Hi Everyone, Hope you are doing great, We have an immediate opportunity for *Project Manager - Private Wealth Management (PWM) at San Francisco, CA*. Below is the job description and if you’d like to pursue this, please include a word copy of your latest resume along with a daytime phone number and rate in your response
*Send resumes to s...@nytpartners.com <s...@nytpartners.com>* *Job Role: Project Manager - Private Wealth Management (PWM)* *Location: San Francisco, CA Local (Bay Area) preferred.* *Duration: 12 Months* *Interview: Phone,Skype* *Project Manager - Private Wealth Management (PWM)* Candidates for this role must have extensive experience working within an investments/wealth organization and display a deep understanding and appreciation for the complexities therein. Experience with discretionary portfolio management and/or brokerage providers is essential. 6+ years as a project manager is essential for this role. Candidates with less experience will not be considered. *Areas of proven understanding and competency include:* *Investment management process:* - Sales - Planning - Portfolio Management & Trading - Operations & Settlement - Compliance - Regulatory - Complexities and nuances of major investment vehicles: - Stocks & bonds - Mutual funds & ETFs - Separate accounts - Alternative investments, real assets, commodities & options - Investments-specific tools, tasks and functions: - Sales pipeline management - Proposal generation - Portfolio construction & product selection - Portfolio analysis & optimization - Trading - Aggregated reporting - Corporate Actions - Asset Classification management & Security Master File management *Project Manager* *Job Description Overview: * - First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service. - Under the general direction of the PWM Program Director, the Project Manager role manages Corporate Projects and/or small-to-medium Department Projects within the realm of Private Wealth Management. The individual specializes in multiple areas, is extremely adaptable and has the ability to manage multiple highly complex projects. The role requires a high level of collaboration to define scope, requirements, project governance, design, testing, timeline, and budget. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved. The position may lead/and or direct the work of others. - Line of Business-Specific Requirements: Candidates for this role must have extensive experience working within an investments/wealth organization and display a deep understanding and appreciation for the complexities therein. Experience with discretionary portfolio management and/or brokerage providers is essential. 6+ years as a project manager is essential for this role. Candidates with less experience will not be considered. - Candidates must have experience leading highly visible projects across several lines of business. Experience navigating and communicating vertically (from executive-level to technical/detailed level) is critical. Optimal candidates will have a proven track record for delivering on complex initiatives within a challenging environment. This individual must possess a superior ability to peer around the corner for developing issues that jeopardize scope, timeline, risk, and/or budget within each project and between projects in the wealth management portfolio. - Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and success. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role. Thanks and Regards, Sam New York Technology Partners – Rochester T1: (201) 680-0200 x 7026 s...@nytpartners.com www.nytp.com -- You received this message because you are subscribed to the Google Groups "International SAP Projects" group. To unsubscribe from this group and stop receiving emails from it, send an email to international-sap-projects+unsubscr...@googlegroups.com. To post to this group, send email to international-sap-projects@googlegroups.com. Visit this group at https://groups.google.com/group/international-sap-projects. For more options, visit https://groups.google.com/d/optout.
