Oversee design, documentation, and improvement of internal controls
Champion client experience through timely and accurate reporting
As the Director of Performance and Pricing, you will be instrumental in helping drive Performance and Pricing strategies for Wealth Management businesses and clients
Job Summary
As the Director of Performance and Pricing, you will be instrumental in helping drive Performance and Pricing strategies for Wealth Management businesses and clients.
You will lead a department accountable for Pricing of assets and Performance Reporting for all clients across the business lines we service while continuously implementing new streamlined processes.
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
Matching Summary
As the Director of Performance and Pricing, you will be instrumental in helping drive Performance and Pricing strategies for Wealth Management businesses and clients.
Skills & Requirements
Must-have
Performance reporting and back-office platforms
Oversee design, documentation, and improvement of internal controls
Champion client experience through timely and accurate reporting
Lead cross-functional and enterprise-wide initiatives
Ensure staff development through coaching and performance management
Nice-to-have
Monitor departmental metrics and analyze data trends
Support business continuity and operational resilience
Influence policy, process, and system enhancements
Proactively identify risks and recommend mitigation strategies
Key Requirements
Advanced knowledge of Performance reporting and back-office platforms
Strong leadership to manage and develop high-performing teams
Subject matter expert for performance and pricing matters