Vice President - Wealth & Investment Management

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)