Top 1 Vice president of administration Jobs in Goshen, In

Vice President of Everence Asset Management Administration
EVERENCE SERVICES, —Goshen, IN
- Full-time
- 6 years
- CPA
- Office
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Vice President of Everence Asset Management Administration
EVERENCE SERVICES, —Goshen, IN
Six to ten years of experience in financial or investment services or a professional role such as an investment advisor, attorney, CPA, or similar field.
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Vice President of Everence Asset Management Administration

EVERENCE SERVICES,
Goshen, IN

Quick Apply

Job Details

Full-time

Qualifications

Deal closing
Business development management
Master's degree in business administration
Staff supervision
Managing investment portfolios
6 years
CPA
Team supervision
Managing teams in a customer support role
Regulatory compliance
Employee relationship building
Financial performance report preparation
Quality improvement leadership
Executive-level budget management
Team development
Business development
Collaboration with product development teams
Managing budgets in a finance role
Financial operations management
Financial risk management
Product portfolio management
Customer engagement
Client management
Customer support management
Leading team collaboration initiatives
Financial accounting
Business development within finance
Financial services
Business Administration
Business management

Full Job Description

POSITION SUMMARY

Oversees the Everence Asset Management (EAM) product lines and Administration Team, including supervision of staff members with a range of skills and responsibilities in operations and related technologies, administration, and product development.

RESPONSIBILITIES AND DUTIES

Organize and oversee the EAM Administrative Team with the responsibility to produce outstanding internal and external customer experiences and service.
Foster a culture supportive of our distribution system and continually enhance EAM platform usability for clients and for sales and support teams.
Partner with Everence staff across the organization to provide continuous improvement of EAM product offerings, technology, and service.
Establish an environment that encourages innovation and creativity to enhance client services.
Oversee policies, procedures, systems, and fiscal management.
Responsibility for budget activities related to Everence Trust Company (ETCO) and Everence Foundation (EF).
Partner with the Compliance Officer and auditors to ensure compliance with policies, applicable laws, and regulations.
Collaborate with the lead EAM investment officer and other members of Everence’s investment team to provide continuous improvement of EAM investment offerings and to oversee implementation of investment strategies in client portfolios.
Provide leadership of risk management for EAM lines of business.
Partner with Accounting to produce financial reporting for applicable entity boards (ETCO and EF).
Represent Everence professionally in internal and external settings, specifically including sales and support staff, as well as individual and organizational clients.

QUALIFICATIONS

Education:

A relevant business degree is required, with an advanced degree or certification such as an MBA, CPA, or other related designation preferred

License(s)

Advanced certifications and/or licenses in the financial services industry are strongly preferred

Experience:

Six to ten years of experience in financial or investment services or a professional role such as an investment advisor, attorney, CPA, or similar field

Skills and Abilities:

Success in building high-performing teams.
Success supervising professional staff and creating an atmosphere of cooperation, support, and high productivity
Successful involvement in closing client business or supervising others who are closing business, showing the ability to grow business while keeping compliance with policies, procedures, laws, and regulations
Developing and supporting productive relationships with internal and external colleagues and partners

SUPERVISORY RESPONSIBILITIES: Yes
SCHEDULE: Full-time

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Vice President of Everence Asset Management Administration

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