Wealth AIMS Business Execution Specialist

12 hours ago

New York, United States Syntricate Technologies Full time
Wealth AIMS Business Execution Specialist
New York City, NY - Hybrid, 3 days onsite
9+ Months
Web Cam Interview

$80/Hr on W2

Intake call Notes:
  • Product Management Team (Traditional Mutual Funds business)
  • Project Management (Tech BA) along with financial and investment Background- Ideal
  • Business Management - Drive projects, Identify risks, support governance, run general projects, Project/product management
  • equity, Mutual Funds, Hedge funds, property funds background preferred
  • High performance team - work long hours
  • Looking for a committed mindset, who can dig in, multitasking
  • Series 7 certifications not required
Job Summary:
  • The Wealth AIMS Business Execution Specialist is a member of the Client Wealth Business Execution Team which supports the delivery of our Alternatives and Investment Manager Solutions offering globally through all distribution channels, and reports into the Head of AIMS Business Execution. The Business Execution Team is responsible for supporting the product delivery and operating efficiency. The role of Business Execution Specialist involves working closely with and through multiple teams across Client.
Specific areas of responsibility include:
  • Technology/platform initiatives related to Alternative Investments and Mutual Funds globally, i.e. expansion into other distribution channels, increase digitalization and standardization globally of key processes;
  • Working with technology, ensure Client project delivery processes are adhered too including ensuring project status is tracked and kept up to date.
  • Coordinate, organize and lead project calls to ensure timely delivery of projects
  • Organize regular governance updates with senior management and where necessary present escalations in the relevant forums.
  • Work with all stakeholders to standardize the operating model relating to Alternative Investments and Mutual Funds globally for all distribution channels;
  • Support with implementing and addressing new regulatory requirements as they are released. This includes assessing the impact, developing new or revised processes to ensure compliance and implementation globally;
  • Act as SMEs and developing compliant processes, with assistance from Product Development / Product Management Teams.
  • Oversee systems and controls, including rule performance, rule reviews and revisions with Supervision and Risk & Controls support
  • Support implementing consistency in our policies, procedures and governance. Aim to align to global processes and not country specific processes / reviews where possible
  • Co-ordinating Internal Audit deliverables and responses when relating to our products,
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Client group, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Assess lessons learned when received from BR&C
  • Monitor / oversee any open CAPs related to our product universe.
  • Conceptualizes, plans, prioritizes, coordinates design and delivery of products or features and communicates out to wider business where necessary, and serves as ambassador within user community
  • Has responsibility to deliver direct business results and advice regarding systems and core processes that necessitates a degree of responsibility over technical strategy
Qualifications:
  • BS/BA in Finance, Accounting, Mathematics, Economics, or related field preferred.
  • At least 4 years' relevant experience.
  • Series 7, 66 licensed.
  • Background or previous involvement in private equity or investment management preferred.
  • Background or previous involvement in product management preferred.
  • Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment.
  • Strong organizational skills and attention to detail, with the demonstrated ability to work productively and efficiently in a fast-paced global environment with multiple projects and deadlines. An ability to balance providing direction with offering assistance.
  • Strong analytical skills and detail oriented
  • Ability to structure and break down problems, develop solutions, and to drive to results
  • Intellectual curiosity, analytical, and conceptual thinker
  • Facility with Excel, Word, Adobe and PowerPoint.
  • Familiarity with navigating Client Private Bank global operations a plus.

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