Wealth Management (Wealth Management) : Job Level - Director

> Manage a growing team of 4+ individuals > Optimize team structure to efficiently onboard & train new team members while also having responsibility of executing tasks > Develop and refine communication cadence with US based stakeholders to share status of work, insights noted and efficiency opportunities > Act as manager while also participating in executing a subset of tasks > Exercise flexibility in work style and be able to work collaboratively with others on the team Experience > A minimum of 3-5 years of experience as a people manager, preferably in the financial services industry > Bachelor's degree in a relevant field; MBA or other advanced degree preferred > Problem solving skills and strong attention to detail > Knowledge of Securities and Exchange Commission (SEC), FINRA and Investment Compliance Policies > Understanding of US financial products, trading rules and regulatory landscape > Ability to organize and prioritize work and meet strict SLAs > Excellent communication skills, including the ability to present complex information in a clear and concise manner > Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization > Strong analytical skills with the ability to use data to drive decision-making > Ability to coach and performance manage a team while balancing a workload > High proficiency in Microsoft Excel, Word, and PowerPoint Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.