knowledge of the function’s operations, customers and competition
Strong background in the Asset Management / Banking / Investor Services industry
Ability to work in a highly matrixed environment with multiple stakeholders

Managing Director Resume Examples & Samples

Management leadership team to establish and drive the people agenda aligned to the business priorities
Consult on a broad range of people issues, including employee relations, leadership development, recruitment, compensation, organizational design and diversity
Engage and support the business with succession planning and workforce planning, including the development of leadership talent across the business
Work with HR Specialists and Managers to identify, develop and retain top talent and create ownership and accountability for diversity strategy and goals
Provide sound employee relations advice; analyze HR issues and recommend solutions in a timely fashion following established guidelines and advising managers
Manage and coach a global team of HR professionals driving their professional growth
Partner with the recruiting function to develop and implement proactive recruitment strategies to identify and attract a diverse and highly qualified pool of candidates, including internal mobility
Work with Finance to ensure headcount management and accurate data collection and reporting to support a fact based, metrics driven client base
Be a champion of HR change management. Analyze processes, data and trends to make recommendations to management team for continuous improvement. Ensure appropriate controls are in place and managed effectively for all critical HR processes
Minimum of 15 years of HR or HR Asset Management business partner experience, working in highly complex, global and/or diverse organization(s) with proven experience as a thought partner to executives and senior leaders in the development and execution of talent management strategies that will support the businesses even through significant change/transformation
Strong consulting, influencing and negotiation skills
Demonstrated ability to provide HR consultation to managers and employees on some or all of issue regarding staffing, compensation, employee relations, policies and performance management
Strong analytical skills with the ability to assess situations using both qualitative and quantitative factors
Commercial mindset, strong knowledge the Institutional Asset Management businesses
Creative thinker and pragmatic problem solver who is able to develop succinct recommendations and implementation plans
Ability to work collaboratively and develop strong working partnerships with clients and HR colleagues; ability to deal effectively with all levels of staff and management
Excellent communication and interpersonal skills
Strong project management skills
Strong multi-tasker; ability to prioritize
Ability to handle confidential/ sensitive information on a frequent basis
Demonstrated results in identifying and implementing best practices related to processes, systems, tools, training, controls and metrics
Demonstrated success in leadership, strategy development and execution; must have developed and implemented creative, timely and cost effective strategies and programs
Hands-on, proactive, extremely resourceful and tenacious management style; comfortable multi-tasking
Extremely organized with unfailing attention to detail
Exceptional people management skills; sets and communicates goals; measures accomplishments, holds people accountable and gives useful feedback; develops and delegates well; keeps people informed; provides coaching for today and for the future
Effective process, work flow and systems designer; good at figuring out what to measure to track progress; sets up programs and systems that can almost manage themselves and can be scaled across the firm; is an expert at the effectiveness and efficiency of work systems; can quickly diagnose and fix a work problem; always looking for incremental process improvements
Bachelor’s degree required; Master’s degree preferred

Managing Director Resume Examples & Samples

The Release Management function will be a new function within technology that will drive the enterprise release management planning. This team will look at defining, creating and maintaining a release management plan for the entire technology portfolio going into production for the next 12-18 months
The Infrastructure Portfolio Management function works closely with our PMO Heads, teams, CRE, GITRM and business for business managed applications to ensure effective working relationships with their respective portfolio of projects. This function serves as the focal point for initiating project intake, project prioritization, project issue escalations, and overall infrastructure Project Lifecycle planning and governance
The Intake and Assessment function is the area that receives all requests for potential projects which may involve EI. Its primary function is to lead Infrastructure Solutioning, identify all EI related work activities for a potential project, provide costing input for both project implementation costs as well as ongoing operational and support costs. Implementation costs would include both EI work effort and costs relating to any hardware, software, and networks required for the project. The Intake & Assessment team ensures all project requests align with EI standards and operational practices, and ensures that all associated EI costs are included in Project IDPs
Infrastructure Project Management Office is a team of Project Managers, who are assigned to various projects to manage and co-ordinate EI related project implementation activities. The Project Managers are responsible for directing EI staff in a matrix management mode, and working with Managers across all EI to ensure that all issues relating to these projects are addressed. Critical components of the Project Manager’s responsibilities include ensuring that all pre-implementation activities are completed, that a sound production implementation plan is developed, and that the appropriate EI support areas are prepared for production support going forward
The range of projects is quite diverse, and would include new LOB applications, enhancements and updates to existing LOB applications, activities relating to acquisitions and divestitures, and all major hardware, software and network infrastructure upgrades/replacements/changes. This role is heavily involved in ensuring that processes and systems across EI provide the Leadership team with effective project assessments and prioritization, early identification of potential conflicts, and effective implementation plans in order to minimize potential service disruptions
Within the mandate of this role and BMO’s three lines of defense model, ensure business decisions and activities fall within the risk appetite of the Bank, and that internal controls are in place and functioning effectively to support management decision-making that protects our assets and adheres to applicable corporate policies, operating directives, laws and regulations (including risk, compliance, and AML)
Within the mandate of this role, promote and support the Bank’s risk culture including ensuring employees understand their accountabilities for risk-taking activities, promoting an environment of open communication and effective challenge, and establishing the “tone from the top” through leading by example. The role is accountable for complying with the Bank’s Risk Appetite framework and ensuring risk-taking activities remain within agreed limits and comply with all regulatory requirements
Strategic Leadership
Develops strategic options and lead effort to evaluate options and present a recommendation to Steering and Advisory Teams
Responsible for understanding contingency planning and integrate business strategy accordingly
Responsible for assisting in the creation and accountable for the execution of all processes applicable to the Assessment and Project Management environment (ISO, Project Management, Change Management, Resource Planning)
Ensures appropriate governance and checkpoints throughout the end to end business processes
Business Delivery and Operational Effectiveness
Accountable for meeting or exceeding all Customer Service Level Agreements relating to functions that report into this role (eg Turnaround time metrics for Project Assessments, Project Implementation success rates)
Develops and executes strategic initiatives, in support of divisional and organizational objectives
Responsible for the department’s successful contribution towards divisional key initiatives
Develops and manages the departmental financial plan, meeting annual financial challenges, explaining variances and contributes to the successful achievement to divisional financial goals
Establishes and maintains governance over processes that contribute to operational effectiveness (ie. Intake & Assessment, Project Management, Resource Forecasting & Tracking)
Maintains an awareness and understanding of all major initiatives that have the potential to impact budgets, resource levels, and strategic initiatives
Provides leadership with other members of the Management Team to deliver effective execution of all Project Management processes to meet quality service and business plan goals
Ensures Key Performance Indicators are met or exceeded (ie. Turnaround time for Assessments, Quality & completeness of costing input, PMP certifications, Project Implementation success rates)
Change Management and Implementation
Ensures the overall implementation of change (technological, procedural, process and organizational) is timely, efficient and consistent with the overall strategy
Investigates, recommends and implements changes for continuous improvement of business processes and procedures
Fosters an environment of continuous improvement and creates frameworks to encourage all employees to identify process improvements and adopt best practices
Anticipates and implements controls required for technology implementations
Mitigates audits exposures and maintains awareness of any regulatory impacts
Provides leadership with other senior managers and business partners to develop and implement strategies that maximize the success of project implementations
Meets regularly with vendors and maintains an understanding of the latest processes, tools, and technologies
Develop relationships with key business partners (both internal and external)
Develops and implements strategies that maximize the efficient use of the department’s resources, and develops appropriate staffing strategies to be able to quickly respond to changes in demands for project management resources
Managerial Leadership
Establishes a culture and work environment that attracts, retains and motivates a diverse, skilled workforce in order to maintain a high degree of employee professionalism, commitment and desire to maintain updated skills and knowledge in support of a high performance culture
Provides leadership and direction to a large functional group by setting context and direction, defining accountabilities, tasks and assignments and establishing boundaries for decision-making and approvals
Coaches, motivates, develops and evaluates performance of direct reports and provides guidance and mentoring in the resolution of complex issues
Provides development opportunities to direct reports, including the identification of training needs, creation and implementation of appropriate development plans, monitoring, documenting and providing regular feedback on performance
Provides managerial direction, guidance, context setting and translates the strategic picture for direct reports. Provides direction to the business unit to deliver measurable success in
Service and satisfaction to exceed expectations
Productivity and profitability improvement initiatives
Development of a professionally trained staff
Ensures necessary succession plans are in place for all key positions identifies and promotes Top Talent and actively implements solutions to resolve Single Points of Knowledge
Oversees the implementation and execution of all Human Resource programs, initiatives, and processes in support of divisional and corporate level directives and strategies including performance management, resource management, succession planning, and leadership development plans
Client and Relationship Management
Develops and maintains excellent relationships with Executives, Business Partners, Senior LOB Management, and external vendors
Provides regular updates to divisional and LOB executives on the overall status of supported environments and services
Provides recommendations for improvements that require significant commitment from business partners, LOB’s and TD
Contributes to BMO Financial Group’s overall business results by making recommendations that significantly improve operational efficiency and effectiveness
Review the overall business unit’s performance measurements and operational results from which resource utilization and capacities can be assessed
Approve expenses within budget
Interpret policy and procedures
Create strategy and implement
Monitor IT strategy and plan
Builds strong partnerships with all PMO Heads, Enterprise Architecture, Enterprise Infrastructure in order to advise and prescribe action
In-depth expertise in project management of major initiatives, acquired through 8-12 years of related experience
Demonstrates advanced experience in IT infrastructure, strategic planning, project management and policy development
Illustrates advanced knowledge of business theory, business processes, management, budgeting and business office operations
Proven ability to work within a changing environment and lead the implementation of change
Ability to apply change management principles to initiatives of variable sizes and degrees of complexities
Exceptional and proven leadership capabilities – communication, influence & negotiation, conflict resolution, people management, relationship management (internally/externally) and multitasking
Possesses expert written, oral and interpersonal communication skills
Is highly self-motivated, self-directed and attentive to detail

Managing Director Resume Examples & Samples

Developing and maintaining TIAA’s advice philosophy and strategy (25%)
Developing, implementing and maintaining advisory toolset/platform strategic plan, architecture, client/advisory experience, product integration, and integration with other platforms and platform execution
Recommending key business and platform strategies to management (including IPS, IFS and EMT); support a culture of compliance, ensuring that adherence to government and self-regulatory requirements/policies takes place
Recommending key business strategies to management (including IPS, IFS and EMT) and ensuring business cases appropriately assess cost and revenue implications related to products and services and maximize economic impact
Retirement accumulation and income planning/guidance and related recommendations to participants in TIAA’s retirement plans, both within the plan and holistically (including all assets and income sources) (20%)
Investment Guidance (guidance and recommendations on individual securities), including securities research lists and model portfolios used to provide investment guidance/education, and the integration of investment guidance with planning tools (20%)
All tools, calculators and assumptions used for the delivery (via web, in-person, or in educational and marketing materials) of financial planning and investment-related guidance and recommendations (35%)
Collaborating with senior leaders across the enterprise to ensure advice and planning-related products and services are appropriately positioned within our channel and segment level / business unit offers
Partnering with the sales and relationships teams (across Individual and Institutional businesses), including client interactions and sales activities, to drive market penetration and product placement goals
Developing/sharing knowledge of industry challenges/opportunities and competitive positioning and reviewing recommendations regarding new approaches, technologies and processes
Maintaining a strong marketing relationship focused on content on advice/planning related products and services, as well as in collateral and other marketing materials
Ensuring that all assumptions, guidance and recommendations provided to customers are consistent and based on proven financial/investment principles, across all channels (digital, phone, in-person) and platforms (planning tools, calculators, and recordkeeping platforms)
Serving as the business leader for advice and planning related vendor relationships
Retirement plan advice platforms and services (403b preferred)
CFP and/or CFA desired
Exceptional interpersonal skills and ability to secure the confidence of the Office of the CEO, and Executive Management Team
Strategic thinker
Proven leadership and management capabilities
Ability to manage competing priorities
Strong product management and marketing skills
Demonstrated organizational skills
Demonstrated ability to lead development of platforms, products and content from the idea stage to client delivery
Strong track record of partnership across organizational structures
Successful track record partnering with advisor-based distribution
Excellent analytical, problem-solving and decision-making skills

Managing Director Resume Examples & Samples

Acts on business development opportunities for revenue generation to shape the growth of the business’s future
Provide day-to -day management of relationships with key partners which will include ensuring ongoing value is delivered and partnerships are maintained and strengthened
Management of the advisory boards, including chairing meetings and maximizing their contribution to CPI
Lead the program development, speaker outreach as well as chair all CPI conferences and events
Drive the general business development resulting in new partners and sponsors for CPI events
Develop new revenue opportunities under the CPI brand, such as new conferences, training, research opportunities, and others as appropriate
Interact with appropriate personnel at EuroFinance to manage the conferences and oversee marketing
Maintain and improve CPI'scompetitive position by gathering market intelligence and monitoring the competition
An MBA or equivalent work experience
10+ years in sales, product management, and/or business development in the financial services industry
A track record of developing new business opportunities and client management
Experience in the commercial cards and/or commercial payments industry
International experience and knowledge of the financial markets
Exceptional communication skills, both oral and written along with proven public speaking skills
An ability to interact successfully with senior level executives and key business partners
Business and personal maturity, self-motivation and self-confidence
A driven motivation to reach goals and exceed expectations

Managing Director Resume Examples & Samples

Provide strategic direction for AML Plan Initiatives and lead the Global Program Management Office (GPMO). Help build and structure Citi AML strategy and organizational goals to meet Citi AML mission requirements
Provide oversight over all Consent Order commitments; establish standards for status reporting and closure of projects; track progress against all deliverables; establish protocols for escalation; determine and oversee implementation of appropriate governance structures
Interface directly with regulators and oversee development of all reporting against regulatory obligations. Participate in and report out to the Compliance Committee of the Board on significant projects
Identify all existing PMO functions across the Global AML ecosystem and document existing purpose, constituency, standards, AML subject matters covered, people, skill sets and functional levels. Identify redundant functions and processes and define required actions to improve effectiveness and efficiency
Develop a framework and establish standards for the execution of global AML projects, inclusive of interaction with functions not directly under AML management; governance and oversight
Develop an organization structure that is designed to support projects across the organization and across the diverse functions within the AML organization; identify and retain a team of individuals with the right skill set
Manage the Global AML PMO function; achieve successful execution of projects on time, with quality and within budget
At least 15+ years’ demonstrated performance in a highly regulated environment. AML Compliance or similar function preferred
5+ years executive communication experience (e.g. Board or Executive level communications); effective communication and presentation skills with the ability to articulate complex problems and solutions through crisp and clear messaging. Ability to interact with and engage senior management across all business lines and functions
Extensive experience and interface with external regulators (e.g. the OCC)
Demonstrated ability to assess complex issues, structure potential solutions, and drive to resolution with senior stakeholders
Ability to influence and build strong relationships across varied functions within and external to the organization
Knowledge of current major global economic issues or regulations and their impact or potential impact on the business, particularly data privacy, information security and anti-money laundering requirements and regulations
Role model for and driver of a culture of ethics, learning and accountability. Positive, can-do attitude, action and results-oriented, decisive, and willing to take control of a situation when required; trusted advisor with sound judgment even when operating under pressure or significant stress

Managing Director Resume Examples & Samples

Partnering with the sales and relationship teams (across Individual and Institutional businesses), including client interactions and sales activities, to drive market penetration and product placement goals
Partnering with technology leadership in the development, integration and delivery of advice capabilities and platforms across delivery channels (captive advisors and direct/digital)
This role will manage a team of 20+ staff with 5 direct reports, including senior level individual contributors and managers of teams
Strong oral, written communication and analytical skills

Managing Director Resume Examples & Samples

Manage a team of 40 risk managers and staff
Serve as senior approver within US CB Independent Risk
Ensure adherence to Citi corporate goals and strategies
Work with business colleagues to develop coordinated and cohesive risk taking strategy
Develop risk staff through demonstrated Leadership skills. Ensure team members have opportunities to learn and develop risk and personal skills
Monitor risk portfolio on a continuing basis. Employ latest stress testing and analytical tools
Manage all aspects of US CB risk taking including Delinquency Managed portfolio through Global and National Industries clients with capital markets access
Analyze and manage US CB loan loss reserve activities to ensure compliance with all regulatory guidelines
Constantly monitor processes and procedures to lessen administrative burden on all staff and to eliminate antiquated and unneeded activities
Set overall risk appetite in partnership with the business
Managing Director title
Unquestioned ethics with understanding of regulatory heightened expectations of Citi
Willingness to make appropriate risk-return decisions
Strong institutional and industry memory
Deep understanding of Citi global network and how to use the network effectively to grow client relationships
Strong leadership skills learned in diverse environments. Understanding of responsibilities of acting as a role model for less experience risk managers and for business colleagues
Ability to operate in high tension, high risk environment based on ambiguity and complexity
Willingness to make and own decisions but understanding of need for open discussion and consultation that may lead to compromise. Understand decision escalation opportunity available to more senior Independent Risk managers
Deep experience in all aspects of credit, FX, interest rate and derivatives risk management for small as well as large companies and counterparties. Experience in leveraged finance is a plus
Ability to evaluate and make decisions on risk opportunities for companies with no access to capital markets. Key skill is an ability to act decisively to make risk decisions with limited analytical data but supported by experience and understanding of commerce and economy
Ability to integrate external and internal facts and conditions to achieve an appropriate understanding in order to support business opportunities in the smaller company target market business segments
Ability to evaluate underwriting and counterparty risks for clients and prospects with access to capital markets with understanding of liquidity implications of volatile or disrupted markets on new entrants to the capital markets
Understand risk mitigation techniques available in US markets
Understanding of owner psychology in dealing with private and closely help companies
Assesses fraud or franchise risk and revenue/cost implications
Serve as a point of escalation for key issues or time sensitive decisions. Make final decisions on complex risk issues or products, deal structures, policy creation, etc
Experience in both Consumer and Commercial Market sectors, including international
Prior experience managing a P&L preferred
Senior credit officer Level Two or One designation
Ability to manage a matrix organization
Board level presentation skills
Strong Leadership skills and the ability to build and manage and develop a strong team
Strong knowledge of financial services industry and current market conditions
Strong analytical skills
Negotiates and influences internally and externally at senior levels
Demonstrated ability to establish strong relationships and partner effectively with global peers and various groups including Legal, Compliance, Finance and Senior Business Management
Strategic: Future oriented, anticipates outcomes
Decisive & Results oriented: Deals promptly with business and people issues and resolves issues in a consistent and fair manner

Managing Director Resume Examples & Samples

15 + years proven track record of business development success in the commercial real estate industry; Industrial services industry experience is required
Bachelor’s degree with outstanding academic achievement; MBA preferred
Highly successful Industrial/Property Management business development and operational background
Proven strength in client service and expansion of client relationships at Institutional level required
Experience leveraging talent to ensure client is supported in their needs and/or roll up sleeves to ensure their needs are met
Strong ability to build relationships with REIT’s, Asset Managers, and Clients
Strong ability to build internal relationships with leading Tenant Rep and Agency Leasing practices to drive key initiatives and delivery
5-7+ years of proven success in senior level Supervisory/Management role
Operates with high level of intensity and exudes energy and passion with internal team members and external constituents
Strategic client relationships within the industry with a philosophy focusing on growth and retention
Demonstrated experience in, and understanding of major markets across the country; willingness to travel frequently

Managing Director Resume Examples & Samples

Relevant professional designations (i.e. MBA, CA, CFA, etc.)
Possesses a consulting mentality and an ability to address client strategic issues
Proactive and self-motivated
Confidence, presence, and determination to succeed in a very dynamic and demanding business environment
Adaptable and flexible
Demonstrates a strong team-player mentality
Practices efficient time management and personal planning
Excellent interpersonal skills
Strong sense of urgency and able to meet tight deadlines

Managing Director Resume Examples & Samples

Plan and manage engagements for a variety of forensic and litigation matters, directing and assisting in financial analysis, forensic investigations, and other engagement needs
Perform in-depth financial statement reviews in accordance with US GAAP and IFRS
Develop complex models to analyze economic and financial data, utilizing spreadsheets and databases
Lead and participate in marketing initiatives; researching and identifying opportunities; building a client base and internal (cross-functional) relationships
8 plus years of relevant accounting or finance experience in dispute litigation & forensic accounting
CPA certification is required, CFE is strongly preferred
Excellent managerial, leadership, organizational, and verbal/written communication skills

Managing Director, Client Solutions Resume Examples & Samples

Develop and foster relationships within Digital Sales and Product departments to advance the growth of this area
Develop best digital strategies and multi-platform client solutions, in collaboration with Digital Sales
Help develop training materials and execute in-market rollouts of all digital products
Support development of Client Solutions team members to become digital experts
Lead integration of digital inclusion in client presentations and promotions
Serve as primary field intelligence/liaison to product group on digital suite of solutions
Provide direction on the tracking, reporting and presentation of campaign results to clients/agencies
Lead teams in collaborating with Digital sales to provide client campaign analysis, optimization, and reporting
10-15 years of strong brand, product, integrated marketing, and/or advertising sales marketing experience
Knowledge of cable television, digital products, and advanced advertising products
Experience developing and executing successful 360 degree marketing programs
Proven track record of helping Sales executives grow revenue
Strong strategic capability set with ability to rigorously define, prioritize, and execute across a complex range of categories, customers, products and functional groups
Outstanding verbal, written and interpersonal communications with overarching skill to translate data, information and research into powerful points of view—ability to craft and tell a compelling story. May be required to attend or assist with high exposure Sales calls
Previous experience managing a team of advertising /integrated marketing professionals. Agency, Media and/or Ad Sales is highly preferred
Experience and strong knowledge of research databases, tools and applications, including (but not limited to) Nielsen, Scarborough, MRI, Kantar, BIA/Kelsey, eMarketer and comScore
Familiarity with and experience in digital marketing; understanding of online campaign development, metrics, and optimization strategies
Demonstrate ability to craft and achieve team alignment with “innovative” thinking and new ideas
Proven track record leading large interdisciplinary teams and recruiting, developing, training, coaching, and mentoring employees
This position may require travel approximately 20% of the time
A minimum of a Bachelor’s degree in Marketing, Business, or a related field is preferred

Managing Director Resume Examples & Samples

Ideally, 15‐plus years of general leadership/ business management experience with world‐class organizations, financial or professional services, or product or asset management firms
Must have proven abilities as a strategic thought leader that can translate concepts into action while holding large and complex teams accountable to achieving specific results
Demonstrated success growing a business in a strategic and systematic way
Successful track record of achievements across multiple disciplines and distribution channels including sales, marketing, and product development and management
Desire to work with a collaborative senior leadership team in a fast paced, entrepreneurial organization
Experience building, managing and developing a strong executive team
Strong analytical acumen, able to measure impacts and results
Must have a strong belief in our mission and passion for helping advisors enable their investors to achieve their personal and financial goals

Managing Director Resume Examples & Samples

Manage complex, multi-product client relationships as the primary relationship manager
Proactively market clients and prospects; represent CCBSI’s Southeast group in the local banking and business communities and develop a network of referral sources
Minimum of 12 years’ experience as an outstanding Client/Relationship Manager selling corporate finance or commercial banking products and services
Knowledge and experience in Corporate Banking or Investment Banking is preferred

Managing Director Resume Examples & Samples

Optimise the groups coverage and manage key capital providing clients in the APAC region
Identify, develop and execute business opportunities with new and prospective lenders
Have the ability to structure both public and private transactions
Lead and support the origination deal teams by preparing relevant market material and presentations
Regular communication with relevant stakeholders in the business

Managing Director, Asset Based Lending Resume Examples & Samples

Business Acumen In-depth
Business Valuation In-depth
Conflict Management & Resolution In-depth
Environmental Understanding In-depth
Financial Understanding In-depth
Negotiation Expert In -depth
Problem Solving In-depth
Relationship Management In-depth
Risk Management In-depth
Sales & Service Processes In-depth
Strategic Business Planning In-depth
Portfolio Management experience
Credit Qualified with Limits (In- Depth)
In-depth understanding of Commercial Products, Financing Guidelines,
Commercial Lending Process, and supporting processes and technology
Education- CA/MBA/CFA or suitable work experience

Managing Director Resume Examples & Samples

Developing and implementing a multi-year operations strategy for Custody Operations in partnership with Business and Technology partners, and the other internal Operations teams supporting the DCC Business
Acting as senior Operations lead in New Business Committee meetings, client sales pitches and due diligence visits and other governance forums, deputising for the Global Head of Securities Services Operations as required
Overseeing the delivery of strategic re-engineering initiatives, including preparations for T2S migrations in EMEA, and delivery of other internal re-platforming initiatives in NAM and APAC
Engaging in client discussions and relationship management activities as required to support the Business
Managing budgets and headcount plans in order to meet targets
Driving the implementation of initiatives to continuously improve STP rates and productivity, including the use of Robotics, workflow and other innovative re-engineering techniques
Overseeing daily operations and management of our core operations, and acting as a senior point of escalation for issues
Developing an effective control framework that fully meets Audit, Compliance and Regulatory requirements; delivery of periodic presentations to external regulators as required
Maintaining a culture and environment where processes and controls are continually monitored and potential risks escalated on a timely basis
MBA or similar qualification at degree level in Finance, Accounting or related discipline
Experience delivering strategic change programmes spanning multiple years in a fast paced, large global financial services firm, ideally in an operations, risk or technology organisation
Energetic, flexible, collaborative, and proactive; a leader who can positively and productively add product impact to both strategic and tactical technology
Possesses expert level of knowledge in communications and proven success interacting with senior management both in the business, and corporate functions as well as the Operations, Business and Technology environments
Experience in financial planning processes, including budgeting and forecasting
Provides evaluative judgment based on analysis of factual information in complicated, unique and dynamic situations; draws on diverse range of internal and external sources
Deep product knowledge of Custody, with in-depth insight into how Operations and Technology functions within the product set
Self-reliant, good problem solver, results oriented
Demonstrated experience leading people and developing effective and diverse teams across a global footprint

Managing Director Resume Examples & Samples

Advise Citi businesses on inquiries regarding the economic and trade sanctions enforced by the U.S. Treasury's OFAC and other sanctions authorities
Provide legal support to compliance and business colleagues to craft and implement programs and policies to ensure compliance with sanctions programs and anti-bribery and corruption requirements
Assist in the preparation of applications to OFAC seeking licenses or guidance to appropriately conduct certain types of activities in compliance with U.S. sanctions programs
Advise Citi business and compliance colleagues on the requirements of the FCPA and UK Bribery Act, as well as U.S. anti-boycott requirements
Review transactions and agreements to ensure they are compliant with applicable OFAC and FCPA requirements
Coordinate with external counsel on those sanctions, anti-bribery and corruption, or anti-boycott issues where additional expertise or guidance is required
Jurisprudence Doctorate and 10+ years of legal experience and 7+ years of sanctions and anti-bribery and corruption specific experience in a government, corporate and/or law firm environment
Significant experience in dealing with OFAC on sanctions issues and with the U.S. Department of Justice and the U.S. Securities and Exchange Commission on FCPA issues
A clear ability to think strategically, and in consultation with business and compliance colleagues, in order to obtain a desired objective
Strong communications, drafting and issue-spotting skills
The ability to multi-task while also working on long-term projects
The ability to work autonomously yet still manage and be a member of an effective team

Unit Managing Director Resume Examples & Samples

Provide leadership to drive the business objectives for the country
Responsible for assuring accurate cost information and meeting financial targets aimed at driving profitability and winning share by balancing customer and market requirements with engineering and supply chain resources
Lead deal structuring, pricing and all other proposal development activities as the sales team’s primary proposal interface with projects, platform, global ops, risk management and other functional groups as required
Maintain knowledge of market trends, customer requirements, competitor actions, and customer base and leverage best practice for strategic development
Provide deal team leadership for related sales within an assigned sales region through the formulation and execution of proposal strategies that capitalize on GE’s competitive strengths to serve the customer’s needs resulting in execution of definitive sales agreements
Provide on-site intelligence and communications on marketing opportunities
Develop customer relationships and support assigned programs and clients
Implement and ensure compliance with all instructions for tender approval, project execution and project review
Mitigation plans when margin deviations occur
Ensure kick-off and contract closing meetings
Bachelor degree in Electrical/Electronic Engineering or equivalent discipline
> 8 years experience in Sales or Marketing with successful track record and knowledge of electrical substation protection and control is an added advantage
Good exposure to energy, transmission & distribution, oil & gas, and industrial markets
Excellent communication and presentation skills
Strong interpersonal skills with emphasis on relationships/team building. Must be a team builder and team player
Customer orientated. Growth mindset
Proactive work style, creativity, energetic, self-motivator who keeps current with industry trends and knowledge
Excellent negotiating and closing skills
Unyielding commitment to integrity and GE values

Managing Director Resume Examples & Samples

Provide exceptional client service and project management to private sector clients seeking financial assistance from state and local governments for real estate development
Direct staff research of government incentives programs such as Tax Increment Financing, property tax abatements, sales tax incentives, and job creation and training incentives
Direct staff preparation of reports and presentations describing the key attributes of client companies including financial schedules and tax impact projections
Lead formal presentations to governmental entities and constituents
Evaluate the applicability and value of the various incentives to client companies, which may span across several locations as a part of site selection analyses
Lead incentive negotiations with state and local governments
Lead new business development activities including prospect meetings, presentations, and proposals
Bachelor’s Degree, preferably in Business in Economics, Finance or Accounting
Ten plus years of business experience preferred including relevant government incentive experience
Demonstrated presentation and public speaking experience
Ability to maintain a flexible work schedule as projects dictate
Willingness to travel
Demonstrated analytical, problem-solving, organizational, interpersonal, project management, communication skills and solid Microsoft Suite skills required
Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties

Managing Director Resume Examples & Samples

At least ten(10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions. Carve-out experience desirable
Prior experience interacting and working directly with C-level personnel preferred
Big 4 or other top tier consulting firm experience preferred
Demonstrated practice leadership and development skills
Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients
Demonstrated ability to lead engagements, support/supervise staff and respond to client needs
Solid knowledge of technical accounting areas such as US GAAP
Exhibit an executive presence and strong business acumen
Strong verbal and written communication skills, specifically business writing aptitude
Proven ability to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
Ability to travel up to 50%

Managing Director Resume Examples & Samples

More than eight (8) years of experience performing general accounting transactions and functions
More than four (4) to six (6) years of supervisory experience required
Excellent leadership skills
Strong verbal and written communication skills, as well as presentation and facilitation aptitude
Solid organizational skills especially ability to meet project deadlines with a focus on details
Executive presence and ability to interact effectively with people at all organizational levels of the firm
Intermediate knowledge of fundamental accounting principles, finance, tax and investment principles
Capable of effective managing a team of professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with client personnel
Ability to encourage team environment and contribute to the professional development of the department
Advanced knowledge and experience with development, management and execution of sales processes including lead generation, pipeline management, accounting planning and sales strategies
Strong business acumen and ability to effectively communicate BDO’s business, marketplace and value proposition
Ability to provide business development consultation to partners and managers in pursuit of accomplishing business results
Capable of working in a demanding, deadline-driven environment while handling multiple projects simultaneously and managing a diverse staff to accomplish desired results
Capacity to successfully manage proposals and negotiate contracts

Managing Director Resume Examples & Samples

Lead the planning and execution of 3 small-scale in-person identity-based events in FY17 and make recommendations for how to build on the live engagement strategy moving forward
Refine strategy for Resource Groups, including the plan for manager engagement, connections to our talent strategy and a point of view on how Resource Groups could be utilized to facilitate cross-management level connection and leadership development
Ensure that Resource Group Leaders are trained and have access to the resources and experiences that will equip them to lead with multicultural competence in our diverse context
Continuously capture, analyze and report relevant data in order to assess, understand and evolve our strategy for identity-based leadership development over time
Manage relationships internally and externally, communications and partnerships strategically to learn engagement strategies and to share our insights and influence and motivate others in service of strong outcomes
Plan and execute collaborative spaces with others inside of and outside of Human Assets to share lessons learned, best practices and resources for maximizing staff DEI engagement
Identify and implement dynamic ways to understand the experiences of and engage staff subgroups and integrate those insights into the overall engagement approach
Act as a confidential thought-partner and resource for staff members, tapping the appropriate channels to share those insights and utilize them to inform strategies
Play an active role to help our organization advance on its commitment to diversity, which can take different forms at different times but includes actively participating in the recruitment and selection process, living our core values, etc
Exceptional live and virtual design and facilitation skills
Exceptional ability to build trust and credibility quickly with a diverse network of people in various roles across management levels and to manage high-stakes relationships internally and externally
Ability to listen, influence and execute through others, build investment and set direction across a broad and diverse group of stakeholders
Ability to grasp, synthesize and integrate new ideas and feedback quickly to make sound decisions in a high-paced work environment
Exceptional communication skills and adeptness with multiple modes of communication
5-7+ years of adult engagement and/or leadership development experience
Background in communications to disseminate information and to promote engagement in live and static virtual spaces
Some community building or organizing experience preferred
Demonstrated commitment to diversity, equity and inclusiveness and ability to work effectively in a diverse work environment
Demonstrated commitment to Teach For America’s vision, mission and core values

Managing Director Resume Examples & Samples

Our Program Continuum Teams focus on matriculating, on-boarding, training and supporting a growing corps to become stronger teachers and leaders, and then engage, develop, and support our growing alumni force to become high impact, lifelong leaders in the fight for change. Lastly, our Continuum Team identifies and creates opportunities for our corps members and alumni through partnership with schools, networks, districts, and education organizations. They also set the context of our work by building a broad network of one-on-one relationships and by forging, strengthening, and participating in coalitions that are aligned around transformational education
The Development team ensures the financial strength and sustainability of our efforts by building and deepening partnerships with a diverse portfolio of public and private supporters, and ensuring that a strong, diverse local board is driving these efforts
Our Talent, Culture and Operations team ensures we have best-in-class talent recruitment, staff engagement, operations and fiscal responsibility and talent development practices to foster a thriving team. We place particular emphasis on ensuring a diverse team, and a team that embodies our Diversity core value. As a region, we are striving to realize the aspirations laid out in the organization’s diversity statement and core values - to be a diverse and inclusive organization that is a model of equity and fairness
Participate in phone selection and/or in-person selection for up to three days each selection window (about 6-10 days total throughout the year depending on your role)
Matriculate new Chicago-Northwest Indiana corps members during 4-5 confirmation windows throughout the year
Staff large-scale regional events such as Interview Days and Summer Training, often times for a whole day or multiple days at a time
Support any needed outreach of Chicago-Northwest Indiana alumni during the Alumni Survey window
Participate in diversity and inclusiveness programming throughout the year
Attend all-staff meetings, retreats, and step backs throughout the year
7+ years of work experience preferred with proven record of achieving ambitious results. Previous experience working with development preferred
Experience in an entrepreneurial environment, developing new ways of approaching problems in a logical and disciplined manner
Previous experience directly managing others or similarly aligned experience preferred
Passionate about Teach For America’s mission, believes deeply in the importance of inspiring/investing external people in our mission/work and operates with a partner- and mission-service mindset
Knowledge and developing understanding of the causes of educational inequity
Exceptional ability to set and evolve project vision and direction
Ability to make timely decisions and demonstrate good judgment
Desire to constantly improve and learn from past experiences
Ability to build strong relationships with others in challenging situations and understand the motivations and barriers of others
Ability to tailor approach toward the perspective of others
Exceptional written and verbal communication skill
Ability to think big, generate ideas and implement solutions to complex problems
Skilled in using logic and data to perform analysis
Ability to translate data into actionable solutions; Exceptional strategic and critical thinking skills
Strong sense of flexibility, willing and able to change course as needed, particularly to best suit team, stakeholder, and mission needs

Managing Director Resume Examples & Samples

75% of time – External engagement & outreach
Set vision and direction for engaging the diverse Latino community, including Latino civil rights groups, policy organizations, HSIs, and Latino media outlets. Create and execute a strategic plan to accomplish this vision, including
Represent TFA externally (or prep CEO to engage) on panels/conferences/engagements
Ability to set vision and direction and ensure alignment in execution of strategy across a large organization
Exceptional ability to build strong relationships
Exceptional verbal and written communication skills
Ability to quickly and thoroughly grasp complexity and operate in a nuanced context
Demonstrated success in building strong, mutually beneficial partnerships between organizations
Bachelor’s degree required
Minimum of six to eight years of work experience required
Prior experience engaging in community building, with pre-existing relationship of key players and knowledge of key issues preferred

Senior Managing Director Resume Examples & Samples

Our Program Continuum Teams focus on matriculating, on-boarding, training and supporting a growing corps to become stronger teachers and leaders, and then engage, develop, and support our growing alumni force to become high impact, lifelong leaders in the fight for change. Lastly, our Continuum Team identifies and creates opportunities for our corps members and alumni through partnership with schools, networks, districts, and education organizations. They also set the context of our work by building a broad network of one-on-one relationships and by forging, strengthening, and participating in coalitions that are aligned around transformational education
The Development team ensures the financial strength and sustainability of our efforts by building and deepening partnerships with a diverse portfolio of public and private supporters, and ensuring that a strong, diverse local board is driving these efforts
Our Talent, Culture and Operations team ensures we have best-in-class talent recruitment, staff engagement, operations and fiscal responsibility and talent development practices to foster a thriving team. We place particular emphasis on ensuring a diverse team, and a team that embodies our Diversity core value. As a region, we are striving to realize the aspirations laid out in the organization’s diversity statement and core values - to be a diverse and inclusive organization that is a model of equity and fairness
Chart the course toward the realization of annual fundraising goals
Develop systems to track progress, streamline communication and increase the efficiency and effectiveness of team execution
Coach and develop the team to serve as strong stewards of a large network of high-level relationships as well as culturally competent leaders in the regional office
Partner with the ED to define key cultivation, solicitation, and stewardship priorities and partner with the ED in executing those priorities
Develop and maintain strong internal development operations (i.e., donor and stewardship tracking, data management, meeting prep and downloads, and gift processing systems)
Serve on our regional leadership team. Our Leadership Team, including the Executive Director, is tasked with setting strategic direction, performance management, cross-functional collaboration, and building culture of the largest TFA regional staff across the country (80 total staff members)
7+ years of work experience with a track record of fundraising multi-million dollar campaigns for at least 3-5 years preferred
Knowledge of the philanthropic landscape in Chicago-Northwest Indiana preferred
Experience with direct team management preferred
Exceptional strategic and critical thinking skills, specifically ability to think big, generate ideas and implement solutions to complex problems
Ability to set and evolve team vision and direction
Ability to manage team execution toward high quality results
Ability to build strong relationships with others in challenging situations
Knack for influencing others toward outcomes through sophisticated relationship management
Strong communicator who is able to tailor message and approach to toward the perspectives of others
Is passionate about our mission, believes deeply in the importance of inspiring/investing external people in our work, and has high expectations for how Teach For America is viewed by external constituents
Why are you interested in this position with Teach For America?
What experiences have you had that makes you uniquely qualified for this role?

Managing Director Resume Examples & Samples

7-10 years of work experience with proven record of achieving ambitious results
Experience in professional development and/or talent strategy preferred
Proven track record of successfully leading and managing a team preferred
Knowledge of Salesforce CRM preferred but not required

Managing Director Resume Examples & Samples

Providing expertise to Functions and Business in framework requirements, policies and procedures, as it relates to Technology
Conducting independent assessment of emerging operational risks, and challenging scenario analysis as it relates to Technology
Conducting periodic risk reviews, particularly related to technology, based on identification of emerging risks focusing on identification of root causes to proactively managed risks
Working with the business (EO&T and technology entities) to proactively manage, communicate and mitigate operational risks to within Citi’s Risk Appetite and as necessary make recommendations on corrective actions
Partnering with in-business operational risk management on execution of operational risk policy requirements
Developing strong working relationships with the business
Participating as a subject-matter expert in or overseeing various operating committees or governance forums, e.g., BRCC
Ensuring adherence to operational risk policies including development of procedures and Chairing Operational Risk Management forums for technology risk oversight
Partnering with the business to develop quantifiable metrics and governance processes for measuring, scoring, and managing risks
Providing effective challenge for Technology Operational Entities relating to Managers Control Assessments and Scenario Analysis, as appropriate
Reviewing and approving new product proposals/product programs
Providing leadership over projects identified by Senior Management, as requested
Ability to interact with and influence people/groups of widely varying disciplines and backgrounds, at all levels of technical & business leadership
Experienced in using active listening techniques on a consistent basis
Strong understanding of the business structure, technology at Citi and the role of second line of defense versus first line of defense
Broad based analytical and problem-solving skills
Excellent verbal and written communication skills
Provides leadership in risk identification, key risk indicator identification, and risk mitigation strategies in the domain of technology management
Engages technology managers to identify key technology control indicators and maintain effective and efficient continuous control monitoring processes
Interact directly with technology executive leadership, including in a high stress environment
Comfortable with public speaking across various forums and able to effectively and logically communicate when ideas are being challenged in an open forum
Understands the perspective of regulators and has the ability to shape messages and content to respond to a changing variety of regulatory standards
Project management skills
Operational risk management or related field experience 10+ years
Undergraduate and advanced degrees in a technology-related field
Technology audit and control certifications of CISA, CISM, and ITIL preferred
Technology skill with the capability to manage all aspects of these standards
Technology Architecture components common across the Financial Industry
Information Systems Audit and Control Association’s (ISACA) COBIT* Standard
Information Technology Infrastructure Library (ITIL)
ISACA’s Certified in Risk and Information Systems Control (CRISC) Job Practice Domains

Managing Director Resume Examples & Samples

Primary responsibility is New Business Originations on the West Coast. Analyze, underwrite and model new loan transactions in the Leveraged Finance group
Participate in and provide leadership to deal teams involved in analyzing, structuring, underwriting new loan transactions in the Leveraged Finance group
Call on prospective and existing sponsor clients in order to grow relationships and develop business, primarily on the West Coast
Administer and interact with bank syndicates and internal operations team for deal closings
Identify any problem areas within the loan portfolio, conduct risk analysis and provide suggestions for resolution of issues
Work with the team to ensure that the loan portfolio is in compliance with all reporting requirements
Work with the team to conduct financial and covenant analysis of proposed transactions and portfolio companies
Work with the team to consistently communicate with management regarding portfolio performance and new loan transaction quality
Bachelor’s degree from a four-year college or university required
Five years experience calling on the Private Equity Community and being primary point of contact for Business Development
Must possess 5 or more years experience in financial statement analysis
Must possess strong working knowledge of Microsoft Excel and how to build/analyze complex financial models with assumption drivers appropriate for the particular business and industry
Must possess a thorough understanding of credit and collateral requirements
Must possess strong analytical and problem solving skills
Must have the ability to prioritize, organize and coordinate responsibilities
Must have the ability to quickly build successful working relationships with co-workers, business partners and management
Must be able to effectively communicate with co-workers, business partners and management through well-developed presentation, written and verbal skills

WMA Managing Director Resume Examples & Samples

Bachelor's degree required
10 or more years of wealth management experience in the High Net Worth and Ultra High Net Worth client segments
Extensive knowledge in all areas of wealth management to include investments, fiduciary, trust, banking, financial planning, and advisory services
Ability to partner with colleagues to identify and service unique client’s needs
Well-developed analytical and problem-solving skills
Excellent writing, speaking, and presentation skills
Ability to make critical decisions independently
Basic understanding of business financials
CFP, CFA, or MBA

Capital Markets Director / Managing Director Resume Examples & Samples

Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework
Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions
Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions
Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial knowledge and experience to help organizational development
Knowledge of various types of customers and ability to analyze customer activities, profiles and information
Knowledge of and ability to utilize the tools, techniques, and practices for creating a mix of financial instruments that will leverage a client's financial resources to an acceptable level of risk
Knowledge of and ability to engage in the transfer of financial assets in any financial market on behalf of an investor in order to capitalize on short-term trends
Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material
Knowledge of and ability to use numerical methods to develop statistical models for devising trading strategies
8+ years of experience

Capital Markets Managing Director Resume Examples & Samples

Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework
Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions
Knowledge of internal marketing strategies and ability to look, listen for, and communicate opportunities for providing new or enhanced services to internal clients
Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions
Enrolls stakeholders in communicating and coordinating activities to support the organization's vision and strategies
Knowledge of and ability to utilize the tools, techniques, and practices for creating a mix of financial instruments that will leverage a client's financial resources to an acceptable level of risk
Knowledge of and ability to engage in the transfer of financial assets in any financial market on behalf of an investor in order to capitalize on short-term trends
Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material
Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function
Knowledge of various types of customers and ability to analyze customer activities, profiles and information

Managing Director Resume Examples & Samples

Secure new forensic services engagements
Provide testifying expert or consulting services related to those engagements
Secure new regulatory and corporate investigations
Secure new compliance related engagements
Manage local marketing efforts related to those activities
Expand national forensic accounting resources
Develop staff members, both technically and professionally
Oversee investigations and financial analyses
Prepare written reports, exhibits and demonstratives
Continue to develop skills and technical expertise to facilitate delivery of expert testimony
Deliver marketing and/or technical presentations
Strong leadership abilities
Excellent client-management skills
Critical and logical thinking abilities
Excellent communication skills, both verbal and written
Creative problem-solving skills
Ability to critically analyze financial statements and other financial documents
Understanding of litigation process
Ability to critique alternative arguments/opinions

Managing Director Resume Examples & Samples

Building relationships with stakeholders by exhibiting strong subject matter expertise and bringing a sense of urgency to pro-actively support client groups
Providing leadership in collaborating with regional teams to set global direction and standards
Enhancing team efficiency and surveillance tools and applications to improve existing systems and processes
Coordinating with IT for the timely implementation of enhancements and proactively addressing potential issues
Exhibiting deep knowledge of Citi’s business, products and services to identify opportunities for the team to contribute and be more impactful
Participating in developing the longer term strategy and execution plan to achieve best in class processes and procedures to increase efficiencies and enhance the overall efficacy of the programs
Providing leadership in creating and implementing policy and establishing the risk management framework supporting the policy
A solid understanding of the equity, fixed income, commodities, FX and derivatives markets
Credibility as a subject matter expert and experience dealing with issues that have a high impact at all levels of the organization
A wide knowledge of emerging surveillance technology and methodologies
An ability to be “hands on” and “in the trenches” with the direct team, while also bringing a sense of strategic vision and a global sensibility to the function
A high degree of comfort and facility in interacting with senior executives relating to the care and handling of their personal activities (e.g., personal trading accounts, external affiliations, non-executive directorships, etc.)
Ability to navigate and negotiate through conflicting demands to maintain focus on priority objectives while ensuring key stakeholders’ needs are met
Strong team leadership, communication, interpersonal and management skills, with a track record of leading through change and the ability to tailor the message to various audiences
The ability to thrive in a complex, highly matrixed, global environment
A depth of understanding of technology systems and how surveillance works, with the ability to drive significant enhancements, manage vendor relationships, and work across the technology group, compliance technology project management group, global peers and other key stakeholders to drive improvements to current tools and applications
Demonstrable experience in partnering with internal and external IT delivery teams regarding the management of project lifecycle components, including business requirements development and user acceptance testing
An undergraduate university degree from a recognized academic institution. Preference for a law degree and securities licenses/qualifications

Heroku Managing Director Resume Examples & Samples

To drive strategic customer development and revenue across all EMEA-based Enterprise & Commercial accounts
To develop, execute and refine successful enterprise sales processes
To leverage available field and marketing resources to drive events, campaigns and pipeline generation
To thrive in a highly matrixed Sales organization
To leverage business from new & established relationships
To attract, hire, train and retain top enterprise sales talen
Minimum 10 years of experience with managing enterprise technology sales teams
Track record of being a top producer in both Individual Contributor and Management capacities
Appetite for success and willing to work on a team to reach goals
Background in selling technology and platform solutions such as application development, database, business intelligence, integration
Demonstrated ability to sell large scale and complex systems to key accounts
Strong knowledge of the competitive products, solutions and sales tactics
Consistent overachievement of goals
Good written, verbal, and presentation skills
Be creative with strong problem solving skills and the ability to succeed in a fast paced environment
Proven ability to lead and work well as part of an extended sales team
Experience in enterprise architecture, solution architecture, application development
Implementation and technology management

Managing Director Resume Examples & Samples

Manages line of business to support BCBS Plans. Ensures business continues to offer high quality services, maintains high level of customer satisfaction and operates within budgeted parameters. Works to achieve financial and other objectives
Responsible for shaping and leading specific projects as defined by the BCBSA Board of Directors, BCBSA Senior Management, BCBSA Governance Committees or any relevent Government Agency
Lead and develop staff by managing resources effectively, encourage staff development, provide critical review and feedback
Minimum of 12 years of experience in Health Informatics / Analytics / Economics
An advanced degree (MA or higher) in economics, the social sciences or statistics required
Deep understanding of analytical methods and applications
Experience in program leadership and executive communications
Ability to identify emerging trends in healthcare and develop hypotheses
Working knowledge and ability to navigate healthcare data including medical claims to identify key themes or patterns in the data to validate or refute hypotheses
Demonstrate experience in applying appropriate judgement when assessing results to ensure rigor and integrity of analysis, quality review and accuracy of detail
Expertise in translating and summarizing analysis into reports with key findings and supporting evidence easily understood to a general audience
Skills to identify health status of local communities and programs that improve the health of those communities
Strong relationship building skills with focus on ability to socialize approach and findings with senior executives
Leads effectively in team-based activities; displays open and cooperative behavior
Ability to navigate the large and complex BCBS system
Independent self-starter with creative problem-solving skills
Superior, executive level oral and written communication skills

Managing Director Resume Examples & Samples

Accountable for P&L, establishing go to market strategies, driving sales, recruiting, account management, consulting, and operational aspects for the practices
15+ years of experience focused in software engineering engagement–based consulting experience (preferably from a Big 4 environment); or equivalent industry experience
P&L experience from a comparably sized consulting firm
Demonstrated professional growth and the proven ability to work cross-functionally
Proven history of leveraging and growing existing client base; organic business development responsibilities; i.e. growing new account/clients from the ground up
Deep experience with managing people, including mentoring and leadership skills
Background in full stack software engineering and agile delivery
Expert business operations (e.g., invoicing, SOW, margins, utilization)
Outstanding verbal and written communication skills to audiences of all levels including client facing skills

Managing Director Resume Examples & Samples

10+ years of post-graduate work experience
Bachelor’s Degree
Experience supporting or working as part of a commercial team
Demonstrated analytical reasoning and quantitative analysis skills
Proven ability to manage multiple simultaneous projects and cross-functional teams
Ability to formulate and deliver clearly complex information, issues and recommendations in both written and oral presentation to senior management
Discretion in handling sensitive firm, department and individual performance information
Experience managing teams and individuals
Experience in Salesforce CRM
Ability to work in a variety of analytical platforms, for example, SQL and Access

Managing Director Resume Examples & Samples

10+ year’s real estate/property management experience preferred
BA/BS Degree preferred
Advanced skills and experience in Word and Excel
Excellent organizational, prioritization and communications skills
Excellent client relations skills both with owners and tenants
Understand lease agreements and leasing terms
Prepare and understand budgeting process
Leadership qualities along with excellent communication skills
Proactive, conscientious, reliable and flexible
Possesses strong interpersonal skills and seeks to develop solid relationships
Takes personal ownership
Demonstrates adaptability
Performs job duties in an organized, accurate, detailed oriented and productive fashion

Managing Director Resume Examples & Samples

Deliver, in collaboration with senior leadership and the other Managing Directors/Directors, a strategic growth plan for the market, which includes short and long-term action plans and financial goals
Lead the promotion of the Colliers brand as the leading real estate services company in the local market area
Advocate and effectively communicate the Company’s vision to further develop the local team and the local market
Collaborate closely with other market and business line leaders to exchange best practices, accelerate innovation and ensure quality and consistency in our customer service
Provide leadership to all professionals and support staff by personally modeling and coaching best practices in business development, client relations, transaction management, communications and public relations
Play an active role in providing mentorship and support to all professionals on a regular basis
Develop, expand and strengthen the range of core competencies within the office through active recruitment, training and retention of professionals and support staff
Develop and manage financial performance expectations as developed during the annual budgeting process
Maintain a personal production level consistent with that of a Senior Associate
Other duties as required
Bachelor degree required; MBA, industry certificates, designations and licenses an asset
Minimum of 7 to 10 years of related work experience
Designated member of the Appraisal Institute of Canada
MAI, MRICS, AACI an asset
Computer proficiency in MS Office (Outlook, Word, Excel and PowerPoint)
Strategic understanding of the real estate appraisal, consulting and realty tax services business
A leadership style, which is based on communicating a compelling vision and passionately pursuing its fulfillment
Demonstrated ability and success in accessing key leaders and corporate figures within the business community
Clear evidence of good judgment, reasoning ability, problem solving skills and strategic thinking capabilities
Skilled at establishing rapport and managing relationships
Capable of inspiring and motivating colleagues and clients
Capable of effectively marketing appraisal, consulting and realty tax services within an integrated platform
Demonstrated ability to prioritize activities, develop plans and meet deadlines
Entrepreneurial by nature and results oriented. Strong verbal and written communication/presentation skills. Confident public speaker and an effective team builder and leader
High moral character and integrity and clear evidence of high energy, strong work ethic, commitment and loyalty

100

Managing Director Resume Examples & Samples

Provides leadership and direction through senior managers and executives for professional staff that identifies gaps to plans across the field, drives field/technical and customer engagement from a BU perspective and conducts calls with field Technical Directors. Develops and articulates strategies and corrective actions to meet business objectives for global group within a business unit
Directs and controls the conversion of technical trends into useful information for BUs, coordination of (TRM) Technical Review workshops and product positioning/ inflections mapping for global group within business unit
Develops and executes alignment plans and tracks business focus on TAM, share, margin between BU and Field
Has 'guru' understanding of global, technical and market trends and executes a systematic process for capturing competitive intelligence
Applies in-depth expert knowledge of global business and commercial expertise to drive penetration / adoption of diverse and complex product strategies with BU, RPM and Field. Maps the needs within targeted markets and analyzes abstract market segmentations. Determines which segments to actively pursue
Directs and executes the mapping trends, opportunities and threats to roadmap and strategies
Extensive contact with the field is required. Requires 40-50% travel
Demonstrates broad and comprehensive understanding of different systems, theories and practices as well as the changing business environment
Influences and negotiates at the top executive levels, with great latitude on outcomes; presents and defends complicated or delicate issues

101

Managing Director Resume Examples & Samples

Proactively shape and influence HR BU strategies and priorities to align to BU strategy and changing needs. Help shape the appropriate culture. Diagnose and provide appropriate interventions to optimize business/function performance to execute against strategy goals
Conduct organizational & talent assessments; develop talent strategy and pipeline to build workforce capability
Design and implement change management, communication and engagement strategies within the BU
Actively partner, coach, influence & develop executive leadership. Actively and effectively manage, coach & develop HR direct report employees
Collaborate with COE & HR Ops to execute on BU/Function strategy and HR annual programs and processes. Effectively leverage and partner in the design and development of specialized initiatives to deliver the HR strategy for BU
Drive and influence business strategy with workforce data and analytics
As required, lead M&A Integration(s) from the HR perspective. Partner with M&A core team and regional HR on projects, programs, processes and initiatives to integrate the acquisition with the BU
Provide a leadership role on two or more significant enterprise-wide initiatives annually. Encourage and support staff on taking a leadership role in a significant enterprise-wide initiative annually
Demonstrates broad and comprehensive understanding of HR systems and processes, theories and practices as well as the changing business environment

102

Managing Director Resume Examples & Samples

Responsible for overall parent relationship management of GIG clients and providing a wide range of treasury and corporate finance solutions including: cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
Work closely with all partners to ensure the Corporate Bank fulfills its role of being at the center of the CIB's relationship management strategy by driving client planning, product agnostic cross sell, client access, and effective capital allocation within the ICG Coverage Banker proposition
Partner with the Investment Banking team to drive and execute episodic transactions
Translate Citi’s strategy into an effective and efficient Corporate Bank business plan while proactively overcoming obstacles
Drive the team to meet revenue and other financial goals by ensuring the group actively cross sells all products across the full ICG platform
Partner with key stakeholders including Risk and GCM to allocate capital prudently and appropriately to generate best possible returns while ensuring disciplined adherence to all Citi risk policies
Drive a suitable balance between internal management and external client time
Accountable for the Group’s budget, risk management, and credit allocation in partnership with GCM and Risk
Ensure that client relationships and proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards, and anticipated future changes in the marketplace
Communicate a vision for the group that is forward looking and responsive to changes in the environment
Bring the best of Citi and knowledge of global issues and market trends to create value and good will with clients
Drive innovation, competitive differentiation and speed to market
Understand regional and emerging market trends to identify growth opportunities and anticipate challenges
Demonstrated ability to draw consensus quickly and act decisively within a challenging, cost constrained environment which requires strong change management skills
Strong leadership, relationship building, and people management skills
Minimum 5 years’ experience of managing large, diverse teams
Proven execution skills in prior assignments
Strong credit risk, capital management and control skills (Senior Credit Officer preferred)
Understanding of ICG products and a deep knowledge of the Citi network
Ability to manage and work across a diverse and multi-country matrix structure
Ability to effectively represent Citi to outside constituents including regulatory agencies

103

VP, Managing Director Resume Examples & Samples

Your retirement plan record keeping and administration experience
Your relationship management experience
You have excellent verbal and written communication skills
Your excellent organization and time management skills and attention to detail
You have demonstrated problem-solving skills
Your effective presentation skills, influence and negotiation skills

104

Managing Director Resume Examples & Samples

Interpretation of regulatory expectations and industry best practices supporting capital planning
Identification and prioritization of opportunities for Citi to remediate and enhance its own capital planning practices, based on the above, working closely with members of Risk, Finance and the businesses across Citi
Review and challenge of work-stream methodologies and remediation initiatives
Design and ongoing refinement of ‘macro’ initiatives supporting Citi’s capital planning processes, including Material Risk Identification, Scenario Design, Key Assumptions, Sensitivity Analysis
Design and ongoing refinement of the Capital Adequacy Assessment Framework
Identification and active management of high priority CCAR/DFAST cross-workstream initiatives to improve the integration of risk and finance forecasting activities that support capital planning
Interacting regularly, and building strong working relationships, with senior regulatory teams in NY and Washington DC
Preparing and presenting clear, concise and insightful materials about the capital planning process, remediation efforts and outcomes to Senior Management, Regulators and the Board
Working collaboratively with other members of the Strategic Regulatory Initiatives on other critical priorities, including CCAR loss allocation and optimization strategies, integration of capital planning into existing business processes, and target state design
Contributing to other regulatory exercises, including the Recovery Plan and Resolution Plan
Professional skills, particularly

105

Managing Director Resume Examples & Samples

To develop and maintain global relationships with US technology companies. The target client base is largely (but not exclusively) large cap investment grade technology companies. Expanding our client base and deepening the existing relationships is a primary goal
Evaluate the corporate financing requirements and deliver the products of the Mizuho Financial Group to this client base
Develop, structure, propose and negotiate financing and non-credit transactions
Be the primary Mizuho contact for existing and prospective technology industry client relationships. Maintain relationships and contacts for marketing as well as ongoing due diligence requirements to support the North American Banking Relationship Management Group
Meet group financial targets for annual revenues
Fostering strong relationships with product partners to deliver integrated cross sell of the firm’s expanding product suite that includes lending; debt and equity capital markets; derivatives, and the global network
Managing portfolio returns, cross sell metrics and deals in pipeline,
Providing leadership, particularly in originating and closing strategic transactions in the technology space
To exhibit outstanding interpersonal and influencing skills - ability to build relationships with clients, third parties and internal stakeholders
Functioning as a team player who works well within a large global organization, exhibiting energy, dynamism and passion for complex business challenges
High-level marketing and business development capabilities for the origination of banking, securities and advisory business
Proven Relationship Management abilities
Strong credit, analytical, quantitative, problem-solving and decision making skills
Superior written and oral communication skills (including presentation skills) and negotiating abilities
Relevant industry/sector knowledge; experienced in the Technology sector
Manage and coordinate the execution of transactions, from inception to closing
Work with other groups within the Mizuho Financial Group around the world as part of Global Relationship Management and Business Development
Must be able to take a Leadership role and function professionally as a team player

106

Managing Director Resume Examples & Samples

Lead a team of approximately 20 bankers and junior support in multiple Southwest US locations
Partner with the Investment Banking to ensure proper client planning and coverage priorities, resources, and strategy
Partner with Treasury Services to ensure optimal product delivery, implementation and execution of our treasury management products to the Corporate Client Banking & Specialized Industries client and prospect base
Drive top line revenues while maximizing efficiency for the segment
Partner with regional Corporate Client Banking & Specialized Industries credit executives to ensure the credit quality of the portfolio remains high while meeting the needs of clients and the demands of the marketplace

107

Managing Director Resume Examples & Samples

Management reporting and expense analysis, commentary, insights and advice to the Public Markets business units and senior leadership
Financial lead and business advisor for Public Markets planning and forecasting
Analysis of KPIs and other analytics for all Public Markets asset classes and businesses
Analysis and reporting of team, product, distribution channel and asset class profitability
Financial lead on all new sales mandates and fund/product launches
Finance representative on various committees including Global Operating Committee and Regional Management Committees
Professional Accounting Designation (CPA, CA)
CFA, CBV, CF and/or MBA would be a strong asset
Approximately 10+ years of related business experience including at least 5 years in a finance leadership capacity
Experience and exposure to third party asset management
Institutional asset management experience would be a strong asset
High level of business acumen, analytical skills and problem solving skills
Confidence, maturity and credibility to interact with senior-level business leaders internally and externally
Professional demeanor, excellent communication skills and a high degree of integrity, diplomacy and insight
Strong leadership, relationship building and people management skills including coaching, team building and attracting and retaining top talent
Self-starter and ability to influence, motivate and direct professional level staff
Ability to multi-task, effectively prioritize, work under tight timelines and manage multiple stakeholders

108

Managing Director Resume Examples & Samples

Plans, organizes, staffs, directs and controls the day-to-day operations of the department
Develops and manages the department budget. Ensures compliance and is responsible to address variances and other budget concerns
Performs all human resource management functions to include hiring, terminations, coaching, skills development, recognition and rewards, performance management and staff productivity
Broad-based business thinking; capable of handling ambiguity, and structuring clear and logical materials to enable decision making
Bring to bear an understanding of best practices employed across industries and tailor appropriately to FedEx environment
Approach problem-solving, new idea generation and analyses in a creative, credible and pragmatic way
Use a hypothesis-driven approach to solve complex, ambiguous problems and minimize unnecessary analyses and risk
Demonstrate superior analytics in the design, performance and oversight of key business strategies
Synthesize analyses to develop meaningful insights, conclusions and directional recommendations
Defend all findings, insights, and recommendations, leveraging a full command of the fact base to clearly articulate implications
Participate on cross op-co and cross-functional teams / host regular discussions to develop ideas
Work collaboratively across functional departments to collect data, structure/conduct analysis
Produce materials for, and interact in, senior executive sessions
Engage with external consultants
Develop, mentor and guide direct reports
Manage the work products of matrix resources (indirect reports) on strategic projects teams
Maintain close working relationship with other departments within FedEx Ground, FedEx SmartPost, and other OpCos
Perform other duties as assigned
Ten (10) years leadership experience to include Transportation Industry and/or Strategic Planning/strategy design
In lieu of required experience, three or more years of experience as a managing director at FedEx will be considered
Knowledge /experience in multiple corporate settlings, across a variety of industries
Experience working across department boundaries to achieve results
Experience with all phases of project lifecycles and deliverables
Leadership and management experience
Excellent analytical skills (quantitative and qualitative), as demonstrated in application to the development of novel solutions to complex business problems
Demonstrated ability to draw insights from analysis and communicate clearly in verbal and written format
Proven ability to lead change in a large organization and motivate and influence others to adopt change and pursue excellence
Excellent leadership and people skills, evidenced by engagement of senior executives to drive recommendations to results
Excellent process management, documentation and problem solving skills
Knowledgeable in best practices through benchmarking both internally and externally

109

Capital Markets Director / Managing Director Resume Examples & Samples

Enrolls stakeholders in communicating and coordinating activities to support the organization's vision and strategies
Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
Knowledge of internal marketing strategies and ability to look, listen for, and communicate opportunities for providing new or enhanced services to internal clients
Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function

110

Managing Director Resume Examples & Samples

Partnering with Senior/Executive level staff
Managing the annual budgeting process by modeling and analyzing proposed financial goals across the firm and at the department level
Supporting the development and maintenance of an infrastructure that facilitates rapid reporting and analysis of key metrics driving financial and operational performance
Creating and maintaining department dashboards analyzing performance against key business metrics, including cost, revenue and margin targets
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
Working with the Accounting team to develop soft close/quarter end financial projections
Managing the financial analysis of the annual merit increase and promotion process
Analyzing specific financial and operational issues during the year, including ad-hoc analysis, modeling, and forecasting
Managing the workflow of the finance analysts
Bachelor’s Degree in finance, economics, business, or other related field
Minimum 15 years of professional experience
Experience using quantitative analytical tools to assemble, analyze, and draw conclusions from business data
Robust understanding of corporate finance
Advanced MS Excel skills
Ability to work in a team environment
Management experience of highly analytical staff
Strong communication and presentation skills
Proven time management skills- ability to manage multiple simultaneous projects
Drive to consistently meet objectives and maintain focus
Resourcefulness-ability to procure detailed data and information
Proven service orientation with attention to detail and follow-up
Proven project management and planning skills

111

Managing Director Resume Examples & Samples

Manage large scale accounting advisory engagements and provide accounting support to clients, including implementation assistance with new accounting requirements and financial restatements
Assist with Securities and Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings, and other acquisition filings for both domestic and cross-border transactions
Provide conversion services to U.S. and foreign registered companies that need a change in their financial reporting to U.S. Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS) and/or provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition, and provide fresh-start accounting support to clients upon emergence from bankruptcy
Direct business development initiatives focused on Financial Services clients
Manage the development and presentation of final client deliverables
Oversee the quality of client engagements and the development of staff
Twelve plus years of experience with a public accounting firm, advisory services firm, or a large multinational organization conducting financial audit or corporate accounting
Bachelor’s degree from an accredited college/university in an appropriate field
Licensed CPA or CPA equivalent
Strong current knowledge in one of the following: U.S. GAAP, IFRS, SEC financial reporting issues, bankruptcies, business combinations, or financial restatements
Demonstrated ability to connect with senior executives of leading organizations to generate new business relationships and projects
Demonstrated ability to lead teams comprised of diverse backgrounds and skill sets

112

Managing Director Resume Examples & Samples

15+ years of investment industry experience in CPPIB’s target Latin American markets, including Brazil and other Latam markets (Mexico, Colombia, Chile and Peru)
Native Portuguese, Spanish and English fluency are a key requirement
Post-graduate or professional designations are an asset (MBA or CFA or C.A.)
Proven track record of successful investment recommendations and experience leading and executing successful negotiations with multiple stakeholders and executing a wide range of investment-related agreements (i.e., confidentiality, purchase and sale, shareholder, etc.)
Proven track record of leading portfolio companies to improve value over time (beyond leverage and multiple expansion) through competitive strategy design and implementation as well as operational improvements
Solid, demonstrated experience building, overseeing, leading, coaching, and developing investment teams (e.g. recruiting, training, coaching, etc.)
Significant relationship management experience including primary responsibility for managing relationships with external stakeholders in the Latin American region
Superior interpersonal skills; solid, demonstrated communication skills (oral and written) as well as exceptional presentation skills
The utmost of professionalism and integrity
Business leader with strong judgment across a variety of investment and business situations
Personally flexible and adaptable
Willingness to travel extensively in Latin America
Respects policy and discipline, but demonstrates the flexibility to embrace and encourage new approaches
Comfortable in a high-profile environment and high-visibility role
Aligned with CPPIBs values, professional standards and operating principles

113

VP Managing Director Resume Examples & Samples

Your retirement plan record keeping and administration experience
Your relationship management experience
You have excellent verbal and written communication skills
Your excellent organization and time management skills and attention to detail
You have demonstrated problem-solving skills
Your effective presentation skills, influence and negotiation skills

114

Managing Director Resume Examples & Samples

Collaborates closely with industry leadership to determine the fit and value proposition for the offering in that industry
Develops the “market story” for each offering in the industry targeted
Value proposition/marketing plan developed for each industry targeted
Conform offering for each industry vertical
Responsible for proposal content as related to DMCE offering
Develop staffing/resource planning for DMCE offering team
Establish and manage vendor alignment
Contributes to or leads the development and implementation of the strategic direction and objectives of DMCE service offering
Manages employees in engagements and provides input for performance management and compensation
Leads development of consulting services
Guides the career development of other employees in the firm or provide mentoring. May provide overall performance evaluation. Evaluates employee contribution to specific engagements. Creates opportunities via engagement assignments for the development of an employee’s competencies
Creates leverage and maintains productive key relationships within client organizations
Seeks opportunities with existing or new clients. Actively pursues the acquisition of new engagements
Identifies and addresses critical success factors for complex engagements. Analyzes and aligns solutions with the business objectives
Simultaneously manages multiple engagements, as necessary
Secures receivables from clients during and after completion of engagements
Develops or encourages creation of profitable service products to be sold to clients in defined service offerings
Leads delivery of innovative solutions from concept through implementation for client engagements
Serves as an adviser to engagement teams
Leads quality reviews of assigned engagements
Manages and leads all aspects of an engagement including staffing and operations as well as client relationships
Defines and develops a knowledge management strategy and plan for engagements
Ascertains risks to the success of engagements and minimizes or eliminates their impact
Manages multiple projects at any one time, as necessary
Manages highly complex or high volume of engagements with factors that may include: enterprise wide or multiple business units; outside contractorsvendors; technology integration; and cross-functional teams. Billable and business development targets will be established during an annual goal setting process
Experience in commercialized, emerging technology with a focus in Advanced Metering Infrastructure, Distributed Energy Resource Management, and Distribution Management Systems
Possess a working knowledge of traditional and emerging utility regulatory constructs, (NY REV, Rule 21, etc.) as well as ratemaking fundamentals
Ability to construct a cost-effective business case for utility capital investment, as well as facilitate the architecture of a technology roadmap to support next-gen operations
Working knowledge of the Smart Utility vendor landscape, including experience in integrating or collaborating with at least one major provider in each of the following category: AMI, DMS/OMS, and DRMS
Ability to facilitate an executive workshop on IT/OT Convergence and the impact DERs will have on the regulated electric market
Familiarity with Demand-Side Management, (DSM) program design and execution, including Direct Load Control, TOU and Demand Rates, custom Energy Efficiency measures, and Behavioral DR
Experience in digital customer experience, specifically concerning the delivery of actionable energy insights and behind-the-meter programs in a mobile-enabled environment
Proven senior leader with experience in identifying, crafting, scoping, pricing, and closing complex strategy-to-implementation projects in the smart utility space with senior management of mid to major public and investor-owned utilities
Willingness to travel at least 75%

115

Managing Director Resume Examples & Samples

Support ORM Executive Leadership by identifying and escalating appropriate issues, supporting regulatory conversations and recommendations and providing expertise as required about operational risk
Oversee the development of regular updates for ORM Executive Leadership on the status of operational risk and provide leadership in the analysis and development of solutions required to support strong operational risk management
Ensure timely execution of the ORM Technology strategy (including IAAP requirements, resource management, etc.) to ensure ORM infrastructure continues to support the strong management of risk, meets Enterprise data requirements and meets regulatory expectations
Monitor Audit and Compliance reviews to ensure access to information to support an integrated view of operational risk across the Enterprise
Provide independent assessment and effective challenge to ensure adherence to acceptable risk standards; escalate any issues required to the VP, ORM for resolution
Master’s in Business Administration or equivalent graduate degree or relevant work experience required
Minimum 10+ years’ work experience in operational risk management or relevant risk management or operational experience
Knowledge of the sources of operational risk and approaches to manage and mitigate the risk
Knowledge of BMO Financial Group and its structure and BMO Corporate policies, standards relating to operational risk
Strong knowledge of operational risk regulatory requirements, current and pending including External Authoritative criteria for operational risk
Experience in modeling operational risk, quantitative techniques and/or economic capital
Business acumen and financial expertise
Experience in roles requiring product and process management, implementation of controls and operational risk management oversight
Strategic vision and planning ability
Conceptualization, presentation and communication skills to effectively execute change
Ability to influence others
Excellent change management skills
Sound judgment and strong analytical skills to identify opportunities for enterprise collaboration
Highly developed relationship management, negotiation and leadership skills
Excellent team building skills, both as a leader and as a team player
Excellent communication skills in working with Senior Executives, Managers, Auditors, and Regulators
Strong logic and data integration skills
Strong critical thinking
Ability to identify and affect appropriate risk oversight and control mechanisms

116

Managing Director Resume Examples & Samples

Financial Performance: Represent LATAM ICG Finance working closely with LATAM ICG Business Heads to achieve financial goals while managing a transition to optimizing returns subject to multiple constraints in a changing regulatory environment (e.g., BIII capital, GAAP assets, Liquidity Coverage Ratio (LCR), net stable funding ratio (NSFR), legal vehicle). Team supports ICG across LATAM. Example activities include: budget process; expense management; balance sheet monitoring and limit setting; managing performance dialogue/reviews
Implement broader Citi wide Finance initiatives, connectivity with LATAM Finance P&A, Global Products Lead Finance Officers and Global ICG FP&A
Client Franchise: Support LATAM ICG Products (Markets, Treasury and Trade Solutions (TTS), Banking, Private Bank, and Other ICG) to deepen involvement with clients, understand profitability of those relationships, and assess areas of additional opportunity. Example activities include: working with Banking to optimize Loan Transfer Charge (LTC); support roll-out of client profitability models; enhance Economic Value (EV) (sales credit) reporting and processes
Productivity (Business and Finance): Reduce complexity of financial reporting, increase synthesis and focus, and leverage new tools (e.g., dashboards) working closely with Global Process Owners (GPOs). Example activities include: lead Markets engagement with Execution 2.0 Organization work stream; Stranded Cost; Improve resource allocation and transparency
Growth & Innovation: Build today approaches, tools, and frameworks to help the business identify and develop roadmaps for growth opportunities
CCAR: Lead all aspects of revenue and balance sheet forecasting
People: Attract and develop talent at all levels. Manage a team of employees covering regional ICG Business Planning as well as partnering with regional Treasury, Strategy, Controllers as well as Latam FP&A team. The leader will also be responsible to leverage the Global Analytical Centers in Mumbai and Costa Rica
MBA or CFA with 15 plus years in finance leadership roles
Excellent global team leadership and partnership skills: ability to work with and influence senior management across multiple levels of the organization
Excellent people leader: a track record of building and maintaining a high performing team of motivated Finance professionals
Excellent communication skills, including writing and presentation. Ability to understand and articulate complex financial activities to all levels of senior management is critical
Fluent in Spanish (preferred, not required)
Strong partnering and influencing skills
Proven operational and financial leadership with ability to drive results
Strong analytics and strategic thinking
Strong background in Financial Planning and Business Analytics
Background/understanding of markets

117

Managing Director Resume Examples & Samples

Financial Performance: Represent LATAM O&T Finance working closely with LATAM O&T Business Heads to achieve financial goals while managing a transition to minimize expenses subject to multiple constraints in a changing regulatory environment. Example activities include budget process and expense management: lead the Finance O&T team to analyze key financial drivers, track financial performance, manages O&T costs while maintaining high standard of controls
Manage and properly allocate the Finance O&T structure each Function/Cluster/Regional organization within the Region, maximizing the level of support required by O&T while looking for opportunities to adopt the FP&A transformation model. The Regional Finance O&T Organization is responsible to articulate the results and represent the Latam O&T Organization interacting with the Global Finance and O&T Organizations (GCB, ICG and EO&T)
Client Franchise: Strong interaction with Operations and Technology LATAM teams. Represent Mexico and Latin America on key Senior Management forums at Regional and Global levels, including O&T and Finance MORs, Performance meetings and Business/Product/ cluster reviews in conjunction with the Finance Planning units
Productivity: Key partner to the Business FO’s in the management of financial issues, expenses, planning and reporting. Responsible to manage O&T’s productivity portfolio, leading the Plan, forecasting and tracking of the Portfolio and reporting the performance to proactively manage O&T’s commitments
Growth & Innovation: Responsible for the approval of Latam’s capital investment requirements, tracking and reporting of results. Example: Mexico Investment Program
People: Attract and develop talent at all levels. Manage a team of employees covering regional O&T planning as well as partnering with LATAM FP&A team. The leader will also be responsible to leverage on the Global Analytical Centers in Mumbai and Costa Rica

118

Managing Director Resume Examples & Samples

Ensure business operates within their stated risk appetite and in compliance with internal policies, corporate risk standards, and regulatory guidance
Approve large transactions, Portfolio Classifications, New Product Launches, & Policy Exceptions in accordance with their delegation of authority
Provide day to day oversight of credit risk activities across the full life cycle and provide credit challenge including opining on the appropriateness of credit policies, testing activities, credit operating systems, and NCL forecasting, Loan loss reserve, Basel and CCAR methodologies
Complete functional validations on credit risk models for specific portfolios within oversight responsibilities and serve and functional validation SME for machine learning and non-traditional modeling techniques leveraging big data
Serve as Independent Risk’s primary point of contact on all GCB digital initiatives within GCB Fintech or the individual business lines
Partner with the regional new product approval committees to ensure digital initiatives and digital vendors that require review are thoroughly vetted and risks and mitigants are identified
Review and help shape GCB’s digital strategy
Partner with Fraud, Ops Risk, compliance and other control teams to develop a set of digital risk management minimum standards and best practices
Review and consult with Citi’s Institutional Client Group, Private Bank, and Commercial bank on cross- sector digital and lending initiatives
Perform country/business visits, portfolio deep-dives, peer reviews, & on the ground support for risk management and digital capability reviews; serve as a subject matter expert and primary point of contact that the organization can leverage for expertise and advice
Ideal candidates will have 15+ years of consumer lending Risk Management experience at a senior level
Ideal candidates will have significant senior experience at a lender that has a mature digital lending and operating platform
Experience in change management and managing business transformations
Experience and familiarity with machine learning and non-traditional modeling techniques including leveraging big data
Strategy, transaction, & approval authority at Senior Credit Officer level 1, Managing Director, or equivalent level
Qualified candidates must, at a minimum, hold an undergraduate degree in business, economics, finance, mathematics, statistics, operations research, engineering, or similar quantitative fields; Master’s degree a strong plus
Experience developing and delivering Risk Management presentations to executive leadership and regulators
Built, developed, & retained high performing Risk Management teams, including policy, strategy, analysis, and execution
Balance of both domestic and international Risk Management experiences
Balance of credit card, installment loan, retail banking, and consumer finance Risk Management experiences
Experience across the full credit life cycle: acquisition, portfolio, loss forecasting, loan loss reserve, collection strategy, and fraud. Experience in policy development, strategy development, testing and execution
Experience in conducting due diligence work and setting risk policies for portfolios purchases or de-novo partnership programs
Served as Sr. consumer product, portfolio, and/or country Risk Manager or equivalent
Experience conducting portfolio reviews, policy setting, peer reviews, portfolio audits, and regulatory interactions.

119

Managing Director Resume Examples & Samples

Responsible for the operational, on-site delivery of outsourcing management to end user customers. Activities involve maintaining contracted service levels resulting in customer satisfaction, maintaining customer relationships, and contract commitments delivered within cost targets
Manages high performing service delivery operations in Caribbean region, including but not limited to Jamaica, Dominican Republic, and Puerto Rico
Serves clients, vendors, and operational contacts to deliver exceptional service and support for all operations in scope
Reviews, manages, and directs analysis of activities, cost, operations, and forecasts to determine business region progress toward stated goals and objectives
Selects, develops, motivates, and deploys staff of highly competent managerial and professional employees to effectively support the functions of the divisions
Coordinates efforts with account leaders, sales personnel, and other departments to attract and secure revenue growth opportunities
Provides labor planning, problem resolution and coordination of activities between client and company personnel
Work in close partnership with cross functional teams to achieve contractual and financial objectives
Accepts shared or temporary responsibilities as assigned to meet changing business needs
Advanced knowledge of management techniques related to call center operations on an international scale
Basic knowledge of labor law environments in Dominican Republic, Jamaica, or Puerto Rico
Ability to communicate effectively with a diverse employee and client base via verbal, nonverbal, and written methods
Language proficiency (Speak, Read, Write): English required, Spanish preferred
Knowledge of basic accounting and financial management principles
Ability to think critically and apply creative problem solving techniques to multiple disciplines
Basic knowledge of labor law environments in Dominican Republic, Jamaica, and Puerto Rico (preferred)
Ability to prepare and present proposals for new business acquisition and business growth (preferred)
Ability to understand and oversee deployment of technical solutions across broad enterprise operations (preferred)
8+ years of experience in management roles of increasing responsibility
5+ years of experience managing large scale call center operations
5+ years of experience in business process outsourcing environments
Travel up to 50% as required
Position based in Jamaica

120

Managing Director Resume Examples & Samples

Own a slate of regional ED openings and see them through a successful hiring outcome
Develop and apply a rigorous and thoughtful hiring process from end-to-end, that engages multiple stakeholder groups (hiring manager, board, staff members, candidates) and enables us to capture the clearest evidence against our ED profile, positioning our eventual hire for success
Craft clear, strategic communications throughout the hiring process to appeal to candidates, and apprise stakeholders of our progress
Understand our evolved ED profile, and determine how best to market it to attract the best talent to lead in our regions
Contribute to team-wide projects focused on developing stronger long-term benches (i.e. succession planning, partnerships with diverse national organizations, contributing to internal executive talent fellowships, etc)
3-5 years of experience recruiting executive talent for non-profits strongly preferred
Track record of achieving ambitious results when working with multiple stakeholders you have influenced, even when not directly managing all players
Proven outcomes as a skilled project manager, balancing a high volume of information across multiple processes with ease
You make the process work for all stakeholdersby designing a thoughtful, rigorous end-to-end ED hiring process
You are a skilled communicator, adept at developing strong written communications, and influencing decision makers at all stages of the process (candidates, hiring managers, board members) to develop strong outcomes
You demonstrate exceptional judgment,and can use this to build strong hiring processes to collect the most critical evidence and inspire trust in our process
You are a natural networker,and get great energy from reaching out to pursue top prospects for the ED role, as well as developing connections that help build our longer term bench. You develop trusting relationships with ease and inspire confidence
You are a creative problem solverand can apply this strength to improve our hiring process, market an evolved ED profile and create urgency around hiring from multiple players

121

Managing Director Resume Examples & Samples

Is a powerful communicator; can craft compelling messages and deliver them through a variety of channels, both written and oral
Is an experienced leader of people; can bring out the best of each team member
Is a proven relationship builder with a strong presence; is equally comfortable working with students and families as with senior business, political, and community leaders
Currently has, or is eager to develop, a deep understanding of the Colorado education landscape
Has demonstrated success in the areas of fundraising/development, marketing, communications, and public affairs
8+ years professional work experience demonstrating progressively increasing responsibility, with demonstrated success in all or most of the relevant functional areas (e.g. public affairs, lobbying, coalition management, strategy development, sales, marketing, communications, etc.)
Making Decisions and Demonstrating Judgment
Managing Team Execution
Building Relationships and Networks
Communicating Effectively with Others
Synthesizing, Integrating, and Developing Strategies

122

Managing Director Resume Examples & Samples

Your retirement plan record keeping and administration experience
Your relationship management experience
You have excellent verbal and written communication skills
Your excellent organization and time management skills and attention to detail
You have demonstrated problem-solving skills
Your effective presentation skills, influence and negotiation skills

123

Managing Director Resume Examples & Samples

Oversee with the A, OSVP the planning of whole team meetings and conferences
Oversee with the A, OSVP team traditions and personal milestone acknowledgements
Strategize around additional professional development and Talent Management needs that apply to the entire Development Team
In partnership with the knowledge management team, facilitate the collaboration and information-sharing between team members on Development Team
Plan quarterly PTG reviews with EVP, Public Engagement and Affairs and CEO
Foster collaboration across Public Engagement and Affairs sub teams
7 – 10+ years of work experience required
Teach For America staff experience preferred
Consulting or other strategy-focused experience preferred
Experience/knowledge in development or community partnerships a plus
Managing complex, long-term projects with strong organization and orientation to details
Excellent data management, analysis and synthesis to derive insights
Building relationships and networks across a broad range of people and teams
Influencing others to achieve results without formal management authority
Writing and communicating in an effective and compelling manner
Advanced skills in PowerPoint and Excel required
Experience in Salesforce database and reporting a plus

124

Practice Management Managing Director Resume Examples & Samples

The most successful candidate will have held a role as a former regulator or leader filling a similar role for another large organization
Solid understanding Cyber Security, Information Security and Resiliency regulatory developments
Requires strong management skills, as well as strong organizational, team building, coaching and mentoring skills
Requires proven productive relationship building skills with Regulatory Agencies, Congress and public-private partnerships focused on financial services, critical infrastructure and risk management
General business skills, industry knowledge, financial management and planning skills, long-term vision, and executive presence
Excellent skills in communicating ideas both verbally and in written form in a clear, concise and professional manner including presentations
Superb ability to communicate effectively with all levels of management in an organized, professional manner
Ability to provide information to a variety of audiences and deal effectively with issues that are confidential and sensitive in nature
Ability to share information with awareness of its effect on others
Broad knowledge of regulatory requirements, financial institution operations, and risk management
Negotiation skills regarding complex issues
Ability to work well under pressure and keep emotions under control during difficult situations

125

Managing Director Resume Examples & Samples

Drive the execution of business group and firm objectives and accountability for results
Help define annual business objectives and targets
Partner with Finance to set and execute the annual budget for the business
Govern and drive progress against firm-wide objectives
Lead preparation for Business Reviews and annual Business Assessments
Keep the business head apprised of progress and challenges against annual objectives
Keep firm senior leadership apprised of progress and challenges against firm objectives
Leverage ExCo’s, OpCo’s and Town Halls to drive focus of the team on critical priorities
Serve as a single face of the business to internal and external partners
Take ownership of solving problems related to the business, and rally key partners to the cause
Partner with line managers to oversee Permission access and management of sensitive information,
Coordinate with Information Security, Corporate Facilities, L&C, Employee Relations, to manage information governance oversight and risk for BlackRock
Oversee regulatory requests (Form PF, SOX/SOR, 10-K, etc.)
Execute Internal Audits effectively
Oversee and remediate risk management items and own Business Continuity Management
Bachelor’s Degree in Finance or equivalent; background in Legal, Compliance and Risk highly preferred
15+ years of experience in financial services or a related industry, including experience engaging with c-suite level leadership
Significant and successful track record in managing operational risk and change in a dynamic environment
Extensive knowledge of and experience with operational processes within the asset management industry
Ability to scale across a large, complex breadth of functions and relationships and effectively execute on decisions in a fast-paced environment
Ability to multi-task and adapt to changing priorities in a dynamic business environment and continually reprioritize to focus on the key issues/topics
Proven record of delivery of key business initiatives
Strong intellectual ability and interpersonal skills to establish his/her credibility and influence with senior leaders throughout the firm
Ability to lead by example – high ethical standards and strong work ethic
Experience navigating a complex matrix of accountability and stakeholders
Ability to clearly communicate objectives across a range of stakeholders and to articulate the rationale behind those goals
Ability to manage multiple complex projects at the same time

126

Senior VP / Managing Director Resume Examples & Samples

Manage investment banking transactions - Deal origination, engagement and execution for merger & acquisition, debt and equity financing, company divestitures, and strategic options analysis engagements
Client/Prospect Interaction - Develop internal and external relationships to source corporate finance transactions, prepare and deliver client/prospect presentations, work closely with LLP partner/managers and initiatives groups in developing client relationships and marketing strategies
Marketing Support- Prepare and execute business development strategies including, participate in corporate finance related industry conferences and public speaking opportunities, assist in developing articles, marketing letters, news releases, and other avenues to generate exposure and build our brand
Bachelor's or Master's degree in Finance, Accounting or Economics or an MBA required
The FINRA Series 7 or 79 required
Experience in industries including telecommunications, technology and business services
Thorough understanding of capital advisory services and the M&A process, sell side and buy side representation, debt/equity/distressed restructurings, creating buyer/seller strategies, deal structuring and negotiation
Previous success and proven track record in new business development and closing investment banking transactions (book of business contacts)
Deep understanding of the capital marketplace, including deal multiples, pricing, structure, potential financing sources and buyers, and an ability to develop capital-raising strategies and execute upon those strategies
Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationships
Travel required (up to 30 percent)

127

Managing Director Resume Examples & Samples

Create and edit the content for Offering Memorandums and RFPs
Create and edit the content for marketing materials including set-ups, brochures, tour books, presentation materials as it pertains to specific properties
Conduct research for client presentations and proposals for real estate
Works with team to strategize primary message for a property’s marketing campaign
Possess a comprehensive knowledge of the real estate business that adds value and strategically enhances marketing deliverables
Communicate effectively with the team so project timelines and requirements are understood
Determines proposal concept by identifying and clarifying opportunities and needs; studying requests for proposal (RFPs)
Create and maintain an internal repository of all submitted proposals
Follows all business development processes and marketing standards as set forth by the team
Implement new RFP best practices
Follow and recommend procedures that support organizational consistency
Ensures compliance with company standards with the company’s logo standards and consistency of marketing products
Stays current with knowledge and understanding of various markets
Meets proposal deadlines by establishing priorities and target dates for information gathering, writing, review, and approval
Maintains quality results by using templates; following proposal-writing standards including readability, consistency, and tone
May perform other duties as assigned
Bachelor’s degree coupled with 7+ years of business writing
Real Estate experience required (license not required)
Passionate about writing and copyediting
Exceptional writing and communication skills
Superior organizational skills; including the ability to multitask and prioritize efficiently
Strong attention to detail; carefully proofs own work
Ability to work in a detailed oriented environment
Excellent problem solving skills and ownership of deliverables
Ability to effectively execute assignments, meeting strict deadlines
Ability to work well within a team and in a collaborative manner
Proficiency with Microsoft Office Suite
All applicants must present salary requirements when applying

128

Managing Director Resume Examples & Samples

Create detailed pro-forma cash flow, DCF and acquisition models
Conduct all aspects of due diligence including, writing business plan, analyzing market area, tenant credit-financials
Develop financial models and perform financial analysis to support all aspects of acquiring and asset managing real estate assets on a project-by-project basis
Partner on pursuits led by brokers in support of developing potential clients and existing clients
Conduct Market research and analyze market data and interact with investment sales and leasing brokers
Complete Zoning studies
Interface with operating partners, property managers, corporate finance, lenders, investment brokers, accountants, tax experts and attorneys
Prepare monthly and quarterly internal reports
Write Broker Opinion of Value (BOV) for investment properties and complete all supporting analysis
Provide support in client presentations, preparing offering memorandum, responding to RFPs and new business pitches
Keep up with market trends and industry knowledge
BA or higher in finance, business administration or related area
Strong analytical valuation techniques and vetting for potential properties
Exceptional analytical skills
Proficiency with Microsoft suite of Office products, especially Excel; also Argus
Ability to meet quick deadlines with complete accuracy in resulting work product
Experience in real estate, capital markets
Proactive with the ability to prioritize and multi-task

129

Managing Director Resume Examples & Samples

Establish and maintain the AML Monitoring Policy
Lead the identification and definition of AML Monitoring Risks that impact Citi, define the Risk Tolerance for those risks, and develop and maintain the Monitoring Risk Management Program
Lead the definition and development of Citi’s AML Monitoring Risk Management Coverage Framework, which includes the inventory of risk typologies and definition of appropriate controls
Sponsor all monitoring scenarios with ultimate responsibility for all decisions related to the scenario during its lifecycle; own scenario risk arising from the scenario, and ensure scenarios are properly developed, implemented, used and maintained
Oversee the Issue Management and Resolution process related to the definition of the scope of risks associated with Monitoring breaks, and the scope of remediation required for those breaks
Sponsor and oversee the execution of Consent Order Projects, MRAs, and CAPs related to the AML Monitoring Risk Management Program
Act as the Chairperson of the AML Monitoring Committee
At least 15+ years’ experience in a Senior Leadership AML role with a large financial institution, preferably involving AML Transaction Monitoring strategy. Deep AML Compliance knowledge required
Significant and proven executive communication experience (e.g. Board or Executive level communications); effective communication and presentation skills with the ability to articulate complex problems and solutions through crisp and clear messaging. Ability to interact with and engage senior management across all business lines and functions
Significant and proven experience and interface with external regulators (e.g. the OCC)
Strong track record of effectively assessing and managing competing priorities
Knowledge of current major global economic issues or regulations and their impact or potential impact on the business, particularly anti-money laundering requirements and regulations, and financial crime (inclusive of sanctions, fraud, data privacy and information security)

130

Managing Director Resume Examples & Samples

Meet with and advise the Executive Director and functional team leaders on a regular basis to ensure team strategies are aligned with and in support of our Diversity core value. Topics may include hiring practices, culturally responsive management, recruitment & retention of staff members of color or from low income backgrounds etc
Act as a design consultant to functional teams developing diversity, equity, and inclusiveness training for stakeholders outside of current CMs and staff (i.e. alumni, community partners, or donors)
Provide mentorship and coaching for individual staff members as necessary and helpful
Participates in Selection of incoming Corps Members 1-2 times per year
Participate in regional matriculation efforts by owning a portfolio of 2-5 matriculants across 4-5 matriculation windows
Participate in and complete Staff Meeting pre-work and attending monthly regional meetings
Support and participate in regional events
Drives own professional development with support from manager and others
Engages in community opportunities that have personal meaning/connection
Understand and effectively communicate Teach For America-South Carolina’s programmatic initiatives, goals, and impact externally and internally
At least 7 years of work experience preferred with at least 3 years of successful experience explicitly in human resources/assets and diversity/inclusiveness related work highly preferred
A proven ability to build and leverage relationships across multiple layers
Deeply committed to Teach For America’s core values, mission, theory of change and is passionate about helping staff members develop their leadership in service of our movement for educational equity
Highly interested in and motivated by the concepts of diversity, equity, inclusiveness, leadership, and what makes people great
Demonstrated ability to directly or laterally manage others to strong outcomes is required
Demonstrated success in cross-functional planning and implementation of philosophy, culture and systems with an ability to balance/manage toward multiple numerical goals while keeping front and center the spirit by which they are designed
Previous experience facilitating introspective conversations about race & identity with adults required
Possesses foundational adult learning facilitator tools and strategies and has the ability to quickly learn and apply new ones
Extreme compassion, humility, warmth and authenticity
Teach for America staff experience appreciated but not required
Deep understanding of the racial dynamics at play in South Carolina highly preferred
Ability to build and maintain strong, successful relationships with senior leaders across an organization and operate with cultural competence, integrity, maturity and confidence
Ability to manage self and others to high-quality deliverables
Exceptional problem-solver: ability to think big, generate ideas and inform solutions to complex problems - demonstrated ability to take different points of view and stakeholder viewpoints and bring them together around a shared path forward - Ability to analyze data to draw accurate conclusions that inform strategy
Ability to manage multiple responsibilities, high-stakes relationships and engagements simultaneously with a high degree of personal accountability
Has exemplary verbal and written communication skills, including an ability to communicate ideas to others clearly, simply, and compellingly
Excellent ability to build, manage and navigate cross-organizational relationships to build consensus and achieve results
Ability to build trust, relationships and credibility quickly with people in various roles at all levels of the organization which contributes to a strong, values-driven culture and navigates complex group dynamics
Strong self-awareness and ability to independently self-reflect
Strong sense of entrepreneurship in a field that is always growing and changing
Energetic, fun, creative, flexible, generative, willing to try new things and take risks, and an avid learner

131

Managing Director West Lafayette Resume Examples & Samples

Bachelor’s degree
Minimum 10 years’ experience working in an industrial, government, or academic settings
Ability to obtain and maintain a U.S. Government Security clearance at the Secret level, therefore, only U.S. Citizens can be considered for this position
Excellent oral/written communication skills, strong interpersonal skills
Must be self-motivated and have ability to exercise sound judgment in prioritizing tasks employing critical-thinking problem-solving methodologies
Aptitude for governmental relations and processes and be able to execute innovative initiatives that move the strategic objectives of the institute forward

132

Senior Managing Director Resume Examples & Samples

Identifying and prioritizing potential new advisory service offerings associated with the mission and vision of Nuance Healthcare through the development of business cases, market research, and the active collection of c-suite client feedback
Tracking key market trends and apply them to Nuance’s strategic position associated with advisory services
Determining and making a case for the best way to enter priority service offering segments: M&A, build, blended approach
For offerings with a build element, establishing and leading collaborative teams of experts throughout each phase of solution identification, prioritization, pilot, and scaling including
High ambition for success – passionate about their job
Wants to win – loves to compete in the market
Content skills including knowing how to structure complex issues, how to crunch massive data, how to intake and organize complicated insights from multiple sources, knowing how to logically and concisely present information
Strong problem solving and troubleshooting skills with the ability to exercise mature judgement
Demonstrate self-motivation and responsibility for personal growth and development while mentoring junior members of the team
Extensive experience at driving change management in complex organizational structures
Ability to manage multiple priorities in a fast paced environment
Strong people skills and ability to engage and all levels of the organization
Willingness to “roll up sleeves” and work at all levels of a client organization
Excellent senior management communication skills and gravitas
At least 10 years in Healthcare Services, IT and/or Operations
10+ years experience in a top tier strategy consulting firm
At least 5 years developing and scaling Healthcare Service Practice Areas within top tier consulting firm
At least 5 years’ experience within a healthcare provider organization in a role associated with the revenue cycle, quality, resource utilization, or compliance where you gained an operational knowledge of the key drivers of improving financial and clinical outcomes. Must have worked directly with C-suite on key issues
Proven client relationship management skills
Excellent communication skills – verbal, presentation, documentation
Proven multi-stakeholder project management
Proven experience with change management engagements
Prove experience developing custom and profitable statements of work
B.S and MBA preferred

133

Managing Director Resume Examples & Samples

Understand the strategic potential of IT in enabling new business models, improving commercial effectiveness, underpinning operational efficiency, delivering market insight and transforming B:B and B:C relationships, as well as how to realize this potential
Skilled in working at CEO, CFO, CIO and Board level to transform strategic Business Technology thinking for a business; steer development of the associated IT operating and governance model; and guide business IT investment prioritization and decision making
Significant experience in merger integration, carve outs and technology due diligence
Know how to improve IT function effectiveness (cost and contribution) and bring greater rigor to IT portfolio management
Have led the design and implementation of strategic Enterprise Technical Architecture
Have tackled the complexities businesses face in their digital strategies, including in the associated governance, policies and controls
Have led the selection and implementation of business software tools in a large scale corporate environment, in particular ERP product suites such as SAP, Oracle etc
Have led large scale programme structuring and turnaround with a strong focus on effective change management (including the IT aspects of acquisitions, mergers and carve-outs)
Strong facilitation skills, forging consensus around credible, executable solutions
Passionate about affecting real change
Reads people accurately; can diagnose strengths, weaknesses, and potential; knows what skills are required to fill a job or role; hires the best
Excellent written and verbal communications skills, confident and impactful presenter
Objective, fact based approach to problem solving
Hands-on and non-hierarchical operator who is equally effective in managing up and down and relates well at all levels and cultures
Driven by values and integrity, talks straight, builds confidence and leads by example
The ability to manage a multiple stakeholder environment within a privately owned business

134

Managing Director Resume Examples & Samples

Deep understanding of the Use FRCP and state CPR discovery rules and Forensics market
Strong network in the Chicago, San Francisco or Washington, DC community
Expert testimony experience
Demonstrable track record in Practice Development (Marketing/Sales and Business Development as well as team building and leadership)
Experience in managing Regulatory inquiries (e.g. SEC, DOJ, FCPA investigations)
Proven track record in managing large and complex international investigations and disputes
Strong project management and leadership skills
A Bachelor’s degree from an accredited university

135

Managing Director Resume Examples & Samples

A bachelor's degree (may substitute additional qualifying experience) in business or public administration, accounting, or related field
A Minimum of five years experience with Commerce programs, construction management or financing, or grant and loan administration/accounting
Thorough knowledge of grant and loan administration and accounting
High level of technical/legal knowledge
Proficient in the use and management of sophisticated data systems and all Microsoft Office applications
A letter of interest describing how you meet the specific qualifications for this position
A current resume detailing experience and education; and
A list of at least three professional references

136

Managing Director Resume Examples & Samples

Support the Logistics, Operations and Location Strategy consulting practice within Corporate Solutions, including business development, successfully securing new client engagements
Self-performing the consulting assignments, including Logistics Network Optimization, Location Strategy, and through active leadership and collaboration with the outside partner, Distribution Center Design, Warehouse Operations Assessments and consulting on Warehouse Management Systems (WMS)
Responsible for developing best practices and analytics tools, and maintain relevance with emerging supply chain trends including e-commerce
Active participation in speaking engagements to promote Colliers expertise in this field, and membership in relevant industry associations
Promote an atmosphere of teamwork and positive service attitudes with all employees. Promote a collaborative culture across the Corporate Solutions and Occupier Services organization
Implement a strategic marketing plan including website content and written proposal development
Develop and get final approval on internal fee sharing and external pricing models
Function as an industry leader within Corporate Solutions, actively participating in industry events
Develop proactive communication with Logistics, Supply Chain and corporate real estate executives within the Fortune 2000 through traditional marketing activity as well as in-person relationship building
Pursue and maintain CoreNet MCR designation
Perfect alignment with Colliers core values of Service, Expertise, Community and Fun
10+ years of experience in real estate and/or management consulting
Expert in Microsoft office products and business intelligence platforms
MBA or MS preferred
Training and experience in site selection methodology
Training in process analysis including Lean and Six-Sigma methodologies
Exceptional oral, written and graphic presentation skills
Highest professional standards
Strong skills in the following areas: business management, human relations, financial analysis, budgeting, relationship building, time management, planning and organizing
Unwavering integrity and ethical conduct
The ability to work under pressure
The ability to perceive problems and react quickly to effect solutions
Demonstrated ability for creative thinking
40-50% travel required
Ability to deliver excellent customer service at all levels of the organization and with external partners
Possess strong organizational, time management and project management skills with a demonstrated ability to work both independently and within a team environment
Ability to communicate clearly and concisely, both orally and in writing
Advanced skills in Microsoft Office applications (MS Word, Excel, PowerPoint and Outlook)
Exhibit a high level of professionalism and excellent interpersonal skills
Strong relationship-building ability, proactive, results-oriented, and resourceful
Ability to meet deadlines without compromising accuracy, excellent product quality and attention to detail

137

Managing Director Resume Examples & Samples

Set investment strategy and execute on the strategy. Participate in industry research in support of fund strategy
Ability to raise third party capital and interact with a broad set of institutional investors
Oversee transaction selection for the fund investments
Ability to oversee surveillance and asset management strategy as it pertains to fund investments
Undergraduate degree and MBA or CFA
Minimum fifteen years of commercial real estate experience
Proficient in Argus and Excel
Excellent analytical, written, verbal and presentation skills
Highly organized, detail oriented, self-motivated team player with positive work ethic and comfort working in a fast paced, demanding environment

138

Managing Director Resume Examples & Samples

Develop, lead and execute strategy for creating Duff & Phelps’ Operations Consulting and Merger Integration service within TAS
Arrange, deliver and close sales presentations of Operations Consulting and Merger Integration to new and existing clients
Establish metrics around various levels of activity that include marketing/prospecting, closing and execution on new engagements
Create, sustain and leverage C-Level relationships in the marketplace
Advise all levels of professional staff, as necessary, on project progress and client expectations while maintaining utilization and realization metrics
Managing client relationships; identifying and developing opportunities to enhance relationships with existing clients/contacts and new potential business (existing services or identifying and/or developing potential new services/products)
Recruit, train, develop and evaluate Operations Consulting and Merger Integration professional and administrative staff
Identify cross-marketing opportunities across all of Duff & Phelps’ Business Units

139

Managing Director Resume Examples & Samples

Candidate must possess a Bachelor’s degree
5-7 years of experience using in-house software tools such as Ringtail, Clearwell, EnterpriseVault, SourceOne, Recommind, Atlas, Exterro, StoredIQ, Kazeon, etc
Experience with Corporate process improvement or process design involving Information Governance
Successful candidate must have demonstrated ability to interact with software, document gaps associated with same, manage in-house projects using governance related software and assist with the sales and delivery of projects

140

Managing Director Resume Examples & Samples

Financial Transformation
Finance Performance Management, including Business Planning & Performance Analytics
Treasury Solutions
Accounting Risk Management, Corporate Reporting & Accounting Process Improvement
Human Capital Performance and Organizational Design & Re-alignment
Event Readiness
Supporting the Senior Managing Directors and in continuing to build and grow the practice. Developing knowledge management, including tools, methodologies, reports, models, work plans, checklists and processes
Performing high quality client work and developing client relationships for CFO advisory service assignments, including taking a proactive approach and anticipating client needs
Assisting with practice development and marketing, including developing materials, surveys, events and case studies
Participating in writing thought leadership pieces relevant to CFOs and the OCFO practice
Undergraduate degree in a business related major or economics
12-15 years of experience working in financial management consulting or a mix of corporate finance and accounting and consulting roles
Ability to travel up to 80%
Certified Public Accountant (CPA) certification, Financial Planning & Analysis (FP&A) certification or MBA is preferred but not required
Experience with business intelligence or data analytics tools is preferred but not required
Expertise with Microsoft Excel and strong ability to develop financial models with minimal oversight
Exceptional interpersonal skills with a demonstrated ability to gain the confidence and respect of senior level executives
Qualified candidates will view themselves as having superior leadership and technical skills, excellent project management and communication skills, as well as a sense of urgency and drive to help FTI service its clients
Results Orientation: Strong track record of delivery with strong reputation as a reliable consultant with a CFO advisory background, and an ability to meet clients’ needs with great attention to detail
Strategic Orientation: Candidates must have highly developed business acumen as their primary orientation and be readily able to engage in broader business issues
Influencing and Partnering: A change agent who is able to point to a strong track record of delivery in organizations where they led similar business advisory engagement teams and has an engaging, energizing and collaborative personal style
Personal Motivation: An ambitious and entrepreneurial character that thrives in fast-paced environments and has a hands-on attitude with an ability to transform ideas into reality through execution
Team Player: Positive role model who looks to help team members, including coaching, instructing, mentoring and balancing work and personal commitments
Ability to develop creative approaches and the solutions necessary to resolve complex problems
Ability to quickly assimilate relevant information in unfamiliar situations. Very action focused, flexible and responsive
Experience in data analytics and using data to provide fact-based recommendations
Excellent listening, verbal, written and presentation communication skills
Excellent analytical and organizational skills and strong influencing skills. Expertise with creating PowerPoint presentations

141

Managing Director Resume Examples & Samples

Bachelor’s Degree in Economics, Finance, or Business
Master’s in Business Administration (MBA)
Minimum 8-10 years of experience in Investment Banking conducting advisory related projects
Requisite Investment Banking Licenses: Series 7, 63, 79
Exceptional analytical and quantitative background skills
Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently
Outstanding interpersonal skills and ability to work across functions and levels of seniority
Initiative – must be a self-starter, able to work independently with drive and motivation
Prior experience in investment banking and/or knowledge of the process and client expectations
Commercial outlook – desire to make money in cooperation with and alongside the Firm
Highly organized, excellent project management abilities

142

Senior Managing Director Resume Examples & Samples

Bachelor’s degree
15-20 years of experience at a law firm, banking institution, regulatory or law enforcement agency or similar organization
Extensive experience working with a broad range of public records including criminal and civil proceedings, bankruptcies, SEC filings, corporation records, property records, international corporate documents, among others
Extensive experience working with the online information resources commonly used in investigative research (e.g. Accurint, LexisNexis, Westlaw, Factiva)
Analytical ability - The applicant should have experience identifying red flags, validating sources, and making judgment calls about the completeness and accuracy of open source information
Excellent writing skills - The applicant should be familiar with legal and financial nomenclature and be able to draft accurate, concise summaries of complex transactions and civil litigation, working from original documents. A writing sample is required during interview process
Strategic planning and resourcefulness - The applicant will be responsible for developing investigative plans and strategies for engagements and producing creative solutions to challenging research problems
Experience identifying and managing work performed by subcontractors, including negotiating budgets and deadlines
Experience conducting investigative interviews
Experience working with international colleagues and coordinating investigations across time zones is a plus
Experience managing junior members of the investigative team
Experience in financial analysis and the preparation of spreadsheets is a plus
Travel may be required, depending on nature of assignment

143

Managing Director Resume Examples & Samples

Minimum of 15 years of relevant experience in an internal communications, employee engagement, change communications or change management role
Bachelor's Degree in a relevant field (e.g. Communications, Public Relations, Journalism, Political Science, or Psychology) or equivalent experience in a related field
Proven ability to build and maintain a pipeline of new business leads and win new accounts and projects
Experience counseling C-Suite level executives
Experience with M&A, merger integration or other “event-driven,” high intensity work
Proven project management skills and the ability to proactively manage a client relationship
MBA or graduate degree related to field, such as Integrated Communications, is a plus
Certification in change management, is a plus
Proven people/team management skills and experience
Excellent written and oral presentation skills
Ability to think strategically and analytically to develop relevant, effective recommendations
Strong time and priority management skills and an ability to juggle multiple client accounts
Desire and ability to work in a fast-paced, multi-tasking, deadline-oriented dynamic environment
A high level of integrity and sensitivity to confidential information
Service-oriented attitude
A strong work ethic and an ability to be a self-starter
Computer proficiency in PowerPoint, Excel and Word

144

Managing Director, Transaction Services Resume Examples & Samples

The Managing Director will be responsible for helping clients on assigned engagements through every aspect of the deal continuum with the following overview of integrated service offerings
Bachelor's degree in accounting and/or finance
CPA or in process of obtaining CPA certification
15+ years of total experience with a minimum of 4 years spent in a Big 4, Nationally recognized Transaction Services Practice
Ability to travel up to 50% of the time
Strong technical accounting skills, with detailed knowledge of GAAP and SEC requirements
Advanced analytical and issue resolution intelligence. Problem solving is essential
Strong written and verbal communication skills, as report writing is required to serve TAS clients
The ability to conduct detailed analysis (using external information) on products, markets, competitors and customers to identify risks and opportunities
Ability to interface with team members and client personnel in demanding, deadline-driven situations
Proficient with PC environments and related software, including Microsoft Office applications. Especially advanced skills in Excel and PowerPoint preferred
Proficient use and analysis of computer models and development of dynamic spreadsheet applications
A strong aptitude for quantitative and qualitative analysis and the ability to link business strategy to performance and due diligence findings
Ability to work independently in fast-paced, multi-tasked environment
Ability and willingness to learn and adapt in an ever changing environment to meet client needs

145

Senior Director / Managing Director Resume Examples & Samples

Cultivate relationships with clients
Recommend and implement employee communication programs and initiatives to enhance the employee experience and drive business results
Develop culture change and engagement solutions to address organizational challenges and evolutions
Advise leadership on effectively leading change during transformation and assist in the development of key messages and materials
Facilitate employee and leadership focus group sessions to garner insights and make recommendations on what's needed
Design employer value proposition strategies, vision statements, messages and programs
Develop complete communication plans for the client, participating in new business development, and supporting organizational initiatives
Act as primary resource for issues-oriented writing and executive level commentary
Identify and pursue business opportunities with existing clients, leading creative brainstorms and offering non-traditional ideas to address client opportunities
Minimum of 15 years of previous public relations work experience with a focus on employee engagement/change management programs and initiatives
Understanding of employee engagement strategies, trends and best practices to ultimately drive better business results to connect employee to the goals and purpose of the business
Advanced writing skills, ability to write for senior level management and audiences, and proficiency in editing and composition
Ability to supervise and motivate account staff, and creative problem-solving skills
Ability to develop and deliver presentations and produce program outlines for creative brainstorms
Strong strategic-thinking skills, and the ability to handle and manage stressful situations
Ability to develop and present new business pitches, and strong project-management skills
Ability to travel onsite as needed
Bachelor's degree

146

Managing Director Resume Examples & Samples

Identify and size potential market opportunities
Conduct rigorous testing
Assess competitive pressures
Perform pro forma analyses
Steward internal approval process
Devise and execute marketing and sales strategies
Lead product development and/or partner due diligence
Drive initial product delivery
Manage appropriate staff for each product development project
10+ years of business experience
Demonstrated project leadership experience
Demonstrated team leadership experience
Experience leading and/or advising companies through entrepreneurial growth (e.g. early stage growth companies, strategy consulting or fast growing lines of business within more established corporate environments)
MBA or other advanced degree
Experience in developing growth strategies for organization(s), particularly around new business lines
Experience working in a team environment, as well as independently and autonomously
Experience managing and coaching more junior team members
Proven ability to communicate effectively with senior executives
Experience conducting root-cause analysis
Demonstrated experience meeting deadlines
Experience with solution focused problem solving and thinking through problems creatively
Willingness to take risks and act decisively with regard to new opportunities
Experience working with clients in a consultative role -- comfort engaging senior level people in back-and-forth conversation, ability to be convincing when necessary, and ability to develop strong relationships through each interaction
Software or technology experience
Education industry experience

147

Managing Director Resume Examples & Samples

Implementation of IRS regulations; generation of business requirements and end-to-end testing for tax changes; production of tax forms and letters; reconciliation and remittance of tax withholding to appropriate agencies
Communicate frequently with professional organizations, the IRS, other state regulatory agencies and representatives, and customers
Partner with Client Reporting Technology and QA to implement business requirements in applications they support to reporting income to appropriate US or foreign jurisdictions
Work closely with the Information Reporting, Policy & Compliance group to ensure Schwab meets all its client regulatory reporting functions

148

Managing Director Resume Examples & Samples

Able to create strong adult learning opportunities through the establishment of a strong culture of constant learning
Design and facilitate resources and learning experiences grounded in cultural competence
Proven effectiveness as a facilitator of adult learning experiences (both virtually and in person)
Strong knowledge base and previous experience with designing trainings and professional development resources for adult learners,
Design differentiated and ever-evolving diversity and inclusiveness experiences for leaders in The Collective
Thrives on facilitating to groups of adult learners
Enjoys leading groups of adult learners in collaborative learning
7 + years of professional experience
Strong understanding of Teach For America Alumni and specifically the experience of TFA Alumni of Color
Ability to build strong relationships and credibility with diverse stakeholders
Proven track record of success in setting vision and direction
Knowledge of Diversity, Equity & Inclusiveness and adult learning highly preferred
Knowledge of situational leadership framework preferred

149

Managing Director Resume Examples & Samples

Develop and drive an inspiring and impactful global leadership development and learning strategy for Nuveen
Build and lead a team of highly skilled learning professionals to support the overall culture, business and people strategies and manage and maximize training vendors
Partner and consult with parent company learning organization to share best practices, learning content, and to maximize learning technology
Consult with leaders and HRBPs to link learning strategy and implementation plans to business strategies, talent review outcomes, employee engagement survey themes and to monitor progress and issues
Recommend progressive and innovative learning solutions that meet our internal customers’ needs, business goals and culture including (but not limited to) business-specific learning, new hire orientation, internship programs, self-directed learning, open enrollment programs and top talent development programs
Track all work through to completion and determine overall impact (up to and including ROI) to the business
Ensure all projects are delivered on-time, according to budget and in-scope
Manage and maximize training vendors, prioritize training efforts and effectively allocate resources
Create and maintain the Global Learning budget
Serve as a role model and advocate for Nuveen’s culture and values
10+ years of successful experience designing and leading effective teams focused on learning, performance enablement and measurement
Bachelor’s degree in HR, Organizational Development, Business Administration or related field or equivalent experience, advanced degree in related field preferred
Relevant global industry experience with a background in consulting and/or asset management required
Experience in creating and delivering programs that work for a global, mobile workforce
Excellent quantitative, analytic, and problem solving skills
Excellent communication (written and verbal) and presentation skills
Ability and willingness to travel between offices (15% – 30% of the time)
Advanced consulting skills and a commitment to putting our clients first and exceeding their expectations
Advanced theoretical and practical knowledge of learning strategy and adult learning theory
Ability to collaborate, influence and obtain buy-in from stakeholders at all levels of the organization
Metrics focused with the ability to track and clearly communicate learning impact
Strong work ethic and initiative, with excellent time management, organizational skills, and project management skills
Executive presence and the ability to develop a rapport at all levels in the business
Proven ability to work efficiently, effectively, and proactively in a fast-paced, deadline-oriented, dynamic environment

150

Managing Director Resume Examples & Samples

A servant’s heart – you want your team to do the best they can do every day – and you are willing to invest in their success
A curiosity and drive to enhance our development practices, learn the Schwab business, and build meaningful relationships
At least ten years of software industry experience delivering projects and working with software engineering practices
At least three years of software development experience. Experience with Pegasystems PRPC application development a definite plus. Pega CSA certification or higher preferred
At least five years in leadership roles (scrum master, development lead, existing people leader experience) with increasing responsibility
At least five years’ experience with Agile scrum methodology. Jira experience also preferred
Experience managing a matrixed organization to achieve delivery outcomes (product owners, platform support, and other teams including offshore resources)
Financial services industry experience

151

Managing Director Resume Examples & Samples

Financial modelling: Strong financial modelling skills and ability to join strategic plans with financial outcomes
Management: Strong managerial skills, managing team of direct reports and virtual team members across the matrix. Success managing global teams
Communications: Skilled in communicating and engaging with executives, senior management and the media both internally and externally. Excellent verbal, written and on-screen communication with ability to articulate complex issues effectively
Client focus and service mind-set: Understanding of client segments and ability to align with Sales and Service teams (expectation management, commercial awareness)
Execution: Strong organizational skills and attention to detail with the ability to prioritize effectively, handle multiple projects under tight deadlines, identify/ flag/resolve potential issues early on
Collaboration: Thrives in a complex environment. Ability to influence and work through others to get things done in a matrixed, multi-site organization; willingness to help colleagues; openness to take on new responsibilities
Self-motivated: Takes initiative and demonstrates a high level of enthusiasm
Background in strategy / management consulting to the financial industry. Ideally from a top-tier management consulting firm or niche consulting firm to the financial industry
In-depth understanding and preferably background working for a financial information and market data provider; intense knowledge of the competitive landscape
Experience in interpreting market trends and transforming these into actionable business strategy, long term business plans
Experience in developing winning commercial strategies and policies that leverage a large portfolio of products and solutions
Background and understanding of strategic marketing and content messaging to drive competitive position, and by leveraging home grown and partner digital platforms
15+ years of relevant industry experience in impactful roles relevant to this position
MBA from reputable institution or undergraduate degree from top-10 (or, Ivy League) US-based institution

152

Managing Director Resume Examples & Samples

The expectation for this level is to provide program leadership for multiple projects. At this level, the responsibility includes influencing and steering the direction of the program to achieve corporate goals. Hence, a managing director is expected to influence decisions as they perform the below listed duties for multiple projects
Provides strategic leadership to multifunctional design / technology teams comprised of internal, external and/or matrixed headcount to complete highly complex projects/programs. Provides technical leadership to team members to achieve goals
Anticipates future needs and initiates the development and implementation of new approaches to engineering design and development at the division/segment level with exceptional scope and significant customer impact
Develops and implements long-range plans and creates engineering or product specific strategies to reach goals and reviews engineering specifications
As part of senior business group leadership team, ensures that such programs, strategies, and processes address high value problems (HVP) for the division and across segment and is aligned with the organization’s direction
Leads interface with internal and external customers on engineering issues involving the divisions products
Provides approval guidelines and leadership to reporting engineering managers in the area of long-term program, strategy, and process design
Defines performance metrics and reports on the engineering functions’ progress against division specific goals

153

Senior Managing Director Resume Examples & Samples

Bachelor’s degree in Engineering, Construction Management, or Accounting is required. Master’s degree and/or similar advanced degree is preferred
Minimum fifteen (15) years or more of energy, power or construction industry experience
Ideal candidates will also hold one or more of the following certifications/ credentials: licensed professional engineer (P.Eng.), (PQS), certified project management professional (PMP), certified cost engineer (CCE), or certified public accountant (CPA)
Fluency in Portuguese, Spanish and English is required
Proficient in Word, Excel, Access, and MS Project
Experience in expert report preparation and testimony
Experience and training with Primavera scheduling software
Excellent communication and presentation skills and exhibits a strong executive presence
Proactive individual with strong drive, ambition, and enthusiasm
Able to delegate and supervise the work of others
Experience in business development activities
Ability to manage multiple tasks and prioritize changing work loads
Ability to work independently, exercise good judgment, and be resourceful
Ability to work well under pressure
Professional, confident demeanor and appearance
Capable of defending positions with rationale arguments
Team player with positive and energetic attitude

154

Managing Director Resume Examples & Samples

Lead client engagement teams to assist in performing fraud investigations, forensic accounting engagements and financial and economic damages analyses
Write complex reports including expert reports for court and investigative reports for regulators and independent audit committees
Prepare and present pitches and proposal documents
Coordinate and maintain business relationships; regularly attend, instigate and organise professional networking functions
Speak at conferences and frequently present at fraud prevention and dispute resolution seminars to promote FTI and develop image/ brand awareness
Interactact with other FTI professionals in cross selling initiatives
Lead and take responsibility for practice development initiatives including identifying and implementing improvements required to existing procedures
Exhibit leadership skills which serve as a model for FTI employees, and which serve to engage and motivate superior performance
Recruit, train, develop and evaluate employees
15+ years’ experience in audit and/ or forensic accounting leading and managing complex assignments across US, Europe and Asia Pacific
CPA qualified with a university degree in Commerce, Business, Accounting, Economics (or other suitable qualification)
Extensive experience in Arbitration, Mediation and other alternative dispute resolution
Excellent knowledge of the legal process, including court codes of conduct, privilege, discovery and evidence rules
Significant experience of a wide range of litigation support assignments such as; preparing expert reports on commercial, shareholder & joint venture disputes, IP/trademark infringements, professional negligence, fraud and banking irregularities etc
Substancial experience in FCPA compliance & investigations, fraud & internal investigations, risk assessments, financial crime prevention program development, internal control, internal audit and regulatory compliance, etc
Fluent in English with excellent English writing skills (fluency in Mandarin/ Cantonese a plus)
Excellent written, verbal, organisational and executive level presentation skills
Strong leader who is viewed by colleagues as a good mentor
Established reputation and relationships with key referral sources in APAC
Strong project management and leadership skills, including a proven ability to adapt to unanticipated challenges
Able to develop creative approaches and solutions to resolve complex problems
Ambitious and entrepreneurial; thrives in fast-paced environments and has a hands-on attitude with an ability to transform ideas into reality through to execution
Good skills in excel / access database/ accounting based software / power point
Willing to travel regionally

155

Market Manager Managing Director Resume Examples & Samples

Strategic planning and growth of the team and market opportunities
Overall responsibility for leading and developing a team of Bankers, Investors and Support staff
Ensure an effective approach to hiring and retaining the best talent, performance management, talent management, training and integration of new joiners within the market
Track record of successfully building and growing a business within Wealth Management
Ability to drive change and implement disciplined management practices
Ability to influence and problem solve to address any implementation challenges
Significant experience of managing budgets and compensation planning
Proven sales and client relationship skills
Strong relationship management, partnership and team building skills

156

Managing Director Resume Examples & Samples

Bachelor's Degree in business administration or related field, and two years of supervisory/management experience that includes working with governmental budget, policy and administrative operation systems
Knowledge and experience in advanced principles of management, especially those related to managing in a team environment, including facilitating collaborative budget development, strategic planning, continuous quality improvement processes, designing and implementing new programs, managing change, promoting diversity in the work place, identifying customer/stakeholder needs, interests and perspectives, empowering and equipping staff with the necessary tools and resources, conflict resolution and mediation, and balancing multiple competing interests
Knowledge and experience with the political environment, including legislative and congressional process, policy development, and decision-making that impacts low-income and vulnerable citizens and related programs
Knowledge of the general principles and best practices in the field of economic development, workforce development, national welfare and state practices as they relate to community programs
Knowledge of the mission and goals of the agency, general policies of state government
Knowledge and experience in budget planning, fiscal process, compliance monitoring and contract management, and policies and objectives
Knowledge of program and project evaluation and outcome measurements, including oversight of performance measures and outcomes
Skills to communicate clearly, collaborate, and work effectively with staff, management, stakeholders, constituent groups, Congress, the Legislature, and the media
Skills to anticipate problems and changes in the authorizing environment and respond quickly with short-and-long- term solutions
Capable of making critical recommendations and decisions affecting statewide policy that impacts CEO
Ability to effectively balance multiple work priorities
Ability to lead and mobilize staff and strategic partners to accomplish CEO objectives
Ability to develop collaborative Federal, State and Local partnerships that benefit low-income persons and workers

157

Asset Services Managing Director Resume Examples & Samples

Main point of contact and coordinator of the internal pursuit team. Participation in client-facing meetings for cultivation and business development efforts, as appropriate
Exceptionally strong understanding and well-versed in the Asset Services line of business, platform, and value proposition
Develop strong relationships with Market Leaders, Investor Leaders, LMA leaders, brokerage community and national sales community to effectively influence without direct authority
Drive the Finishing First process for pursuits
Work with local market leadership across the region to identify opportunities that do no currently exist and influence key improvements in the pursuit management practices
Deploy an integration strategy between all lines of business (Brokerage, Project Management, Valuation, DEF, etc.) to maximize performance of service offerings to clients, as appropriate
Coordinate and ensure all fundamental aspects of new business development are being adhered to (e.g. pricing model, diagnostic tool, etc.)
Ensure utilization of client relationship management tools such as SalesForce.com and Client Care tools to develop and manage metric and reporting related to all pursuit initiatives
Plan, conduct and coordinate team meetings to provide direction, strategy, follow up and goal tracking

158

Managing Director Resume Examples & Samples

Bachelor’s degree
At least 10 years of relevant business development experience
Proficiency in the use of various software applications including but not limited to Microsoft Office products (Word, Excel, PowerPoint and Access)
Strong computer and organizational skills
High achievement-orientation and entrepreneurial
Intensely team driven with a strong orientation toward collaborative practice methods
Passion for excellence and desire to have a significant impact on the business
Proven track record of business development experience with multinational corporations
Strong relationship management skills and the ability to establish credibility with clients
Presence and sales orientation to promote FTI’s activities both internally and externally

159

Senior Managing Director Resume Examples & Samples

The individual should possess an active network of client Board and C-suite contacts, and proven ability to convert client references into new business. The ideal candidate will be able to originate at least $4 million in annual sales of consulting services. Sales pursuits typically involve teaming with others to sell various service capabilities
Extensive interaction with other CF SMDs in cross selling initiatives, as well as participation in the development and growth of the practice
Ability to build, cultivate, and manage client relationships while expanding the FTI CF client portfolio
Exhibit leadership skills which serve as a model for FTI personnel, and which serve to engage and motivate superior performance
Recruit, train, develop and evaluate client service personnel
Demonstrate project management and client management expertise
Lead the production of client service methodology and engagement deliverables
Manage client engagement risk and exhibit creative problem solving techniques to address client service delivery challenges
Provide strategic insights to aid in guiding project direction and outcomes
Extensive experience in identifying, assessing, selling and serving consulting engagements for clients is required
A Bachelor’s degree from accredited college/university, advanced degree preferred
CPA, CIRA, CTP or equivalent certification preferred
Minimum of 12 years of relevant consulting experience, including with a nationally recognized firm
High level of quantitative and qualitative capabilities, and critical thinking skills with expertise to drive service innovation and delivery in complex, ever-changing environments
Strong project management and leadership skills, including a proven ability to adapt to unanticipated challenges
Proficient knowledge of PC environment, including Microsoft applications such as Excel, PowerPoint and Word
Results Orientation: Strong track record of delivery with strong reputation as a reliable specialist, able to meet clients’ needs with great attention to detail
Strategic Orientation: highly developed business acumen with ability to effectively engage in broader business issues
Influencing and Partnering: A change agent who is able to point to a strong track record of delivery in organizations where they led teams and have an engaging, energizing and collaborative personal style
Ambitious and entrepreneurial; thrives in fast-paced environments and has a hands-on attitude with an ability to transform ideas into reality through execution
Ability to develop creative approaches and the solutions necessary to resolve complex problems
Ability to quickly assimilate relevant information in unfamiliar situations
Action focused, flexible and responsive
Excellent listening, verbal, written and presentation communication skills
Excellent analytical, organizational skills and influencing skills
Strong leader who is a player–coach and is viewed by colleagues as a good mentor
Must be willing to travel weekly for practice development and/or client service, without a consistent schedule

160

Managing Director Resume Examples & Samples

Develop and maintain new business and retention strategies, with individual responsibility for own book of business where applicable
Develop and monitor progress towards targets of branch profitability to senior stakeholders and management
Demonstrate an understanding of own and company performance data and applies this knowledge to contribute positively to achievement of key business objectives
Deliver and attend key client presentations and meetings
Build and develop positive insurer relationships with customers/clients that add value to the business and our reputation in the market
Champion best practice to support the teams by attending networking and industry trade events
Control branch investment and expenses, including monitoring income and expenditure, producing reports where necessary
Monitor budgets and expenses for unit where necessary
Act as a referral point for potential Branch operational issues within own area
Prioritise and manage workload of the branch in order to effectively service relationships and ensure tasks are completed within customer deadlines
Motivate and manage the morale of the team, proactively managing all employee relations issues to ensure team effectiveness and employee engagement
Where required, manage the day to day people aspects of the team, including recruitment, assessment, performance management and annual appraisals in accordance with KPIs
Ensure that all employees are aware of legal, regulatory and compliance requirements and
That processes and procedures are in place to manage any breaches of these
Comply with AJG Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited to Treating Customers Fairly
ACII Certification (Chartered Insurance Institute qualification) desirable
Educated to degree standard or equivalent is desirable
Robust knowledge of general insurance (London Market / Lloyd’s and Industry) products and services including underlying legal principles and practices relating to risk within own role capacity
Strong people management experience
Knowledge of successfully embedding processes/structures to monitor area profitability/expenses
Good commercial experience within management remit
Analytical and financial management experience
Proven track record for planning and prioritising business goals meeting financial management objectives
Collaboration skills in meeting common goals with colleagues across matrix environments
Confidently manages and sustains a key relationship network
Evidence and insight in leveraging market knowledge to further opportunities and achieve business goals
A high level of regulatory awareness is essential when dealing with operational group risk
MS office and other relevant IT systems expertise
Excellent planning and analytical skills
Able to interpret data with accuracy and present findings articulately
Strong interpersonal and management skills
Comfortable and credible at decision-maker level
Persistent and tenacious in achieving results
Self-motivated and motivates others to achieve
Proactive in risk management
Committed to learning and developing industry knowledge pursuing standards in excellence
Ability to build team morale
Eligible to work in the UK

161

Managing Director Resume Examples & Samples

Strong Property & Casualty background and experience with Loss Sensitive and Guaranteed Cost Construction risks; exposure to Inland and Ocean Marine lines of business preferred
Experience with Microsoft computer package
Ability to learn/navigate internal computer systems
BS/BA degree
Advanced degree and/or relevant industry designation (e.g.) CRIS, CPCU, ARM OR CIC
7+ years of underwriting, agency/territorial experience of which 3+ years in a leadership/Management role
Solid financial/business acumen skills
Highly regarded for leadership capabilities
Ability to travel extensively

162

Senior Managing Director Resume Examples & Samples

Serve as the primary project leader in the execution of merger and acquisition (M&A) and corporate finance advisory assignments from start to finish, working closely with Partners and other outside advisors
Analyze risks and opportunities while advising both strategic and private equity buyers and sellers on alternative strategies for acquisition, disposition, and restructuring of businesses
Perform financial modeling and work with tax and legal professionals in the structuring of transactions and analyzing contracts and agreements
Communicate with business owners to ensure delivery of exceptional client service
Lead, supervise, develop and train engagement teams on client projects
Interact directly with Partners on matters related to client and engagement management
Assist with strengthening existing client relationships by participating in sales meetings and working on proposals
Opportunity to actively participate in firm-wide initiatives, including CPE development, delivery and recruitment
Bachelor's degree in Finance, Accounting, Economics or related field required. Master’s Degree or other applicable advanced degree preferred
Minimum of six (6) years of progressive experience in professional corporate finance advisory functions, investment banking and/or public accounting, including a minimum of one (1) year of supervisory responsibilities required
Strong financial modeling, valuation and excel experience required
Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills (Word, Excel) required
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
Ability to maintain a flexible work schedule as projects dictate
FINRA Series 79 and 63 Investment Banking securities licenses or ability to obtain required licenses within 1 year of hire
Organized and able to simultaneously manage multiple projects/priorities in a time critical, fast paced, transaction oriented environment

163

Managing Director Resume Examples & Samples

Responsible for meeting customer expectations in product quality, responsiveness and services
Interfaces with key customers to ensure customer satisfaction and that products meet customer specifications. In case of customer inquires or issues (e.g. product returns), the Global Quality organization is responsible for providing customers with answers and driving each issue to resolution
Ensures that all interactions with customers are done in a professional and timely manner
Provides clear and well-articulated vision, strategies and plans to continuously improve product and service quality for our customers
Develop and strengthen the Quality organization. Manage general business requirements manage employees, create and monitor budgets
Establish roles and responsibilities to achieve in manufacturing line and customer support
Ensures that quality control inspections, tests, root cause analysis and corrective procedures are coordinated throughout the organization
Selects, evaluates and manages employees (typically senior levels) to ensure the efficient operations of the function

164

Managing Director Resume Examples & Samples

Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework
Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions
Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point

165

Managing Director Resume Examples & Samples

Pre-sales solution specialists & business development experts
Program and project managers
Solution architects, delivery consultants, and solution trainers
Bachelor’s degree or higher in an Engineering Field
Degree or equivalent industry experience in computer information systems
Master's degree preferred
12+ years in software/consultative sales and services activities
A solid understanding of engineering and information management software tools
Proven track record of delivering trusted leadership is technical solution selling and professional services
Experience delivering end-user software solutions to engineers and/or technical professionals
Must be self-motivating with the ability to drive sales and services growth
Must be able to give customer and internal presentations in front of small and large groups
Solid performer in MS Office, Excel and PPT
Excellent client relations and client management skills
Demonstrated ability to work independently and as part of a team in support of strategic and large value accounts
Experienced interfacing and understanding the value of engineering tools such as PLM, CAD and Document Systems such as Documentum, SharePoint, etc
Engineering Innovation a plus

166

Managing Director OF Celop Resume Examples & Samples

A minimum of a Master’s degree or equivalent in a communications field, education, business administration, or related field
Certificate training in TESOL or ESL preferred
Minimum of 5 years’ experience of demonstrated leadership in ESL industry, with program management and business development experience
A strong vision and passion for team building and driving organizational growth
Knowledge and experience in a global business setting and an entrepreneurial self-sustaining organization preferred
Minimum of 3 years of experience in higher education and office management, with supervisory experience strongly preferred
Must have excellent managerial, communication and organizational skills in a cross-cultural environment, the ability to work cooperatively with administrators, faculty, students and staff on- and off-campus; the ability to think and plan strategically, communicate professionally and clearly in writing and orally; the proven ability to manage people and projects effectively; must be able to multi-task and manage competing priorities

167

Managing Director Resume Examples & Samples

Responsible for staff of over 20 multi level leaders in the Airport Operations Planning area. Supports largest division at HA – representing 35% of total HA headcount
Manages two distinct areas of focus for AO Planning – supporting day to day operations across the airline and driving process improvements to all areas of airports including overseeing major projects to improve efficiencies & lower costs while driving guest & employee satisfaction
Primary contact for regulatory agencies for AO; Ensures AO policies & procedures are in compliance with all regulations and guidelines
Manages overall AO annual operating budget of over $200M – in addition to capital projects over $10M
Identify strategic Airport Operations initiatives, develop business cases and coordinate implementation of approved initiatives; manage the “portfolio” of projects and initiatives within the division
Lead cross functional teams to execute strategic plans and initiatives
Manage schedule, cost, benefits tracking, technical aspects, and customer impact for major Customer Service projects / initiatives
Coordinates Airport Operations planning and initiatives with other divisions – including commercial and other operating groups
Prepare reports and associated communication for Executive team and present updates on a periodic basis
Interface with vendors and outside agencies on behalf of Hawaiian Airlines
Professional development and other related duties as assigned

168

Senior Managing Director Resume Examples & Samples

Support the development and execution of our DEI enterprise strategy
Define multicultural competence for TFA staff members; identify key stakeholders and approach to collaboration; define work plan, design and implement roll-out of multicultural competency framework
Monitor progress and adjust course over time based on data-driven findings on an ongoing basis
Create inclusive processes to ensure a diverse cross section of staff inform our staff DEI strategy
Set & implement a compelling long term vision for staff DEI strategy for Teach For America and lead strategy and planning efforts
Communicate out and invest others across the organization in our staff DEI strategy & vision
Set up goal posts along the way to measure success against goals and interim benchmarks
Work closely with other Human Assets team leads to ensure vision alignment across all HA work that supports our staff DEI strategy
Design and facilitate staff DEI engagement
Act as a confidential thought-partner and resource for staff members, tapping the appropriate channels to share those insights and utilize them to inform strategies
Play an active role to help our organization advance on its commitment to diversity, which can take different forms at different times but includes actively participating in the recruitment and selection process, living our core values, etc
Minimum of eight years of work experience
Experience in project management required
Prior management experience
Prior team leadership experience highly preferred
Demonstrated commitment to Teach For America’s vision, mission and core values

169

Managing Director, Trial Services Resume Examples & Samples

7+ years of experience in visual communications consulting in the legal industry
Demonstrated proficiency in leading people in a team environment
Working knowledge of PowerPoint and other current design software
Excellent communication skills – visual, written and verbal
Flexibility - ability to work under tight deadlines, ability to handle multiple tasks through prioritization and time management skills
Bachelor’s degree
Experience working with Flash and 3D modeling/animation

170

Managing Director Resume Examples & Samples

15+ years of progressive underwriting or other relevant experience
5+ years managing a team strongly preferred
Excellent Healthcare sector knowledge including all aspects of healthcare reimbursement
Strong familiarity with Healthcare cash flow, real estate and ABL lending
Strong knowledge of regulatory and firm risk policies
Strong product knowledge and expertise in financing approaches and techniques for equity or debt
Required Education: BA in Business, Accounting, Finance, Economics or any degree with relevant professional experience
Completion of bank/finance company credit training program preferred
Excellent management, communication (verbal and written), interpersonal and organizational skills
Strong risk assessment capabilities
Proven success in identifying, developing and mentoring talent
Highly analytical, detail oriented with problem solving capability
Technical: Computer literate, including: Word, Excel, Power Point and financial forecast models
High level of accountability

171

Managing Director Resume Examples & Samples

Build and manage strong working relationships with the regional business leaders
Coordinate all lease and sub-lease documents; process documents associated with the initial leasing, renewal, or terminations. Review transaction related documents
Heavily involved in site-selection
Evaluate building alternatives and lease options via qualitative and quantitative analysis
Resolve transaction, and landlord issues
Build positive working relationships with landlords
Present detailed approval documents to appropriate committees
Manage and deliver reports, presentations, and analysis
Utilize economic, demographic, and RE market data to make recommendations

172

Managing Director Resume Examples & Samples

Dynamic, authentic, and proven educational product team leader managing multiple stakeholder groups representing a staff of approximately 20-40 employees and 100-250 partners. Recruits, retains, and develops a highly qualified team which drives the digital transformation across product portfolio. Develops a world-class, high-performance, transparent, and engaging team culture that unlocks the potential of the group and sets an industry standard
Leader of change and proven driver of digital transformation through vision and the creation of customer-centric products/solutions. Pioneer of new business models and product strategies that capitalize on emerging markets
Directs and implements the strategic acquisition, creation, and implementation of profitable market leading educational technology products and digital solutions that delight our customers (students, faculty, and enterprises). Directs and implements product research and usability studies, prototype development, and business requirement creation to architect platforms, adaptive-assessment engines, assessment analytics, and content management
Encourages intelligent risk taking and innovative solutions to build and deliver new business models that improve both educational and financial performance of our products. Drives planning and execution of assigned products and markets portfolio by organizing and leading cross-functional teams in the process of defining and delivering on the plan
Coaches and educates product team and other stakeholders to understand and prepare to take advantage of the rapidly evolving trends in the digital world that impact our markets and customers
Exceeds all financial measures and is the P&L owner for the portfolio. Deeply partners with Finance Team, VP Portfolio, and stakeholders to build strategic growth business plan. Ensures timely development of budget, financial parameters, and alternative business models. Accountable for contract review and approval in close collaboration with McGraw-Hill Education Legal Department, VP Portfolio, and CPO Products & Markets
A Bachelor’s Degree; advanced degree is preferred, or equivalent work experience
Eight plus years of relevant experience in leading and building products/solutions in education or educational technology
A track-record of success leading educational technology product teams in the education market (or relevant experience)
A broad skill set including authentic leadership, analytical horsepower, and excellent business judgment, proven ed-tech product build record, deep curiosity, financial acumen, and a passion for creating a world-class experience for our customers
An innovative, entrepreneurial spirit who can define and implement immediate- and long-term business strategies based on industry trends and competitive analysis. The ability to lead a team and partner with pan-organizational stakeholders to solve complex challenges with innovative solutions. The capacity to thrive in a matrix organizational structure
Facility working with Chief Operating Officers, Presidents, or Vice Presidents both internally and of large, high profile educational institutions and possess excellent verbal and written communication skills
The ability to drive insight and action plans from data that shape the strategic business plan they will build
Strong organizational, planning, and prioritization skills
Exceptional analytical, problem-solving, and negotiation skills
Ability to team/collaborate with other departments to achieve Higher Education’s overall goals
Demonstrable success with P&L responsibility in excess of $50 million in revenue

173

Managing Director Resume Examples & Samples

Oversee sales visit acquisition operations to ensure we stay on pace and hit our goals across all products
Direct and monitor multichannel marketing campaign execution
Lead internal customer intelligence and lead-passing program
In conjunction with stakeholders, develop short- and long-term marketing objectives and plans across products
Lead initiatives and pilot projects on innovative strategies, channels, and tactics
Regularly communicate and engage with internal constituents
10+ years of experience in progressively responsible marketing leadership roles and a record of superior professional accomplishment with leading organizations
Proven record of change management, building and sustaining effective teams, inspiring commitment to organizational vision, mission and objectives, and delivering results
Sales management experience with responsibility for key sales metrics
Experience with multichannel marketing campaigns
Expertise in marketing and sales analytics
Experience in B2B marketing, account-based marketing, and/or inbound marketing
Experience within education industry preferred, but candidates may be considered who can demonstrate the ability to develop a nuanced understanding of the education sector’s unique business models, issues and culture

174

VP / Managing Director Resume Examples & Samples

Drives business development and client retention to achieve revenue and gross profit goals
Recruits, selects, orients, hires, coaches, counsels, disciplines and evaluates performance of service center employees
Directs the implementation of new or enhanced products and systems within the region
Prepares and executes the annual Regional Business Plan. Reviews significant variances from the plan. quarterly and takes required action. Evaluates regional performance against plan by branch and by product line
Assists with management development and succession planning for the region
Oversees financial performance of the region
Manages the planning and reporting processes for the region
Responsible for the coordination and direction of local market business development plans and activities within the region
Selects and open new sites for service delivery as needed
Gathers market intelligence within the region and stays abreast of changes in products and opportunities
Participates in office audits to ensure compliance with policies, standards of performance and procedures

175

Managing Director Resume Examples & Samples

Provides leadership and strategic direction working collaboratively with enterprise and regional leadership to develop integrated marketing plans and oversees execution of those plans through all ACS communications channels
Responsible for ensuring that all marketing efforts are cohesive, consistent, and effective in supporting ACS’s brand, mission and advancement goals
Serves as a trusted marketing partner driving key business conversations and marketing decisions
Leverages a robust fact base (internal and external, historical and forward-looking) to inform and drive the planning process
Manages and oversees effective deployment of strategies, campaigns, and tactics to critical audiences and internal and external stakeholders
Possesses a strong digital marketing background and understanding of when and how to leverage these channels for best outcomes
Oversees the achievement of business objectives by recommending the most compelling combination of marketing activations to support business strategies
Presents a clear and complete picture of the marketing investment for each revenue property in context of the business plan
Ensures all marketing content across multiple marketing channels and formats (including printed collateral and digital assets) represents ACS brand positioning and messaging effectively and appropriately
Oversees and ensures evaluation systems and key metric tracking approaches are in place to monitor marketing plan performance and report progress to enterprise and regional leadership
Fosters effective and collaborative relationships with internal and external stakeholders
Provides strategic leadership to the organization as a whole and must balance, prioritize and integrate competing interests with limited resources
Strong staff leader, mentor and trainer
Excellent leadership and people skills. Ability to influence teams and create and reinforce new organizational behaviors
Proven ability to successfully develop staff and manage a portfolio of projects
Must be a highly motivated self-starter. Proactive and skilled in follow-through
Demonstrated ability to think strategically and work in an extremely high-paced environment
Strong project management capabilities and high attention to detail required. Must be comfortable working under deadlines and producing key deliverables
Ability to plan strategies and tactics on time and on budget
Highly developed writing and interpersonal communication skills
Excels in building strong interpersonal relationships and a reputation as a trusted advisor
Must possess strong business acumen and analytical capabilities
Flexible mindset and comfort with ambiguity and evolving priorities
Work is normally performed in a typical interior/office work environment
No or very limited physical effort required
Some travel may be required on as-needed basis

176

Managing Director Resume Examples & Samples

You are obsessed with fundraising and prospect research.You believe that mobilizing donors and philanthropy is a critical component of driving change and impact. You see prospect research as the foundation of the fundraising process and believe that exceptional prospect research positions frontline fundraisers and nonprofit organizations to rally the support needed to advance their mission and impact
You are all about results. The opportunity to do great work and generate a meaningful impact inspires you. You exhibit a strong action-orientation, and you thrive when working hard toward clear and ambitious goals that reflect the impact you want to see. You’re asset-based in your approach to solving problems and regularly reflect on successes and opportunities so that you are constantly learning and moving the ball forward
You are a talented leader of teams.You are an experienced manager of individuals and teams and have a track record of getting exceptional results. You cultivate strong and lasting relationships with diverse stakeholders (internal and external), and people grow as a result of your interactions, coaching, and mentorship
Minimum of 6-8 years of work experience in building or managing a prospect research team, conducting prospect research or a general strategy background with interest in prospect research
A demonstrated track record of achieving excellence and successful outcomes
A history of building strong relationships and influencing others to achieve ambitious goals
Ability to think critically and strategically while making timely decisions and demonstrating good judgment
Ability to organize and manage a diverse range of assignments and projects with high efficiency and a thorough attention to detail and follow through
Ability to operate independently and efficiently in an entrepreneurial, fast-paced, results-oriented culture
Ability to conduct in-depth research (i.e., finances, philanthropy, relationship with TFA) and to analyze and synthesize data from a wide variety of sources, and present the resulting information clearly
Exceptional communication skills, both oral and written
Exceptional client service orientation and the ability to build strong relationships with various teams
Expert knowledge of various research tools, such as Lexis-Nexis, Wealth Engine, and other databases and online resources
Expert knowledge of Salesforce CRM preferred but not required

177

Avp-managing Director Resume Examples & Samples

Contribute to the development of appropriate risk policies, appetites, reporting and overall risk framework for aggregate WAM division
Ensure robust independent challenge while partnering with businesses to manage and mitigate investment, product and client risks
Monitor WAM portfolio risks to ensure adherence to client investment objectives and evaluating performance on a risk-adjusted basis, to ensure that client interests are well protected (adherence to investment processes and risk budgeting)
Oversee aggregated WAM holdings and ensure that various metrics and exposures are within internally defined risk appetites (AUM exposures, revenue sensitivities, strategic stress testing, aggregate counterparty exposure)
Proactively identify potential risks and opportunities to improve policies, procedures, reporting and systems in order to strengthen risk oversight
Provide subject matter expertise to WAM divisions on complex investment products, portfolios and strategies
Actively participate in launch of new WAM products and review of existing WAM products, evaluating any inherent risks and ensuring its transparency and disclosure across the business
Maintain strong awareness of wealth and asset management trends, competitive developments, risk management best practices, client needs and regulatory considerations through research, industry contacts, and continuing education
Cross-Functional Relationships

178

Managing Director Resume Examples & Samples

University degree with 10+ years of relevant experience
Knowledge of the investment banking business
Strong analytical skills to assimilate complex information into a recommendation or report for Executives
Proven ability to translate vision and strategic priorities into operational and financial realities
Strategic influencing skills to effectively persuade and influence peers and senior management
Ability to foster and cultivate business opportunities and partnerships
Negotiation skills and ability to influence and persuade
Energetic, motivated, solutions-oriented to retain high performing talent
Comfortable working at both the conceptual and the hands-on level
Big-picture thinking, growth-oriented leadership skills
Demonstrated high performance track record
Able to work in a matrix/lean environment

179

Managing Director / Partner Resume Examples & Samples

Providing tax compliance and consulting services to tax-exempt organizations
Researching and writing technical tax memoranda
Building and managing client relationships
Assisting with marketing and business development, including targeting, product development, and proposals
Assisting with detail and technical reviews
Ensuring that all procedures and quality control standards are being followed
Supervising, coaching, developing tax staff
Developing and delivering internal staff training for not for profit tax issues
Managing the financial performance of engagements including budgets, billing, and collections
Assisting with internal and external webinars and presentations
Bachelor’s Degree in Accounting, Finance or other business related field
10+ years of experience in public accounting with at least 5 years in the nonprofit tax arena
CPA and/or JD is required
Hands-on experience with review and preparation of Form 990, Form 990-PF, Form 990-T, and state compliance
Technical tax expertise related to tax-exemption, unrelated business income, and all other matters unique to tax-exempt entities
Basic knowledge of corporate/partnership taxation and gifts and estates
Excellent research, analytical, and writing skills
Engaging and effective presentation style
Strong interpersonal skills

180

Managing Director Resume Examples & Samples

Responsible for management oversight of the Classified loan portfolio and Assessment backlog of criticized facilities
Provide strategic and tactical direction to team of IRM bankers to ensure timely execution of agreed upon account strategies
Provide senior oversight to IRM Bankers to ensure exposures are correctly classified, assigned appropriate risk ratings, and exhibit relevant classification triggers consistent with the policies and procedures that govern IRM’s responsibilities
Ensure Cost of Credit actions are appropriately forecasted and approved
Serve as a point of escalation for key issues/ decisions; act decisively in high risk scenarios, assessing a situation based on available data, experience and judgment
Provide guidance to IRM Bankers on managing the distressed debt process, from early problem recognition, thru restructuring or insolvency, to recovery
Promptly recognize deal/ transaction intensity and communicate to NAM IRM Region Head inadequate banker coverage or an inability to manage the portfolio consistent with IRM’s policies and procedures
Provide back-up and / or other senior support to IRM Bankers as required
Collaborate effectively with colleagues in Banking, Product, Finance, Legal and Risk
Communicate effectively with Citi senior management and regulators
Present to and teach internal training courses and promote a greater understanding of the remedial management policy throughout the region
Seasoned leader with broad credit risk management experience, an expert understanding of all phases of remedial management, and global and regional business knowledge and expertise
Familiarity with matrix management/ reporting and strong inter-personal skills; demonstrated ability to break down silos and build partnerships across functions and regions, to collaborate well with others, to work with senior stakeholders to create buy in, and to influence management and other creditors
Provide well-reasoned, balanced assessments of risk/return trade-offs associated with transactions and client relationships
Ability to respond to challenges with creative solutions and adapt to changing business needs; well versed in breaking down complex matters into core issues and root causes that can be more readily addressed
Strong credit judgment; demonstrated ability to make sound decisions often times with less than perfect information
Continuous improvement mindset focused on execution, operational efficiency and productivity
Acts as a role model for managing people, coaching, and serving as a mentor
Excellent communication and collaboration skills, including active listening skills, an ability to communicate complex ideas simply and with compelling supporting information, strong influencing and negotiating ability, and comfort with public speaking across various forums
Has relationships with external lawyers & financial advisors & heads of remedial management groups in the countries & the region
Hands on experience in stressed and distressed asset accounting (including FAS5, FAS114, etc.)
Bachelor’s Degree Required, MBA or other advanced degree in Economics, Finance or related areas (preferred)
10+ years of related credit experience in corporate banking/ financial services

181

Managing Director Resume Examples & Samples

Manage the overall process of publishing SCFR's point of view on investing topics
Serve as the main point of contact between SCFR and business partners that deliver content such as Field Integration
Produce talking points and presentation materials summarizing SCFR's point of view
Manage the Schwab Investing Brief (SIB) call, lining up speakers and topics, as well as producing the summary
Develop strategy to leverage SCFR communications to reach a broader audience and increase engagement
Maintain SCFR IWIN page
Supervise social media efforts of SCFR experts and represent SCFR at company planning meetings
Ensure consistency of point of view and messaging

182

Managing Director Resume Examples & Samples

Develop and deploy the Business Development strategy and priorities, working closely with leadership and collaborating to ensure both cross functional involvement and real-time input as the external environment (e.g., technology, competitors, etc.) evolves
Provide leadership to the client relations team, working to strengthen relationships with our existing business partners and drive incrementable opportunities with them over time
Ensure that the business development strategies clearly articulate the choices, are well-defined, layout talent and resource requirements and are implementable - successful strategy delivery should result in industry leading growth and profit margins
Support development of robust strategic plan for Pivotal Home Solutions, given current market/business conditions and provide feedback
Lead cross-functional teams in solving complex business problems in support of Business Development and Client Relations
Assist other departments in strategy plan development, as it pertains to Business Development and Client Relations
Consult with potential clients on customer experience initiatives that Pivotal Home Solutions can expertly address and direct proposals that best meet objectives
Bachelor’s Degree required
10-15 years Business Development or Sales experience or other experience that builds a large network of potential partners for Pivotal Home Solutions
Experience developing complex long term contracts
Experience with complex and long term sales cycles
Experience representing business opportunities to Senior Executives
Experience evaluating complex opportunities and providing organizational oversight to develop business solutions for such opportunities
Closing Skills, Motivation for Sales, Prospecting Skills, Sales Planning, Selling to Customer Needs, Territory Management, Market Knowledge, Strong Presentation Skills, Energy Level, Meeting Sales Goals, Professionalism
Focused attention on details
Strong understanding of the P&L
Proven ability to identify stakeholders, influencer's and decision makers and advocates
Self-directed and able to accomplish difficult projects without oversight

183

Managing Director Resume Examples & Samples

Highly motivated, engaged, organized and independent individual, with strong leadership potential
At least 5 years’ experience in a management role for a Technology Quality Assurance area
At least 2 years’ experience leading Agile QA teams
Ability to build strong relationships with business partners and technology leaders
Ability to prioritize work, manage resource constraints and respond effectively to changing priorities
Strong leadership, communication, negotiation, teamwork and problem-solving skills
Strong people management skills with the ability to hire talent, coach and develop resources, conduct performance reviews, and engage geo graphically diverse work force
Excellent oral and written communication skills with the ability to tailor communications to various levels of technical and non-technical management, including SVP and VP
At least 3 years’ experience leading offshore teams
Strong QA technology background leading test automation efforts and test frameworks
Proven knowledge on Service Oriented Architecture/web service testing
Experience leading large scale end-to-end testing efforts Management courage and the ability to manage escalation situations effectively is a key success factor for this role
Bachelor degree in Computer Science or similar discipline preferred
Financial industry experience Project management background is a plus
Experience with CICD, Jira, Selenium and Parasoft tools
Understand the concept of TDD, ATDD, BDD, etc
Good knowledge on micro UI service, Performance and Security testing
Experience with enterprise test data management would be a plus

184

Managing Director, Sarbanes Resume Examples & Samples

Develop and implement key strategies and initiatives related to SOX
Stay abreast of business process changes impacting SOX controls and provide guidance to ensure firm wide alignment
Develop and maintain the corporate policies, procedures, and methodologies for effective SOX compliance
Develop new review processes and implement improvements to existing practices to enhance overall effectiveness of the firm’s SOX function
Analyze internal data to recommend areas of focus as well as recalibrations to the SOX review processes based on these metrics
Proactively work with and provide guidance to the business unit risk and controls officers in the oversight of their businesses SOX controls
Manage the design decisions and processes which supports the creation, maintenance, testing, and certification of SOX controls
Manage testing to review and validate testing results covering both financial and operational controls
Responsible for heading both IT and Non IT related functions and activities related to SOX
Partner with internal and external auditors on compliance, testing and issue resolution
Partner with internal and external auditors to address SOX compliance, testing, and issue resolution
Chair the SOX/ICRR Oversight Committees
Develop and prepare reporting and key metrics for board of directors and executive management
Responsible for driving project management of remediation efforts related to SOX compliance in the firm
Monitor and ensure remediation timelines are met
Expert level understanding of Sarbanes-Oxley rules, regulations, and best practices
Excellent analytical, organizational and project management skills
Excellent communication skills (both written and verbal) and interpersonal skills
International experience and strong ability to work with different business cultures
Strong knowledge of banking/financial services industry and accounting
Experience building high performance organizations
Background in IT application and infrastructure related SOX Compliance
Accounting or finance degree is required; CPA certification and or graduate degree is a plus
A minimum of 15 years related experience, including 7-10 years SOX-related experience and 5 years banking experience
10+ years management experience
Partner-level experience in accounting/consulting firm is a plus
Experience in financial services industry
Public accounting experience is a plus

185

Managing Director Resume Examples & Samples

Develop and maintain ‘trusted advisor/financer’ relationship and access at key decision maker level for assigned current and target clients
Work to reposition the firm to higher value added solicitation, enhancing the perception of the Bank amongst its existing and prospective clients
Co-ordinate origination and execution of ‘event-driven’ or major ‘significant flow’ business
Drive achievement against targets for revenue generation, product alignment, customer satisfaction and cost management
Contribute to the building of a professional, proactive, and performance-driven culture; assist with succession planning for the sector and/or region and participate in coaching schemes as appropriate
Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments
Aggressively grow HSBC’s share of client wallet, involving product specialists to ensure product capabilities are in line with client/sector requirements
Support the implementation of major change initiatives within Global Banking
Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved
Track record of building & developing relationships at Treasurer/CFO/CEO/Board Level
Ability to develop a strategic/financing dialogue with clients
Industry expert
Proven record of leading and motivating deal teams
Excellent knowledge of HSBC Group and products, and a strong network of contacts across all business areas
Proven record of proactively originating and execution event driven business

186

Managing Director Resume Examples & Samples

Drive a unified, team-wide annual strategic planning process
Plan and manage the team’s budget to ensure resources are allocated in line with priorities
Create and manage the systems to ensure the team is on track to meet its annual goals
Minimum 6-8 years of experience
Previous management experience strongly preferred
Previous strategy/management consulting experience a plus
Previous experience working within Teach For America a plus
Poise, confidence, and maturity interacting with key stakeholders, with the ability to build strong relationships and work with people at all levels of the organization
Demonstrated ability to manage multiple responsibilities and to consistently meet ambitious deadlines and goals
Exceptional strategic and critical thinking skills
Exceptional written and verbal communication and interpersonal skills
Superb planning and project management skills
Operates with a high level of personal responsibility, and can lead through ambiguity and complexity
Good judgment, strong initiative, and a quick learner
Ability to thrive in a goal-oriented, fast-paced, and entrepreneurial environment, including the ability to be flexible in project execution
Deep commitment to TFA’s mission, core values, and our commitment to diversity and inclusiveness
Proficient in Microsoft Word, Excel, and PowerPoint

187

Managing Director Resume Examples & Samples

The Managing Director CRE serves as the subject matter expert in Corporate Real Estate strategy and has responsibility for planning, directing and controlling real estate and site planning activities for the organization and subsidiaries with the goal of protecting the corporation's bottom line while implementing the business's strategy of positioning and operating corporate assets
Responsible for properties owned by the corporation, the incumbent is a stakeholder of the company's broad interests in real estate matters ranging from acquisitions, leasing, subleasing, property management, tax issues, and disposition
Thought partner to identify and evaluate value enhancement opportunities for current assets, while identifying areas of inefficiencies & control
Restructure large-scale business programs and provide clearly defined vision
Four-Six direct reports
Work with Senior Real Estate Managers in the field and make recommendations with respect to surplus property marketing efforts, lead negotiation, and close asset disposition transactions. Dispose of facilities that are no longer required by the organization
Responsible for land use and zoning requirements
Identify, acquire and/or lease land and buildings for the organization's operations
Ensure optimal utilization of the organization's facilities
Represent the company with planning commissions and governing bodies
Work with in house experts to complete real estate transactions of varying types and degrees of difficulty and may play a role in the entitlements, legal documentation, project coordination and project tracking
Prepare high quality and accurate presentations for senior management
May interact with brokers to market surplus properties, negotiate business deals, compile and submit packages for approvals
Understand basic forecasting methodologies including gravity and analogue models
Understand and stay current on regulatory and company policies relative to the negotiation of legal documents
Real estate management skills – involving transaction management and property management in a corporate environment (incl. valuation, markets, deal structuring, property management, lease administration, and principles of real estate law)
Real estate financial skills – proficiency in real estate financial management to include analysis, discounted cash flows and analysis of real estate market data. Understanding and working knowledge of real estate investment principles. Understanding of commercial real estate financial principles. Seasoned and well-honed financial skills able to apply financial modeling techniques and critical analytical frameworks to solve for effective real estate decisions and outcomes
In-depth knowledge of real estate and space planning and portfolio optimization, knowledge of alternative workplace solutions. Analyzes and makes recommendations for underperforming real estate assets (e.g., closing, lease re-negotiation)
Strong people leadership and change management skills required. Demonstrated ability to communicate at all levels within the enterprise to include interaction with Head Office leaders
Strong client management expertise, especially experience managing large-scale change programs to include consolidation of real estate footprint—facilitate change management between business stake holders and evaluated business and economic impacts and mitigated risk
Thought leader with ability to influence
Minimum Education level Bachelor’s degree in Business Management, Real Estate or related discipline required, Masters/MBA desired
Minimum 15 plus years of professional experience (10 at the executive level) in a real estate planning/strategy and management role in a large, corporate environment. Financial Services industry experience is highly desirable
Licenses or Certifications Certified Property Manager (CPM), MCR or CCIM designation preferred
Demonstrated experience in operational restructuring, with particular background in workforce transitions and migrations
Successfully demonstrated design and implementation of innovative and technology solutions to complex problems
Possesses an established broad real estate network which enables the candidate to be resourceful, and get to solutions quickly
Strong problem-solving, critical thinking and analytical skills in assessing complex business models and driving operational and cost efficiencies. Ability to communicate analysis to a non-technical audience
Strong team player and interpersonal skills

188

Managing Director Resume Examples & Samples

Regulatory Compliance in Financial Reporting. On behalf of American Red Cross (“ARC”) and RCI, primarily responsible for compliance with regulatory requirements in the applicable financial reporting areas as they apply to institutional investments, including compliance with ASC 820, ASC 815, Topic 210 (ASU 2013-01), and Form 5500. Responsible for the development of Fair Value and Leveling policies; responsible for developing guidelines and procedures to support policy compliance
Financial Reporting – Responsible for producing financials and footnotes for the Consolidated and Retirement System reporting. Responsible for managing all of the financial reporting and Form 5500 reporting from the trustee/custodian for the Endowment Fund and Retirement System assets in order to comply with ARC reporting requirements. Responsible to ensure the accuracy, completeness, and timeliness of the bank reporting, including full compliance with all regulatory requirements
Audit Support. Responsible for managing the investment management components of the Corporate and Retirement System audits. Responsible to gather and track data and facilitate applicable analysis and review within RCI to support the wide range of audit testing and associated analysis
Regulatory Compliance. Primarily responsible for identifying, evaluating, interpreting, and implementing solutions to comply with global regulations impacting RCI. Applicable global regulatory bodies include: FASB, ERISA, SEC, CFTC, ESMA, IRS (FBAR and FATCA), and UPMIFA. Responsible to support a comprehensive, best practices compliance framework in a fast-paced and evolving area
Policy Development, Implementation, and Compliance Monitoring. – Working with the Sr. Director, responsible for supporting policy development, policy implementation, and ongoing monitoring. Key policies and guidelines include Investment Policy Statement, Derivatives Policy, Spending Policy, Proxy Voting, Personal Trading, Gifts & Entertainment, Time/Travel Charging, and Expense Management
Operational Policy Development, Management & Monitoring. With the MD – Investment Ops, develop policies, guidelines, tracking, and reporting to manage key areas, including: derivatives and notional exposures, hedging, leverage, counterparty and credit exposures, liquidity, organizational exposures, proxy voting, manager guideline compliance, and vendor operational compliance
Risk Management. Responsible for developing and infusing an integrated, best practices risk management perspective into all governance, investments, and operational work within RCI
Middle Office Management. Responsible for managing the Middle Office function, responsible for Performance Measurement, Risk Analytics, Comparative Analysis, Reporting, and Data Management
Operational Due Diligence.Working closely with the MD – Investment Ops & RM, conduct operational due diligence on the trustee/custodian and current and prospective investment managers and vendors. Co-lead the comprehensive, annual investment manager and vendor compliance review
10-15 years of relevant work experience: Financial accounting and reporting and audit experience working with institutional investments, preferably of a meaningful size. Experience working with qualified retirement assets (as an ERISA fiduciary); preferably experience working with endowment assets. Preferably experience working with one of the Big Four audit firms
Experience working with major trustee/custodians. Knowledge of their reporting and reporting processes; securities valuation support; technology support of investment data for analytic and data management applications; capabilities in portfolio analytics and reporting; and comprehensive regulatory compliance and reporting support
Experience conducting fair value reviews, including due diligence of bank pricing and pricing vendors
Broadly-based investment experience in order to bring an integrated perspective to the role, understanding the relationship between accounting and performance reporting and in full support of investment management and investment decision making
Financial analysis experience in addition to financial accounting experience. Preferably experience in performance measurement, risk analytics, and stress testing. Experience developing reports for various forms of financial analysis is desirable
Experience in designing and managing day-to-day operations in a streamlined, efficient manner. to facilitate a shared understanding of key processes by members of the team, role substitution and coverage, clear processes of checks and balances, and straightforward documentation
Demonstrated leadership capabilities to effectively and timely make and communicate decisions. A willingness to be accountable and to take responsibility and organizational risk as an agent of change and improvement internally and externally
Demonstrated ability to manage others: cultivating teamwork; providing leadership, direction, and guidance; and facilitating training and personal development
Demonstrated leadership capabilities to effectively and timely make and communicate decisions. A willingness to be accountable and to take responsibility and organizational risk as an agent of change and improvement, both internally and externally
A genuine desire and capability to work in a fast-paced, professional, inclusive environment which requires team-work, well-honed problem solving skills, frequent re-prioritization, deadline management, ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices
Undergraduate and graduate degree, such as an MBA or Masters in Financial Analysis or Accounting
CPA and CFA desirable

189

Managing Director Resume Examples & Samples

10-15 years of relevant work experience: Investment Operations experience in working with institutional investments, preferably of a meaningful size. Experience working with qualified retirement assets (as an ERISA fiduciary); preferably experience working with endowment assets
Broadly-based investment experience in order to bring an integrated perspective to the Operations role, understanding the relationship between accounting and performance reporting and in full support of investment management and investment decision making
Extensive experience working with a major trustee/custodian. This includes understanding best practices used in working with the major banks and the most significant ways in which the leading trustees/custodians support major clients. Extensive knowledge of: derivatives support; securities valuation support; technology support of investment data for analytic and data management applications; Private Equity and Hedge Fund support for investment transactions, reporting, and investment analysis; capabilities in portfolio analytics and reporting; and comprehensive regulatory compliance and reporting support
Experience in designing and managing operations in a streamlined, efficient manner. to facilitate a shared understanding of key processes by members of the team, role substitution and coverage, clear processes of checks and balances, and straightforward documentation
Undergraduate degree required; MBA or other advanced degree highly desirable

190

Managing Director Resume Examples & Samples

Set the vision and direction for organizational reporting on top-line data on all critical outcomes and on detailed data used to train and support corps members and alumni
Manage the design and production of reports and visualizations that
6-8 years of experience organizing and managing robust data, conducting analysis, and displaying information in ways that drive organizational decisions
At least 2 years of management or supervisory experience strongly preferred
Distinctive impact/progression of increasing responsibility in previous work
Teach For America staff/alumni preferred but not required
Strong experience using statistical software packages (i.e. SAS, STATA, R, or similar) to clean, aggregate and analyze data to extract meaning and insights
Advanced proficiency and comfort using Powerpoint to take complex information and make it easy for end users to interpret; proficiency with sophisticated data visualization tools (e.g., Tableau) to accomplish the same preferred
Exceptional verbal and written communication skills, including ability to illustrate findings
Demonstrated success managing a team to strong outcomes
Fluency with sophisticated data visualization tools (e.g., Tableau, Microsoft Power BI or SAS Analytics) to provide complex information in approachable, digestible bites
Strong understanding of statistical methods
Familiarity with survey data and methodology preferred
Ability to work in partnership with other teams throughout the organization to achieve shared objectives
Demonstrated cultural competence, critical consciousness, and ability to work across lines of difference
Deep critical thinking and problem solving skills, driven by clear, rigorous logic
Ability to set vision and direction in dynamic environment, leveraging input from multiple stakeholders
Exceptional attention to detail
Deeply invested in and inspired by Teach For America’s core values and understands that the work that we do has an extraordinary impact on teachers & children

191

Managing Director Resume Examples & Samples

Bachelor’s Degree in Business or Finance or equivalent work experience in related area
Minimum of 10 years of operations work experience, including 5 or more years managing multiple small and large scale enterprise-wide initiatives
Minimum of 10 years of managing and mentoring a team of operations staff
Extensive experience in resource estimation methodologies, risk management, budget management, demand management
Demonstrated development and maintenance of business relationships, BCBS or health insurance industry background
Must possess extensive knowledge and experience working with our Plan customers and coordinating Plan communications. Experience developing and maintaining processes and tools to support a large team of staff

192

Managing Director Resume Examples & Samples

5+ years of Sales experience
Bachelor's Degree in a related field
Previous experience with Commodities and Futures & Options
Experience in a Management, Director, or Supervisory role
Computer savvy
Solid problem solving and time management skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized

193

Managing Director Resume Examples & Samples

Leads cross-functional project teams. Collaborates with internal and external partners to design and implement more seamless and streamlined data and process integrations between Financial systems and other enterprise level systems such as HR Workday system, ServiceNow, ImageNow and Beeline
Bachelor's Degree in Accounting or related discipline
8 years in financial operations with leadership of financial system performance and process improvement initiatives
8 years of financial systems functional support, process design, and implementation experience
6 years of management experience in managing accounting operations and/or financial systems support teams
Demonstrated experience in process improvement and change management leadership
CPA/ MBA with financial or comparable major
Successful track record of planning and deployment of specific operational improvement techniques, especially Lean, Six Sigma (Master Black Belt), CMMI or equivalent Process Improvement approaches and methodologies
Six Sigma (Master Black Belt), CMMI or equivalent Process Improvement approaches and methodologies
Change management experience and certification – possible certifications may include Prosci, LaMarsh, CCMP (Certified Change Management Professional etc.)

194

Managing Director Resume Examples & Samples

Participate fully in Regional Team meetings and events
Previous successful teaching and instructional coaching experience required
Experience with managing others required
Experience managing a team highly preferred
Previous experience as a Teach for America staff member preferred
Visionary Leadership: Ability to compel others to follow and embodies domains of culturally responsive leadership to catalyze our impact, both individual and collective, in the Kansas City region. Desire to continually grow and learn as a leader
Team Management: Ability to build and manage a team toward excellence and execution; ability to build authentic relationships, motivate, and also offer direct, critical feedback when necessary
Demonstration of Diversity, Equity, and Inclusiveness: Demonstrates an orientation to placing individual’s identity at the center of all work and a commitment to individual and collective growth in Racial Identity Development and Sociopolitical Cultural Consciousness. Evidence of Culturally Responsive Leadership in previous work
Building Relationships and Influencing Others: Strong interpersonal and talent identification skills, as well as a proven ability to develop and leverage relationships toward achievement of concrete goals
Organization: Excellent organizational and management skills, including time management and prioritization
Strategic Action: Ability to analyze data to draw accurate conclusions that inform management strategy
Mission/Metrics Balance: ability to balance/manage toward the many numerical goals we have while keeping front-and-center the spirit by which they are designed
Conducting Analysis: Analyzing data to draw accurate conclusions that inform management strategy in a way that is equitable and engages marginalized voices and perspectives
Kansas City Context: Demonstrate active engagement in the community we serve and actively seeking out perspectives of marginalized groups within the Kansas City community
Innovation: Ability to think outside of the box to capitalize on new opportunities
Positive Attitude: Approaches challenges with a positive attitude and a sense of possibility
Team Orientation: Desire to work closely alongside teammates and proven ability to contribute as a member of a team

195

Managing Director Resume Examples & Samples

Enthusiasm, intellectual curiosity, and self-motivation
Strong demonstrated project management, public speaking, and leadership skills
Master's Degree (preferably in engineering, design, or education with emphasis on design)
At least 10 years of experience in a leadership position within an organization
Hands-on experience in a design discipline
Broad understanding of the design process and design thinking
The ability to work with and understand the needs of stakeholders in a variety of social contexts and academic disciplines
Interest in working with students
Ability to work in a complex environment
PhD in engineering, design, or education with emphasis on design
Experience working with faculty, staff, and students in a university environment preferred

196

Managing Director Resume Examples & Samples

#1 Hospital Charity in the Nation
#1 Health Non-Profit Brand of the Year
94% of Employees Agree ALSAC is a Great Place to Work
Ranked a Top 10 Non-Profit Organization by Revenue
Working in conjunction with regional leader, builds and adheres to regional office budget on an annual basis
Maintains a positive relationship and ongoing communication with Board Members, Chapter Members, third party organizations and volunteers throughout the region
Assists in the development of volunteer groups to facilitate the coordination of our various fundraising projects
Visually reviews and evaluates monthly progress of revenue to determine the area of fundraising that requires more attention and relates this information to staff

197

Senior Managing Director Resume Examples & Samples

Passion for excellence - Desire to have a significant impact on the business. An extremely high level of energy, sense of urgency, creativity, and decisiveness coupled with the ability/willingness to work hard and well, under pressure
Intensely team driven – Completely oriented toward collaborative practice methods. A positive, results-oriented style, evidenced by listening, motivating, delegating, influencing, and monitoring work output. A genuine interest in mentoring and developing professional staff members
Dealing with Trouble - Fearlessly takes on all issues; comfortably confronts and works through conflict; delivers negative feedback as necessary and messages without hesitation is energized by tough challenges; not afraid to take tough action. Attacks everything with drive and energy; drives to finish everything he/she starts
Getting Organized - Is well organized and resourceful; effective and efficient at marshalling multiple resources to get things done; foresees and plans around obstacles
Communicating Effectively - Writes and presents effectively; adjusts to fit the audience and the message
An undergraduate degree is required
Prior expert witness testimony experience
A graduate degree or related certifications (MBA, CPA, Ph.D (economics), ASA, ABV)

198

Managing Director Resume Examples & Samples

Minimum of 10 years experience delivering corporate finance, investment and commercial banking products and services to Insurance companies
Strong knowledge of the Insurance sector
Possess (or obtain within three months of hire –Series 63, 79 and 24)

199

Managing Director Resume Examples & Samples

Manage complex, multi-product client relationships as an E&P banker
Proactively market clients and prospects; represent E&P companies in the local banking and business communities; and develop a network of referral sources
Knowledge and experience in the Energy Corporate Banking Sector (E& P Banking Coverage experience desired)

200

Managing Director Resume Examples & Samples

Manage a team of 5 engaged professionals tasked with completing Requests for Proposal (RFPs) and other standard client request (e.g., Due Diligence Questionnaires and Quarterly Questionnaires) accurately and timely
Manage professional responsible for populating consultant databases with both firm and product level information critical to supporting needs of both existing and prospective clients
Lead effort to prepare routine reporting to support sales
Drive process improvement and ensure operating efficiency by investing in the necessary technology, training and development
Develop strong relationships with key internal business partners including Sales, Product Management, Performance, Legal and Compliance
Manage key third party relationships including eVestment and PMAPS (content management software provider)
Facilitate the review and assignment of inquiries received through a central mailbox from both clients and sales professionals
Support the evolution of the firm’s sales efforts

201

Managing Director Resume Examples & Samples

The Managing Director with the Wine Division must be an internal and external business leader. Able to handle the most complex transactions involving cash flow, working capital and real estate finance
Maintains an extensive network of business contacts, including wineries, growers, associations, vendors, consultants, other community leaders and executive management of clients, prospects and referral sources
The Managing Director guides their team in the review and analysis of business models and financial information to fully underwrite multi-million dollar financings
Managing Director drives the selling process with initiative and “know how” to locate attractive business, sell the Bank’s values and close on new relationships
Leads a team of Vice Presidents and Associates. Recruits and interviews staff. Makes hiring recommendations. Manages workload of the team
Manager and leader of a group of Vice presidents and Associates; training, coaching and developing their skills, behaviors and careers

202

Managing Director Resume Examples & Samples

Ten to twelve years of relevant work experience
Proficiency in the use of various software applications including but not limited to Microsoft Office products (Word, Excel, Powerpoint and Access)
Ability to work well independently
Intensely team driven – Completely oriented toward collaborative practice methods
Proven track record of business development experience with financial advisory services or investment banking services

203

Managing Director Resume Examples & Samples

Serve on the regional leadership team to ensure alignment across the team in working toward regional vision and goals
Participate in in-person selection for up to 6-10 days total throughout the year
Participate in the annual efforts to have key constituencies provide survey feedback
Minimum 6+ years professional work experience preferred
Proven record of achieving ambitious results
Minimum 1 year of management experience preferred
Strong preference for alumni or internal/former staff
Knowledge and experience in Arkansas community preferred
Ability to invest others in ambitious goals
Managing others through layers to achieve goals
Proven ability to earn and leverage trust across a diverse array of relationships
Strong problem-solving skills and comfort with ambiguity
Ability to efficiently analyze and synthesize data to make strategic decisions
Outstanding ability to identify student and teacher needs in a classroom setting
Project planning and management experience with the ability to manage multiple, distinct, concurrent projects
Strong instructional background
Comfort working with other teammates to manage logistics and operations

204

Managing Director & General Manager, Vietnam Resume Examples & Samples

Accountable for country P&L, market share, opex; owns revenue achievement for HP portfolio, including global accounts in country
Develop and retain focused and motivated workforce
Partner and collaborate with key stakeholders in regional staff, country teams and World Wide GBU (as and when needed) and functions to ensure strategic alignment and leverage of key assets and initiatives within region in order to support the aggressive growth of the business
Develop & manage country growth plan
Communicate and align all businesses towards company strategy internally & externally (press briefings, keynotes, articles)
Represent applicable HPI entities in customer & partner meetings, conferences, and events
Work across local applicable HPI entities leadership team to ensure high employee engagement
Comply and drive compliance with applicable HPI entities policies and laws and regulations
Represent HPI entities in Government Relations, Country Boards, and Industry Associations etc
Enable and execute the Environment, Health, and Safety plan for the applicable HPI entities
Drive People priorities on a pan-company basis in Vietnam, including Employee Engagement
Profitable growth: Proven track record in running P&L (profitable growth, all elements of P&L), tactical execution, track record of achievement
Strong sales and partner orientation, customer connected, respected externally, representation of HP brand and knowledge of complex portfolio
Thought leadership, ability to lead in matrix organization, strategic thinker and respected internally
Change management: Demonstrated ability to lead and drive change at country and function level
Decisive and action-oriented, guided by solid business instincts, strong ethics and sound business judgment that comes from experience
Ability to build and retain a high performing team; build leadership pipeline, grooming next generation leader
Ability to navigate through a complex, matrix, organization
Demonstrate passion for the business and strong market leadership in driving HP's vision
Excellent communicator and inspirational leader, strong people manager and public speaking ability

205

Managing Director Resume Examples & Samples

Develop, implement and monitor short and long range FM Business Plans and budgets for the region, ensuring that key metrics are defined and achieved and in support of the GWS and FM strategy and targets, including financial growth, talent management, customer satisfaction and operational/service excellence goals
Leverage the FM Platform functional areas and subject matter experts, including Engineering Services, Health & Safety, Strategic Sourcing, Client Accounting and Energy Services, to drive FM best practices and processes within the accounts
Build a team of strong FM service line leaders in the accounts within the region. Coordinate with Alliance and Regional Directors with regard to individual performance measurement plans, talent management strategy, and compensation award recommendations
Review FM staffing levels, staff performance, succession planning, training and recruitment to ensure that CBRE attracts and retains the best local talent in the geographic area. Ensure client account objectives are driven through the account management model and that talent is grown in the business
Address and resolve critical FM account and client relations issues. Escalate FM opportunities within the accounts and the region to appropriate GWS leadership
Supports regional leadership and account teams to monitor and modify the FM services deliverables in accordance with changes in client’s business needs
Consult with regional account teams, operations and finance to develop account-level FM business plans and annual budgets. Help drives FM profitability and improved EBITDA margins across all accounts in the region
Review staffing and pricing models to ensure that FM contract compliance is achieved at optimum cost and target profitability
Acts as single point of contact for all FM staff and for other CBRE business units in the geographic area to ensure that the FM Platform and regional mission is clearly understood and implemented within the Company
Monitor FM account performance in geographic area against client contract KPIs or SLAs. Take corrective action with regional leadership and/or accounts when results fall below established targets. Attends Strategic Evaluation Team or Operational Review Committee meetings with clients as appropriate
Support FM contract renewals and new business pursuits for the region in conjunction with regional and global business development groups as appropriate, including due diligence and presentations
Other duties as they may be assigned
A proven leader of people and business who motivates teams to effectively deliver operational and strategic targets
Enthusiastic and confident professional with excellent strategic, people, business development and leadership skills
Evidence of successfully leading from the front and improving multi-functional teams in a highly commercial and competitive environment
Able to solve advanced problems and effectively deal with a variety of options in complex situations
Minimum 10 to 12 years FM business development, account management and operations experience in developing and delivering complex property/ facilities management outsourced solutions to multi-national corporate clients
Highly customer focused, with exceptional CRM experience
Combination of a bachelor’s degree in engineering, business, real estate and/or operational experience in facilities management. Masters degree also desirable
Skilled communicator in large groups and one-on-one
Strong leadership and management experience in FM related business within the Region
Willingness to travel a minimum of 40%

206

Managing Director Resume Examples & Samples

Assist senior leadership in the creation and execution of a multi-year business area strategy that meets the requirements of the business and drives improvements to key performance indicators
Lead the managing and reporting of the Marketing budget, working with leaders in Finance and the business
Serve as the lead for business area communications (including Town Halls)
Lead the effort to Improve the efficiency and effectiveness of business management practices within the assigned area(s) by identifying and planning the execution of best practices
Lead human capital management (HR related programs/initiatives)
Analyze and assess area data and metrics to ensure that it supports strategic decision making and evidences progress against strategic objectives
Drive resolution for resource re-allocation prioritization issues within/across an area(s) by sponsoring and facilitating dialogue supported by key business management data/metrics
Responsible for outlining the communication strategy for the assigned area(s) to ensure consistency in messaging. Cascade key strategic messages to the business area and embed appropriately into business area communication to ensure understanding and engagement
Lead business unit or group-wide business management projects that foster standardization and consistency
Participate in IT related projects/initiatives and cross-marketing efforts as needed
BA or higher degree or relevant experience required
10+ years of experience in business management or related function
Comprehensive understanding of the concepts and principles of strategic business management and planning, including finance, business risk/controls, process and project/program management, change management, human capital management, and related business disciplines. Must be highly skilled in applying methodologies, tools and processes to manage quality, cost and risks for diverse projects/programs
Strong knowledge and understanding of asset management required; must have in depth knowledge of the industry and competitors, including products/services, structure, and the regulatory environment. Understands challenges in the sector and impact on the firm
Project/Program Management and/or process improvement certifications preferred
Must have process and project experience, including the ability to execute flawlessly and meet all deadlines
Excellent verbal and written communication skills – can communicate complex concepts and recommendations into simple and compelling presentations
Strong analytic mindset with the ability to learn quickly
Capable leader of large/diverse teams and initiatives that often involve a high degree of ambiguity and potential for change. Able to adapt to changing circumstances, while achieving the overall outcomes and objectives
Progressive leadership experience in marketing desired
Strong work ethic, ability to remain self-motivated and engaged to meet the demands of the business
Prior experience working with a content management system

207

Managing Director Resume Examples & Samples

15+ years of data-driven global program and/or project management experience in a complex, matrixed and global organization required
Strong core technical skills and solid understanding of finance processes, infrastructure and systems
Proven ability to lead across LOBs/Functions and geographies
Outstanding analytical and presentation skills
Proven ability to act independently with excellent decisioning skills
Proven ability to work well under pressure and handle and prioritize multiple projects and initiatives at same time
Strong leadership skills with experience working in a demanding global environment
Demonstrated experience with strategic planning, issue resolution and negotiation
Ability to lead internal reviews and assessment across organization to determine business and financial choices required to achieve objectives and goals
Ability to identify and mitigate risk based on company and industry/regulatory guidelines
Ability to build and motivate high performance teams with a global focus
Superior verbal and written communication especially with senior level management
Bachelor's degree required; MBA/CPA preferred

208

Managing Director Resume Examples & Samples

Expert understanding of the security incident response process and applicable toolsets
Expert understanding of application/system/infrastructure security monitoring and applicable toolsets
Thorough understanding of network protocols
Mastery of Mac, *nix, Windows, and mobile operating systems
Experience with programming/scripting languages
Knowledge of the current threat landscape
Knowledge of network based services and client/server applications
Knowledge of enterprise systems, network and security infrastructure
Other Required Skills
Exceptional administrative, organizational and problem solving skills
Ability to successfully interface with leadership and engineers alike
Ability to document and explain technical details to technical staff and executives
Background in operational information security disciplines (e.g. application security assessment, penetration testing, vulnerability management, or threat research)
Experience in leveraging intelligence feeds and products to prioritize blue team response functions
Basic understanding of big data analytics

209

Senior Managing Director Resume Examples & Samples

Bachelor’s degree and/or advanced degree and experience in related discipline (Business, Finance, Real Estate, Architecture, Engineering or Law)
Minimum of 10 years corporate, commercial real estate, or related experience, strong facilities management background is required
Understanding of legal and financial aspects of a transaction process
Demonstrated client relationship management and team leadership experience
Strong written and oral communications and computer skills (analytical and report writing) necessary

210

Managing Director Resume Examples & Samples

Serve as a member of Grants Office Leadership Team
Manage and continuously evolve regional grants management operations
10+ years of grant management experience required
Experience managing development or grants processes at Teach For America’s strongly preferred
Experience managing a team strongly preferred
Understand GAAP, OMB Circulars, agency regulations, SOX best practices applicable to the non-profit sector and Teach For America’s fiscal policies
Knowledge of Workday Financials system required
Knowledge of Clarity and/or Salesforce systems preferred
Exceptionally organized and detail-oriented; able to track and complete establish and communicate deadlines
Able to communicate complex technical information in laymen’s terms to be understood by a broad audience
Able to solve problems creatively simultaneously considering the big picture and obsessing over details
Able to design trainings and materials to develop knowledge for a large and diverse audience

211

Managing Director Resume Examples & Samples

Sources new financing opportunities and provides solutions for our existing client base and prospective clients
Assists with the go-to-market strategy of the division in developing targeted prospects, sectors and marketing plans Participates in and provides leadership to deal teams involved in analyzing, structuring and underwriting and closing new financing transactions Cross-sells the banks other products including treasury management services, deposit products, foreign exchange and interest rate hedging, equipment finance and insurance
Works closely with portfolio management in the monitoring of the credit portfolio including covenant compliance and tracking financial performance Assists with the development of strategic plans and new business initiatives
Identifies risks and opportunities on a regular basis Tracks, measures, analyzes, and forecasts the performance of current and prospective customers
Bachelor's Degree required / MBA a plus At least ten years of commercial banking experience in the gaming sectors Extensive experience in loan structuring and documentation Thorough understanding of credit, collateral and legal issues for lending
Well versed in treasury management and other banking products Must have good recall and be detail-oriented and highly accurate Ability to excel in a fast-paced, changing environment Must be able to use sound judgment (problem resolution skills) and have the ability to work independently in the execution of daily tasks
Must have strong organizational skills with a proven ability to multi-task and manage multiple projects
Must have excellent verbal and written communication skills Must have excellent interpersonal skills and be able to work effectively in a team environment

212

Managing Director Resume Examples & Samples

Responsible for leading the development, implementation, communication and maintenance of a comprehensive, globally focused risk management program in conjunction with the Chief Risk Officer of Principal Global Investors
Designing risk policies and procedures
Monitoring and managing risk levels
Providing technical expertise, advice and consultation to management and business partners regarding product and business initiatives
Risk and control assessments, incident tracking, error investigation and resolution events, risk data trends, etc., across PGI’s global operations
Primary focus will be on the funds business segment
Responsible for promoting a strong risk management culture throughout the organization through training and education initiatives with business partners and risk management staff
Bachelor's degree or equivalent, plus 10+ years related work experience required (Operations Officer, Risk Officer etc.)
Broad knowledge of risk management practices and experience with risk tools (i.e. risk assessments, key risk indicators, incident tracking, loss modeling) required
In-depth experience in an enterprise risk management or business operations capacity within a global asset management or fund management firm strongly preferred
Deep understanding of financial service products and markets, pertinent securities laws and regulations, back office operations and trading systems
Must have proven and strong abilities and skills in the areas of written and verbal communication, presentations, attention to detail, critical thinking, analytical, problem solving, decision making, consulting, influencing, and relationship building skills
Demonstrated ability to efficiently and effectively work independently and within a collaborative team environment, lead others, take initiative, resolve conflict, be flexible, and prioritize multiple tasks required
Proficiency working with the Microsoft Office suite of applications preferred

213

Senior Managing Director Resume Examples & Samples

Demonstrates a Client-Driven approach by marshaling the resources across all core capabilities and corporate functions to ensure superior service to both internal and external clients for all Technical Services
Develop the growth strategy for Technical Services within C&W
Develops new business opportunities with an emphasis on strategically identified target clients
Manage vendor network and delivery with support from C&W Procurement
Aligns technology requirements, business intelligence reporting, predictive and prescriptive analytics to the changing needs of the market place with C&W IT support
Ensures a high level of client satisfaction, establishing and managing the service delivery and vendor teams, delivering key initiatives and well as ensuring consistency in processes, reporting and operational delivery
Updates senior management on issues relative to each account and presents solutions
Establish the vision and strategy of the Technical Services account plans and ensuring the clients receive exceptional service
Consults with customers on changing industry trends/projections/budget planning/etc
Identifies opportunities for delivery, service quality, innovation and process improvement in technical services on an on-going basis
Manage and enhance a sustainable performance measurements for internal benchmarking and identify industry data to leverage for external benchmarking
Actively manage and mentor future leadership and management of the organization. Work to identify top talent and focus on the development and retention of these key players
Plays a key role in sales and marketing efforts to secure new business. Works as part of business development team to develop service delivery strategies, structure service delivery model, alternative pricing and identify team members and lead multi-disciplinary team preparing responses to RFPs and presentations
Responsible for budgeting, revenue and profit tracking for Technical Services
Work with teams to design reporting products to meet the client’s unique requirements
Implement standard processes and best practices that maximize efficiencies

214

Managing Director Resume Examples & Samples

Proven: This role won’t be your first time setting a strategy and leading a team to drive meaningful growth. You come with years of experience and understanding of strategic analysis, modeling and targeting new growth opportunities within the agency space
Digital: A good deal of your experience is in digital. Your interest in the digital marketplace represents a boundless curiosity in the future of digital and helping our clients to new relevance with their customers
Polished:You’re a deal maker. Clients know you for your presence. You bring energy and enthusiasm to anything you do. You’re an eloquent speaker and an even better listener with the uncanny ability to hear what’s said – and take it one step further to understand deep-seated needs
A leader of people: The people you’ve worked with would follow you anywhere. You’re the kind of leader who is a true team player. Your interest in people is authentic, and because of that quality, you’re looked to as a trusted advisor and problem solver. You have deep relationships with client, built from years of experience in hearing a problem – and solving it
A fixer: You don’t see obstacles. You see opportunities. You thrive in an environment that emphasizes teamwork through development and cooperative relationships, exchanging ideas, and a willingness to resolve all conflicts with quick communication
A Seller: Comfortable in front of prospects and able to drive their vision, our vision, and work to scope out opportunities (and estimate), working closely with agency leaders and consulting leaders (who may be the ‘owners’ of the account when we are brought in). Someone who can create a bridge, compromise, but articulate the agency value to prospect and internal team (who is newer to agency model)
Brand Steward and Evangelist: In the market, in the agency, across Perficient, and with our clients. You have the chance to help define WHO we are and HOW we evolve
Articulate and promote an agency vision that aligns with Perficient Digital’s position as a different kind of digital agency
Develop digital strategies from concept to execution in order to drive the strategic direction and innovative solutions for clients
Lead, develop, mentor and inspire the design, copy and engagement teams to more advanced and compelling work
Mentor future creative leaders – ‘own’ the team and help to develop roles, leaders, delivery teams, and approach
Build and maintain stellar working relationships not only with clients, but also with peers in the agency leadership, the the agency at large and Perficient’s local and national business units
Partner with fellow agency leaders to develop omni-channel solutions to client/prospect business problems
Anticipate the future of the industry through both research and personal insight, and bring the company to the forefront of that trajectory
Actively participate in new business pitches and represent our agency brand and exprience capabilities
Enhance the agency's creative reputation among clients and the industry through community leadership/networking, awards shows, thought leadership, etc
In-depth knowledge of the customer experience, brand and UX, digital and direct marketing strategies and tactics
15+ years of agency, digital marketing and branding experience, including 10+ years increasing digital agency creative experience
Recognized expertise developing strategic creative solutions for Fortune 1000 and emerging clients
Experience developing and presenting successful new business pitches
Exceptional written and oral communication skills
Ability to solve problems and to think strategically
Passion for powerful, effective creative, with an eye for good writing and design
Experience in both digital and traditional channels, including development and production
Actively participates in assigned new business development efforts, leading creative teams and developing client presentation materials
Promote continual creative improvement and actively contributes to a culture of innovation, excellence and accountability
Strong client management skills

215

Managing Director, CRO Resume Examples & Samples

15 + years of experience in Risk or Risk related roles in Banking , 5 years managing teams
Understanding of : Fiduciary obligations, the kind of controls that would mitigate the same, the conflicts of interest inherent in some of our products and the management of the same, the governance framework to ensure effective management
Capital Markets Risk ( important to be comfortable with numbers and understanding quant methodologies)
Ability to come up to speed with the regulations in the Fiduciary space, JPMS
Experience in dealing with regulators
Graduate degree
Being able to influence, navigate and moderate change for optimal outcomes
Being comfortable operating in matrix organisations, which include having direct reports that have dual ( dotted) reporting lines where appropriate, and working within the context of a large team with one alignment irrespective of reporting lines

216

Managing Director Resume Examples & Samples

Oversees the operational and consulting activities of hospital and health plan accreditation, licensure, and
Minimum five (5) years of experience managing quality operations and consultants for hospital/health plans
Prior experience in accreditation, licensing & regulatory for hospital and health plan

217

Managing Director Resume Examples & Samples

Supporting the CMO organization in developing a process and discipline for measuringand optimizing marketing execution and strategies based on sophisticated marketing analytics
Ensure Insight & Analytics team is known and valued for subject matter expertise, insatiable curiosity, creativity and innovation, objectivity, actionable storytelling, technical excellence, business acumen, strategic mindset, thought leadership, and a passion for change
Producing a scalable and standardized process for developing, tracking, and reporting campaign success
Partnering with key stakeholders to identify and align on a globally consistent set of marketing metrics to enable comparison across campaigns, channels, and geographies as well as best practice sharing
Develop ROI and mix models to measure effectiveness of marketing programs and influence allocation across marketing channels
Working with key business partners to design, prioritize, and provide transparency into the status of projects and analysis
Identifying and working with the most qualified partners/vendors to support reporting and analytical requirements
Collaborating across the team and organization to ensure analysis take into account the business environment and context
Synthesizing insights and broad communications of key findings through brown bags, newsletters, and social media
A proven leader with 15+ years progressive experience leading the insights & analytics function within world-class global marketing organizations (leading consumer products & e-commerce companies preferred)
Ability to understand business issues and models then translate them into metrics and analysis plans
A proven track record of triangulating disparate data and turning them into business recommendations and actions
A strong balance of strategic and business acumen, with a high level of intellectual agility and capacity for communication of original and innovative thought at the highest levels
Strong coach and developer of people; a talent magnet for the firm that attracts the best and brightest to the marketing organization
Consistently demonstrates high energy, a sense of urgency, decisiveness and the ability to work effectively in a fast-paced, innovative environment
Flexible and open operating style that gains the trust and respect of individuals at all levels
Ability to hit the ground running with strong operational execution skills while also possessing the ability to think and operate at a strategic level
Able to operate successfully in a large and complex global corporation while possessing an entrepreneurial spirit and mind-set to make things happen

218

Managing Director Resume Examples & Samples

Provide leadership for the factory and on-site functions to provide world-class quality, delivery and service to customers
Oversee production related departments (Manufacturing, Purchasing, QM, Logistics, Facility Management) and insure that they are meeting department goals and objectives
Monitor efficiencies of the team reporting to this positions, establish, monitor and report key indicators
Recommend changes to increase cost effectiveness
Take leadership responsibility for strategic and tactical planning, quality improvement, cost reductions, productivity and process improvements, equipment and automation development, growth and profitability
Develop and monitor KPI for the site and manage activities to budgeted forecasts, take corrective actions to address budget deviations
Control and coordinate departments to reach the optimal utilization of personnel and material
Adjust production programs according to market fluctuations
Monitor sales forecasts to insure requirements in materials, equipment, and personnel are met
Ensure TS16949, ISO 14001 and 50001 compliance
Collaborate with sales department in meeting production schedules and resolving production related problems
Ensure adherence to applicable environmental, health and safety standards
Bachelor’s degree in Engineering, Electronics or related fields, Master degree preferred
Background in production, and/or electronic engineering
Automotive experience desirable
5-10 years supervisory experience in a similar position
Experience in SMD production and electro-mechanical assembly and testing environment
Excellent communication skills in German and English, both written and oral
Strong leadership and interpersonal skills
Good organizational and time management skills
Customer contact experience and capabilities
Strong troubleshooting skills
Project management proven skills – Multi Site/Global
Data driven individual

219

Managing Director Resume Examples & Samples

Continuously coach and develop managers for ongoing growth and development
Makes timely and sound risk decisions ensuring department service levels and deadlines are met on a daily basis, within budget
Creates a successful partnership with other leaders in multiple sites to ensure objectives are met by creating clear expectations, establishing clear ownership and measuring success
Will provide strategic direction on service and project initiatives, sharing vision and scope
Establishes a business strategy to enhance effectiveness of core operational and service functions, ensuring consistency across sites
Provides the highest level of service to our internal and external clients
Foresees changes in the business environment and develops plans to proactively address them
Conducts extensive interaction with employees at all levels to identify issues and opportunities

220

Managing Director Resume Examples & Samples

Lead the content strategy team, including copywriters, user experience designers, and support team members
Ensure all content that is published is properly edited, quality controlled, and upholds Teach For America’s strong commitment to diversity, equity, and inclusion
Catalog, document, and maintain a site content inventory of all Teach For America web, social, and email activities
Conduct content audits to assess and evaluate content quality
Conduct competitive analyses of content
Create taxonomy/nomenclature lists and definitions
Develop an overall content strategy/vision for all platforms
Create a content model that captures content types and attributes
Prepare gap analysis to identify new content to be developed
Define the content creation, editing, and approval workflows in an agile/Lean environment
Utilize data-driven insights, shifts in the market, and technology advancements to evolve the underlying content strategy, and communicate these changes to your team
Ensure that your team is measuring and evaluating content quality on an ongoing basis and using research and data to ensure content effectiveness
Manage to SEO standards and ensure that your team adheres to them as they enter content into the CMS
Help drive the improvement of Teach For America’s content management system and related tools for ensuring traceability of content
Meet specific annual quantitative goals for recruitment growth and qualitative measures for corps members and alumni
Represent content at the senior level within the marketing organization across all teams
Advocate for and operate under an agile/Lean UX environment with confidence
8 years of experience in digital marketing at an agency, not-for-profit, or in a complex corporate environment with a large national or multi-national organization; experience at an organization with a regional or distributed model preferred
5-8 years of experience in content strategy or user experience at a mid-size to large organization
Demonstrated experience with user experience principles and how these impact the way content is structured, deployed, measured, and maintained
Experience in applying data analysis to content to form insights
Experience with analytics tools, including Google Analytics
Experience working with editorial teams, software engineers, and creatives
An ability to speak to people of all skill levels about content strategy principles
A track record of developing successful content strategies for organizations across multiple channels, at scale, over the course of multiple content cycles
Strong presentation skills
Fluency in conducting content audits, creating taxonomies, developing tagging structures, designing content models, and managing teams of strategists who take on any number of these activities
Passionate about educational equity as well as a demonstrated commitment to diversity, equity, and inclusiveness
Able to think big, generate ideas and drive solutions to complex problems in a fast-paced, deadline-driven environment
An exceptional writer and oral communicator, including the skills to write in others’ voices and in edit others’ work
Skilled in the art of persuasion, with a deep sense of humility and openness to the perspectives of others
Able to maintain a sense of possibility in the face of obstacles, and balances both short- and long-term results

221

Managing Director Resume Examples & Samples

Participate in selecting and matriculating new corps members
Attend and participate in staff meetings and retreats
Attend regional events, including advisory board meetings and fundraising events
Strong instructional background and successful experience as a teacher
Experience coaching teachers and managing adults required
Bachelor's degree required
Ability to manage team execution toward high-quality results
Ability to provide others with effective professional development, coaching and mentoring
Ability to set and evolve team vision and direction
Ability to build strong relationships with others in challenging situations

222

Managing Director Resume Examples & Samples

Providing leadership in collaborating with regional teams to set global direction, standards and plan execution
Enhancing team efficiency, surveillance tools, and applications Coordinating with IT for the timely implementation of enhancements and proactively addressing potential issues
Participating in developing the Trade Surveillance specific strategy as well as contributing to the development of the overall Surveillance platform portfolio strategy
A demonstrable knowledge of emerging surveillance technology and methodologies
Strong team leadership, communication, interpersonal and management skills, with a track record of leading through change and the ability to effectively communicate the strategic vision to various stakeholder groups
An in depth understanding of technology systems and how surveillance works, with the ability to drive significant enhancements, manage vendor relationships, and work across the technology group, compliance technology project management group, global peers and other key stakeholders to drive improvements to current tools and applications
The ability to thrive and execute in a complex, highly matrixed, global environment
Bachelor’s Degree highly preferred or relevant, equivalent experience. Preference for post graduate degree and securities licenses/qualifications

223

Managing Director Resume Examples & Samples

Review the proposed credit facilities and provide an independent opinion on the inherent risks of the transactions
Contribute to the sound structure of the credit and market facilities and related documentation by providing advice and support to the account officers
When the decision is within his / her own Credit Delegation, co-chair the Credit Committee with the Business line Delegation Holder, or in other cases, participate actively in the Credit Committee and assist the Chief Credit Officer or his/her deputies
Issue formal Committee Minutes, detailing the local decision and/or recommendation toHead Office
Ensure the quality of the Counterparty Risk Ratings (CRRs) and Global Recovery Rates (GRRs)
Identify, assess and measure material emerging risks in assigned credit portfolio
Monitor risk-taking activities and risk exposures to ensure they are in line with the board-approved risk appetite, risk limits and corresponding capital or liquidity needs
Contribute to the overall quality of the portfolio by staying currentwith macro-economic conditions and maintaining day-to-day awareness of the latest developments that may affect the risk ratings and outlook of the portfolio or individual credits, the integrity of flagged credits, and the status ofdoubtful credits
Ensure, jointly with the Business and Clientlines, through the provisioning process, that the value placed on the Bank's assets is realistic
Contribute to the establishment of the Bank's Credit Policies and Rating Policies and to the process of credit validation
Contribute to the discussion and consideration of new and existing product strategy
Contribute ideas, ona continuing basis, to the improvement of risk assessment, monitoring, and control
The candidate must be familiar with the Energy sector in North America. Scope of the activity encompasses Project Finance, Utilities and Merchant Power
Minimum of 15 years experience in finance including at least 5 years in a credit or risk management position, with recent experience related to North American energy markets, oil & gas and/or commodity trading. Experience in other sectors or geographies (including Latam) a plus
Bachelors degree from reputable university
Experience with legal underpinnings and documentation of secured andunsecured lending including non-recourse Project Finance structures
Strong understanding of the market structure and regulatory environment of the US Power markets, including PJM, ISO-NE and ERCOT
In-depth experience of the risk assessment and quantification of traditional (i.e. swaps, options and futures) and structured commodity derivatives, as wellas, monitoring of the related counterparty exposure
Experience with legal documentation related to financial & physical commodity trading
Excellent analytical skills, written and oral communication skills
Exposure to Infrastructure, Oil & Gas, Midstream, Petrochemicals as well as Metals & Mining is a plus
MBA a plus

224

Managing Director Resume Examples & Samples

Advises senior leadership on pricing strategies and activities while ensuring accurate and timely information exchange on all aspects of pricing
Project manages large/ complex bundles and solutions deals on all aspects of contract including pricing and business terms
Facilitates management and completion of deals through management of business, legal and finance stakeholders
Works in fast paced sales environment with key stakeholders in developing price and contract strategies that optimize revenue and win probability
Leads routine to complex pricing proposals and works cross-functionally to collect the necessary data for pricing
Performs research and analysis to determine best pricing approach for each opportunity
Provides competitive intelligence research in positioning the company
Supports select customer calls providing guidance around pricing and contract strategy
Advises senior leadership on negotiation strategies and takes part in member negotiations
Facilitates contract completion and proposal development through management of Contract Specialist, Business Affairs and Legal LOA creation
Takes ownership for MSA support and development
Minimum of 10 years work experience in sales, finance, or business strategy
Experience in quantitative and financial analysis with strong excel capabilities
Able to work under tight timelines and reprioritize work as needed
Member service ethic
Ability to work as a leader and team player with sales and finance executives
Ability to work autonomously and as a member of a team

225

SC, Senior, Managing Director Resume Examples & Samples

Previous management experience required, preferably in the insurance industry
3+ years underwriting
Solid financial / business acumen skills
Highly regarded for leadership capabilities
Knowledge of the day to day workings of wholesale, intermediary, and retail P&C agencies
Knowledge of commercial and excess & surplus lines coverage’s, insurance contract, pricing and rating
Experience in driving continuous process improvement through best practice service standards
Ability to create and interpret operational and financial reports
P&C Insurance agent license required
College degree preferred
CPCU, CIC designations highly desirable

226

Managing Director Resume Examples & Samples

Set individual account strategies with the Strategic Account Directors
Collaborate with other Industry Leaders to ensure Best Practice consistency, teamwork and holism
P & L management
Thought leadership for the industry
Manage contractual obligations
Build and leverage global relationships
Determine and champion needed resources
Senior level participation and management of industry events
Identify and communicate sales methodology for industries
Build and maintain C-level relationships within key accounts
Hiring and managing exceptional Strategic Account Directors and Agents

227

Managing Director Resume Examples & Samples

Partner with General Managers and senior leadership on budgeting; multi-year revenue, expense, and cash forecasting; performance management; and strategic decision making
Manage the annual budgeting process by modeling and analyzing proposed financial goals across the business and at the department level
Lead the due diligence and financial analysis of potential partnerships, acquisitions, and investment spend
Support the development and maintenance of an infrastructure that facilitates rapid reporting and analysis of key metrics driving financial and operational performance
Create and maintain department dashboards analyzing performance against key business metrics, including revenue, cost, margin, and cash flow targets
Work with Accounting on actual to budget reconciliations and monthly/quarterly close process
Oversee cash flow visibility and Treasury functions
Analyze specific financial and operational issues during the year, including ad-hoc analysis, modeling, and forecasting
Lead, develop, and manage a team of finance analysts
Excellent written and spoken communication skills
Ability to work collaboratively and to exercise leadership both directly and via influence in a matrixed environment
Strong team leadership abilities and prior experience managing and mentoring highly analytical staff
MBA (and/or other relevant higher degrees or qualifications)
Prior experience leading an in-house financial planning and analysis function
Proven ability to operate agilely and effectively, and to inflect positive top- and bottom-line outcomes
Exposure to or interest in information services, technology, education, or professional services fields
Demonstrated time management skills, including the ability to manage multiple simultaneous projects and priorities
Exceptional project management and planning skills
Resourcefulness – including the ability to procure detailed data and information

228

Managing Director Resume Examples & Samples

Bachelor’s degree or equivalent combination of education and experience
Minimum 5 years of multi-line underwriting experience
Minimum 5 years people management experience
Minimum 3 years experience as a sales team leader
Excess and surplus lines underwriting experience preferred
Insurance license preferred

229

Managing Director Resume Examples & Samples

Assist senior leadership in creation and execution of a multi-year business area strategy that meets the requirements of the business and drives improvements to key performance indicators
Responsible for the design, development and execution of the future state operational business model for the firm
Develop a model for Data Analytics that can be applied across the organization and results in actionable improvements in metrics and client experience. Analyze and assess area data and metrics to ensure that it supports strategic decision making and evidences progress against strategic objectives
Responsible for budget development and management, the identification, prioritization and execution of continuous improvement initiatives designed to improve the ease of doing business with TIAA, reduce the cost per participant, and increase employee engagement and support new skill set development
Serve as a strategic thought leader and business knowledge expert on complex projects at the business unit, Client Service Group and cross-Enterprise level
Lead control initiatives to improve delivery systems and consistency as well as adherence to regulatory requirements, strengthening compliance and internal controls
Strategically and proactively drive actions as a result of analytical data from Quality, Complaint and Adjustments work, while providing advice on methods, tools, documentation and reporting solutions
Create engaged partnerships with other business lines to facilitate knowledge sharing, change management and resource sharing
Coach others in decision making models, processes and practices and focus on and act upon special issues and considerations for effective decision making
Bachelor’s degree in Business Administration or minimum of 15 years of financial services industry experience
Minimum 15 years of experience with progressive people leadership
Able to travel 20% of the time
Minimum of 3 years of recent business strategy development and planning
Minimum of 3 years of recent demonstrated results in lean or other process/quality improvement techniques and programs
Masters degree in Business Administration or equivalent field of study
1-3 years of experience with record keeping leadership experience and integration
Effectively able to apply critical thinking and change management skills
Effectively able to develop and maintain client-facing relationships
Project management experience a strong plus
Effectively able to demonstrate results in developing strong leadership teams
Effectively able to demonstrate strong communication and documentation skills

230

Managing Director Resume Examples & Samples

7+ years of previous work experience
Teach For America corps member experience preferred
Knowledge of and experience with adult learning theory a plus
Management experience of team and through layers
Coaching others to ambitious outcomes
Vision-centered, with ability to balance strong outcomes-orientation
Excited about spending time coaching and developing people
Creative, yet strategic thinker with a strong learner orientation
Connects and builds deep relationships with all types of people in all types of contexts
Making informed, timely decisions and using sound judgment to prioritize actions
Achievement orientation with exceptional follow through
Exemplifying Teach For America's core values
Professional maturity

231

Managing Director Resume Examples & Samples

Bachelor's Degree
10 years or more related experience, required
Series 7, 63 required
Excellent customer service and interpersonal skills required
Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
Strong organizational skills with attention to detail
Ability to multi-task
PC and internet proficiency required

232

Managing Director Resume Examples & Samples

Prior experience in designing and executing curriculum and programming for corps members or beginning teachers is required
Prior experience as at least one of the following is required: an instructional coach, school administrator, TFA summer institute staff member, MTLD/CM Coach/PD
Strong record of achieving ambitious outcomes with adults over a sustained period of time
Strong background in teaching and learning (e.g., academic rigor, culturally responsive pedagogy)
Managing others to effectively track tasks, assess progress, and follow through on execution of plans, coaching and developing throughout
Demonstrated commitment to leading in regard to diversity, equity, and inclusiveness
Demonstrated ability to effectively coach others while managing long and short range planning
Analyzing data to draw accurate conclusions and to inform team management approach
Able to build deep relationships with all types of people in all types of contexts (and the ability to coach others to do the same)
Deep commitment and proven track record of understanding the perspectives of others
Strong, demonstrated commitment to learning and continuously improving
Believes deeply in the Teach For America theory of change – that the two years of teaching must both make an immediate impact for kids and catalyze a life-long commitment to working on some part of what it will take to make educational equity a reality in this country
Deeply values a corps culture that is grounded in the core values of Teach For America, as well as a shared sense of pride, joy, optimism about the solvability of this problem, support for one another, and collective impact

233

Senior Managing Director Resume Examples & Samples

Your retirement plan record keeping and administration experience
Your relationship management experience
You have excellent verbal and written communication skills
Your excellent organization and time management skills and attention to detail
You have demonstrated problem-solving skills
Your effective presentation skills, influence and negotiation skills

234

VP Managing Director, K Realtionship Manager Resume Examples & Samples

Your retirement plan record keeping and administration experience
Your relationship management experience
You have excellent verbal and written communication skills
Your excellent organization and time management skills and attention to detail
You have demonstrated problem-solving skills
Your effective presentation skills, influence and negotiation skills

235

Managing Director Resume Examples & Samples

Retirement plan record keeping and administration experience
Relationship management experience needed
Excellent organization and time management skills and attention to detail
Demonstrated problem-solving skills
Effective presentation skills, influence and negotiation skills

Download Managing Director Resume Sample as Image file

Related Job Titles

Senior Manager / Director Resume Sample

Manager, Consumer Insights Resume Sample

Wholesale Manager Resume Sample

Fro-manager Resume Sample

CI Manager Resume Sample

Professional Services Manager Resume Sample

Managing Partner Resume Sample

Manager / Director Resume Sample

Manager, Project / Task Resume Sample

Director / Manager Resume Sample

Management Director Resume Sample

Eh-manager Resume Sample

Browse More

Managing Director Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Managing Director resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

VP & Managing Director Resume Examples & Samples

Managing Director, Ccar Specialist Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Senior Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Director / Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Wealth Management Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Secure Works Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director, Diversified Industries Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director, Global Chair Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Senior Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director / Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director, Wealth Management Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

Managing Director Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume