Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas: 

• Applying proven experience in Wealth Management, and/or Asset Management business models and services; 

• Applying knowledge of transaction lifecycles of Financial Services products 

• Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain;  

• Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations; 

• Applying experience with data and systems interactions including IT tools and technology; 

• Utilizing project management software / tools;  

• Learning new technologies;  

• Understanding of key controls within payments, middle and back-office processes; 

• Applying knowledge of data analysis, process and business requirements; 

• Applying knowledge of technology implementations – design through roll-out; 

• Being familiar with trends of global organizations; 

Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas: 

• Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; 

• Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction; 

• Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback; 

• Communicating effectively in written and verbal formats in various situations and to various audiences; 

• Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence; 

• Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members; 

• Structuring and communicating ideas logically; 

• Seeking opportunities to build and maintain professional relationships; 

• Approaching new projects with an open mind; 

• Demonstrating empathy for coworkers and clients; 

• Learning from mistakes and asking for help when needed; 

• Persevering through challenges; and, 

• Believing in the value created by diverse teams and adapting to a variety of working styles.