Asset & Wealth Management Resume Sample
Savannah Grimes
34921 Marlon Court,
Phoenix,
AZ
+1 (555) 249 7519
Work Experience
Hrbp, VP-asset Wealth Management
11/2016
-
PRESENT
New York, NY
- Work with Wealth Advisors, Bankers and Investors to grow the trust business. This includes structuring, pricing and closing trust services including: family trusts, charitable trusts, and specialized Delaware trusts
- Work with clients and clients' attorneys and other professional advisors to structure and price new trust business
- Manage complex trust book with attention to risk management issues, including: discretionary actions; on-going tax planning; communication with co-trustees, beneficiaries, and professional advisors; coordination of investment dialogue
- Assist in supporting expense and headcount planning, reporting and variance analysis
- Effectively analyze, investigate and report variances of actual results to budget, forecast and prior periods
- Proactively monitor expense postings and research/resolve issues in advance of month-end
- Calculate and process allocations to other LOBs via SAP, including billing key creation, product and price guide updates, and variance analysis
- Build and maintain plan, outlook, and reporting models
- Provide support to other team members in producing weekly and monthly expense and headcount financials
Asset & Wealth Management
09/2011
-
09/2016
Chicago, IL
- Analyze large amounts of data effectively and accurately
- Create clear and concise presentation decks to be used to facilitate discussions with senior management
- Establish and maintain business relationships with internal stakeholders across all levels of seniority
- Partner with sub LOB finance groups to meet LOB deliverables
- Ensure data integrity and accuracy in all reporting and budgeting/forecasting
- Identify opportunities and recommend improvements for reporting efficiencies
- Partner with finance to manage financial planning and forecasting processes
- Drive disciplined expense management
- Monitor performance against plan
Asset & Wealth Management, Securities
01/2007
-
07/2011
Chicago, IL
- Conduct analyses to drive further insights and opportunities about business
- Provide business information and analysis (e.g., financial reporting, forecasting)
- Oversight: Understanding and tracking program deliverables, milestones, issues and risks; work with project program managers to coordinate necessary updates and produce standard MIS
- Reporting: Coordinating presentation materials across teams, ensuring content accuracy, validity, consistency and quality for key stakeholder forums/updates (e.g. business sponsor steering committee, firmwide chief data office updates, CAO business review, etc.)
- Standards: Ensure adherence to defined program management guidelines and standards, with a view to streamlining and improving existing project management processes as relevant
- Coordinating logistics and materials for various CDO internal forums (Town Halls, Lunch & Learn Sessions, Management Offsite, etc.)
- Develop a sharepoint library for CDO and ensure consistent usage
Education
Strayer University - Virginia Beach Campus
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Key words: strong time management, sound judgement skills, good prioritising, team player, strong communication skills, highly organized
- Strong public speaking and presentation skills with excellent verbal and written communication skills
- Strong interpersonal skills with the ability to work independently and in a team environment. Excellent communication and presentation skills
- Proven ability to get organized and able to multi-task effectively with strong decision-making skills
- Superior analytical skills; strong computer skills – in particular with Excel and Access - and good eye for detail
- Drive a global strategy and effectively identify and drive enhancements, including strategic thinking and strong analytical skills
- Highly developed skills in priority setting and alignment of project priorities with business strategy
How to write Asset & Wealth Management Resume
Asset & Wealth Management role is responsible for analytical, excel, interpersonal, microsoft, advanced, powerpoint, business, organization, access, presentation.
To write great resume for asset & wealth management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Asset & Wealth Management Resume
The section contact information is important in your asset & wealth management resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Asset & Wealth Management Resume
The section work experience is an essential part of your asset & wealth management resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous asset & wealth management responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular asset & wealth management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Asset & Wealth Management resume experience can include:
- Project Management: Manage small-medium scale Controls programs (e.g. RCSA, Record Retention, Resiliency, User Tools Oversight) that require collaboration across CDO teams globally to ensure deliverables are met as per timelines set by AWM Oversight & Controls team
- Strong technology skills including strong PC skills (Excel, Access),
- Proficiency in using PowerPoint; excellent Excel skills; Access skills
- Strong communication and project management skills; experience driving complex projects to a wide variety of stakeholders
- Strong problem solving, decision making skills
- Strong PC Skills including Microsoft Excel, Word, Powerpoint and other reporting tools
Education on an Asset & Wealth Management Resume
Make sure to make education a priority on your asset & wealth management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your asset & wealth management experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Asset & Wealth Management Resume
When listing skills on your asset & wealth management resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical asset & wealth management skills:
- Excellent communication skills, both written and verbal, with the ability to effectively summarize complex information and
- Be flexible, follow tight deadlines, organize and prioritize work Strong PC skills, including MS Power Point and MS Excel
- Excellent organizational skills and attention to detail, including the ability to manage multiple asks to tight deadlines and re-prioritize as required
- Proven data organization and analysis skills with ideally previous experience in a control or similar function
- Experienced manager with proven ability to effectively manage team members
- Demonstrates a strong sense of urgency in responding to escalating issues, rapidly changing priorities and adverse performance
List of Typical Experience For an Asset & Wealth Management Resume
1
Experience For Asset Wealth Management Resume
- Strong analytical skills including financial analysis; advanced Microsoft Office skills
- Demonstrated data mining and advanced analytic skills using SQL programming
- Proficiency in using PowerPoint; excellent Excel skills; proficiency in using investment analytical tools and data
- Strong administrative, interpersonal, and communication skills
- Excellent issue resolution and negotiation skills
- Strong PC skills, including MS Power Point and MS Excel
- Excellent analytical skills that includes attention to detail
- Excellent verbal and written communication skills - ability to communicate to all levels in the organization
2
Experience For Hrbp, VP-asset Wealth Management Resume
- A good understanding and experience of the Finance industry with relevant experience in a Program and/or Project Manager role
- Demonstrable relevant professional experience in customer relationship marketing, including experience in the areas of email and digital marketing
- Superior planning, tracking and communication skills
- First class English language drafting and negotiation skills
- Payments experience – Good understanding of payment systems for both domestic and international payments (SWIFT / FED/CHIPS/Faster Payments /ACH)
- Superior analytical skills: Quickly defines and deconstructs problems. Identifies patterns. Identifies root causes. Proposes multiple solution paths
- Exceptional project management and problem solving skills
3
Experience For Asset & Wealth Management, Securities Resume
- Previous experience in administrative field, preferably working experience in the banking / financial industry preferable
- Developing and documenting test scripts and testing evidence
- Evaluating and maintaining a relevant, effective and efficiently designed FFCOI governance model
- Working with Technology to prioritize enhancements to Client Reporting and any defects or fixes required after project implementations
- Driving project prioritization decisions, monitoring/reporting detailed project activity against defined milestones
- Running consumer group forums to share knowledge and priorities
- Telephone liaison, call screening, covering for travelling team members, and call prioritisation
- Hard working, ability to operate in a fast moving, demanding and team orientated environment
- Applicable experience in building and delivering global or regional marketing/commerce technology solutions
4
Experience For Avp-asset & Wealth Management Resume
- Direct experience supporting a Corporate Retirement Plan Services Consulting operation
- Experience in working with all areas of investment management, marketing, compliance and client relationship teams
- Controls testing/ controls management, operational risk, audit or Big 4/ consulting experience
- Direct experience performing investment analysis and due diligence within an investment advisory/consulting operation
- Develop strong client and internal relationships and an in-depth understanding of client servicing needs
5
Experience For VP of Asset & Wealth Management Resume
- Direct experience supporting retirement plan sales and servicing
- Experience and / or understanding of business process modeling, business systems development and analysis
- Experience developing cloud native applications and building resiliency around micro service
- Experience using Microsoft office programs including excel (VB/VBA a +), power point and Adobe PDF
- Good understanding of the regulatory environment and credibility when engaging with regulators
- Experience in querying data from Oracle, SQL Server, Teradata, and Green plum databases
- Experience managing complex projects across multiple business lines
- Financial industry experience; preferably in wealth management, private banking, or brokerage
6
Experience For Asset & Wealth Management Resume
- Experience managing staff resources
- A good level of end-to-end understanding of the asset management business
- Advanced experience in Architecture, Data Structures and Algorithms, high reliable real time data processing systems; design patterns
- Experience of managing international travel for a large team is crucial
- Experience in Financial market specifically within the client onboarding and maintenance functions
7
Experience For Asset Wealth Management Resume
- Proven success at collaborating to resolve issues, improve efficiency, and foster clear communication channels
- Can follow up without prompting and keep 1 step ahead of arrangements and requirements. Displays good use of initiative and follow through to completion
- Experience formulating strategies for potential clients
- Experience in banking or professional environment
- Experience managing a finance team
- Demonstrate flexibility and adaptability to rapidly changing business and technology
8
Experience For Hrbp, VP-asset Wealth Management Resume
- Relevant work experience in Private Banking or Human Resources space
- Strong organizational and planning abilities; attention to detail
- Experience in Data Governance covering data strategy execution, data quality management and metadata management
- Experience in Finance, Consulting, or Technology industries
- Solid understanding of the financial service businesses, products and processes
9
Experience For Asset & Wealth Management, Securities Resume
- Applicable experience in leading software development teams in enterprise level, large scale environments
- Multi-task while maintaining strong attention to detail
- Experience writing code in both Java and Python
- Experience working with large structured and/or unstructured data sets
- 3 – 5 years in a senior leadership role managing staff and evidence of significant program delivery
10
Experience For Avp-asset & Wealth Management Resume
- Digital Fraud Management experience – Within an industry leading brokerage firm
- Links to other Financial Institutions– Ability to build credibility with other financial institutions and maintain strong relationships with the institutions
- Calibrate client needs and business priorities in concert with technology organization
- Strong business / client-oriented focus
- Experience in financial services, controls, or reporting
- Demonstrates proficiency in accessing systems, platforms, applications and data repositories in multiple lines of business
- Follow complex methods and diverse procedures, while working on multiple priorities at the same time with tight deadlines
List of Typical Skills For an Asset & Wealth Management Resume
1
Skills For Asset Wealth Management Resume
- Strong written and verbal communication skills, with ability to communicate clearly and effectively at all levels, both internally and Client facing
- Effective interpersonal skills, superior oral and written communication skills
- Skilled multi-tasking and managing priorities effectively
- Strong influencing skills and ability to influence at all levels; maintain strong internal and external relationships, within HR and the Business
- Strong organization skills with the ability to multi-task and manage multiple priorities
2
Skills For Hrbp, VP-asset Wealth Management Resume
- Bring credibility to the position through proven leadership skills, company or industry reputation and professional qualifications
- Demonstrated interpersonal leadership, partnership and influencing skills
- Excellent communication skills (listening, verbal, and written)
- Strong computer skills including: Microsoft products (Word, Excel & PowerPoint)
- Excellent time management skills and ability to work in pressure oriented environment and able to handle multiple and sometimes competing tasks
- Experienced performance measurement professional with 8-10 years of experience including project experience
- Strong business communication and writing skills
3
Skills For Asset & Wealth Management, Securities Resume
- Strong relationship and influencing skills, and the ability to interface with business, operations and technology contacts at all levels
- Strong interpersonal communication and management skills are required
- Strong interpersonal and teamwork skills and leadership potential
- Communicate and operate effectively with senior management
- Strong analytical skills with the ability to translate data into concise, insightful, actionable recommendations
- Strong client management skills and stakeholder management
- Excellent interpersonal, organizational, and planning skills
- Strong collaboration, partnership, and influencing skills
- Multi-task in a busy and demanding role and to prioritise effectively high level of attention to detail
4
Skills For Avp-asset & Wealth Management Resume
- Excellent written and verbal communication skills (proficient knowledge of MS Outlook, Word, Excel, and PowerPoint)
- Multi-task in a busy and demanding role and to prioritize effectively
- Advanced organisational skills, secretarial experience and meeting coordination
- Strong PC skills (high level knowledge of MS Word, Excel, PowerPoint and Outlook)
- Strong time-management skills with a flexible attitude
5
Skills For VP of Asset & Wealth Management Resume
- Strong time management skills; able to maintain a high quality of work in a deadline-driven environment
- Strong MS Excel and PowerPoint skills (required)
- Good project management & personal organization skills
- Action-oriented with a focus on results, display strong analytical skills, be able to assess and clearly articulate complex ideas and possess creativity
- Strong organizational, control, project management, communication and negotiation skills
6
Skills For Asset & Wealth Management Resume
- Excellent partnership and team management skills, with ability to work closely with the various Risk teams, business and other functional stakeholders
- Good written and communication skills in English
- Self-starter, detail-oriented, well organized, strong decision-making skills
- Superior oral and written presentation skills and demonstrated ability to organize and conduct meetings with senior stakeholders
- Detail-oriented, results oriented and analytical skills for planning, organizing and documenting
- Prior experience in meeting deadlines and exceeding expectations
- Proven relationship builder with 3+ years’ experience building and influencing meaningful relationships with multiple stakeholders in multiple locations
- Cross LOB experience– Strong understanding of the differences in fraud transaction monitoring in a consumer and a corporate environment is highly desired
- Effective multi-tasking and prioritization capabilities
7
Skills For Asset Wealth Management Resume
- Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team
- Project management, problem-solving and time management skills
- Team player capable of working effectively with many business partners and colleagues across locations
- Superior multitasking, project management and presentation skills
- Demonstrate excellent analytical rigor and logical thinking with a continuous process improvement mindset
- Asset Management experience – Good understanding of money movement processes for Asset Management and the organization
- Work and partner effectively with all levels of seniority, including Senior Management
- Interact and communicate effectively – both written and verbal -- with all levels of staff including front-office
- Develop strong awareness and understanding of team's activities and Group Head's priorities
8
Skills For Hrbp, VP-asset Wealth Management Resume
- Effectively communicate with all levels of personnel within J. P. Morgan Securities
- Advanced Excel Skills such as V-Look Ups and Pivot Tables are essential. Advanced users of PowerPoint are particularly sought
- Communication skills to deal with people at all levels from different cultures and geographies
- Manage time effectively in a fast paced and deadline oriented environment
- Effective complex calendar management to identify priorities and conflicts
9
Skills For Asset & Wealth Management, Securities Resume
- Work independently and collaborate effectively to meet deliverables
- Prior experience providing complex solutions to high net worth
- Proven ability to build strong partnerships with key stakeholders, desire
- Effectively communicate findings, providing a clear and thorough analysis that tells a story and supports researched conclusion
- Strong analytical skill to be able to assess and clearly articulate complex ideas and possess creativity
10
Skills For Avp-asset & Wealth Management Resume
- Intermediate to Advanced desktop skills in products to support the above (Excel, PowerPoint, etc.)
- Proven experience of working for teams is essential
- Prior experience working in financial markets
- Communication skills: outstanding written and verbal communications and aptitude to influence all levels within an organization
- Strategic thinker able to drive multiple initiatives and prior experience driving change
List of Typical Responsibilities For an Asset & Wealth Management Resume
1
Responsibilities For Asset Wealth Management Resume
- Communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout IM
- Strong integrity and judgement skills
- Organizational skills for handling multiple projects is key
- Effectively schedule meetings promptly with required attendees, ensuring rooms are confirmed with necessary set up
- Exceptional organizational skills; ability to multi-task and to manage complex assignments
- Prior experience in Wealth Management/Asset Management desired
- Expertise - Prior experience in online or mobile product development, risk management, fraud operations or audit
2
Responsibilities For Hrbp, VP-asset Wealth Management Resume
- Answering calls, prioritizing and directing inquiries
- Validating client parking
- Responding to inquiries from JPMS’ business partners, validate and resolve client risk issues
- Prioritizing project deliverables, tracking progress and escalating risks
- Recruiting and/or direct sourcing experience in an executive search agency or corporate recruiting organization
- Strong focus on directly sourcing passive candidates through cold-calling and direct outreach
3
Responsibilities For Asset & Wealth Management, Securities Resume
- Creative sourcing abilities including experience with Boolean and related search techniques
- Management of the digital learner experience, including virtual induction and orientation, and mandatory training courses
- Calendar management – strong ability to manage and handle hectic calendars; scheduling/confirming meetings, group schedules, vacations etc
- Experience with facilitating training sessions (both classroom and virtual)
- Experience leading and mentoring Agile teams with a substantial commitment to DevOps practices
- Effective communication and shared understanding across our engineering and business communities with lessons learned, issues and best practices
4
Responsibilities For Avp-asset & Wealth Management Resume
- Evaluate, challenge, and approve weekly reporting received from other teams, prior to submission to management
- Good knowledge of funds’ structuring
- Proactive evaluation of production processes ensuring effectiveness and efficiency
- Financial industry experience; preferably in wealth management, private banking, or brokerage
- Prepare travel arrangements (domestic and international) always exploring the most cost effective options available
- Experience in the training field or branch administrator, preferably financial services
- Experience with LinkedIN Recruiter and related sourcing tools
- Possess a sense of urgency and resourcefulness with strong ability to anticipate issues and a passion for driving best practices
5
Responsibilities For VP of Asset & Wealth Management Resume
- Experience in creating process & data flows and business requirement documentation
- Locate relevant legal and/or governing documentation with the ability to review, validate, and correctly identify demographics
- Experience in a Financial Services firm or in public accounting, with an appropriate level of exposure to and involvement with AML/KYC
- Asset Management audit (including Alternatives) or business experience
- Experience of management reporting
- Experience with Asset & Wealth Management business (private banking and/or investment management)
- Develop strong relationships and influence people, including senior stakeholders
- Effective issue resolution and problem solving abilities
6
Responsibilities For Asset & Wealth Management Resume
- Solid knowledge of financial management reporting and financial concepts
- Good understanding of statistical regression techniques and tools (SAS, eViews)
- Demonstrated leadership qualities, with a history of developing subject matter expertise
- Experience supporting a Tech or Ops organization in the financial services industry highly desired
- Experience supporting a Technology or Operations organization highly desired
7
Responsibilities For Asset Wealth Management Resume
- Professional practical experience in Accounting and Finance
- Previous experience in Financial reporting an advantage
- Knowledge of banking products a strong advantage
- Proven track record of successfully implementing vendor service remediation and able to quantify such benefits
- Own the day-to-day execution of integrated marketing campaigns to support our priorities
- General financial industry experience; preferably in asset management, wealth management, private banking, or brokerage
- Hands on SQL experience with expertise in writing optimal queries for various data retrieval scenarios
8
Responsibilities For Hrbp, VP-asset Wealth Management Resume
- Experience in the Financial Services industry; history of margin lending and/or product management
- Strong understanding of OWASP, SAML, Oauth SSL and other security tools, technologies and guidelines
- Drive one or more OLO Assessment Teams to review and prioritize obligations for assessment ensuring accurate impact analysis to the Assessment Team
- Demonstrate ability to challenge the status quo and recommend solutions / enhancements to operating models and controls
- Partner with Control Officers and Compliance to build a strong understanding of regulations that outline how the business function process is designed
9
Responsibilities For Asset & Wealth Management, Securities Resume
- Build strong working relationships with Quality Control Team, Compliance, Audit, Risk and Control Officers and business segments
- Work on one or more OLO Assessment Teams to review and prioritize obligations for assessment ensuring accurate impact analysis to the Assessment Team
- Experience and ability in understanding clients’ financial situations and personal circumstances
- Influence AWM’s culture through effective, mandatory online training
- Enhance senior leader effectiveness through targeted interventions and consulting
- Creation of a robust internal / external API platform / marketplace and the rationalization and consolidation of our existing API library
- Act as ongoing relationship manager for a specific portfolio of clients and ensure every client has a positive experience
10
Responsibilities For Avp-asset & Wealth Management Resume
- Strong understanding of regulatory requirements and best practices within the brokerage environment
- Experience with Financial Advisor Tools (e.g., Morningstar, MoneyGuidePro)
- Coordinate with LOBs to identify, collect and understand available evidence to confirm LOB compliance
- Relevant work experience in business analyst/project management role for a large-scale project
- Experience with problem resolution across multiple control functions, such as with Legal, Compliance, Risk and Audit
- Building relationships internally and externally to develop a strong network of professionals that could assist in the client acquisition process
- Prioritize tasks and responsibilities
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