Vice President, Private Client Services
Vice President, Private Client Services
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$ 100000 - 120000
1 Vacancy
Job Description
We are seeking an individual who enjoys working in the financial services industry and would like to engage with the many professionals in the private client wealth management space at SIFMA member firms. This position will be based in NY and reports to the Managing Director Head of Private Client Services.
Responsibilities:
- Work with the Managing Director on member engagement through 21 Roundtables each covering a different constituency and/or function within Private Client Services at SIFMA member firms.
- Lead individual roundtable meetings and interact with the respective Chairpersons to establish agendas priorities and deliverables.
- Develop in-depth knowledge of private client issues such as fiduciary responsibility savings and retirement issues holistic wealth management marketing investment products financial planning practice management and management of financial advisors.
- Develop written materials in both preparation and summation of meetings.
- Interact with senior leaders in the industry regulatory agencies and Congressional staff.
- Coordinate across SIFMAs business groups and staff advisors to address member issues.
- Respond to member inquiries.
Qualifications:
- Bachelors degree from an accredited college or university.
- A minimum of five years of work experience in a financial services related area.
- Must be able to travel.
- Two writing samples are required one of which is limited to one page.
- Work easily in a service-oriented manner with individuals from all levels of organization and cross-functionality in a team environment.
- Knowledge of securities industry and legislative/regulatory structure it operates in.
- Strong communication and interpersonal skills.
- Ability to manage multiple projects/priorities.
- Strong writing presentation and organizational skills.
About us:
SIFMA is the leading trade association for broker-dealers investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industrys one million employees we advocate on legislation regulation and business policy affecting retail and institutional investors equity
and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets informed regulatory compliance and efficient market operations and resiliency. We also provide a forum for industry policy and professional development. SIFMA with offices in New York and Washington D.C. is the U.S. regional member of the Global Financial Markets Association (GFMA).
Benefits Include:
- Medical Dental Vision Insurance Plans
- Life and AD&D Insurance
- Short-Term and Long-Term Disability Insurance
- 401(k) with employer contribution
- Generous paid time off and holidays
- Eligible to work remotely (up to 2 days per week)
- Mobile Subsidy
- Commuter Subsidy
Salary range: $100000 - $120000
How to apply: Please apply directly via our Careers Site or send your cover letter resume and salary requirements to and indicate VP Private Client in the subject line of your email.
SIFMA is an Equal Opportunity Employer and encourages interested individuals to apply.
Required Experience:
Chief
Employment Type
Full-Time
