Finance Accounting jobs in United States

Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division.

This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s business strategy.

• Ensuring client and stakeholder expectations are understood and met, building relationships through regular engagement.
• Build synergy across business functions: Advice, Banking and Lending.
• Build and maintain relationships with external stakeholders.
• Ensure alignment and achievement of strategy and create a competitive advantage by translating the company and Business Unit strategy into a customized Divisional strategy.
• Develop and introduce a people strategy that will create a culture that drives the Cluster and the company’s vision and values.
• Build a high-performance team.
• Ensure that the leadership agenda has been embraced by the division.
• Manage performance of direct reports and hold them accountable for managing the performance of their direct reports.
• Actively build a culture of improvement by ensuring active talent management and succession planning strategies for division.
• Engage with the team and identify additional training and development requirements.
• Participate in the recruitment and selection of senior staff.
• Optimize performance and motivation. Empower team to make decisions and recommend tailored solutions to Business Unit specific problems.
• Ensure implementation and execution of divisional sales strategy.
• Ensure profitability of distribution medium.
• Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base).
• Manage budget costs within budget constraints.
• Keep abreast of competitor activities.
• Provide sales intelligence and solutions.
• Provide continuous sales leadership.
• Identify and reduce risk for the company.
• Produce reports to key business committees.
• Ensure the achievement of targets by monitoring implemented Divisional EE and Transformation Plan.
• Contribute to a culture of transformation by participating in the company’s culture building initiatives & business strategy.
• Develop, implement, and measure the effectiveness of a strategy to build a differentiated culture.
• Monitor achievement of function goals, and levels of service, and manage business and client interests.
• Improve division sales policies and procedures.
• Manage risk by providing input to policy and procedure formulation, issuing guidelines, participating in interpretation of legislation, and proactively managing changes.
• Improve process and skills.

• Advanced Diplomas, Bachelors’ Degree, Honours or MBA.
• FAIS representative and preferably a Key Individual.
• Certified Financial Planner (CFP).

• Minimum 6 – 8 years experience in Banking or Wealth Management.
• Minimum of 6 years experience at a leadership level.
• At least 5 years experience in managing teams.
• Formulating and implementing communication strategies to cascade functional strategies.
• Building a community of leaders.
• Conducting benchmarking exercises to identify improvement opportunities.
• Establishing and maintaining collaborative relationships with peers / subordinates / managers.
• Managing complex boardroom dynamics and exhibiting a strong boardroom presence.
• Managing multiple functions.
• Making financial decisions.
• Modelling and encouraging a corporate culture.
• Presenting to senior leaders.

• Strategic planning.
• Budgeting.
• Financial Accounting Principles.
• Business principles.
• Communication Strategies.
• Financial Acumen.
• Business writing skills.
• Capacity planning.
• Relevant regulatory knowledge.
• Governance, Risk and Controls.

• Aligning and Executing Sales Strategy.
• Motivating the Sales Team.
• Driving for results.
• Decision Making.
• Planning and Organizing.
• Building the Sales Team.
• Driving Successful Customer Engagements.
• Coaching.