Sales Director - Wealth Management Job in USA-VA-McLean/Arlington

Sales Director - Wealth Management Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-VA-McLean/Arlington

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152408

See Job Description

Sales Director - Wealth Management (Job Number: 1206388)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure.Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates.

Qualifications

*
The incumbent should possess 7+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales.

*
Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large foundations and endowments, family offices or institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors.

*
Undergraduate degree or equivalent experience in preferred.

WM:FINS

Primary Location: United States-USA-District of Columbia-Washington

Internal Jobcode: 03838

Job: Wealth Management

Organization: Wealth Mgmt East US Markets-HR06266

Estate Settlement Regional Manager - Wealth Management Job USA-NY-New York City

Estate Settlement Regional Manager - Wealth Management Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-NY-New York City

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152409

See Job Description

Estate Settlement Regional Manager - Wealth Management (Job Number: 1213988)

Description

The incumbent will lead a regional area estate team in the management of assigned client relationships and will be fully accountable for all legal and administrative aspects of the team's assigned accounts. The incumbent also will manage the administration of up to 10 of the region's largest and most complex estates and will be accountable for new business goals to include both current and future fee business. The incumbent will be required to participate in one or more project committees or task forces and in one or more permanently established, standing committees. The incumbent also will actively participate in developing and meeting individual, regional and line of business goals along with managing the professional development of 5-10 associates. The incumbent will have an advanced degree with 15+ years in the corporate fiduciary industry or equivalent work experience. The incumbent will possess an array of skills to include investment management and accounting experience, legal knowledge, tax experience, business acumen, and organizational ability. Must have a working knowledge of Microsoft Office Products. Must have ability to interface with all levels of management and clients.

Qualifications

The incumbent will lead a regional area estate team in the management of assigned client relationships and will be fully accountable for all legal and administrative aspects of the team's assigned accounts. The incumbent also will manage the administration of up to 10 of the region's largest and most complex estates and will be accountable for new business goals to include both current and future fee business. The incumbent will be required to participate in one or more project committees or task forces and in one or more permanently established, standing committees. The incumbent also will actively participate in developing and meeting individual, regional and line of business goals along with managing the professional development of 5-10 associates. The incumbent will have an advanced degree with 15+ years in the corporate fiduciary industry or equivalent work experience. The incumbent will possess an array of skills to include investment management and accounting experience, legal knowledge, tax experience, business acumen, and organizational ability. Must have a working knowledge of Microsoft Office Products. Must have ability to interface with all levels of management and clients.

Primary Location: United States-USA-NY-New York

Other Locations
: United States-USA-New Jersey-Madison, United States-USA-Connecticut-Greenwich, United States-USA-NY-White Plains

Internal Jobcode: 03888

Job: Wealth Management

Organization: Wealth Management Investments-HR06263

Senior Sales Director - Wealth Management Job in USA-FL-Miami

Senior Sales Director - Wealth Management Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-FL-Miami

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152410

See Job Description

Senior Sales Director - Wealth Management (Job Number: 1204943)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high-quality client relationships within the high net worth market. The Director researches prospects financial picture to develop an informed perspective on individual prospect and/or client situations and possible needs in order to determine how to best provide service as well as to use as a vehicle for selling products which will preserve and grow our clients wealth. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure.Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. S/he maintains periodic contact with existing clients and acts as a liaison between the client and the rest of the bank for various activities (e.g. setting up accounts, facilitating transactions). Moreover, s/he will cross-sell relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank. Represents personal financial planning in various business councils and task forces such as: personal fiduciary service, investment management, financial consulting as well as through visibility within the community by attending networking events and/or holding memberships within organizations which serve the high net worth population in the market. As a senior individual contributor on the regional sales team, this Sales Manager may rely on this position for support on regional sales projects/initiatives and mentoring of junior sales associates.The incumbent should possess 10+ years of sales experience and/or demonstrated sales record to be a top producer in the Wealth Management industry. Additionally, s/he will have a proven track record of success by achieving significant production and exceeding goals. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $2 million or more. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience is preferred.

Qualifications

The incumbent should possess 10+ years of sales experience and/or demonstrated sales record to be a top producer in the Wealth Management industry. Additionally, s/he will have a proven track record of success by achieving significant production and exceeding goals. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $2 million or more. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience is preferred.

Primary Location: United States-USA-Florida-Miami

Other Locations
: United States-USA-Florida-West Palm Beach, United States-USA-Florida-Fort Lauderdale, United States-USA-Florida-Boca Raton

Internal Jobcode: 07735

Job: Wealth Management

Organization: Wealth Mgmt East US Markets-HR06266

Investment Marketing Communication Specialist Job USA-MA-Boston

Investment Marketing Communication Specialist Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-MA-Boston

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152411

See Job Description

Investment Marketing Communication Specialist (Job Number: 1204696)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

BNY Mellon Asset Management is one of the world's leading asset management organizations, encompassing BNY Mellon's affiliated investment management firms and global distribution companies. Our asset management boutiques and services include: The Alcentra Group, BNY Mellon ARX, BNY Mellon Cash Investment Strategies, BNY Mellon Western FMC, The Boston Company Asset Management, The Dreyfus Corporation, EACM Advisors, Hamon Investment Group, Insight Investment Management, Mellon Capital Management, The Newton Group, Pareto Investment Management, Siguler Guff, Standish, Urdang, Walter Scott, and West LB Mellon. Additional information is available at www.bnymellonam.com.

Description

BNY Mellon Asset Management Marketing is seeking a marketing communications specialist to help develop and deliver thought leadership content showcasing our investment expertise. This individual will work very closely with the Vice President of Brand Marketing and the Global Head of Marketing as well as investment and marketing professionals from our affiliated investment management boutiques.The qualified candidate will have excellent written and verbal communication skills along with strong project management skills. This individual should have a thorough understanding of investment management/institutional fields. Excellent interpersonal skills, including the ability to work across the organization and interact at all levels of peers and management. Ability and desire to work in a fast-paced environment with changing projects and priorities.

Qualifications

Bachelor's degree in field with heavy writing requirements required and five to seven years of investment marketing communications or journalism experience preferred. Knowledge of financial terms and investment products preferred. Proficiency in MS Office Applications, especially PowerPoint and Excel. Detail and team orientated. Experience working in international teams preferred.

EFC: AM

Primary Location: United States-USA-MA-Boston

Internal Jobcode: 31846

Job: Sales/Marketing

Organization: BNYM AM Sales & Mktg-HR06165

Director, Business Strategy Job in USA-NY-New York City

Director, Business Strategy Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-NY-New York City

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152412

See Job Description

Director, Business Strategy (Job Number: 1208133)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

BNY Mellon Asset Management is one of the world's leading asset management organizations, encompassing BNY Mellon's affiliated investment management firms and global distribution companies. Our asset management boutiques and services include: The Alcentra Group, BNY Mellon ARX, BNY Mellon Cash Investment Strategies, BNY Mellon Western FMC, The Boston Company Asset Management, The Dreyfus Corporation, EACM Advisors, Hamon Investment Group, Insight Investment Management, Mellon Capital Management, The Newton Group, Pareto Investment Management, Siguler Guff, Standish, Urdang, Walter Scott, and West LB Mellon. Additional information is available at www.bnymellonam.com.

Description

The Strategic Business Development Group within BNY Mellon Investment Management is responsible for managing the development and implementation of BNYM IM's strategic imperatives and business initiatives. This encompasses mergers and acquisitions and the provision of project management and business consultancy leadership and support to BNYM IM executives and subsidiary management within its multi-affiliate structure. The scope includes U.S. and international activities and involves travel. The incumbent leads a team to evaluate and implement various business development activities aimed to increase the growth and profitability of BNYM IM. The incumbent works independently, and directly with BNYM IM and subsidiary executive management and with executives in other areas of BNY Mellon (e.g., Finance, Legal & Regulatory, Tax, Compliance, IT, Global Corporate Development and other business sectors).


Core Skills Required:

* Sophisticated analytical, financial modeling skills, including valuation analysis and project management skills;
* Thorough and comprehensive research abilities;
* Ability to successfully manage multiple large, complex projects, priorities and deadlines concurrently, often under tight time constraints;
* Excellent oral, written and presentation communication skills, including ability to present recommendations and highlight key points in a succinct manner to executive management based on sound quantitative and qualitative analysis;
* Ability to work effectively in a dynamic and fluid environment;
* Foster a team-oriented working environment that promotes open communication, a high level of morale and personal commitment and accountability to BNYM IM, with a continuous focus on quality and customer service;
* Excellent interpersonal skills, including a strong ability to build consensus and efficiently and effectively guide individuals at all levels of the organization through established or new processes;
* Ability to think conceptually and strategically, particularly in de novo situations;
* Ability to exercise superior reasoning skills and sound business judgment to influence decision making and effectively interface with executive management;
* Ability to identify and successfully resolve potential tax, accounting, compliance or human resource issues and conflicts;
* Exceptional organizational skills, attention to detail and results-oriented.

Qualifications

BA/BS degree required; preferred education MBA, CFA, CPA strongly preferred; Project Management qualification.Minimum experience: Significant years in financial services, preferably in the asset management and/or mutual funds space, including prior experience and proven success in project management, particularly with large, complex projects and across all staff levels; and prior experience in mergers & acquisitions, lift-outs, divestitures, strategic planning and/or business consulting and previous experience in managing a staff of professionals is critical. Preferred experience: Project Management; Team Leadership.

EFC: AM

Primary Location: United States-USA-NY-New York

Internal Jobcode: 31974

Job: Investment Management

Organization: BNYM AM Operations-HR06143

Sales Director - Wealth Management Job in USA-PA-Philadelphia

Sales Director - Wealth Management Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-PA-Philadelphia

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152413

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Sales Director - Wealth Management (Job Number: 1208405)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

The incumbent will focus on selling BNY Mellon's Wealth Management investment services to high net worth individuals primarily through

face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own

leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for transition of day-to-day

management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates.

Qualifications

*
The incumbent should possess 7+ years of related experience, preferably in financial services.

*
Emphasis is given to experience in relationship sales.

*
Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large

*
foundations and endowments, family offices or institutions with charitable planning giving needs.

*
The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors.

*
Undergraduate degree or equivalent experience in preferred.

Primary Location: United States-USA-PA-Philadelphia

Internal Jobcode: 03838

Job: Wealth Management

Organization: Wealth Mgmt East US Markets-HR06266

Senior Sales Director - Wealth Management Job in USA-NY-New York City

Senior Sales Director - Wealth Management Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-NY-New York City

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152420

See Job Description

Senior Sales Director - Wealth Management (Job Number: 1209504)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face-to-face meetings

and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent

is responsible for identifying and building high-quality client relationships within the high net worth market. The Director researches prospects financial picture to

develop an informed perspective on individual prospect and/or client situations and possible needs in order to determine how to best provide service as well as to

use as a vehicle for selling products which will preserve and grow our clients wealth. S/he will achieve revenue goals, will be responsible for generating their own

leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for transition of day-to-day management of the client to

designated Portfolio Officer. S/he maintains periodic contact with existing clients and acts as a liaison between the client and the rest of the bank for various activities

(e.g. setting up accounts, facilitating transactions). Moreover, s/he will cross-sell relationship improvement opportunities to existing clients by providing pertinent

client update information to partners within appropriate areas of the bank. Represents personal financial planning in various business councils and task forces such as:

personal fiduciary service, investment management, financial consulting as well as through visibility within the community by attending networking events and/or holding

memberships within organizations which serve the high net worth population in the market. As a senior individual contributor on the regional sales team, this Sales

Manager may rely on this position for support on regional sales projects/initiatives and mentoring of junior sales associates.

Qualifications

The incumbent should possess 10+ years of sales experience and/or demonstrated sales record to be a top producer in the Wealth Management industry.

Additionally, s/he will have a proven track record of success by achieving significant production and exceeding goals. Successful candidates must be able to deal with

high net worth individuals, clients with investable assets of $2 million or more. The sales process entails detailed analysis of complex financial situations in order to

propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience is preferred.

Primary Location: United States-USA-NY-New York

Internal Jobcode: 07735

Job: Wealth Management

Organization: Wealth Mgmt Tri-State US Mkts-HR09665

Portfolio Officer I Job in USA-PA-Philadelphia

Portfolio Officer I Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-PA-Philadelphia

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152421

See Job Description

Portfolio Officer I (Job Number: 1205540)

Description

A member of the team structure within Investment Management and Trust, the Senior Portfolio Officer has primary responsibility for assigned relationships. For the most part, these relationships are larger and sensitive. As a senior officer, the senior portfolio officer will work closely with the Team Leader to assist in managing the revenues and expenses of the team. The incumbent takes an active role in department-wide activities which lead to an enhancement of overall client service and increased productivity. The incumbent meets with clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication to verify client objectives and report on our performance in meeting these objectives. Also, he/she manages discrete projects division-wide. The incumbent must be able to articulate MPAM's equity, fixed income, and investment process as well as the asset allocation process.The qualified candidate will have a Bachelor's or advanced degree with 6 - 8 years of experience in the investment/fiduciary management industry. S/He should have experience managing successfully larger, more sensitive client relationships. Specialized credentials: CFA, CFP, CTFA, and National Graduate Trust School.

Qualifications

* The qualified candidate will have a Bachelor's or advanced degree with 6 - 8 years of experience in the investment/fiduciary management industry.
* S/He should have experience managing successfully larger, more sensitive client relationships.
* Specialized credentials: CFA, CFP, CTFA, and National Graduate Trust School.

EFC:WM

Primary Location: United States-USA-PA-Philadelphia

Internal Jobcode: 01259

Job: Wealth Management

Organization: Wealth Mgmt East US Markets-HR06266

Registered Rep - Back Office Job in USA-NY-Hempstead

Registered Rep - Back Office Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-NY-Hempstead

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152424

See Job Description

Registered Rep - Back Office (Job Number: 1214062)

Description

Responsible for making sure that all work is properly prioritized and triaged to appropriate departments for processing. Must maintain a detailed understanding of the brokerage industry in general, and equities, options, fixed income and mutual funds specifically. Monitors all incoming correspondence, account applications, checks, transfer forms, certificates, etc. to ensure that paperwork is in good order and is processed in accordance with Federal, State, IRS, FINRA regulations to which the Firm is subject. Interacts with customers and Advisors on both basic and advanced levels, regarding account information, procedures, systems and products. Provides the highest level of customer service to both internal and external clients and responds to inquiries in an accurate, professional and efficient manner. Researches and responds to customer complaints including regulatory issues and handles all outgoing correspondence.

Qualifications

* Undergraduate degree or related experience, minimum of 1 year financial industry experience required.
* FINRA Series 7 and 63 required or must be willing to obtain within first 120 days of employment.
* Ability to work well under pressure and meet strict deadlines, excellent verbal and written communication, interpersonal, and organizational skills.
* PC literacy a must.

EFC:AM

Primary Location: United States-USA-NY-Uniondale

Internal Jobcode: 08191

Job: Investment Management

Organization: BNYM AM Operations-HR06143

Tax Liaison Manager I Job USA-PA-Pittsburgh

Tax Liaison Manager I Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-PA-Pittsburgh

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152425

See Job Description

Tax Liaison Manager I (Job Number: 1213404)

Description

The incumbent will manage the day-to-day activities of the assigned group managing priorities, business line expectations and deadlines as well as ensuring compliance with all federal and state tax laws, concentrating on charitable, information, individual and fiduciary tax laws and to act as liaison between PWM's Portfolio Managers and tax-related vendors. The incumbent will be responsible for quarterly review of work from vendors; ongoing communication with business line officers and clients and will conduct formal tax training for new employees and perform and all other human resource related functions for their staff including, but not limited to, performance management, merit planning, etc.

Qualifications

Undergraduate degree in accounting, finance or other business related field. Advanced degree or CPA preferred. A minimum of five years of related tax experience as well as management experience is required. Experience with online research and tax software. Excellent communication and interpersonal skills.

EFC:WM

Primary Location: United States-USA-PA-Pittsburgh

Internal Jobcode: 08399

Job: Wealth Management

Organization: WEALTH MGMT COO/SVC DEL/ADMIN-HR10584

Internal Sales Officer - Wealth Management Job USA-PA-Pittsburgh

Internal Sales Officer - Wealth Management Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-PA-Pittsburgh

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152426

See Job Description

Internal Sales Officer - Wealth Management (Job Number: 1300212)

Description

The incumbent will support lead generation and management for the overall Sales organization within BNY Mellon Wealth Management. The incumbent will focus on three primary areas: Responding to telephone and email inquiries generated via print advertising, the web and future marketing campaigns. Prequalifying and developing those inquiries into prospects for Wealth Management, or other BNY Mellon Channels (ie Dreyfus). Once a prospect is qualified, it will be directed to a sales region for Senior Sales Director development. The incumbent would potentially bring some sales prospects through the entire sales process and close the sale. Supporting other Wealth Management National Sales strategies (the National Conferences) to respond to COI inquiries generated by these conference activities and develop and prequalify the COIs into viable lead sources for Wealth Management. Once COI has been cultivated, they will be transitioned to a regional Sales Director for referral source development. Develop an external strategy to go direct to high net worth individuals and COIs via email, direct mail, internet and telephone to cultivate relationships and develop prospects and referral channels for the sales force in the field. The Internal Sales Officer must efficiently qualify, identify and understand the needs of clients, COIs and other inquiries in order to provide insight, relevant marketing materials and information to the prospect, as well as transition the lead to a regional sales director for further cultivation. This position may also provide prospect and client analysis on a project basis.

Qualifications

The qualified incumbent should possess 5+ years of related experience, preferably in financial services as well as 1-3 years of sales or relationship management experience. Successful candidates must be able to understand / deal with high net worth individuals, clients with investable assets of $2 million or more. Excellent listening skills, and superior communication is required particularly via phone and email. Undergraduate degree or equivalent experience is preferred.

Primary Location: United States-USA-PA-Pittsburgh

Internal Jobcode: 31556

Job: Wealth Management

Organization: Wealth Mgmt National Sales-HR07365

Family Wealth Advisor Team Leader- Wealth Management Job in USA-NY-New York City

Family Wealth Advisor Team Leader- Wealth Management Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-NY-New York City

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152427

See Job Description

Family Wealth Advisor Team Leader- Wealth Management (Job Number: 1213355)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

Incumbent will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. The UHNW Specialist will work in partnership with regional PM's but will have direct accountability for advising our largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products and strategies where appropriate. These clients will typically exceed $20 million in investment assets and may span multiple regions. Incumbent will be part of the new business deal team, playing a key role in developing sales strategy and presenting our offering to prospective UHNW clients. Will serve as the investment expert during the sales process and will stay directly involved with the client post close.

Incumbent will have expertise in a broad range of investment products and strategies, including those across all of BNY Mellon, and will be responsible for communication and ensuring appropriate implementation of such products and strategies in client portfolios. Also will be primarily responsible for articulation of Wealth Management best thinking on asset allocation, alternative investment strategies, hedging and derivatives strategies as well as planning strategies. Will also be responsible for ensuring consistent delivery and service level across clients. This includes managing/supervising a team of 2-3 Family Wealth Advisors. May be called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars.

Qualifications

Specialized product knowledge typically gained through 15+ years experience in a portfolio management or specialty group a plus. Knowledge consistent with attainment of an undergraduate degree, and preferably attainment of advanced degree, primarily MBA, JD and/or advanced degree in taxation planning. CFA and/or CFP designation preferred. Academic concentration in finance, investment analysis, statistical modeling, or mathematical focus preferred. Advanced investment, concentrated stock strategies and estate and financial planning. Series 7 and 63 preferred, if not current, future registration is required.

WM:FINS

Primary Location: United States-USA-NY-New York

Other Locations
: United States-USA-Florida-West Palm Beach, United States-USA-Florida-Boca Raton, United States-USA-Colorado-Denver, United States-USA-Nevada-Henderson, United States-USA-MA-Boston, United States-USA-CA-San Francisco, United States-USA-Florida-Miami Beach, United States-USA-PA-Pittsburgh, United States-USA-Connecticut-West Hartford, United States-USA-Texas-Dallas, United States-USA-Washington-Seattle, United States-USA-Illinois-Chicago, United States-USA-Georgia-Atlanta, United States-USA-New York, United States-USA-Florida-Miami, United States-USA-Florida-Naples, United States-USA-Ohio-Cleveland, United States-USA-Florida-Fort Lauderdale, United States-USA-Florida-Palm Beach Gardens, United States-USA-PA-Philadelphia, United States-USA-CA-Los Angeles

Internal Jobcode: 31293

Job: Wealth Management

Organization: Wealth Mgmt Intl & Client Segm-HR06268

Director, Financial Reporting and SOX Compliance in USA-TX-Austin

Director, Financial Reporting and SOX Compliance

• Company

  Farm Credit Bank of Texas

• Location

  USA-TX-Austin

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1159489

• Apply online
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Farm Credit Bank of Texas, headquartered in Austin, Texas, is a $15.1 billion wholesale bank that provides funding and services to rural lending institutions in five states and is active in the capital markets.

Established in 1916, the cooperatively owned bank is part of the Farm Credit System, the nation’s largest source of financing for agriculture and rural America.

Essential Functions:  Assists the Controller with the direction of the organization's reporting and Sarbanes-Oxley compliance functions.  Areas of focus include support of financial and regulatory reporting, District accounting practices, financial systems implementation and Information Technology (IT) accounting and Sarbanes-Oxley compliance.  Directly supervises managers of financial reporting and IT accounting and Sarbanes-Oxley compliance (2 positions) in Bank Accounting and Reporting department.
·         Oversees the preparation of the internal and external financial statements and reports for Farm Credit Bank of Texas ensuring their compliance with GAAP.  Provides assistance in preparing and reviewing reports, which include, but are not limited to:  FCBT Board Reports, the quarterly District Financial Variance Report, FCBT and the District’s quarterly and annual stockholder reports, FCBT’s CALL report and the Associations’ quarterly and annual stockholder report and other regulatory reports on an as needed basis.
·         Writes disclosures for FCBT and the District’s annual reports.
·         Analyzes emerging accounting principles and regulatory standards to ensure compliance in this area.  Coordinates and monitors these principles and standards and their impact upon the District's financial applications systems.
·         Provides oversight to financial reporting area with other financial system reports as well as patronage and stock equalization calculations to Bank’s patrons and stockholders.
·         Oversees Sarbanes-Oxley compliance of Bank and provides direction to Associations with their own compliance requirements.

Requirements:  Bachelor’s degree or equivalent in Accounting, Business or Finance and ten (10) or more years of work experience in financial reporting, financial analysis, and loan accounting operations for a financial institution.  CPA certification required.  Experience should demonstrate ability to resolve progressively more complex issues and to direct staff resources.  Farm Credit experience or advanced degrees are desirable.
              
Proven abilities related to accounting, financial analysis, financial statement presentation, management and decision-making.  Must possess an understanding of and have the ability to apply generally accepted accounting principles (GAAP) and corporate income tax.  Problem solving, independent work and organizational skills are essential.  Excellent oral and written communication skills are required, including the ability to interact with internal management and outside regulators.

To apply for this position please go to farmcreditbank.com under “CAREERS” and complete the online application. 

AA/EOE/M/F/D/V

Accountant - Tax Reporting Job in USA-MA-Boston

Accountant - Tax Reporting Job

• Company

  Ameriprise Financial Services, Inc.

• Location

  USA-MA-Boston

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1157228

See Job Description

Job Description

Available Openings: 1

Job Title: Accountant
- Tax Reporting

Job ID: 85549

Location: Boston, MA

Business Unit: US Asset Management

Full/Part Time: Full-Time

Eligible for Relocation: N

Regular/Temporary: Regular

Travel Percentage: None

License:

About Ameriprise

Focused on people, not just our bottom line.

Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office
- and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.

Responsibilities
Provide ongoing mutual fund tax compliance, prepares and files federal and state tax returns for funds; monitor fund tax policies; determine and monitor dividend and capital gains tax distribution requirements.

* Provide ongoing mutual fund tax compliance, preparing and filing federal and state tax returns for funds; monitor fund tax policies; and determine and monitor dividend and capital gains tax distribution requirements. Works under supervision of Sr Accountant
- Tax Reporting or Manager
- Tax to prepare tax returns for funds.

* Calculate tax adjustments and determine fiscal distributions to shareholders. Prepare and file all required tax returns and related schedules with the IRS.

* Provide regular reports and information to portfolio managers for capital gain tax management.

* Assist with ad hoc requests and or projects from within team, other departments, portfolio managers and external auditors. Potential merger analysis, fund liquidations, launching of new products, etc.

* Monitor fund tax policies.

Required Qualifications

* Associate (2-year) degree or equivalent.

* 1 to 3 years of relevant experience.

Preferred Qualifications

* Bachelor's degree.

* Prior Mutual Fund accounting experience preferred.

Disclosure

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.

- 2011 Ameriprise Financial, Inc. All rights reserved.

JCODE

JCODE:23269

JCODE:23913

Senior Business Systems Analyst - Business Intelligence Developer Job in USA-MA-Boston

Senior Business Systems Analyst - Business Intelligence Developer Job

• Company

  Ameriprise Financial Services, Inc.

• Location

  USA-MA-Boston

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152091

See Job Description

Job Description

Available Openings: 1

Job Title: Senior Business Systems Analyst
- Business Intelligence Developer

Job ID: 85521

Location: Boston, MA

Business Unit: US Asset Management

Full/Part Time: Full-Time

Eligible for Relocation: N

Regular/Temporary: Regular

Travel Percentage: None

License:

About Ameriprise

Focused on people, not just our bottom line.

Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office
- and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.

Responsibilities
Description

Design, develop, and implement SharePoint 2010 business intelligence (BI) solutions using Microsoft SQL Server, SharePoint, Performance Point, Excel Services, SQL Server Reporting Services, Analysis Services, and Integration Services. Design and create cubes using SQL Server Analysis, SQL Server Analysis Services (SAS), and SQL Server integration Services (SSIS). Develop Web-based and client-based decision support systems, dashboards, and reports using Microsoft BI tools, including Performance Point, Excel Services, and SQL Reporting Services.


Responsibilities:

* Assist others in the organization with SharePoint knowledge at a level of understanding appropriate to their job function.

* Participate in the complete development lifecycle, including analysis, design, configuring, programming, unit testing, and documentation of applications based on Microsoft SharePoint within a business setting.

* Create and use models of existing and new architecture (Conceptual, logical, and physical architecture for SharePoint and SharePoint integrations).

Required Qualifications

* Minimum of three years with working knowledge of SharePoint Technologies.

* Ability to design applications from business requirements.

* Ability to transform business requirements into functional and then technical requirements.

* Excellent analytical and problem-solving abilities.

* Effective technical writing and documentation skills.

* Experience using SQL Reporting Services (SRS) to create interactive, tabular, graphical, or free-form reports from relational, multidimensional, or XML-based data sources.

* SQL Server Integration Services.

* Experience with Microsoft PerformancePoint to building dashboards, scorecards, reports, and Key Performance Indicators (KPIs).

* Experience using SQL Server Analysis Services functionality such as Cube Designer and Attribute Relationship Designer.

* Experience developing SharePoint dashboards and scorecards, Excel Services, PerformancePoint Services, Chart Web Parts, KPI status indicator and Business Connectivity Services (BCS).

* Thorough knowledge of Visual Studio and SharePoint 2010 features, especially those related to business intelligence.

* Experience building MDX queries.

Preferred Qualifications

* Experience working with Mutual Fund (Fund Accounting/Transfer Agency) data.

* Experience working in a team-oriented, collaborative environment.

* Ability to mentor and train junior members of the team.

* Exceptional analytical, conceptual, and problem-solving abilities.

* Strong written and oral communication skills.

* Strong presentation and interpersonal skills.

Disclosure

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.

- 2011 Ameriprise Financial, Inc. All rights reserved.

JCODE

JCODE:23269

JCODE:23913

Senior Accountant - Tax Reporting Job in USA-MA-Boston

Senior Accountant - Tax Reporting Job

• Company

  Ameriprise Financial Services, Inc.

• Location

  USA-MA-Boston

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1157229

See Job Description

Job Description

Available Openings: 1

Job Title: Senior Accountant
- Tax Reporting

Job ID: 85548

Location: Boston, MA

Business Unit: US Asset Management

Full/Part Time: Full-Time

Eligible for Relocation: N

Regular/Temporary: Regular

Travel Percentage: None

License:

About Ameriprise

Focused on people, not just our bottom line.

Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office
- and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.

Responsibilities
Provide leadership and oversight for funds and products for ongoing mutual fund tax compliance, review federal and state tax returns, review excise tax distribution calculations and year-end tax calculations; develop and monitor fund tax policies; and determine and monitor dividend and capital gains tax distribution requirements. Provide ongoing training and development of tax accountants.

* Provides leadership and oversight for funds and products for ongoing mutual fund tax compliance, oversight of the preparation and filing of federal and state tax returns for complex funds; developing and monitoring fund tax policies; and determine and monitor dividend and capital gains tax distribution requirements.

* Review tax adjustments prepared by tax analysts / sr. tax analysts and determine fiscal distributions to shareholders. Reviews and files all required tax returns and related schedules with the IRS.

* Provide project leadership with ad hoc requests and or projects from within team, other departments, portfolio managers and external auditors. Potential merger analysis, fund liquidations, launching of new products, etc.

* Provides ongoing oversight on complex mutual funds for tax compliance through establishing and managing relationships with internal / external business partners.

* Providing information to portfolio managers for capital gain tax management.

* Ongoing development and monitoring fund tax policies and recommend changes to process and policies as required.

* Provides leadership, coaching and training for tax accountants / Senior tax accountants

Required Qualifications

* Associate (2-year) degree or equivalent.

* 5 to 7 years of relevant experience.

* At least 5 years of mutual fund reporting, tax or related experience. Strong financial, accounting and tax knowledge and skills.

* Excellent written and oral communication skills.

* Ability to collaborate and work effectively with peers, staff and business partners.

Preferred Qualifications

* Bachelor's degree.

* Strong analytical abilities.

* Strong decision making abilities.

Disclosure

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.

- 2011 Ameriprise Financial, Inc. All rights reserved.

JCODE

JCODE:23269

JCODE:23913

Fixed Income Quant Analyst Job in USA-MN-Minneapolis

Fixed Income Quant Analyst Job

• Company

  Ameriprise Financial Services, Inc.

• Location

  USA-MN-Minneapolis

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1157230

See Job Description

Job Description

Available Openings: 1

Job Title: Fixed Income Quant Analyst

Job ID: 85468

Location: Minneapolis, MN

Business Unit: Clearing

Full/Part Time: Full-Time

Eligible for Relocation: N

Regular/Temporary: Regular

Travel Percentage: None

License:

SERIES7

About Ameriprise

Focused on people, not just our bottom line.

Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office
- and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.

Responsibilities
Primary responsibility will be to work with fixed income traders, VP-Trading, Fixed Income Research & Strategy, Products and Trade Support areas to monitor, research and communicate the risks associated with current Ameriprise investor fixed income positions and potential bond positions considered for Ameriprise inventory for advisors and institutional accounts.

* Work closely with senior traders to assess, understand and evaluate the value of fixed income securities, specific asset-backed and mortgage-backed collateral, taxable and tax-free municipal securities and non-core fixed income structures.

* Determine relative spread value, liquidity, creditworthiness and structure differences within varying fixed income asset categories.

* Assist with the refinement of product investment parameters within each product class traded by the Fixed Income Desk.

* Work with Research to develop appropriate -product mapping- for suitability and advisor ease of understanding of fixed income investments.

* Coordinate and maintain ongoing oversight and reporting with Trade Reporting and Risk Management to various internal partners (Enterprise Risk Manage, Treasury, Compliance, Legal ) of individual bond holding and structure exposure at the firm and account levels.

* Maintain compliance with regard to all internal and FINRA regulatory policies.

* Work with VP-Trading to provide input for the consideration of the Trading area-s strategic direction.

Required Qualifications

* Minimum of 10 years fixed income product analyst experience or specific municipal credit and asset-backed collateral experience.

* Possesses a deep understanding of the wide-range of individual bond structures (couponing, maturity, optionality, liquidity, relative value and spread analysis).

* Series 7 & Series 52.

* Strong analytical skills with the ability to assess detailed information and make decisions in a fast-paced environment.

* Proficient in Excel and Access, with general knowledge of Bloomberg.

* Team player with excellent written and verbal communication skills.

J2W:LI

J2W:EFC

Preferred Qualifications

* CFA or working towards.

* Series 24.

* Experience in fixed income portfolio/market strategy.

* Familiarity with data stores and ad hoc data querying tools.

Disclosure

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.

- 2011 Ameriprise Financial, Inc. All rights reserved.

JCODE

JCODE:23269

JCODE

JCODE:23919

Operations Manager - Portfolio Accounting Job in USA-MN-Minneapolis

Operations Manager - Portfolio Accounting Job

• Company

  Ameriprise Financial Services, Inc.

• Location

  USA-MN-Minneapolis

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1157231

See Job Description

Job Description

Available Openings: 1

Job Title: Operations Manager
- Portfolio Accounting

Job ID: 85513

Location: Minneapolis, MN

Business Unit: US Asset Management

Full/Part Time: Full-Time

Eligible for Relocation: N

Regular/Temporary: Regular

Travel Percentage: None

License:

About Ameriprise

Focused on people, not just our bottom line.

Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office
- and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.

Responsibilities
Columbia Management, an Ameriprise Financial company, is seeking an Operations Manager - Portfolio Accounting to be based in Minneapolis, MN.

This position is accountable for institutional portfolio accounting functions including establishing and maintaining client accounts; maintaining account and security master information; and ensuring activities are properly reflected in the accounting system such as cash, income, and securities. In this role, the manager is responsible for planning, organizing and guiding a team of accounting analysts in the day-to-day operation functions, improvement of the processes and procedures, and measuring department performance, both qualitatively and quantitatively.


Responsibilities include:

* Daily management of business functions, processes and associated operations staff of direct reports. Manage workflow, change management, issue escalation and resolution.

* Ensure tasks and resources are assigned, provide work direction, monitor progress to ensure goals are on track, proactively identify and minimize issues/risks, and provide management and status reporting.

* Set team goals, manage performance, hire and train staff, coach staff and people development activities.

* Maintain relationships with external (e.g. system vendors) and internal partners (e.g. reporting, investments, performance, and technology) to achieve goals. Understand internal and external client goals, needs and expectations. Provide effective and timely communication.

* Monitor, track and report on performance against service level goals and benchmarks. Perform trend analysis, identify, recommend and implement process improvements designed to meet client expectations and corporate goals.

* Ensure policies and procedures are current and provide oversight of policies and meet compliance and business requirements.

* Provides subject matter expertise to business-driven initiatives, internal partners, leadership or projects related to operations as necessary. Leads change management activities including defining the work plan and supporting resources to execute initiatives.

Required Qualifications

* Bachelor-s degree (or equivalent experience) with 3 -5 years accounting experience in the financial services industry in a similar operations role responsible for day-to-day processes. Specific business knowledge preferred in the areas of asset management, accounting practices, security processing, control and oversight processes, and technology systems used to support business needs.

* Proven people leadership with prior experience managing a team of direct reports.

* Strong leadership competencies and execution skills by way of cross-collaboration and workflow facilitation with multiple internal business partners.

* Proven ability to manage multiple priorities and time sensitive deadlines; must be highly responsive and proactive in a fast-paced, changing environment.

* Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and take action.

* Ability to think strategically while maintaining focus on a tactical level.

* In-depth knowledge of business operations and complex business processes with ability to conduct change management and process improvement initiatives.

* Strong relationship and communication skills in working with colleagues and business partners across multiple levels of leadership; ability to present and influence on recommendations.

* Demonstrated proficiency in MS Office applications.

Preferred Qualifications

* Prior business analysis and/or project management experience including process design and development, impact assessment, requirements, design, build, test and implementation.

* Prior use of GIM2000 accounting system.

Disclosure

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.

- 2011 Ameriprise Financial, Inc. All rights reserved.

JCODE

JCODE:23269

JCODE:23913

Algo Quant Trader in UK-London

Algo Quant Trader

• Company

  Westbourne Partners

• Location

  UK-London

• Compensation

  Negotiable

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 25, 2013

• eFC Ref no

  1159272

The successful candidate will sit on the trading floor alongside the traders.

The successful candidate will sit on the trading floor alongside the traders. ( At The Company, there aren't formal hierarchies or job titles, and everyone works for the growth of the firm, rather than their individual business group, all employees work in collaborative teams and interact with many areas of the firm and its business); you will be helping them form trading strategies to contribute to our high frequency/systematic trading efforts. (Unlike a traditional hedge fund, The Company’s focus is on trading, not investing. We don't raise money from outside investors, and we don't have clients or customers).

The successful candidate will have the following skills:

·         Excellent quantitatively, with a strong understanding of probability and statistics
·         An effective communicator in a close-knit team setting
·         Motivated, competitive and eager to learn and teach
·         Able to solve new problems quickly in the hectic environment of a busy desk or exchange floor
·         Excited to engage in impromptu and exploratory debate on trading strategy and risk
·         Strong mathematical and analytic skills. There's no specific checklist, but we draw on ideas from everywhere we can, so we value interest and experience in a range of scientific and technical fields.
·         The ability and desire to write good code. You will at times be required to use your programming skills to build trading tools.
·         Some research experience. This doesn't mean a Ph.D. is a job requirement, but you should have developed good taste in research topics and the ability to do productive work.
·         Previous experience or course work in finance, business, or economics is not required. We're more interested in how you think and learn than what you know…


You will be actively working on trades every day, so you will always be occupied; whether it be programming and building tools to aid our traders and platforms, or simply help with building trading strategies. We don’t have captive customers, so we have to win by being better than the competition every day.

And we’re still small enough that there are countless unexplored opportunities; we’ve always been in the position of having more trading ideas to pursue than people to execute them. The majority of hedge funds are growing by having more capital under management, we on the other hand believe that hiring and training exceptional people, will help us to grow even further.

If you feel that you have the desired skills and would like to discuss in further detail please either call Ariel Booker on 0203 402 6902 or email abooker@westbourne-partners.com.
Westbourne Partners have a number of similar jobs within a number of financial companies, please send in a resume and we can get in contact with any suitable position.

FINANCIAL REPORTING ANALYST - HIGH POTENTIAL PROGRAM (M/F) in Switzerland-Romandy - Geneva

FINANCIAL REPORTING ANALYST - HIGH POTENTIAL PROGRAM (M/F)

• Company

  Michael Page Germany

• Location

  Switzerland-Romandy - Geneva

• Compensation

  confidential

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 25, 2013

• eFC Ref no

  1159274

We are exclusively looking for a high potential who wants a career at SABMiller. This role is a great opportunity to gain good exposure to SABMiller Europe and establish a regional network.

Financial Reporting Analyst

SABMiller Europe is the European division of SABMiller PLC group, with its Hub office based in Zug, Switzerland. The Hub comprises some 25 senior managers for Europe including the Executive Committee (Exco), and is also currently supported by a small centre in Budapest providing accounting services for Europe along with a regionally focused consolidation and reporting team in working. The Hub team is independent from the Operations and Procurement teams also based in Switzerland.

Based in the Hub Zug office, the Financial Reporting Analyst will prepare analysis and reporting on Europe regional results, forecasts and planning. The role is also responsible for supporting the FP&A Manager Europe in delivering selected key Hub projects across the Europe region.

Reporting to the FP&A Manager Europe, the individual will work closely with the Hub finance team, country senior finance teams and commercial teams throughout the region along with the regionally focused finance team based in SABMiller Plc. Whilst this is a reporting analyst role, the person will interface with many senior team members.

Job description
- Development of market reporting and analysis requirements across all key processes to support financial submissions.
- Providing clear analysis of monthly business performance of European markets supported by insightful commentary for plc.
- Analysis of Europe regional budgets and strategic plans, helping to identify trends, opportunities and risks, and key areas for enhancement of operating performance.
- Liaising with central hub team to review standard reporting output for monthly results, forecasts and plans reflecting market and consolidated hub information.
- Production of Europe specific reports and analysis.
- Support regional FP&A Manager in delivery of trading statements, interim and preliminary external announcements.
- Develop benchmarking report to regularly and effectively communicate insights available from benchmarking data across the region to support markets in driving efficiencies and best practice.
- Providing financial support for regional commercial team including reporting and analysis of innovation across Europe.
- Assist regional FP&A Manager in ad-hoc project work.

Who we are looking for
- Certified accountant, CA / CIMA preferred
- Minimum 6 years of professional work experience in an international company, ideally with proven experience in Financial Planning and Analysis
- Experience in beverage or FMCG industry is an advantage
- Excellent level of computer literacy & modeling
- Good attention to detail essential
- Excellent communication and interpersonal skills
- Excellent oral and written communication skills in English, demonstrated through communication at senior management level
- A positive and proactive work ethic with a 'Can Do' attitude
- Quick learner with an ability to solve problems outside of their comfort zone
- Good organizational skills with an ability to priorities workload appropriately

Michael Page Contact
Please apply online quoting reference number FCKN69972
Your application will be sent to Christian Kneppeck