Head of Business Operations, Global Wealth Mgmt (Hempstead)

  • Hempstead, NY

Employment Type

: Full-Time


: Accounting

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This site uses cookies and analytics to offer the best experience possible. By clicking 'I accept', you agree to our use of cookies. Wealth Management offers solutions that optimize productivity and enhance the practice, while engaging high new worth audiences. Our solutions empower your advisors with perspectives that go beyond the headlines, and capabilities that add value to client relationships. Our solutions provide the market data that will support advisory relationships and guide clients through investment decisions, with easy-to-use analytical tools. From the front to the back office, Refinitivs wealth management solutions offer best-in-class infrastructure, news and market content that match your business requirements and will delight your customers. We are currently seeking an experienced and trusted leader to take on the role of Head of Business Operations. This is a senior level position and the ideal candidate is expected to drive the established strategic direction, strengthen operations, focus energy and ensure that employees and other stakeholders are working toward common goals with established agreement around intended outcomes/results. This individual will continually assess and adjust the Global Wealth Management business in response to the changing environments through a disciplined effort that produces fundamental decisions and actions that shape and guide the business with a focus on the future. This individual will have experience leading a very consultative and highly focused team of leaders and have had experience in defining operational plans through M&A activities utilizing market trends and financial insights. You will be a key leader in our organization that not only orchestrates the planning process, but serves as advocate to assist the organization to move forward. Role Responsibilities Provide support to the Managing Director in determining the strategic direction of the Wealth Management business; translate strategic direction into actionable business plans for the Wealth Management proposition leaders. Understand business direction and needs and develop solutions, roadmaps and assessment of potential business impacts. Utilize forward-looking models and activity-based analyses to provide financial insight into the organizations plans and operating budgets in partnership with finance leadership. This role will partner with finance and the M&A enablement teams to ensure that all M&A decisions are effectively integrated into the Wealth business by understanding the businesss investment needs and endeavor. Assign, coordinate and manage business goals and deliverables across multiple internal and external stakeholders. Maintain in-depth knowledge of market dynamics such as competitor analysis, market share, demographic trends, and growth projections. Develop and implement best practices and learning plans to meet business objectives; make recommendations for operational and organizational improvement. Ensure sales, revenue and expense forecasts are accurate and achievable. Be passionate to uncover all the facts and ensure financial targets are sound. Update and evolve the Wealth Management business plan; ensure objectivity, and identify activities that may need to be course corrected. Partner with leadership to ensure accountability is clear to deliver to agreed milestones and KPIs; be objective to ensure governance is strong and accurate. Manage the daily operating activities to ensure business goals are achieved. Qualifications and Experience Required Bachelor Degree in Business Administration or similar field; MBA preferred Minimum of 10-15 years business operations and planning experience; financial services experience is strongly preferred. Strong program management; able to lead multiple projects simultaneously and organize unstructured work. Experience with M&A activities specifically aligned to market development opportunities Experience in quantitative analysis; able to deep dive into the numbers and provide insightful recommendations. Intellectual curiosity and drive to improve and remove barriers to achieve results. An ability to do systems thinking. To understand how different areas of the organization, and external trends, relate to one another. To integrate ideas from many different areas into a common vision. Superb facilitation skills. The ability to get groups of people excited and committed to a new direction. Strong rational and emotional intelligence with the ability to win trust and get the best out of people. Comfortable communicating and creating presentations at all levels internally and externally in the organization. The Financial and Risk Business of Thomson Reuters is now Refinitiv. Refinitiv equips the financial community with access to an open platform that uncovers opportunity and catalyzes change. With a dynamic combination of data, insights, technology, and news from Reuters, our customers can access solutions for every challenge, including a breadth of applications, tools, and contentall supported by human expertise. At Refinitiv, we facilitate the connections that propel people and organizations to find new possibilities to move forward. As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world?regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Refinitiv is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. Intrigued by a challenge as large and fascinating as the world itself? Come join us. LocationsBrookfield-Wisconsin-United States of America;New York-New York-United States of America Req #: R0011593 Locations: Brookfield-Wisconsin-United States of America|New York-New York-United States of America

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