Asset Management - Investment Platform Specialist - Morgan Institutional - Executive Director
On-site · New York City, New York, United States
Job Summary
Investment Platform Specialist (Morgan Money) on the Asset Management Morgan Money team leading platform delivery and client onboarding. Responsible for partnering with the Morgan Institutional team to develop and streamline client engagement and onboarding, define platform requirements, and manage the delivery of platform enhancements. Must excel in cross-functional collaboration with asset management, external partners, and clients, communicate effectively with senior leaders, and contribute to strategy and design of the platform informed by market and product insights.
Required Qualifications
- 10+ years’ experience in Asset Management, Product Management, Project Management or Technology with focus on client facing interactions
- Strong working knowledge of the asset management industry
- Excellent communication, presentation and documentation skills, with the ability to explain complex matters in a concise and meaningful ways
- Experience managing and working with geographically distributed and functionally-diverse workgroups
- Operating as a subject matter expert on new products, changes to existing products or newly introduced product features, to support local and regional sales and marketing efforts
- Developing a strong and effective partnership with the local business and service teams, with an aim for understanding group needs and meeting objectives in a timely manner
- Comfort with ambiguity and dynamically shifting priorities, timelines, and demands
Desired Qualifications
- High technical and computer aptitude a plus
- Deep understanding of the investment management field a plus
- Proven ability of delivering on sales goals and targets
- Strong work ethic and desire to learn
- High degree of detailed orientation, organization and project management skills is preferred
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