דרושים United States, Saco

Job responsibilities

• Leads technology and process implementations to achieve functional technology objectives
• Makes decisions that influence teams’ resources, budget, tactical operations, and the execution and implementation of processes and procedures
• Carries governance accountability for coding decisions, control obligations, and measures of success such as cost of ownership, maintainability, and portfolio operations
• Delivers technical solutions that can be leveraged across multiple businesses and domains
• Influences peer leaders and senior stakeholders across the business, product, and technology teams
• Champions the firm’s culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 10+ years applied experience. In addition, 5+ years of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise
• Deep expertise with enterprise design patterns and industry best practices with experience using modern technology (e.g., Java, Cassandra, Kafka) and design patterns (e.g., micro services, APIs)
• Excellent communication skills and ability to present to and communicate effectively with key stakeholders across product, technology, data and design
• Experience with building, leading and mentoring technology teams and next level leaders within the organization
• Demonstrated proficiency in application, data and infrastructure architecture disciplines
• Experience developing or leading cross-functional teams of technologists
• Experience with hiring, developing, and recognizing talent
• Practical cloud native experience
• Experience with high volume, mission critical applications
• Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field

Preferred qualifications, capabilities, and skills

• Experience working at code level

Job Responsibilities

• Act as a Fund Administration subject matter expert supporting Senior Management, Operations, Sales, Client Services and Clients / Prospects
• Provide management and guidance on client, industry and internal change programmes, with focus on maintaining efficiency and standardisation across the operating model
• Work closely with business partners on client satisfaction initiatives and sales opportunities including operating model development , legal agreements and fee models
• Keep abreast of regulatory change and how this could impact the business
• Identify areas of opportunity to develop and improve the service offering
• Participate in Industry events to stay informed of market, client and competitor activity

Required qualifications, capabilities, and skills

• In-depth practical understanding of Fund Administration core processes / concepts that cover various Regulatory reporting: distributions (PRIIPS or equivalent), Solvency, AIFMD, and Investor tax reporting. Similar Product Management or Development or Operations experience and sound understanding of funds marketplace
• Ability to understand a diverse and complex technology and operations infrastructure, ideally with working knowledge of the FIS InvestOne platform
• Ability to devise creative solutions in response to client requests and strategic product goals
• Good understanding of Fund Accounting fund expenses, P&L computations, balance sheet and financial reporting standards
• Strong analytical skills, able to translate complex issues and other input into actions
• Strong organisational and planning skills, with the ability to multitask in a structured manner
• Execution approach - the role requires strategic thinking to design and define our platform – combined with accountability and execution discipline to drive and implement development.
• Strong team player with an ability to pull together multiple partners in a productive virtual team environment
• Strong independent contributor who is comfortable working in a self-directed mode on multiple assignments
• Strong written and presentation skills and the ability to prepare quality materials and present confidently in multiple settings
• Agility to adapt to a changing environment and demonstrate delivery of business goals

Preferred qualifications, capabilities, and skills

• Strong cross-functional/business collaboration skills are required as the candidate will work across multiple teams within the bank.
• Also important are the ability to: synthesize large amounts of information into crisp recommendations; present and defend recommendations to a variety of audiences; manage multiple projects / queries simultaneously and drive them to completion effectively.

Job Description:

Job Description:

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

• Assists, educates, and trains clients on conducting simple transactions through self-service technologies

• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for helping new and existing clients based on their needs.

• Has strong written and verbal communications skills.

• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).

• Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.

• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field.

• Experience working in a financial center where goals were met or exceeded.

• Retail and/or sales experience in a salary plus incentive environment.

• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

• Experience with financial information, spreadsheets and financial skills.

• Knowledge of banking products and services.

• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

• Active Listening

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent