Investment Strategy Director, Emotomy
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NECESSARY KNOWLEDGE AND SKILLS
- Direct client or prospect experience is a must.
- Knowledge and strong understanding of registered products, multi-product investment strategies and market trends.
- Strong problem solver with ability to manage conflict and lead the team towards creative solutions.
- Experience and understanding of Investment Management and Advisory business processes/domain.
- Strong oral and written communication skills and ability to contribute the innovative solutions.
- Ability to collaborate with high-performing teams and individuals throughout the firm to accomplish common goals.
- Ability to roll up their sleeves and evolve with the strategy.
NECESSARY PERSONAL AND PROFESSIONAL COMPETENCIES
- Leadership – The ability to select, develop, motivate, and empower groups of people to work together in a committed way to achieve a common mission or goal.
- Results Orientation – Rigorously holding one’s self and others accountable for achieving high levels of individual and organizational performance and is keenly focused on results.
- Judgement – Showing wisdom in making decisions and acting with a view to what is most appropriate, reasonable, timely and realistic.
- Conceptual Skills – Understanding complex situations or organizations in their entirety, grasping interrelationships and essential elements, and seeing their implications.
- Learning Agility – Quickly absorbing new information and the significance of changes in dynamic situations.
- Curiosity – Demonstrating a passion for learning, speculating on “what if” scenarios, and engaging in strategic inquiry.
- Teamwork – ability to forge strong relationships with professionals across business segments, functions and locations.
NECESSARY EXPERIENCE AND EDUCATION
- 10+ years of experience of investment strategy, consulting, or advisory leadership experience.
- Bachelor's Degree, Masters in Business Administration and/or CFA preferred.
- Series 7 and Series 65/66 licensed, or able to obtain within 90 days of employment
- CIMA or CPWA certification preferred