Banking & Expansion Lead - Investments, Americas

3 weeks ago

New York, New York, United States Wise PLC Full time

Transforming the Future of Finance

We're seeking a seasoned professional to lead the expansion of our Assets product in North America. As a Banking & Expansion Lead - Investments, Americas, you'll be responsible for driving the growth of our financial services offerings in the region.

Key Responsibilities:

  • Lead the end-to-end process of applying for a broker-dealer license in the US.
  • Analyze the optimal route to market for the Assets product, taking into account customer needs, product functionality, and regulatory requirements.
  • Build strong relationships with US regulatory authorities to ensure a smooth licensing process and success once the license is granted.
  • Liaise closely with teams across Wise, including Product, Engineering, Operations, Finance, and Compliance, to ensure the necessary resources and processes are in place to sustain operations.
  • Identify new commercial relationships with investment managers, banks, and payments partners to optimize the product experience for customers in terms of price, coverage, and available asset classes.
  • Onboard new partners and negotiate contracts, taking into account commercial priorities and risks.
  • Manage existing commercial relationships to ensure they deliver the best outcomes for customers in terms of price and coverage.

Requirements:

  • Familiarity with the US financial services industry and understanding of different financial products, their risks, and target markets.
  • Experience negotiating commercial relationships with a clear product vision and understanding in mind.
  • Strong relationships with US fund managers and financial institutions, with the ability to manage those relationships and create opportunities to improve them.
  • Good understanding of US investment services regulation in a changing environment.
  • Ability to operate at multiple levels of detail, executing as an individual contributor and building support from cross-functional stakeholders for new ideas and initiatives.
  • Flexibility for some international travel (around 10-20% of time).

What We Offer:

  • 4-10 years of work experience in asset/investment management, investment/corporate banking, capital markets, or similar roles within financial services, consulting, financial technology, startup, or technology companies.
  • Bachelor's degree in relevant fields such as Finance, Accounting, Economics, Business Management, Mathematics/Statistics, Computer Science, etc.
  • Detailed knowledge of US financial systems, including banking and investments infrastructure, payment rails, regulatory agencies, and regulations.
  • Ability to structure and independently lead commercial relationships and cross-functional projects, with a solid track record of execution.
  • Excellent verbal and written communication skills, including executive-level presentation, negotiation, and communication skills.
  • Proficiency in financial and business analysis, including demonstrated Excel/Sheets skills.

About Wise PLC:

We're a global technology company building the best way to move and manage money. We're proud to have a truly international team and celebrate our differences. Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission, and able to progress in their careers. We're people building money without borders - without judgment or prejudice, too.

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