01Responsibilities
- Build and deliver transparent, impactful communications (strategy launches, announcements, market/investment commentaries) for internal partners and client-facing teams.
- Create highly leveraged advisor and client resources; respond to the advisor inquiries; support prospect materials and time-sensitive requests.
- Develop strong fluency across managed solutions and how they are used in portfolios, so you can translate market and portfolio manager viewpoints into clear, client-ready narratives and scalable messaging.
- Partner closely with investment strategy, portfolio construction, and related teams to align priorities, share insights, and improve the end-to-end advisor/client experience.
- set direction, raise quality standards, and build a high-performing team staying close to the work and stepping in on the most complex, visible, and time-sensitive deliverables. Your leadership scope will include:
- Hire, develop, and retain a diverse team; set clear goals, manage performance, and provide ongoing coaching and career guidance.
- Drive strong partnerships and crisp, regular status reporting so priorities are aligned, work is understood, and outputs are decision-ready.
- Provide strategic oversight of team coverage, structure, controls, and resiliency; establish mechanisms and metrics to measure operational effectiveness.
- Ensure consistency and efficiency across workflows; identify gaps and lead continuous improvement initiatives.
- Act as a catalyst for change as priorities shift from planning to execution, collaborating with local and global partners to improve integration, alignment, and end-to-end efficiency.
- Modernize execution through AI-enabled tools and automation, upskilling the team on modern workflows to improve speed, quality, consistency, and scalability while exercising strong judgment and discretion with sensitive information.
Required qualifications, capabilities and skills:
- Education experience: MBA/CFA (or equivalent) with 11+ years of relevant experience in the investments domain.
- Markets expertise: Extensive knowledge of global markets and investment solutions; ability to apply this expertise to practical, client-facing outcomes.
- People leadership: Proven people manager, effective in a matrixed organization and experienced leading dynamic, high-performing teams.
- Execution operating rigor: Highly organized, hands-on operator who can thrive in a fast-paced environment, manage multiple concurrent deliverables, and maintain high standards of quality and timeliness.
- Stakeholder management: Excellent stakeholder engagement skills, with strong awareness of client and partner needs, sensitivities, and expectations.
- Strategic thinking communication: Confident, solutions-oriented leader who can think strategically, develop recommendations, and influence business leaders with clear, concise communication.
- Judgment discretion: Demonstrated ability to handle confidential and sensitive information with superior judgment and integrity.
- Tools productivity: Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) and comfort learning new platforms, systems, and tools.
- Research tools workflows: .
