About Company

Job Description/Responsibilities

Our client is seeking a visionary and results-driven Senior Vice President, Investments to lead and oversee key revenue-generating functions. This pivotal role is responsible for driving growth, profitability, and strategic positioning across Treasury, Trading & Brokerage, Asset Management & Research, and Alternative Investments. The ideal candidate will spearhead the company’s funding strategies, optimize on-balance sheet performance, and contribute to shaping the broader financial strategy. The role demands a strong leader with exceptional investment expertise, strategic insight, and a proven ability to manage and mentor senior executives while navigating complex regulatory and market environments. Key Responsibilities Strategic Leadership: • Develop and implement strategic plans for Treasury, Trading & Brokerage, Asset Management & Research, and Alternative Investments. • Set performance goals, identify growth opportunities, and align divisional efforts with corporate objectives. Investment Strategy Execution: • Lead the formulation and execution of investment strategies, ensuring alignment with financial objectives and risk-return targets. • Oversee investment initiatives to strengthen market positioning and profitability. Funding Strategy & Capital Management: • Design and execute comprehensive funding plans to support liquidity, growth, and balance sheet optimization. • Drive wholesale fundraising efforts and secure capital for strategic initiatives. Executive Oversight: • Manage senior executives across core divisions, providing leadership, mentorship, and performance assessments. • Foster a culture of accountability and innovation within the team. Regulatory Compliance & Risk Management: • Ensure all functions operate within regulatory standards and established risk parameters. • Collaborate with compliance and risk teams to address regulatory changes and minimize exposure. Committee Contributions: • Serve as a key member of various committees, including Investment, Risk, and Executive Committees. • Provide market insights and strategic guidance to influence decision-making. Market Intelligence: • Monitor industry trends, regulatory shifts, and competitive dynamics to identify strategic opportunities. • Conduct market analyses to refine business strategies and capitalize on emerging opportunities. Stakeholder Engagement: • Build and maintain relationships with institutional investors, clients, regulators, and industry partners. • Represent the organization in industry forums, enhancing its reputation and thought leadership. Talent Development & Succession Planning: • Foster a high-performance culture within direct reporting functions. • Lead initiatives for talent development and succession planning to ensure organizational continuity.

Job Requirements

Qualifications & Experience: • Education: Advanced degree in Finance, Business Administration, Economics, or a related field. Professional certifications such as CFA, CAIA, or FRM are preferred. • Experience: At least 12 years in the financial services industry, with 5-7 years in senior leadership roles overseeing treasury, asset management, or related investment functions. • Track Record: Demonstrated success in executing funding plans, driving wholesale fundraising, and achieving profitability and growth targets in revenue-generating roles. Key Skills & Competencies: • Strategic Vision: Ability to align divisional efforts with corporate goals while identifying and capitalizing on growth opportunities. • Investment Expertise: Deep knowledge of investment management, market dynamics, and regulatory frameworks in treasury, trading, and alternative investments. • Risk Management: Proficiency in implementing robust risk management and compliance frameworks. • Analytical Acumen: Strong capabilities in financial analysis, funding strategy development, and balance sheet optimization. • Leadership: Proven ability to inspire and lead high-performing teams across complex functions. • Communication & Stakeholder Management: Excellent interpersonal and communication skills, with the ability to engage effectively with internal and external stakeholders. Performance Expectations: • Drive growth and profitability across investment divisions. • Ensure robust governance and compliance within all managed functions. • Enhance the organization’s market positioning and reputation as a leader in investment management. • Build and sustain high-performing teams with a focus on talent development and succession planning. This role offers a unique opportunity to lead strategic investment initiatives and shape the financial future of a dynamic organization. If you are a forward-thinking leader with a passion for driving growth and innovation, we invite you to explore this opportunity.

Skills

• Accountability
• Administration
• Analysis
• Communication
• Development
• Leadership
• Management
• Organization
• Planning
• Research
• Talent Development
• Trading