VP, Retirement Advisor Consultant focused on educating Advisors and maintaining strong relationships in the retirement plan marketplace for Fidelity. Engaging in business planning and supporting sales efforts.
About the role
- Vice President position executing client transactions for a leading global financial services firm. Collaborating with cross-functional teams to enhance transaction workflows while ensuring accuracy and efficiency.
Responsibilities
- Lead the execution of client transactions by applying advanced knowledge in transaction processing, ensuring accuracy and timeliness.
- Collaborate with cross-functional teams to optimize transaction workflows, improving efficiency and reducing operational risks.
- Serve as a subject matter expert in client processing, providing guidance and training to junior team members to promote knowledge sharing and skill development.
- Monitor and analyze transaction processing metrics to identify trends and implement improvements, enhancing the overall client experience.
Requirements
- Bachelor’s degree in Finance, Business, or a related field. Advanced degree or relevant certifications (e.g., CFA, CPA) preferred.
- Typically 7-12 years of experience.
- Strong analytical and problem-solving abilities to manage complex transaction processes.
- Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams.
Benefits
- BNY offers highly competitive compensation
- benefits
- wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy
- access to flexible global resources and tools for your life’s journey
- Focus on your health
- foster your personal resilience
- reach your financial goals as a valued member of our team
- generous paid leaves, including paid volunteer time
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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