Asset Management - Investment Platform Specialist - Morgan Institutional - Executive Director
On-site · New York City, New York, United States
Job Summary
Asset Management - Investment Platform Specialist (Morgan Money) Executive Director on the Asset Management Morgan Money team. You will become an expert in the platform, partner with internal and external stakeholders to develop and streamline client engagement, onboarding, and overall experience. You will design and create platform requirements, manage delivery, and act as a subject-matter expert to support local and regional sales/marketing efforts while collaborating across asset management, external partners, and clients.
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
- 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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