CSSA Associate VP within Private Management at GGU

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hyang123456

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   CSSA Associate VP within Private Management at GGU
   摘自加州大学论坛旧版 (Universities in California Bulletin Board System)  hyang123456  2008-07-01 20:16
Associate/VP within Private Wealth Management at Investment Bank! (financial district)

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Reply to: see below
Date: 2008-07-01, 12:14PM PDT

PLEASE NOTE! Do not reply to this ad by email. To apply for this position, you MUST register at www.glocap.com and apply for position #29170-323 by clicking "Consider Me" at this link: http://www.glocap.com/jobs.jsp?_page=detail&job_id=233142

NY based investment bank seeks an associate/VP to join their PWM management team in SF. This position works closely with all levels of management locally and in NY. Candidates must have at least five years of work experience preferably in private wealth or financial services. Some management experience and an MBA is highly preferred.

The Management Team Associate/VP plays an important role in running the regional office on a daily basis. The individual in this role will report to both the Regional Manager and the Global Head of Private Wealth Management Middle Office in New York.

Principal Responsibilities:

Work with Regional Manager on the annual business plan and other strategic projects
Conduct annual business reviews of teams along with the Regional Manager and PWM senior management
Manage support issues
Oversee, manage, direct and coordinate recruiting activities, including the interviewing process, selling process and ongoing recruiting events
Provide follow up and report on status of lead tracking
Maintain ongoing discussion with teams about team issues, support requirements, etc.
Handle personnel issues, including employee relations, nominations and promotions
Conduct personal development review process
Determine and review compensation
Oversee compliance activities
Coordinate training activities for sales peoples, financial analysts and client analysts
Oversee and manage the office P&L with close review of costs
Liaise with Commission Accounting Group on matters relating to sales compensation and bonus programs
Maintain and analyze client demographic information, account size, type of accounts, etc.
Responsible for new technology roll outs and maintaining infrastructure to support the business
Coordinate moves, densifications and office relocations
Coordinate client conferences and events

Experience/Skills:

Series 7, 9 or 10 strongly preferred
Financial industry experience
Sales experience a plus
Good judgment
Results oriented
Highly organized; attention to detail and excellent follow-through required
Excellent interpersonal and communication skills, both written and verbal
Ability to work well both independently and in a team environment
Project management
Supervisory skills
Strong analytical skills
Customer service experience / client oriented

Salary - $70-100k plus bonus
Hours - 6:00 - 3:00
   摘自加州大学论坛旧版 (Universities in California Bulletin Board System)  hyang123456  2008-07-01 20:16