| CAREER OPPORTUNITY #: 8081 POSITION TITLE: SR. ADVISORY SERVICES MANAGER DEPARTMENT: INVESTMENT ADMINISTRATION POSITION SPECIFICATIONS: - Bachelor’s Degree in Business with a concentration in Finance, Accounting, Economics required; MBA preferred, and legal experience preferred.
- 10 years of experience in the investment industry required; investment product or project management experience in financial industry preferred.
- Understanding of advisory services products to include portfolio management, trading, regulatory requirements, contracts, and various client types preferred.
- Relationship management experience preferred.
- Understanding of investment and advisory company required
- Investment or Financial Services Industry knowledge required
MAJOR DUTIES: The Senior Advisory Services Manager will manage Client, Product and Business Development initiatives for the Investment Management Division to include client management, analysis and initialization of new products, management of business development opportunities, management of fund acquisitions/ mergers and implementation of enhanced product features from the contract negotiations forward. The Sr. Advisory Services Manager will be fully engaged in their respective market along with the CIO’s and Portfolio Managers to manage all the investment infrastructure of the products and advisory services. - Manage investment services clients from contract negotiation, to product/project launch of initialization as set forth in the agreement; utilizing internal resources managing to the company’s risk profile.
- Develop understanding for the company’s investment products to include the regulatory, risk and market impact of various initiatives.
- Define client requirements for reporting, communication and execution and implement processes to support those requirements.
- Provide comprehensive project management for assigned projects including creating project plans; developing and managing an interdisciplinary project team to implement projects; and monitoring and ensuring that project timelines and specifications are met.
- Analyze compliance, legal, product and market developments to define and support decisions regarding clients and assigned products.
- Manage the communication of client and product initiatives to the Investment Services “Team” to include Senior Management, Investment Management, Sales, Compliance, Marketing and any area of the company requiring updates and direction.
- Manage the legal, regulatory, financial, investment management, operational, marketing and distribution aspects of fund, client and product requirements from approval, through implementation and into active management.
- Manage components of key infrastructure initiatives, i.e. EDM, reorganizations of support systems, etc.
- Develop strong management relationship with core resource areas – Investment Management Portfolio Managers, Compliance Officer, Attorneys, Product Managers, etc.
HOURS/LOCATION: - 8:30 a.m. - 5:00 p.m. (Overtime as required)
- Pittsburgh, PA 15222
EXPLANATORY COMMENTS: - Excellent presentation and communication skills
- Above average quantitative abilities and technology aptitude
- Ability to multi-task and work successfully in a deadline driven environment
- Demonstrated problem solving and enhanced analytical skills with particular attention given to detail and accuracy
- Above average negotiation, process management, and project management skills
- Proven ability to work independently and with all levels of leadership and clients
Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment. Only those candidates in whom we have an interest will be contacted. EOE |
