Unique Knowledge & Skill Requirement:
- Expertise in Wealth Management or Financial Services Industry business and operational capabilities.
- Demonstrated ability leading a major function or large geographic segment of a financial services organization
- Demonstrated ability to interact with effectively with a variety of contacts, primarily senior management
- Solid budget forecasting and risk management skills
- Demonstrated ability to manage through middle and upper level managers
- Demonstrated ability to contribute to companywide strategy and to use strategy to drive results
- Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas
- A seasoned, relationship-driven executive who will have the style and sensitivity to work within a highly complex business environment. Multi-cultural sensitivity a must.
- Exhibits excellent problem solving and analytical skills
- Good understanding of Six Sigma, Lean, etc. and a track record of continuous improvement through usage of the above quality tools. Experienced in process improvement and quality frameworks
- Excellent soft skills - communication skills and ability to influence at senior levels
- Demonstrate expertise in project management, stakeholder engagement, people leadership, delivery of quality work products
- Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Ability to negotiate and facilitate issue resolution
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Preferably with a FINRA Series 7/24/99 but it is not required
Key Differentiating Factor :
- Exhibits solid time management skills and works to meet or exceed all deadlines, strong project management skills
- Demonstrates ability to work independently, ability to effectively delegate assignments
- Exhibits excellent planning and implementation skills
- Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas
- Demonstrates ability to drive transformation, lead and engage team members
- Motivates self and inspires others into positive actions
- Demonstrates the appropriate level of tact and diplomacy when dealing with difficult/stressful situations
Key Result Areas (KRAs):
- Plan and manage skill portfolio of staff in view of future needs
- Facilitate the progression of ideas to business cases and projects in accordance with agreed priorities
- Budget forward load in consultation with the US and India managers
- Monitor expense budget items for his / her team
- Use optimal resourcing mix to attain financial goals
- Identify opportunities for offshoring within the overall strategy of LoB
- Continually identify and drive opportunities for process improvement
- Negotiate and manage deliverables involving diagnostic of the business requirements
- Establish effective communication with US Managers
Minimum Educ. Qualification:
- Required to have higher level degree in Business, Accounting, or Finance (highest level related to B.Com, M.Com, MBA or CA)
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