AVP, Overlay Portfolio Management Group (OPMG)
Core
Lead enterprise-wide projects to enhance the Model Wealth Portfolio UMA Platform and Centrally Managed Platforms, balancing communication with tactical execution to deliver on business objectives.
Role type
Senior IC portfolio management and program delivery lead
Builds
Centrally Managed Platform deliverables (UMA Platform, trading and portfolio accounting systems)
Domain
Financial services / Wealth management / Investment management operations
Required skills
Strategic thought leadership, risk management, roadmap planning, executive presentation, cross-functional collaboration, process improvement, stakeholder management, financial market knowledge (equities, fixed income, mutual funds, ETFs, hedge funds), investment management operations, unified managed accounts expertise
Preferred skills
Lean Management System, Six Sigma, team building, change management, conflict resolution, Microsoft Excel/Access/PowerPoint expertise
Technologies
UMA Platform, LPL platforms, Microsoft Excel, Access, PowerPoint
Responsibilities
Collaborate across the firm to align on vision and strategy; manage multiple initiatives concurrently; interact with internal and external stakeholders; drive organizational change management; prepare executive-level presentations; optimize processes and operating efficiencies.
Seniority
Senior, hands-on IC with leadership influence