Consultant, Derivatives
Core
Provide leadership and guidance on derivatives issues for clients, investment managers, and internal teams while resolving complex escalations.
Role type
Senior IC derivatives consultant
Builds
Derivative client servicing solutions and strategic planning
Domain
Wealth management and asset management
Deliverable
client delivery
Required skills
Derivatives product knowledge, negotiation, leadership, relationship management, analytical problem solving
Preferred skills
Mentorship, team organization, performance management
Responsibilities
Maintain understanding of key derivatives issues from client and investment manager perspectives; Liaise with clients, investment managers, and prospects; Ensure clear resolution of client escalations regarding derivatives procedures and strategic planning; Conduct performance management and career development processes; Organize team work, assign tasks, and monitor activities
Seniority
Senior, hands-on IC with mentorship responsibilities