Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As the Senior Growth & Retention Enablement Platform Manager with Empower, you will provide expertise and leadership of the Gong enablement platform used to deliver coaching, performance, and development insights to both leaders and associates. You will work with peers and the leadership team to develop the appropriate resources and tools utilized by the client facing leaders and teams, such as Playbook with Best Practices, and will execute on business strategies that create a highly effective and efficient growth and retention organization. As needed, you will partner directly with Gong and internal resources to enhance the technologies and tools used. You will also keep current on new enablement platform capabilities that may be complementary to Gong. What you will do Partners with the Director of Empower Experience, Business Management, Training & Learning, among other teams, to implement the current road map established for Gong as a key enabler of coaching, performance, and development Understand and interpret business and content-related problems to identify and present solutions Implement solutions that leverage Gong's platform capabilities and maintain the integrity of the Gong enablement platform Prioritize and lead cross functional projects for the department as assigned by Management Manage expenses to budgeted funds and deliver on top initiatives Partner with peers to design strategy for content management Work across segments to identify and implement efficiencies Works closely with management to promote the EPW's culture of Empower People to Empower Customers in addition to our company values Provide technical subject matter expertise and support to client facing teams Provide strategic and solution consultation for potential use cases in the Gong enablement platform. What you will bring 4-year degree in Business or Marketing or relevant years of experience 5 years of experience utilizing platforms that enable client facing teams (ie: Seismic, Salesforce, AWS, Contact Lens, Co-Pilot) What will set you apart Financial industry knowledge Expert functional and technical knowledge of Gong or similar enablement platforms Strong understanding of the sales environment, content, tools, and training Collaborative team player demonstrating strong interpersonal skills Strong communication skills, both written and verbal Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $84,000.00 - $118,575.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 04-18-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/18/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As the Senior Growth & Retention Enablement Platform Manager with Empower, you will provide expertise and leadership of the Gong enablement platform used to deliver coaching, performance, and development insights to both leaders and associates. You will work with peers and the leadership team to develop the appropriate resources and tools utilized by the client facing leaders and teams, such as Playbook with Best Practices, and will execute on business strategies that create a highly effective and efficient growth and retention organization. As needed, you will partner directly with Gong and internal resources to enhance the technologies and tools used. You will also keep current on new enablement platform capabilities that may be complementary to Gong. What you will do Partners with the Director of Empower Experience, Business Management, Training & Learning, among other teams, to implement the current road map established for Gong as a key enabler of coaching, performance, and development Understand and interpret business and content-related problems to identify and present solutions Implement solutions that leverage Gong's platform capabilities and maintain the integrity of the Gong enablement platform Prioritize and lead cross functional projects for the department as assigned by Management Manage expenses to budgeted funds and deliver on top initiatives Partner with peers to design strategy for content management Work across segments to identify and implement efficiencies Works closely with management to promote the EPW's culture of Empower People to Empower Customers in addition to our company values Provide technical subject matter expertise and support to client facing teams Provide strategic and solution consultation for potential use cases in the Gong enablement platform. What you will bring 4-year degree in Business or Marketing or relevant years of experience 5 years of experience utilizing platforms that enable client facing teams (ie: Seismic, Salesforce, AWS, Contact Lens, Co-Pilot) What will set you apart Financial industry knowledge Expert functional and technical knowledge of Gong or similar enablement platforms Strong understanding of the sales environment, content, tools, and training Collaborative team player demonstrating strong interpersonal skills Strong communication skills, both written and verbal Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $84,000.00 - $118,575.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 04-18-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role OVERVIEW Wellington Investment Strategy and Solutions Group (iStrat) manages customized portfolios across multi-asset, fundamental factors and thematic approaches. iStrat brings allocators together to provide clients with a platform that integrates customized investment solutions with research. The Fundamental Factor Platform (FFP) team manages $29B across proprietary factor, hedged and extended strategies. The members of the FFP Team manage multi-factor portfolios, conduct market and manager research, and partner with clients on factor-based investment solutions, including strategies to pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as fundamental factors, manager research, asset allocation, policy and risk management. ROLE 'The Investment Director, Fundamental Factor Platform' - will accelerate the growth potential of the Fundamental Factor Platform by leading the team's commercialization efforts and developing the commercial skills of the talent on the team. The successful candidate will leverage their commercial experience and knowledge of clients and the market, to build a strong, trust-based relationship with colleagues across the investment team, IPFS and the Client Group. He/she will lead the coordination and design of the commercial strategy and drive the team's efforts to enhance the growth of new opportunities across the FFP platform while contributing to the retention and deepening of existing client relationships. Critically the successful candidate will be a team-based player with the responsibility to accelerate the commercial skills talent development on the team via mentoring and coaching. RESPONSIBILITIES Primary responsibilities include: • Establish credibility and partnership with investment team through intellectual curiosity to understand platform philosophy and process. • Lead the coordination, design and execution of the FFP commercialization strategy in partnership with key stakeholders across investment team and IPFS. • Mobilize the Client Group through commercial content creation, relationship building and leveraging of client relationships to identify new commercial opportunities. • Mentor and develop the other members of the Fundamental Factor product management team to develop commercial skills via coaching and involvement in client and prospecting. • Partner with the other members of the Fundamental Factor product management team to develop commercial opportunities and handover leadership of prospecting opportunities as they mature to more specific solutions and approaches. • Identify and translate market demands and client objectives and needs into product design opportunities and research agendas for the investment team product management teams to consider. • Connect dots and align commercial opportunities with other parts of the iStrat platform or the investment platform more broadly as appropriate; and • Where appropriate working with distribution teams and the investment team to tailor investment solutions to meet client specific needs/guidelines. QUALIFICATIONS The Investment Director role is multi-faceted, and requires demonstrated investment knowledge, combined with a passion for investing. The successful candidate will have deep market knowledge and compelling communication skills, such that they will be able to conduct external and internal meetings across a range of audiences and market/product content. They will be intellectually curious, creative, proactive and solutions oriented. The ability to influence and be collaborative, inclusive, and transparent while acting as a fiduciary on a wide range of business and investment integrity relative issues is imperative. Key qualifications for this role include: • Substantial (10+ years) industry experience, with deep equity or solutions investment knowledge and commercial skills, preferably in a relevant capacity such as institutional equity sales, investment management, investment consultant, product management, or invest; • Strong curiosity and drive to understand FFP platform philosophy and process, underlying investment strategies, platform research and mindset of applying learning to help understand and solve for client objectives. • Ability to: o Mobilize experienced stakeholders through creative content creation and communication. o Think creatively to leverage knowledge to achieve commercial ends. o Model and contribute to a collegial culture, bringing a focus on team mindset and collaboration. o Work well under pressure and prioritize tasks. • Experience participating in the development of talent by providing mentorship and constructive feedback and creating opportunities for team members. • Strong interpersonal and relationship building skills and the ability to tell "stories" with clients and interact with/influence key internal stakeholders. • Proven track record of business development/business growth. • Global mindset - has worked with global teams (or in other countries), culturally aware. • A history of academic achievement; advanced degree or CFA/CAIA are additive though not required. LOCATION The Investment Director will ideally be based in Wellington's Global Headquarters in Boston, MA. Location in Wellington's New York office will also be considered. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/18/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role OVERVIEW Wellington Investment Strategy and Solutions Group (iStrat) manages customized portfolios across multi-asset, fundamental factors and thematic approaches. iStrat brings allocators together to provide clients with a platform that integrates customized investment solutions with research. The Fundamental Factor Platform (FFP) team manages $29B across proprietary factor, hedged and extended strategies. The members of the FFP Team manage multi-factor portfolios, conduct market and manager research, and partner with clients on factor-based investment solutions, including strategies to pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as fundamental factors, manager research, asset allocation, policy and risk management. ROLE 'The Investment Director, Fundamental Factor Platform' - will accelerate the growth potential of the Fundamental Factor Platform by leading the team's commercialization efforts and developing the commercial skills of the talent on the team. The successful candidate will leverage their commercial experience and knowledge of clients and the market, to build a strong, trust-based relationship with colleagues across the investment team, IPFS and the Client Group. He/she will lead the coordination and design of the commercial strategy and drive the team's efforts to enhance the growth of new opportunities across the FFP platform while contributing to the retention and deepening of existing client relationships. Critically the successful candidate will be a team-based player with the responsibility to accelerate the commercial skills talent development on the team via mentoring and coaching. RESPONSIBILITIES Primary responsibilities include: • Establish credibility and partnership with investment team through intellectual curiosity to understand platform philosophy and process. • Lead the coordination, design and execution of the FFP commercialization strategy in partnership with key stakeholders across investment team and IPFS. • Mobilize the Client Group through commercial content creation, relationship building and leveraging of client relationships to identify new commercial opportunities. • Mentor and develop the other members of the Fundamental Factor product management team to develop commercial skills via coaching and involvement in client and prospecting. • Partner with the other members of the Fundamental Factor product management team to develop commercial opportunities and handover leadership of prospecting opportunities as they mature to more specific solutions and approaches. • Identify and translate market demands and client objectives and needs into product design opportunities and research agendas for the investment team product management teams to consider. • Connect dots and align commercial opportunities with other parts of the iStrat platform or the investment platform more broadly as appropriate; and • Where appropriate working with distribution teams and the investment team to tailor investment solutions to meet client specific needs/guidelines. QUALIFICATIONS The Investment Director role is multi-faceted, and requires demonstrated investment knowledge, combined with a passion for investing. The successful candidate will have deep market knowledge and compelling communication skills, such that they will be able to conduct external and internal meetings across a range of audiences and market/product content. They will be intellectually curious, creative, proactive and solutions oriented. The ability to influence and be collaborative, inclusive, and transparent while acting as a fiduciary on a wide range of business and investment integrity relative issues is imperative. Key qualifications for this role include: • Substantial (10+ years) industry experience, with deep equity or solutions investment knowledge and commercial skills, preferably in a relevant capacity such as institutional equity sales, investment management, investment consultant, product management, or invest; • Strong curiosity and drive to understand FFP platform philosophy and process, underlying investment strategies, platform research and mindset of applying learning to help understand and solve for client objectives. • Ability to: o Mobilize experienced stakeholders through creative content creation and communication. o Think creatively to leverage knowledge to achieve commercial ends. o Model and contribute to a collegial culture, bringing a focus on team mindset and collaboration. o Work well under pressure and prioritize tasks. • Experience participating in the development of talent by providing mentorship and constructive feedback and creating opportunities for team members. • Strong interpersonal and relationship building skills and the ability to tell "stories" with clients and interact with/influence key internal stakeholders. • Proven track record of business development/business growth. • Global mindset - has worked with global teams (or in other countries), culturally aware. • A history of academic achievement; advanced degree or CFA/CAIA are additive though not required. LOCATION The Investment Director will ideally be based in Wellington's Global Headquarters in Boston, MA. Location in Wellington's New York office will also be considered. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities The Sr HR Business Partner position supports Operations in Broussard, LA, reporting to the NAM Sr HR Manager. The incumbent is an integral part of Weatherford's matrixed North America business and HR community. The role is expected to act as a trusted consultant and partner (coach, advise, counsel) to the assigned business organization, which is primarily focused on the US Offshore Area. The Offshore entity is part of the North America Geozone with roughly 300 staff working onshore (primarily in Louisiana) and offshore US. The incumbent will be expected to demonstrate strategic and operational contributions to the development, understanding and timely execution of high-quality processes, practices, and systems. The position delivers solutions within a dynamic operational context which has a relatively high level of transactional demand across all aspects of HR (e.g., talent, performance management, compensation). The individual will need to seek out, share information, and closely collaborate with colleagues across the Business Partner networks, Centers of Excellence, Shared Services both domestically and internationally, to ensure practices and decisions align with the One Weatherford way of operating. Roles & Responsibilities SAFETY, SECURITY & COMPLIANCE Actively support, promote and role model the application of Weatherford's Safety, Security and Sustainability policies and standards. Seeks continual improvement of the Company's, client's and function's practices, processes and execution of Health, Safety, Security and the protection of the Environment QUALITY Responsible for familiarity with the Company's Quality policies and take an active role in the compliance and improvement of same Monitor and seek to improve service quality and productivity in support of Weatherford's Core Values, Business Objectives, and the HR strategic goals. OPERATIONS Influences culture and desired behaviors through a foundation of business knowledge and trusted relationships Anticipates, identifies and analyzes business opportunities, needs and challenges to deliver solutions which address them Contributes to the Weatherford HR strategy and translates it for NAM Operations Establishes trusted working relationships with business leadership and staff to be able to actively and effectively advise and provide thought partnership and coaching Ensures key business HR processes (e.g., attraction, performance, retention, compensation, DE&I, employee relations, HRMS, training/development, communication, change management) are delivered with high expectations for quality results both to the client, NAM Operations and HR Contributes from design through execution on organization, portfolio and leadership changes and the change management of each COMMUNICATION Effectively communicates with a global, cross-functional and diverse workforce focused on continuous HR service delivery quality and productivity improvement Stakeholder engagement and management to develop and sustain productive client and stakeholder relationships at all levels of the organization Maintains effective communication with all key stakeholders both internally and where appropriate externally Ensures stakeholder understanding and compliance with legal and regulatory requirements as well as Weatherford's policies, procedures, and standards FINANCIAL Understands the fundamentals of financial management in a global HR function and what constitutes effective, optimal delivery of cost-effective HR services Provides guidance, tools and action plans to meet talent, financial, productivity, quality and other HR targets PEOPLE & DEVELOPMENT With guidance, the Sr HRBP will actively engage in talent management (performance, talent identification, succession planning, development) Guides the Offshore client team and contributes heavily to the NAM Operations HR team to have influence and contribute to Weatherford HR and business organizations Collaborates highly across a global, highly distributed, matrixed and transformational business environment Contribute to creating a talent pipeline that assures the right people are placed at the right time with the right skill and will Contribute to Change & Culture transformation Drive strategies for the recruitment & retention of talent and foster an environment that supports the attraction & retention of a high performing talented workforce VISION & LEADERSHIP Demonstrates leadership, ethical behavior and adherence to Weatherford standards at all times Contributes to the Weatherford HR strategy and translate it for the client and country such that a compelling vision and purpose is understood Qualifications Bachelor's degree in Human Resources or a related field Have 5+ years progressive general HR experience, including a demonstrated career track record across multiple HR business partnership roles Preferred: Oil and Gas experience Oracle experience PHR or SHRM Cerified Travel Requirement: This role may require domestic travel of approximately <10%
04/18/2024
Full time
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities The Sr HR Business Partner position supports Operations in Broussard, LA, reporting to the NAM Sr HR Manager. The incumbent is an integral part of Weatherford's matrixed North America business and HR community. The role is expected to act as a trusted consultant and partner (coach, advise, counsel) to the assigned business organization, which is primarily focused on the US Offshore Area. The Offshore entity is part of the North America Geozone with roughly 300 staff working onshore (primarily in Louisiana) and offshore US. The incumbent will be expected to demonstrate strategic and operational contributions to the development, understanding and timely execution of high-quality processes, practices, and systems. The position delivers solutions within a dynamic operational context which has a relatively high level of transactional demand across all aspects of HR (e.g., talent, performance management, compensation). The individual will need to seek out, share information, and closely collaborate with colleagues across the Business Partner networks, Centers of Excellence, Shared Services both domestically and internationally, to ensure practices and decisions align with the One Weatherford way of operating. Roles & Responsibilities SAFETY, SECURITY & COMPLIANCE Actively support, promote and role model the application of Weatherford's Safety, Security and Sustainability policies and standards. Seeks continual improvement of the Company's, client's and function's practices, processes and execution of Health, Safety, Security and the protection of the Environment QUALITY Responsible for familiarity with the Company's Quality policies and take an active role in the compliance and improvement of same Monitor and seek to improve service quality and productivity in support of Weatherford's Core Values, Business Objectives, and the HR strategic goals. OPERATIONS Influences culture and desired behaviors through a foundation of business knowledge and trusted relationships Anticipates, identifies and analyzes business opportunities, needs and challenges to deliver solutions which address them Contributes to the Weatherford HR strategy and translates it for NAM Operations Establishes trusted working relationships with business leadership and staff to be able to actively and effectively advise and provide thought partnership and coaching Ensures key business HR processes (e.g., attraction, performance, retention, compensation, DE&I, employee relations, HRMS, training/development, communication, change management) are delivered with high expectations for quality results both to the client, NAM Operations and HR Contributes from design through execution on organization, portfolio and leadership changes and the change management of each COMMUNICATION Effectively communicates with a global, cross-functional and diverse workforce focused on continuous HR service delivery quality and productivity improvement Stakeholder engagement and management to develop and sustain productive client and stakeholder relationships at all levels of the organization Maintains effective communication with all key stakeholders both internally and where appropriate externally Ensures stakeholder understanding and compliance with legal and regulatory requirements as well as Weatherford's policies, procedures, and standards FINANCIAL Understands the fundamentals of financial management in a global HR function and what constitutes effective, optimal delivery of cost-effective HR services Provides guidance, tools and action plans to meet talent, financial, productivity, quality and other HR targets PEOPLE & DEVELOPMENT With guidance, the Sr HRBP will actively engage in talent management (performance, talent identification, succession planning, development) Guides the Offshore client team and contributes heavily to the NAM Operations HR team to have influence and contribute to Weatherford HR and business organizations Collaborates highly across a global, highly distributed, matrixed and transformational business environment Contribute to creating a talent pipeline that assures the right people are placed at the right time with the right skill and will Contribute to Change & Culture transformation Drive strategies for the recruitment & retention of talent and foster an environment that supports the attraction & retention of a high performing talented workforce VISION & LEADERSHIP Demonstrates leadership, ethical behavior and adherence to Weatherford standards at all times Contributes to the Weatherford HR strategy and translate it for the client and country such that a compelling vision and purpose is understood Qualifications Bachelor's degree in Human Resources or a related field Have 5+ years progressive general HR experience, including a demonstrated career track record across multiple HR business partnership roles Preferred: Oil and Gas experience Oracle experience PHR or SHRM Cerified Travel Requirement: This role may require domestic travel of approximately <10%
Wellington Management Company, LLP
San Francisco, California
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role As part of the continued expansion of our Private Investing capabilities, we are seeking to recruit a Deal Lead for our new Growth Lending Team. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private capital fund in 2014. Today, the Private Investing Team manages over $8 billion in assets across four growth equity/venture funds and private placement debt separately managed accounts. It is the fastest growing investment group within Wellington. Growth Lending will be our second strategy in private credit, and this new fund will focus on lending to growth stage private companies across the life science/healthcare and technology sectors. The Deal Lead, Growth Lending will be responsible for building our investment pipeline, including thematic research-based outbound origination, as well as helping to develop our external network by building relationships directly with co-investors, industry experts and private issuers with their respective sectors. In addition to generating deal flow, the ideal candidate will conduct in-depth underwriting of select deals, develop investment recommendations, and manage portfolio positions and relationships. We expect this individual to leverage his or her insight and experience during the investment process, while working closely with others across our investment platform, including our Private Equity and Industry Research teams. ESSENTIAL SKILLS The following essential skills are required for the role: • Investment acumen and passion - The Deal Lead will have a successful track record of lending to growth and/or venture stage private companies, along with a deep understanding of their respective sectors. The ideal candidate will be passionate about lending and will emphasize a fundamental/thematic, research-oriented, bottom-up approach to underwriting. The Investment Professional will also have deep experience with financial markets and employ a fundamental, research oriented, bottom-up approach to lending to private companies and the ability to implement those ideas through a highly analytical and detailed approach. • Superior collaboration and influencing skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Deal Lead will build strong trusting relationships externally with issuer management teams, industry contacts, clients and prospects as well as internally with colleagues. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; the Deal Lead must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. • Intellectual curiosity, capacity for differentiated thinking, and a growth mindset - The flexibility and openness to continue learning, evolving, and growing as an investor is important. The Deal Lead will have a global perspective and creative approach for analyzing growth lending transactions. Success in this role will open progression opportunities within the Growth Lending team and broader Wellington. OTHER QUALIFICATIONS Additional qualifications and individual characteristics are likely to include: • A minimum of 8 years of relevant experience on the buy- or sell-side within private credit or credit research. An understanding of the US growth/venture lending market is preferred; • Established industry relationships and network to originate deal flow in relevant issuers; • Strong academic credentials: an undergraduate degree in finance, economics or accounting is preferred; • Strong bottom-up fundamental approach to research; • Track record of developing, negotiating, and monitoring bespoke covenants; • Strong work ethic and attention to detail; • Ability to organize, manage, and prioritize time well; • Demonstrated ability to work independently and make decisions in the face of uncertainty; • Independence of thought, an entrepreneurial nature, and a global perspective; • Sound judgment, strong work ethic and highest personal and professional integrity; and • Willingness to travel. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/15/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role As part of the continued expansion of our Private Investing capabilities, we are seeking to recruit a Deal Lead for our new Growth Lending Team. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private capital fund in 2014. Today, the Private Investing Team manages over $8 billion in assets across four growth equity/venture funds and private placement debt separately managed accounts. It is the fastest growing investment group within Wellington. Growth Lending will be our second strategy in private credit, and this new fund will focus on lending to growth stage private companies across the life science/healthcare and technology sectors. The Deal Lead, Growth Lending will be responsible for building our investment pipeline, including thematic research-based outbound origination, as well as helping to develop our external network by building relationships directly with co-investors, industry experts and private issuers with their respective sectors. In addition to generating deal flow, the ideal candidate will conduct in-depth underwriting of select deals, develop investment recommendations, and manage portfolio positions and relationships. We expect this individual to leverage his or her insight and experience during the investment process, while working closely with others across our investment platform, including our Private Equity and Industry Research teams. ESSENTIAL SKILLS The following essential skills are required for the role: • Investment acumen and passion - The Deal Lead will have a successful track record of lending to growth and/or venture stage private companies, along with a deep understanding of their respective sectors. The ideal candidate will be passionate about lending and will emphasize a fundamental/thematic, research-oriented, bottom-up approach to underwriting. The Investment Professional will also have deep experience with financial markets and employ a fundamental, research oriented, bottom-up approach to lending to private companies and the ability to implement those ideas through a highly analytical and detailed approach. • Superior collaboration and influencing skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Deal Lead will build strong trusting relationships externally with issuer management teams, industry contacts, clients and prospects as well as internally with colleagues. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; the Deal Lead must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. • Intellectual curiosity, capacity for differentiated thinking, and a growth mindset - The flexibility and openness to continue learning, evolving, and growing as an investor is important. The Deal Lead will have a global perspective and creative approach for analyzing growth lending transactions. Success in this role will open progression opportunities within the Growth Lending team and broader Wellington. OTHER QUALIFICATIONS Additional qualifications and individual characteristics are likely to include: • A minimum of 8 years of relevant experience on the buy- or sell-side within private credit or credit research. An understanding of the US growth/venture lending market is preferred; • Established industry relationships and network to originate deal flow in relevant issuers; • Strong academic credentials: an undergraduate degree in finance, economics or accounting is preferred; • Strong bottom-up fundamental approach to research; • Track record of developing, negotiating, and monitoring bespoke covenants; • Strong work ethic and attention to detail; • Ability to organize, manage, and prioritize time well; • Demonstrated ability to work independently and make decisions in the face of uncertainty; • Independence of thought, an entrepreneurial nature, and a global perspective; • Sound judgment, strong work ethic and highest personal and professional integrity; and • Willingness to travel. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, world-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities Job Purpose The Strategic Marketing Analyst is responsible for market insights and actionable intelligence for one of Weatherford's three product segments - Drilling and Evaluation, Well Construction and Completions, or Production and Intervention. This role supports the Sales/Commercial function as well as Product Lines, Geozones, and leadership with a remit to provide market clarity to grow revenue, customer satisfaction and value, product line/offering development, operational effectiveness, and inform tactical and strategic decision making. Develops actionable market and strategic intelligence to support sustainable, profitable growth across the global business Well versed with key market and industry drivers such as commodity prices, macroeconomic data/indicators, geopolitical environments, activities of major operators, competitive/competitor intelligence, material and operational costs, emerging technologies and operating models, as well as broader energy transition themes and strategies Incorporates internal and external data to build insights and identify market and commercial opportunities and risks Assesses and integrates external macroeconomic, geopolitical, and market data sources (e.g., IHS, IEA, EIA, Rystad, Kimberlite, Spears, Enverus, etc.) and external 'signals' into a scenario-driven Weatherford market point of view to support tactical and strategic decision making, forecasting, and commercial opportunities (current and market white space) and risk Collects and analyzes relevant customer information (e.g., Capex, Operational activity across Geozones, purchasing and investment trends, voice of the customer (VoC), and other customer-driven insights Designs and executes robust, scenario-based market opportunity sizing (i.e., total available market (TAM) and the associated Weatherford available market (WAM) and collaborates with product line and Geozone leadership to develop risk/reward assessments and market penetration strategies Collaborates with and co-develops cohesive, aligned strategy development across corporate, functional, and product lines. Understands and leverages internal data sources and platforms (JDE, Salesforce, etc.) as inputs into analysis data and insights Supports Sales/Commercial and Marketing functions in relation to customer lists for campaigns, prioritization of target groups, target new clients and measurements of effectiveness of marketing campaigns Co-develops and internally promotes data tools, dashboards, and communication tools for key stakeholders that leverages the latest technologies and software, paired with user-centric design, insights, scenarios, and forecasts that provide market clarity and speed decision and action Responds promptly to management ad-hoc requests Demonstrates effective Safety leadership at all times to reinforce the organization's commitment to safety performance Maintains the highest level of reliability around data analyses and can effectively communicate and justify methodologies and assumptions Qualifications Experience & Education REQUIRED Bachelors degree in Marketing, Finance, Operations Management, or other business discipline. Have 5+ years experience in a similar role PREFERRED MBA preferred Oil and gas, oilfield services, energy, or industrial manufacturing industry experience. Other applicable experience may also be considered. Knowledge, Skills & Abilities REQUIRED Systems-thinking mindset and ability to triangulate across multiple data sources and insights to develop a compelling Weatherford point of view Intellectual horsepower and curious, agile, growth-focused mindset Strong commercial acumen to tie insights to company results and impact Excellent communicator - both verbal and written - with effective storytelling and smart brevity Power user of Microsoft 365 suite - especially key scenario and data modelling tools (i.e., Excel) Strong work ethic, integrity, and accountability paired with commitment to quality at all levels Collaborator that values varied perspectives and inputs to enhance relevant, actionable insights and drive efficiency and productivity PREFERRED Experience with data management and visualization tools (e.g., Alteryx, PowerBI, etc.) Prior experience in Strategic Marketing, Forecasting, Corporate Strategy, and/or Market Intelligence
04/13/2024
Full time
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, world-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities Job Purpose The Strategic Marketing Analyst is responsible for market insights and actionable intelligence for one of Weatherford's three product segments - Drilling and Evaluation, Well Construction and Completions, or Production and Intervention. This role supports the Sales/Commercial function as well as Product Lines, Geozones, and leadership with a remit to provide market clarity to grow revenue, customer satisfaction and value, product line/offering development, operational effectiveness, and inform tactical and strategic decision making. Develops actionable market and strategic intelligence to support sustainable, profitable growth across the global business Well versed with key market and industry drivers such as commodity prices, macroeconomic data/indicators, geopolitical environments, activities of major operators, competitive/competitor intelligence, material and operational costs, emerging technologies and operating models, as well as broader energy transition themes and strategies Incorporates internal and external data to build insights and identify market and commercial opportunities and risks Assesses and integrates external macroeconomic, geopolitical, and market data sources (e.g., IHS, IEA, EIA, Rystad, Kimberlite, Spears, Enverus, etc.) and external 'signals' into a scenario-driven Weatherford market point of view to support tactical and strategic decision making, forecasting, and commercial opportunities (current and market white space) and risk Collects and analyzes relevant customer information (e.g., Capex, Operational activity across Geozones, purchasing and investment trends, voice of the customer (VoC), and other customer-driven insights Designs and executes robust, scenario-based market opportunity sizing (i.e., total available market (TAM) and the associated Weatherford available market (WAM) and collaborates with product line and Geozone leadership to develop risk/reward assessments and market penetration strategies Collaborates with and co-develops cohesive, aligned strategy development across corporate, functional, and product lines. Understands and leverages internal data sources and platforms (JDE, Salesforce, etc.) as inputs into analysis data and insights Supports Sales/Commercial and Marketing functions in relation to customer lists for campaigns, prioritization of target groups, target new clients and measurements of effectiveness of marketing campaigns Co-develops and internally promotes data tools, dashboards, and communication tools for key stakeholders that leverages the latest technologies and software, paired with user-centric design, insights, scenarios, and forecasts that provide market clarity and speed decision and action Responds promptly to management ad-hoc requests Demonstrates effective Safety leadership at all times to reinforce the organization's commitment to safety performance Maintains the highest level of reliability around data analyses and can effectively communicate and justify methodologies and assumptions Qualifications Experience & Education REQUIRED Bachelors degree in Marketing, Finance, Operations Management, or other business discipline. Have 5+ years experience in a similar role PREFERRED MBA preferred Oil and gas, oilfield services, energy, or industrial manufacturing industry experience. Other applicable experience may also be considered. Knowledge, Skills & Abilities REQUIRED Systems-thinking mindset and ability to triangulate across multiple data sources and insights to develop a compelling Weatherford point of view Intellectual horsepower and curious, agile, growth-focused mindset Strong commercial acumen to tie insights to company results and impact Excellent communicator - both verbal and written - with effective storytelling and smart brevity Power user of Microsoft 365 suite - especially key scenario and data modelling tools (i.e., Excel) Strong work ethic, integrity, and accountability paired with commitment to quality at all levels Collaborator that values varied perspectives and inputs to enhance relevant, actionable insights and drive efficiency and productivity PREFERRED Experience with data management and visualization tools (e.g., Alteryx, PowerBI, etc.) Prior experience in Strategic Marketing, Forecasting, Corporate Strategy, and/or Market Intelligence
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Senior Vice President, Product Management to join our Treasury Services team. This role is located in Pittsburgh, PA or New York, NY (Hybrid - In office) In this role, you'll make an impact in the following ways: Leads product management, development and strategy for significantly large and/or complex products of strategic importance. Role is not always tied to a specific product. Usually assigned to product areas with high-growth potential or that represent a niche/specialty offering and has fully developed core expertise on industry trends, market segments and competitor services/offerings. Analyzes complex client requirements and develops solutions that may include more than one product. Must understand the economics behind products and demonstrate business acumen. Responsible for crafting the strategies behind product development and delivery. Must have market knowledge to integrate the demands of various regions and stay ahead of competitors. Is directly responsible for product profitability across a range of large, complex, global products. Ensures Operations, Technology, Risk, Compliance, Legal, etc. team concerns are addressed during the product development, enhancement, delivery, strategy, and planning processes. Employs a client-focused, strategic approach to develop the business case for firm offerings in the marketplace through in-depth and complex analyses on client segments, competitive landscape and industry environment. Demonstrates in-depth and comprehensive knowledge of assigned products, the marketplace and client needs to drive product growth/development and maximize profitability. Seen as a firm expert on a key product or product portfolio of strategic importance to the firm. Creates product management roadmaps and establishes evaluation criteria and success metrics. Oversees pricing, promotion, distribution strategies and competitive differentiators. Positions products for specific client segments, highlighting key benefits and competitive advantages. Works with sales and relationship management teams to support sales efforts and close on deals as needed. May also be responsible for revenue goals, profitability, and pricing for assigned products along with capital and operating budgets. Guides junior product managers and directs and works with operations and systems managers during product implementation to ensure operating plan goals are met. No direct reports. Provides guidance to less experienced colleagues as needed Contributes to the achievement of area objectives and profitability of assigned product(s). To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 10-12 years of total work experience preferred. Experience in Product Management, operations, client management preferred. MBA or CFA preferred. Product Leadership Certification preferred. Applicable local/regional licenses or certifications as required by the business. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $200,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/13/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Senior Vice President, Product Management to join our Treasury Services team. This role is located in Pittsburgh, PA or New York, NY (Hybrid - In office) In this role, you'll make an impact in the following ways: Leads product management, development and strategy for significantly large and/or complex products of strategic importance. Role is not always tied to a specific product. Usually assigned to product areas with high-growth potential or that represent a niche/specialty offering and has fully developed core expertise on industry trends, market segments and competitor services/offerings. Analyzes complex client requirements and develops solutions that may include more than one product. Must understand the economics behind products and demonstrate business acumen. Responsible for crafting the strategies behind product development and delivery. Must have market knowledge to integrate the demands of various regions and stay ahead of competitors. Is directly responsible for product profitability across a range of large, complex, global products. Ensures Operations, Technology, Risk, Compliance, Legal, etc. team concerns are addressed during the product development, enhancement, delivery, strategy, and planning processes. Employs a client-focused, strategic approach to develop the business case for firm offerings in the marketplace through in-depth and complex analyses on client segments, competitive landscape and industry environment. Demonstrates in-depth and comprehensive knowledge of assigned products, the marketplace and client needs to drive product growth/development and maximize profitability. Seen as a firm expert on a key product or product portfolio of strategic importance to the firm. Creates product management roadmaps and establishes evaluation criteria and success metrics. Oversees pricing, promotion, distribution strategies and competitive differentiators. Positions products for specific client segments, highlighting key benefits and competitive advantages. Works with sales and relationship management teams to support sales efforts and close on deals as needed. May also be responsible for revenue goals, profitability, and pricing for assigned products along with capital and operating budgets. Guides junior product managers and directs and works with operations and systems managers during product implementation to ensure operating plan goals are met. No direct reports. Provides guidance to less experienced colleagues as needed Contributes to the achievement of area objectives and profitability of assigned product(s). To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 10-12 years of total work experience preferred. Experience in Product Management, operations, client management preferred. MBA or CFA preferred. Product Leadership Certification preferred. Applicable local/regional licenses or certifications as required by the business. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $200,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities The Completions Technical Sales Manager is responsible for the delivery of the annual revenue target agreed jointly by their Geozone Sales VP/Director & the Product line Director for Completions. They shall work in conjunction with the PL Director who is accountable for the operational execution that delivers the identified revenue. The role will be accountable for delivering an accurate revenue and margin forecast based on operational activity and expenditure plans by their customers. This is to be incorporated into the local Account Plan. They are responsible for providing a detailed product line strategy document (their input into the Account Plan) which is to be reviewed on a regular basis, quarterly as a minimum. This review will monitor performance and offer early indication of potential revenue gaps that the role will be responsible for addressing accordingly. They will offer support to and be supported by the Technical Sales Representatives & Account Managers to ensure effective and efficient delivery of all sales processes; support for all customer engagement opportunities, opportunity management, contract handover and management of the contract review process. Quotation generation and tender response is a key job function, as is the generation of commercial strategies for bundling and integrating our services and products.They shall, through liaison with Product Line Director, Tech Sales Reps & Account Managers qualify strategic business opportunities for introducing new technologies, products & services to both new and existing customers. The role proactively and strategically sells Weatherford tools, technologies and services within the well construction and completions segment but proactively seeks opportunities for cross product line selling and bundling. OPERATIONAL CAPABILTY • Develop strategic plans to strengthen WFT Identity by understanding customer/industry key objectives & aligning our Core Capabilities, assembling and disseminating market intelligence • Responsible for adopting consistent & effective use of the available Technology ( XAIT-Porter) • Ensures Tech Sales Reps follow up on leads & opportunities assigned to them & complies with SFDC procedures • Accountable for the technical review & commercial proposal using Xait-Porter, inc; initial pricing • Oversees the tender development and response process, ensures all resources are available for highest quality submissions • Liaise with Commercial Operations to ensure efficient and effective tender management inc negotiations • Liaise with the legal department for contract drafting and execution • Responsible for advising client whether or not the Company wishes to participate in the opportunity • Ensures that the technical specifications are discussed with the client & gaining their feedback • Responsible for contract review with the Tech Sales Rep & Account Manager to agree overall performance • Develop strategic plans to strengthen WFT Identity by understanding customer/industry key objectives & aligning our Core Capabilities, assembling and disseminating market intelligence • Oversees all areas of business risk and ensure strategies exist to mitigate these as much as possible CLIENT COMMUNICATION • Ensures Tech Sales Reps understand customer's needs and ensures products and services are marketed, positioned and understood by key decision makers in customer organizations. • Responsible for responding to the Client Engagement Plan to enhance the profitability of the company through Weatherford provision of products and services to new & existing customers • Proposes solutions to customers formally (through pitches, presentations & tender submissions) and informally through networks, relationships, discussions • Responsible for relaying competitive information back to the appropriate PL stakeholders, inc: pricing, product performance, marketing material, activities, new products/technology etc. • Responsible for developing specific client application value propositions • Submit technical abstracts or articles to industry publications and/or WFT intercompany magazine. • Maintains understanding of WFT tech. capabilities and service & effectively communicates PL to customers • Participates in PL demonstrations and training to customers & internal stakeholders where appropriate • Responsible for undertaking where appropriate contract closure meetings with the client in conjunction with the Account Manager & Tech Sales Rep FINANCIAL PERFORMANCE • Responsible for the generation of annual revenue targets through the creation and conversion of account plans via the Technical Sales Reps • As a minimum undertakes quarterly reviews of their account plans with the Geozone Sales leader and Account Managers & Tech Sales Reps • Take relevant actions to identify and address revenue 'gaps' for the year to ensure target achievement • Accountable for delivering positive commercial results through strong negotiating skills which result in significant continuous improvements in margin performance • Evaluates sales opportunities via the Account Managers, GBMs & Tech Sales Team • Finalizes the upsell plan as per the BSA in conjunction with the Account Manager & Tech Sales team PEOPLE MANAGEMENT & DEVELOPMENT • Supports line management in the efficient, effective and compliant use of resources in the support of Geozone sales • Promotes the highest possible values, principles and the Weatherford culture to their team • Supports cohesion and common purpose in a changing environment to all sales related personnel • Supports and coordinates the technical PL education of internal sales community • Support Technical Sales team capabilities and development by utilizing all training & development resources, performance management, succession planning and talent management processes Qualifications REQUIRED Bachelors Degree 12 years of Weatherford and/or Industry technical / operational experience Have 6 years sale experience Must have deep water / offshore completions experience Ability to demonstrate that they are commercially astute, have a good understanding of commercial tenders, contracts, high margin / profitability impact and requirements for high quality customer service Be technical knowledge of the Oil & Gas industry Have 5 years of management experience with ability to exercise initiative to resolve potential & actual problems Broad knowledge of the Weatherford sales process, policies, products & services Advanced computer and presentation skills with experience of delivering to internal and external clients
04/11/2024
Full time
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities The Completions Technical Sales Manager is responsible for the delivery of the annual revenue target agreed jointly by their Geozone Sales VP/Director & the Product line Director for Completions. They shall work in conjunction with the PL Director who is accountable for the operational execution that delivers the identified revenue. The role will be accountable for delivering an accurate revenue and margin forecast based on operational activity and expenditure plans by their customers. This is to be incorporated into the local Account Plan. They are responsible for providing a detailed product line strategy document (their input into the Account Plan) which is to be reviewed on a regular basis, quarterly as a minimum. This review will monitor performance and offer early indication of potential revenue gaps that the role will be responsible for addressing accordingly. They will offer support to and be supported by the Technical Sales Representatives & Account Managers to ensure effective and efficient delivery of all sales processes; support for all customer engagement opportunities, opportunity management, contract handover and management of the contract review process. Quotation generation and tender response is a key job function, as is the generation of commercial strategies for bundling and integrating our services and products.They shall, through liaison with Product Line Director, Tech Sales Reps & Account Managers qualify strategic business opportunities for introducing new technologies, products & services to both new and existing customers. The role proactively and strategically sells Weatherford tools, technologies and services within the well construction and completions segment but proactively seeks opportunities for cross product line selling and bundling. OPERATIONAL CAPABILTY • Develop strategic plans to strengthen WFT Identity by understanding customer/industry key objectives & aligning our Core Capabilities, assembling and disseminating market intelligence • Responsible for adopting consistent & effective use of the available Technology ( XAIT-Porter) • Ensures Tech Sales Reps follow up on leads & opportunities assigned to them & complies with SFDC procedures • Accountable for the technical review & commercial proposal using Xait-Porter, inc; initial pricing • Oversees the tender development and response process, ensures all resources are available for highest quality submissions • Liaise with Commercial Operations to ensure efficient and effective tender management inc negotiations • Liaise with the legal department for contract drafting and execution • Responsible for advising client whether or not the Company wishes to participate in the opportunity • Ensures that the technical specifications are discussed with the client & gaining their feedback • Responsible for contract review with the Tech Sales Rep & Account Manager to agree overall performance • Develop strategic plans to strengthen WFT Identity by understanding customer/industry key objectives & aligning our Core Capabilities, assembling and disseminating market intelligence • Oversees all areas of business risk and ensure strategies exist to mitigate these as much as possible CLIENT COMMUNICATION • Ensures Tech Sales Reps understand customer's needs and ensures products and services are marketed, positioned and understood by key decision makers in customer organizations. • Responsible for responding to the Client Engagement Plan to enhance the profitability of the company through Weatherford provision of products and services to new & existing customers • Proposes solutions to customers formally (through pitches, presentations & tender submissions) and informally through networks, relationships, discussions • Responsible for relaying competitive information back to the appropriate PL stakeholders, inc: pricing, product performance, marketing material, activities, new products/technology etc. • Responsible for developing specific client application value propositions • Submit technical abstracts or articles to industry publications and/or WFT intercompany magazine. • Maintains understanding of WFT tech. capabilities and service & effectively communicates PL to customers • Participates in PL demonstrations and training to customers & internal stakeholders where appropriate • Responsible for undertaking where appropriate contract closure meetings with the client in conjunction with the Account Manager & Tech Sales Rep FINANCIAL PERFORMANCE • Responsible for the generation of annual revenue targets through the creation and conversion of account plans via the Technical Sales Reps • As a minimum undertakes quarterly reviews of their account plans with the Geozone Sales leader and Account Managers & Tech Sales Reps • Take relevant actions to identify and address revenue 'gaps' for the year to ensure target achievement • Accountable for delivering positive commercial results through strong negotiating skills which result in significant continuous improvements in margin performance • Evaluates sales opportunities via the Account Managers, GBMs & Tech Sales Team • Finalizes the upsell plan as per the BSA in conjunction with the Account Manager & Tech Sales team PEOPLE MANAGEMENT & DEVELOPMENT • Supports line management in the efficient, effective and compliant use of resources in the support of Geozone sales • Promotes the highest possible values, principles and the Weatherford culture to their team • Supports cohesion and common purpose in a changing environment to all sales related personnel • Supports and coordinates the technical PL education of internal sales community • Support Technical Sales team capabilities and development by utilizing all training & development resources, performance management, succession planning and talent management processes Qualifications REQUIRED Bachelors Degree 12 years of Weatherford and/or Industry technical / operational experience Have 6 years sale experience Must have deep water / offshore completions experience Ability to demonstrate that they are commercially astute, have a good understanding of commercial tenders, contracts, high margin / profitability impact and requirements for high quality customer service Be technical knowledge of the Oil & Gas industry Have 5 years of management experience with ability to exercise initiative to resolve potential & actual problems Broad knowledge of the Weatherford sales process, policies, products & services Advanced computer and presentation skills with experience of delivering to internal and external clients
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Senior Vice President, Product Management to join our Treasury Services team. This role is located in Pittsburgh, PA or New York, NY (Hybrid - In office) In this role, you'll make an impact in the following ways: Leads product management, development and strategy for significantly large and/or complex products of strategic importance. Role is not always tied to a specific product. Usually assigned to product areas with high-growth potential or that represent a niche/specialty offering and has fully developed core expertise on industry trends, market segments and competitor services/offerings. Analyzes complex client requirements and develops solutions that may include more than one product. Must understand the economics behind products and demonstrate business acumen. Responsible for crafting the strategies behind product development and delivery. Must have market knowledge to integrate the demands of various regions and stay ahead of competitors. Is directly responsible for product profitability across a range of large, complex, global products. Ensures Operations, Technology, Risk, Compliance, Legal, etc. team concerns are addressed during the product development, enhancement, delivery, strategy, and planning processes. Employs a client-focused, strategic approach to develop the business case for firm offerings in the marketplace through in-depth and complex analyses on client segments, competitive landscape and industry environment. Demonstrates in-depth and comprehensive knowledge of assigned products, the marketplace and client needs to drive product growth/development and maximize profitability. Seen as a firm expert on a key product or product portfolio of strategic importance to the firm. Creates product management roadmaps and establishes evaluation criteria and success metrics. Oversees pricing, promotion, distribution strategies and competitive differentiators. Positions products for specific client segments, highlighting key benefits and competitive advantages. Works with sales and relationship management teams to support sales efforts and close on deals as needed. May also be responsible for revenue goals, profitability, and pricing for assigned products along with capital and operating budgets. Guides junior product managers and directs and works with operations and systems managers during product implementation to ensure operating plan goals are met. No direct reports. Provides guidance to less experienced colleagues as needed Contributes to the achievement of area objectives and profitability of assigned product(s). To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 10-12 years of total work experience preferred. Experience in Product Management, operations, client management preferred. MBA or CFA preferred. Product Leadership Certification preferred. Applicable local/regional licenses or certifications as required by the business. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $200,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/11/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Senior Vice President, Product Management to join our Treasury Services team. This role is located in Pittsburgh, PA or New York, NY (Hybrid - In office) In this role, you'll make an impact in the following ways: Leads product management, development and strategy for significantly large and/or complex products of strategic importance. Role is not always tied to a specific product. Usually assigned to product areas with high-growth potential or that represent a niche/specialty offering and has fully developed core expertise on industry trends, market segments and competitor services/offerings. Analyzes complex client requirements and develops solutions that may include more than one product. Must understand the economics behind products and demonstrate business acumen. Responsible for crafting the strategies behind product development and delivery. Must have market knowledge to integrate the demands of various regions and stay ahead of competitors. Is directly responsible for product profitability across a range of large, complex, global products. Ensures Operations, Technology, Risk, Compliance, Legal, etc. team concerns are addressed during the product development, enhancement, delivery, strategy, and planning processes. Employs a client-focused, strategic approach to develop the business case for firm offerings in the marketplace through in-depth and complex analyses on client segments, competitive landscape and industry environment. Demonstrates in-depth and comprehensive knowledge of assigned products, the marketplace and client needs to drive product growth/development and maximize profitability. Seen as a firm expert on a key product or product portfolio of strategic importance to the firm. Creates product management roadmaps and establishes evaluation criteria and success metrics. Oversees pricing, promotion, distribution strategies and competitive differentiators. Positions products for specific client segments, highlighting key benefits and competitive advantages. Works with sales and relationship management teams to support sales efforts and close on deals as needed. May also be responsible for revenue goals, profitability, and pricing for assigned products along with capital and operating budgets. Guides junior product managers and directs and works with operations and systems managers during product implementation to ensure operating plan goals are met. No direct reports. Provides guidance to less experienced colleagues as needed Contributes to the achievement of area objectives and profitability of assigned product(s). To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 10-12 years of total work experience preferred. Experience in Product Management, operations, client management preferred. MBA or CFA preferred. Product Leadership Certification preferred. Applicable local/regional licenses or certifications as required by the business. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $200,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. Our global investment platform is comprised of over 500 investment professionals across seven investment groups (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Investment Research, Risk & Science, and Investment Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets under management across the capital structure. We serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative, and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We are seeking an HR Analyst to join the Generalist team supporting the Investment Platform. The HR Analyst will work with the Human Resource Relationship Managers (HRRMs), managers and employees to provide HR strategy and support across the seven investment groups. The HR Analyst will have the opportunity to work across multiple HR areas including talent strategy, performance management and compensation, talent development, employee relations, culture and community, and diversity, equity and inclusion. RESPONSIBILITIES This team provides high touch HR business partnership for an important part of the business. This is a terrific opportunity to develop and hone deep human resources skills and learn about the investment management business. This position is based in Boston. The HR Analyst will have the following responsibilities: Talent Strategy & Strategic Projects • Partner with HRRMs, Specialist teams across HR and Finance, managers and employees to lead our team's global and platform-wide collaboration of critical HR processes including the execution of performance management processes, culture and community initiatives, employee engagement analysis, compensation strategy, global relocation and immigration needs, talent development and skill-based development plans, diversity, equity and inclusion, and ad hoc questions. • Act as project manager for strategic talent projects and initiatives • Liaise with the Data Management and Talent Analytics team to drive data and analytical projects, reporting, and analysis. Focused on trend analysis and pattern recognition with attention to diversity, historical changes, recruitment practices, motivation, turnover, and compliance with employment laws and regulations. • Support the programming, onboarding, and assimilation of new joiners and interns to ensure successful connectivity and engagement Growth and Development • Staying intellectually curious and current on important HR topics for the business, both on an as needed basis for clients and for their own skill development as an HR practitioner is a critical skill. This may include reading HR publications, building HR certifications, learning new professional skills, and expanding knowledge on the asset management industry. • Over time, it is expected there will be an opportunity to creatively expand the role to align with business needs. REQUIREMENTS It is important that the ideal candidate is analytical, collaborative, an effective communicator, and intellectually curious. The desire to work independently and be resourceful to 'figure things out' with sound judgement is an important part of joining this high functioning, supportive, global team. Additional qualifications include: • 3+ years of experience in Human Resources / People experience required; Asset Management or Professional Services experience preferred • Ability to handle a high paced environment, be flexible and prioritize multiple demands, have a strong work ethic • Exceptional project and change management experience - results driven self-starter who can lead projects from inception through delivery • Ability to build strong relationships and a proven track record of positively collaborating with key stakeholders • Excellent communication, both written and verbal. Must be comfortable speaking up - ask good questions, drive clarity, and influence when necessary • Creative and pragmatic problem solver with ability to frame issues, identify important points, synthesize, and draw conclusions • Natural curiosity and desire to learn more about the investment management business • High attention to detail, able to analyze large quantities of data and information to identify patterns and root causes • Strong proficiency in Power Point, Excel, OneNote, Teams, and Workday is required • Bachelor's degree required Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/09/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. Our global investment platform is comprised of over 500 investment professionals across seven investment groups (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Investment Research, Risk & Science, and Investment Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets under management across the capital structure. We serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative, and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We are seeking an HR Analyst to join the Generalist team supporting the Investment Platform. The HR Analyst will work with the Human Resource Relationship Managers (HRRMs), managers and employees to provide HR strategy and support across the seven investment groups. The HR Analyst will have the opportunity to work across multiple HR areas including talent strategy, performance management and compensation, talent development, employee relations, culture and community, and diversity, equity and inclusion. RESPONSIBILITIES This team provides high touch HR business partnership for an important part of the business. This is a terrific opportunity to develop and hone deep human resources skills and learn about the investment management business. This position is based in Boston. The HR Analyst will have the following responsibilities: Talent Strategy & Strategic Projects • Partner with HRRMs, Specialist teams across HR and Finance, managers and employees to lead our team's global and platform-wide collaboration of critical HR processes including the execution of performance management processes, culture and community initiatives, employee engagement analysis, compensation strategy, global relocation and immigration needs, talent development and skill-based development plans, diversity, equity and inclusion, and ad hoc questions. • Act as project manager for strategic talent projects and initiatives • Liaise with the Data Management and Talent Analytics team to drive data and analytical projects, reporting, and analysis. Focused on trend analysis and pattern recognition with attention to diversity, historical changes, recruitment practices, motivation, turnover, and compliance with employment laws and regulations. • Support the programming, onboarding, and assimilation of new joiners and interns to ensure successful connectivity and engagement Growth and Development • Staying intellectually curious and current on important HR topics for the business, both on an as needed basis for clients and for their own skill development as an HR practitioner is a critical skill. This may include reading HR publications, building HR certifications, learning new professional skills, and expanding knowledge on the asset management industry. • Over time, it is expected there will be an opportunity to creatively expand the role to align with business needs. REQUIREMENTS It is important that the ideal candidate is analytical, collaborative, an effective communicator, and intellectually curious. The desire to work independently and be resourceful to 'figure things out' with sound judgement is an important part of joining this high functioning, supportive, global team. Additional qualifications include: • 3+ years of experience in Human Resources / People experience required; Asset Management or Professional Services experience preferred • Ability to handle a high paced environment, be flexible and prioritize multiple demands, have a strong work ethic • Exceptional project and change management experience - results driven self-starter who can lead projects from inception through delivery • Ability to build strong relationships and a proven track record of positively collaborating with key stakeholders • Excellent communication, both written and verbal. Must be comfortable speaking up - ask good questions, drive clarity, and influence when necessary • Creative and pragmatic problem solver with ability to frame issues, identify important points, synthesize, and draw conclusions • Natural curiosity and desire to learn more about the investment management business • High attention to detail, able to analyze large quantities of data and information to identify patterns and root causes • Strong proficiency in Power Point, Excel, OneNote, Teams, and Workday is required • Bachelor's degree required Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a Director to be the business lead for our Equity L/S Funds, as part of the leadership team of our Hedge Fund Group (HFG). The HFG leadership team is responsible for the strategic plan and management of the business. The new director will be responsible for the strategic direction and priorities for the Equity L/S part of our platform. Wellington has been in the hedge fund business since 1994. Today it is a $25 billion business run across our Diversifying and Equity L/S strategies. We offer our capabilities via flagship multi-strategy funds, custom combinations, and on a stand-alone basis. We strive to deliver exceptional investment results for clients and be a destination of choice for talent. RESPONSIBILITIES Specific responsibilities will include, but not be limited, to the following: - Investment capabilities and talent: Ensure we attract, motivate, develop and retain our investment talent. Foster an investment culture that balances the independence and focus required of hedge fund investing and integration with our firm's broader, highly collaborative investment ecosystem - Business Leadership and Strategic direction: Serve as business leader to develop and execute the business plan and provide day to day management; partner with our client group on our fund and growth strategy and with other investment business leaders to define the inter-connected talent strategy required to deliver perform. - Investment performance, integrity and risk: Provide fiduciary and supervisory oversight ensuring our funds are taking risks consistent with client expectations; Help Portfolio Managers foster healthy team dynamics and execute a well-defined philosophy with a strong investment process and risk plan. - Infrastructure and support: Partner with Director, Hedge Fund Group responsible for Infrastructure and Technology to ensure the platform and each PM team has the necessary infrastructure, technology, resources and support to perform. QUALIFICATIONS This candidate must be the utmost fiduciary, a strategic thinker and highly collaborative problem solver. He/she will have 15+ yrs of relevant experience leading equity hedge fund businesses. As a manager of investors, he/she must be credible with the ability to identify, attract, assess, and retain investment talent. We take a longer-term view on our talent. It is critical the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. He or she will be laser focused on helping investors succeed with flexibility, empathy, and a passion for investing. Additional skills include: Strategic orientation with the ability to define and execute a strong business plan Outstanding collaboration and leadership skills; ability to work successfully with very experienced, passionate investors and with multiple functions across the firm; Proven experience of attracting, retaining, developing, and motivating investment talent Superior organizational skills; ability to manage, prioritize, and complete multiple projects simultaneously; focused on results; Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm and represent the function internally and externally; Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver; Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/08/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a Director to be the business lead for our Equity L/S Funds, as part of the leadership team of our Hedge Fund Group (HFG). The HFG leadership team is responsible for the strategic plan and management of the business. The new director will be responsible for the strategic direction and priorities for the Equity L/S part of our platform. Wellington has been in the hedge fund business since 1994. Today it is a $25 billion business run across our Diversifying and Equity L/S strategies. We offer our capabilities via flagship multi-strategy funds, custom combinations, and on a stand-alone basis. We strive to deliver exceptional investment results for clients and be a destination of choice for talent. RESPONSIBILITIES Specific responsibilities will include, but not be limited, to the following: - Investment capabilities and talent: Ensure we attract, motivate, develop and retain our investment talent. Foster an investment culture that balances the independence and focus required of hedge fund investing and integration with our firm's broader, highly collaborative investment ecosystem - Business Leadership and Strategic direction: Serve as business leader to develop and execute the business plan and provide day to day management; partner with our client group on our fund and growth strategy and with other investment business leaders to define the inter-connected talent strategy required to deliver perform. - Investment performance, integrity and risk: Provide fiduciary and supervisory oversight ensuring our funds are taking risks consistent with client expectations; Help Portfolio Managers foster healthy team dynamics and execute a well-defined philosophy with a strong investment process and risk plan. - Infrastructure and support: Partner with Director, Hedge Fund Group responsible for Infrastructure and Technology to ensure the platform and each PM team has the necessary infrastructure, technology, resources and support to perform. QUALIFICATIONS This candidate must be the utmost fiduciary, a strategic thinker and highly collaborative problem solver. He/she will have 15+ yrs of relevant experience leading equity hedge fund businesses. As a manager of investors, he/she must be credible with the ability to identify, attract, assess, and retain investment talent. We take a longer-term view on our talent. It is critical the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. He or she will be laser focused on helping investors succeed with flexibility, empathy, and a passion for investing. Additional skills include: Strategic orientation with the ability to define and execute a strong business plan Outstanding collaboration and leadership skills; ability to work successfully with very experienced, passionate investors and with multiple functions across the firm; Proven experience of attracting, retaining, developing, and motivating investment talent Superior organizational skills; ability to manage, prioritize, and complete multiple projects simultaneously; focused on results; Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm and represent the function internally and externally; Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver; Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Wellington Management Company, LLP
New York, New York
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role As part of the continued expansion of our Private Investing capabilities, we are seeking to recruit a Deal Lead for our new Growth Lending Team. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private capital fund in 2014. Today, the Private Investing Team manages over $8 billion in assets across four growth equity/venture funds and private placement debt separately managed accounts. It is the fastest growing investment group within Wellington. Growth Lending will be our second strategy in private credit, and this new fund will focus on lending to growth stage private companies across the life science/healthcare and technology sectors. The Deal Lead, Growth Lending will be responsible for building our investment pipeline, including thematic research-based outbound origination, as well as helping to develop our external network by building relationships directly with co-investors, industry experts and private issuers with their respective sectors. In addition to generating deal flow, the ideal candidate will conduct in-depth underwriting of select deals, develop investment recommendations, and manage portfolio positions and relationships. We expect this individual to leverage his or her insight and experience during the investment process, while working closely with others across our investment platform, including our Private Equity and Industry Research teams. ESSENTIAL SKILLS The following essential skills are required for the role: • Investment acumen and passion - The Deal Lead will have a successful track record of lending to growth and/or venture stage private companies, along with a deep understanding of their respective sectors. The ideal candidate will be passionate about lending and will emphasize a fundamental/thematic, research-oriented, bottom-up approach to underwriting. The Investment Professional will also have deep experience with financial markets and employ a fundamental, research oriented, bottom-up approach to lending to private companies and the ability to implement those ideas through a highly analytical and detailed approach. • Superior collaboration and influencing skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Deal Lead will build strong trusting relationships externally with issuer management teams, industry contacts, clients and prospects as well as internally with colleagues. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; the Deal Lead must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. • Intellectual curiosity, capacity for differentiated thinking, and a growth mindset - The flexibility and openness to continue learning, evolving, and growing as an investor is important. The Deal Lead will have a global perspective and creative approach for analyzing growth lending transactions. Success in this role will open progression opportunities within the Growth Lending team and broader Wellington. OTHER QUALIFICATIONS Additional qualifications and individual characteristics are likely to include: • A minimum of 8 years of relevant experience on the buy- or sell-side within private credit or credit research. An understanding of the US growth/venture lending market is preferred; • Established industry relationships and network to originate deal flow in relevant issuers; • Strong academic credentials: an undergraduate degree in finance, economics or accounting is preferred; • Strong bottom-up fundamental approach to research; • Track record of developing, negotiating, and monitoring bespoke covenants; • Strong work ethic and attention to detail; • Ability to organize, manage, and prioritize time well; • Demonstrated ability to work independently and make decisions in the face of uncertainty; • Independence of thought, an entrepreneurial nature, and a global perspective; • Sound judgment, strong work ethic and highest personal and professional integrity; and • Willingness to travel. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/07/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role As part of the continued expansion of our Private Investing capabilities, we are seeking to recruit a Deal Lead for our new Growth Lending Team. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private capital fund in 2014. Today, the Private Investing Team manages over $8 billion in assets across four growth equity/venture funds and private placement debt separately managed accounts. It is the fastest growing investment group within Wellington. Growth Lending will be our second strategy in private credit, and this new fund will focus on lending to growth stage private companies across the life science/healthcare and technology sectors. The Deal Lead, Growth Lending will be responsible for building our investment pipeline, including thematic research-based outbound origination, as well as helping to develop our external network by building relationships directly with co-investors, industry experts and private issuers with their respective sectors. In addition to generating deal flow, the ideal candidate will conduct in-depth underwriting of select deals, develop investment recommendations, and manage portfolio positions and relationships. We expect this individual to leverage his or her insight and experience during the investment process, while working closely with others across our investment platform, including our Private Equity and Industry Research teams. ESSENTIAL SKILLS The following essential skills are required for the role: • Investment acumen and passion - The Deal Lead will have a successful track record of lending to growth and/or venture stage private companies, along with a deep understanding of their respective sectors. The ideal candidate will be passionate about lending and will emphasize a fundamental/thematic, research-oriented, bottom-up approach to underwriting. The Investment Professional will also have deep experience with financial markets and employ a fundamental, research oriented, bottom-up approach to lending to private companies and the ability to implement those ideas through a highly analytical and detailed approach. • Superior collaboration and influencing skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Deal Lead will build strong trusting relationships externally with issuer management teams, industry contacts, clients and prospects as well as internally with colleagues. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; the Deal Lead must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. • Intellectual curiosity, capacity for differentiated thinking, and a growth mindset - The flexibility and openness to continue learning, evolving, and growing as an investor is important. The Deal Lead will have a global perspective and creative approach for analyzing growth lending transactions. Success in this role will open progression opportunities within the Growth Lending team and broader Wellington. OTHER QUALIFICATIONS Additional qualifications and individual characteristics are likely to include: • A minimum of 8 years of relevant experience on the buy- or sell-side within private credit or credit research. An understanding of the US growth/venture lending market is preferred; • Established industry relationships and network to originate deal flow in relevant issuers; • Strong academic credentials: an undergraduate degree in finance, economics or accounting is preferred; • Strong bottom-up fundamental approach to research; • Track record of developing, negotiating, and monitoring bespoke covenants; • Strong work ethic and attention to detail; • Ability to organize, manage, and prioritize time well; • Demonstrated ability to work independently and make decisions in the face of uncertainty; • Independence of thought, an entrepreneurial nature, and a global perspective; • Sound judgment, strong work ethic and highest personal and professional integrity; and • Willingness to travel. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role As part of the continued expansion of our Private Investing capabilities, we are seeking to recruit a Deal Lead for our new Growth Lending Team. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private capital fund in 2014. Today, the Private Investing Team manages over $8 billion in assets across four growth equity/venture funds and private placement debt separately managed accounts. It is the fastest growing investment group within Wellington. Growth Lending will be our second strategy in private credit, and this new fund will focus on lending to growth stage private companies across the life science/healthcare and technology sectors. The Deal Lead, Growth Lending will be responsible for building our investment pipeline, including thematic research-based outbound origination, as well as helping to develop our external network by building relationships directly with co-investors, industry experts and private issuers with their respective sectors. In addition to generating deal flow, the ideal candidate will conduct in-depth underwriting of select deals, develop investment recommendations, and manage portfolio positions and relationships. We expect this individual to leverage his or her insight and experience during the investment process, while working closely with others across our investment platform, including our Private Equity and Industry Research teams. ESSENTIAL SKILLS The following essential skills are required for the role: • Investment acumen and passion - The Deal Lead will have a successful track record of lending to growth and/or venture stage private companies, along with a deep understanding of their respective sectors. The ideal candidate will be passionate about lending and will emphasize a fundamental/thematic, research-oriented, bottom-up approach to underwriting. The Investment Professional will also have deep experience with financial markets and employ a fundamental, research oriented, bottom-up approach to lending to private companies and the ability to implement those ideas through a highly analytical and detailed approach. • Superior collaboration and influencing skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Deal Lead will build strong trusting relationships externally with issuer management teams, industry contacts, clients and prospects as well as internally with colleagues. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; the Deal Lead must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. • Intellectual curiosity, capacity for differentiated thinking, and a growth mindset - The flexibility and openness to continue learning, evolving, and growing as an investor is important. The Deal Lead will have a global perspective and creative approach for analyzing growth lending transactions. Success in this role will open progression opportunities within the Growth Lending team and broader Wellington. OTHER QUALIFICATIONS Additional qualifications and individual characteristics are likely to include: • A minimum of 8 years of relevant experience on the buy- or sell-side within private credit or credit research. An understanding of the US growth/venture lending market is preferred; • Established industry relationships and network to originate deal flow in relevant issuers; • Strong academic credentials: an undergraduate degree in finance, economics or accounting is preferred; • Strong bottom-up fundamental approach to research; • Track record of developing, negotiating, and monitoring bespoke covenants; • Strong work ethic and attention to detail; • Ability to organize, manage, and prioritize time well; • Demonstrated ability to work independently and make decisions in the face of uncertainty; • Independence of thought, an entrepreneurial nature, and a global perspective; • Sound judgment, strong work ethic and highest personal and professional integrity; and • Willingness to travel. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/07/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role As part of the continued expansion of our Private Investing capabilities, we are seeking to recruit a Deal Lead for our new Growth Lending Team. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private capital fund in 2014. Today, the Private Investing Team manages over $8 billion in assets across four growth equity/venture funds and private placement debt separately managed accounts. It is the fastest growing investment group within Wellington. Growth Lending will be our second strategy in private credit, and this new fund will focus on lending to growth stage private companies across the life science/healthcare and technology sectors. The Deal Lead, Growth Lending will be responsible for building our investment pipeline, including thematic research-based outbound origination, as well as helping to develop our external network by building relationships directly with co-investors, industry experts and private issuers with their respective sectors. In addition to generating deal flow, the ideal candidate will conduct in-depth underwriting of select deals, develop investment recommendations, and manage portfolio positions and relationships. We expect this individual to leverage his or her insight and experience during the investment process, while working closely with others across our investment platform, including our Private Equity and Industry Research teams. ESSENTIAL SKILLS The following essential skills are required for the role: • Investment acumen and passion - The Deal Lead will have a successful track record of lending to growth and/or venture stage private companies, along with a deep understanding of their respective sectors. The ideal candidate will be passionate about lending and will emphasize a fundamental/thematic, research-oriented, bottom-up approach to underwriting. The Investment Professional will also have deep experience with financial markets and employ a fundamental, research oriented, bottom-up approach to lending to private companies and the ability to implement those ideas through a highly analytical and detailed approach. • Superior collaboration and influencing skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Deal Lead will build strong trusting relationships externally with issuer management teams, industry contacts, clients and prospects as well as internally with colleagues. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; the Deal Lead must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. • Intellectual curiosity, capacity for differentiated thinking, and a growth mindset - The flexibility and openness to continue learning, evolving, and growing as an investor is important. The Deal Lead will have a global perspective and creative approach for analyzing growth lending transactions. Success in this role will open progression opportunities within the Growth Lending team and broader Wellington. OTHER QUALIFICATIONS Additional qualifications and individual characteristics are likely to include: • A minimum of 8 years of relevant experience on the buy- or sell-side within private credit or credit research. An understanding of the US growth/venture lending market is preferred; • Established industry relationships and network to originate deal flow in relevant issuers; • Strong academic credentials: an undergraduate degree in finance, economics or accounting is preferred; • Strong bottom-up fundamental approach to research; • Track record of developing, negotiating, and monitoring bespoke covenants; • Strong work ethic and attention to detail; • Ability to organize, manage, and prioritize time well; • Demonstrated ability to work independently and make decisions in the face of uncertainty; • Independence of thought, an entrepreneurial nature, and a global perspective; • Sound judgment, strong work ethic and highest personal and professional integrity; and • Willingness to travel. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role As part of the continued growth of our private investment capabilities, we are seeking to add an Investment Director to join our team and be an integral part of our expansion into private credit. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private equity fund in 2014. Today, we manage approximately $8 billion in assets across private equity funds and co-investment program launched in 2017. The Private Investment team is responsible for overseeing fund governance, product development, marketing, operations and servicing investors, as well as driving growth in our privates business. The Private Credit Investment Director is responsible for the build and oversight of certain Wellington-managed vehicles that pursue private investment strategies and will lead business, investor relations and marketing strategy, and act as investment representative for the firm's private credit business in in the US and other locations as needed, and in addition will help to ensure the integrity of our investment and risk management processes. This role requires highly developed skills in marketing strategy, communication, portfolio analysis, and a solid foundation in investments. The successful candidate will be a flexible problem solver, with a can-do attitude, who is willing and able to take ownership of issues. He/she will work closely with members of the Focused Initiatives IR team, and other colleagues within our Client Group, Private Credit Investment and Deal Teams, and other functional areas across the firm. This position could be based in Boston or New York City. This role requires strong analytical skills, including a deep understanding of global financial and private markets, investment risk analysis techniques, and the ability to thrive in a fast-paced, detail-oriented environment. There will be considerable contact with clients, prospects, and colleagues within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services, Legal Services, and Tax Services. RESPONSIBILITES The Private Credit Investment Director's primary responsibilities will include the following: • Acting as an effective investment representative of the private investment teams and portfolios with clients, prospects, and consultants • Working directly with private credit teams to support, enhance and articulate the investment process and portfolios • Supporting the growth and retention in client assets • Provide regular investment risk oversight for a set of private credit funds • Assuming responsibility for internal issues associated with the management of the private credit business (e.g., operational complexity, investment capacity, investment guidelines) • Assisting in the development of marketing strategy and business planning. leading research and analysis on new business opportunities • Communicating the firm's Private Investments strategy and capabilities to both internal and external audiences • Creating innovative and insightful presentation content for current and prospective investors to be shared with clients, senior management, Investment Directors, and others within Wellington Management (e.g. thought pieces, Annual Meeting materials, marketing collateral, investor letters) . • Familiar with negotiating legal documentations such as LPA and other Governing documents. Able to extract key economics, compile, and document a thorough Summary with limited guidance • Strategizing with and supporting Business Developers in sales and relationship management activities, including fundraising and responding to ongoing investor requests • Participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, portfolio companies, and performance. Significant travel should be expected • Collaborate with product development, investment and client teams to identify and develop new and innovative private investment strategies. • Mentor and contribute to the development of earlier career product management talent QUALIFICATIONS The successful candidate for this position will have strong academic credentials, client relationship skills, demonstrated analytical and writing skills, effective communication skills, a high level of attention to detail, and is likely to have at least 12-15+ years of experience in a related position. An understanding of asset management, private markets (specifically private credit, growth lending, investment grade credit) will also be important. Ideally we are looking for someone who has built and understands fund vehicles. Prior experience in a related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/07/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role As part of the continued growth of our private investment capabilities, we are seeking to add an Investment Director to join our team and be an integral part of our expansion into private credit. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private equity fund in 2014. Today, we manage approximately $8 billion in assets across private equity funds and co-investment program launched in 2017. The Private Investment team is responsible for overseeing fund governance, product development, marketing, operations and servicing investors, as well as driving growth in our privates business. The Private Credit Investment Director is responsible for the build and oversight of certain Wellington-managed vehicles that pursue private investment strategies and will lead business, investor relations and marketing strategy, and act as investment representative for the firm's private credit business in in the US and other locations as needed, and in addition will help to ensure the integrity of our investment and risk management processes. This role requires highly developed skills in marketing strategy, communication, portfolio analysis, and a solid foundation in investments. The successful candidate will be a flexible problem solver, with a can-do attitude, who is willing and able to take ownership of issues. He/she will work closely with members of the Focused Initiatives IR team, and other colleagues within our Client Group, Private Credit Investment and Deal Teams, and other functional areas across the firm. This position could be based in Boston or New York City. This role requires strong analytical skills, including a deep understanding of global financial and private markets, investment risk analysis techniques, and the ability to thrive in a fast-paced, detail-oriented environment. There will be considerable contact with clients, prospects, and colleagues within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services, Legal Services, and Tax Services. RESPONSIBILITES The Private Credit Investment Director's primary responsibilities will include the following: • Acting as an effective investment representative of the private investment teams and portfolios with clients, prospects, and consultants • Working directly with private credit teams to support, enhance and articulate the investment process and portfolios • Supporting the growth and retention in client assets • Provide regular investment risk oversight for a set of private credit funds • Assuming responsibility for internal issues associated with the management of the private credit business (e.g., operational complexity, investment capacity, investment guidelines) • Assisting in the development of marketing strategy and business planning. leading research and analysis on new business opportunities • Communicating the firm's Private Investments strategy and capabilities to both internal and external audiences • Creating innovative and insightful presentation content for current and prospective investors to be shared with clients, senior management, Investment Directors, and others within Wellington Management (e.g. thought pieces, Annual Meeting materials, marketing collateral, investor letters) . • Familiar with negotiating legal documentations such as LPA and other Governing documents. Able to extract key economics, compile, and document a thorough Summary with limited guidance • Strategizing with and supporting Business Developers in sales and relationship management activities, including fundraising and responding to ongoing investor requests • Participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, portfolio companies, and performance. Significant travel should be expected • Collaborate with product development, investment and client teams to identify and develop new and innovative private investment strategies. • Mentor and contribute to the development of earlier career product management talent QUALIFICATIONS The successful candidate for this position will have strong academic credentials, client relationship skills, demonstrated analytical and writing skills, effective communication skills, a high level of attention to detail, and is likely to have at least 12-15+ years of experience in a related position. An understanding of asset management, private markets (specifically private credit, growth lending, investment grade credit) will also be important. Ideally we are looking for someone who has built and understands fund vehicles. Prior experience in a related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Wellington Management Company, LLP
New York, New York
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a Director to be the business lead for our Equity L/S Funds, as part of the leadership team of our Hedge Fund Group (HFG). The HFG leadership team is responsible for the strategic plan and management of the business. The new director will be responsible for the strategic direction and priorities for the Equity L/S part of our platform. Wellington has been in the hedge fund business since 1994. Today it is a $25 billion business run across our Diversifying and Equity L/S strategies. We offer our capabilities via flagship multi-strategy funds, custom combinations, and on a stand-alone basis. We strive to deliver exceptional investment results for clients and be a destination of choice for talent. RESPONSIBILITIES Specific responsibilities will include, but not be limited, to the following: - Investment capabilities and talent: Ensure we attract, motivate, develop and retain our investment talent. Foster an investment culture that balances the independence and focus required of hedge fund investing and integration with our firm's broader, highly collaborative investment ecosystem - Business Leadership and Strategic direction: Serve as business leader to develop and execute the business plan and provide day to day management; partner with our client group on our fund and growth strategy and with other investment business leaders to define the inter-connected talent strategy required to deliver perform. - Investment performance, integrity and risk: Provide fiduciary and supervisory oversight ensuring our funds are taking risks consistent with client expectations; Help Portfolio Managers foster healthy team dynamics and execute a well-defined philosophy with a strong investment process and risk plan. - Infrastructure and support: Partner with Director, Hedge Fund Group responsible for Infrastructure and Technology to ensure the platform and each PM team has the necessary infrastructure, technology, resources and support to perform. QUALIFICATIONS This candidate must be the utmost fiduciary, a strategic thinker and highly collaborative problem solver. He/she will have 15+ yrs of relevant experience leading equity hedge fund businesses. As a manager of investors, he/she must be credible with the ability to identify, attract, assess, and retain investment talent. We take a longer-term view on our talent. It is critical the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. He or she will be laser focused on helping investors succeed with flexibility, empathy, and a passion for investing. Additional skills include: Strategic orientation with the ability to define and execute a strong business plan Outstanding collaboration and leadership skills; ability to work successfully with very experienced, passionate investors and with multiple functions across the firm; Proven experience of attracting, retaining, developing, and motivating investment talent Superior organizational skills; ability to manage, prioritize, and complete multiple projects simultaneously; focused on results; Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm and represent the function internally and externally; Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver; Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/07/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a Director to be the business lead for our Equity L/S Funds, as part of the leadership team of our Hedge Fund Group (HFG). The HFG leadership team is responsible for the strategic plan and management of the business. The new director will be responsible for the strategic direction and priorities for the Equity L/S part of our platform. Wellington has been in the hedge fund business since 1994. Today it is a $25 billion business run across our Diversifying and Equity L/S strategies. We offer our capabilities via flagship multi-strategy funds, custom combinations, and on a stand-alone basis. We strive to deliver exceptional investment results for clients and be a destination of choice for talent. RESPONSIBILITIES Specific responsibilities will include, but not be limited, to the following: - Investment capabilities and talent: Ensure we attract, motivate, develop and retain our investment talent. Foster an investment culture that balances the independence and focus required of hedge fund investing and integration with our firm's broader, highly collaborative investment ecosystem - Business Leadership and Strategic direction: Serve as business leader to develop and execute the business plan and provide day to day management; partner with our client group on our fund and growth strategy and with other investment business leaders to define the inter-connected talent strategy required to deliver perform. - Investment performance, integrity and risk: Provide fiduciary and supervisory oversight ensuring our funds are taking risks consistent with client expectations; Help Portfolio Managers foster healthy team dynamics and execute a well-defined philosophy with a strong investment process and risk plan. - Infrastructure and support: Partner with Director, Hedge Fund Group responsible for Infrastructure and Technology to ensure the platform and each PM team has the necessary infrastructure, technology, resources and support to perform. QUALIFICATIONS This candidate must be the utmost fiduciary, a strategic thinker and highly collaborative problem solver. He/she will have 15+ yrs of relevant experience leading equity hedge fund businesses. As a manager of investors, he/she must be credible with the ability to identify, attract, assess, and retain investment talent. We take a longer-term view on our talent. It is critical the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. He or she will be laser focused on helping investors succeed with flexibility, empathy, and a passion for investing. Additional skills include: Strategic orientation with the ability to define and execute a strong business plan Outstanding collaboration and leadership skills; ability to work successfully with very experienced, passionate investors and with multiple functions across the firm; Proven experience of attracting, retaining, developing, and motivating investment talent Superior organizational skills; ability to manage, prioritize, and complete multiple projects simultaneously; focused on results; Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm and represent the function internally and externally; Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver; Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role OVERVIEW The Early Career Investor (ECI) Program aims to identify and develop our pipeline of talented investors. The ECI Leadership Team (ECILT) is seeking an analyst who will be an integral part of executing the ECI program strategy. Responsibilities will include recruiting, coordinating logistics, and developing annual training offerings to our full-time, MBA interns, and undergraduate interns. The ideal candidate will be a self-directed, hard-working team player who is passionate about both the asset management industry and early career talent development. This is a great opportunity for someone looking to make a difference in developing our firm's early career talent and managing its coordination globally. SKILLS The following essential skills are required for the role: • Process orientation & excellent organizational skills: The Program Analyst will have a strong administrative skill set, including the ability to plan and manage multiple priorities against different time horizons with high attention to detail. The Program Analyst will have the self-motivation to work independently while keeping ECILT and other stakeholders aware of progress. • Superior collaboration skills: The Program Analyst will be expected to be highly collaborative, sharing insights, strategies, and suggestions with ECILT to improve group processes. The ability to provide a point of view and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives. • Passion for developing talent: The Program Analyst will have a strong interest and passion for developing talent, program development, and an interest in the asset management industry. The Analyst will be expected to build rapport and trust with the Early Career Investors. The ideal candidate will have a global perspective and creative approach for engagement of the Early Career Investors. RESPONSIBILITIES This role will focus on tactical and programmatic support of the Early Career Investor Development (ECID) program partnering with ECILT: • Global ECI LT Program Management • Ensure deadlines and deliverables are met and relevant information for these processes are organized, archived and easy to find across the team's collaboration tools • Act as project manager for strategic projects and initiatives • Maintain the ECI Database and site content for the ECI Portal including rotation descriptions, learning series recordings and training materials. • Coordinate logistics for the mentor program, including communication to investor mentors and sponsors • Partner with Directors across the investment platform to ensure ECILT has a continuous pulse on the needs and priorities of each investment group. • ECI Development Programming • Work with ECI Directors to understand their vision for development of the ECI cohort • Bring a global mindset when developing new programming that suits each region and levels of talent • Drive the design, timeline and roll-out of ECI programming • Undergrad and Graduate Internship Program • Work with Campus Recruiting team to plan and manage our campus recruiting strategy • Manage the onboarding, development programming, evaluation and offboarding of interns including intern check-ins, end-of-summer project presentations and speaker series. • ECI Recruiting & Onboarding • Screen first round candidates in partnership with Campus Recruiting • Design and execute Roundtable & Super Day interview logistics • Responsible for onboarding logistics of full-time ECI hires QUALIFICATIONS Additional qualifications and individual characteristics include: • Prior experience in program management with strong execution and organization skills including ability to organize, manage, and prioritize time well; • A minimum of 5 years of relevant experience in financial services or asset management; • Prior experience working with early career individuals; • Ability to work independently and make decisions in the face of uncertainty; • Demonstrated problem solving ability; • Sound judgment, strong work ethic and highest personal and professional integrity; • Ability to clearly communicate (both verbally and in writing) across a variety of audiences; • A high degree of intellectual curiosity; • Growth mindset with flexibility and openness to continue learning, evolving, and growing as an Analyst; • Strong academic credentials and track record: an undergraduate degree is required. LOCATION The Program Analyst, Early Career Investor Development will be based in Wellington's Global Headquarters in Boston, MA. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 65,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/06/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role OVERVIEW The Early Career Investor (ECI) Program aims to identify and develop our pipeline of talented investors. The ECI Leadership Team (ECILT) is seeking an analyst who will be an integral part of executing the ECI program strategy. Responsibilities will include recruiting, coordinating logistics, and developing annual training offerings to our full-time, MBA interns, and undergraduate interns. The ideal candidate will be a self-directed, hard-working team player who is passionate about both the asset management industry and early career talent development. This is a great opportunity for someone looking to make a difference in developing our firm's early career talent and managing its coordination globally. SKILLS The following essential skills are required for the role: • Process orientation & excellent organizational skills: The Program Analyst will have a strong administrative skill set, including the ability to plan and manage multiple priorities against different time horizons with high attention to detail. The Program Analyst will have the self-motivation to work independently while keeping ECILT and other stakeholders aware of progress. • Superior collaboration skills: The Program Analyst will be expected to be highly collaborative, sharing insights, strategies, and suggestions with ECILT to improve group processes. The ability to provide a point of view and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives. • Passion for developing talent: The Program Analyst will have a strong interest and passion for developing talent, program development, and an interest in the asset management industry. The Analyst will be expected to build rapport and trust with the Early Career Investors. The ideal candidate will have a global perspective and creative approach for engagement of the Early Career Investors. RESPONSIBILITIES This role will focus on tactical and programmatic support of the Early Career Investor Development (ECID) program partnering with ECILT: • Global ECI LT Program Management • Ensure deadlines and deliverables are met and relevant information for these processes are organized, archived and easy to find across the team's collaboration tools • Act as project manager for strategic projects and initiatives • Maintain the ECI Database and site content for the ECI Portal including rotation descriptions, learning series recordings and training materials. • Coordinate logistics for the mentor program, including communication to investor mentors and sponsors • Partner with Directors across the investment platform to ensure ECILT has a continuous pulse on the needs and priorities of each investment group. • ECI Development Programming • Work with ECI Directors to understand their vision for development of the ECI cohort • Bring a global mindset when developing new programming that suits each region and levels of talent • Drive the design, timeline and roll-out of ECI programming • Undergrad and Graduate Internship Program • Work with Campus Recruiting team to plan and manage our campus recruiting strategy • Manage the onboarding, development programming, evaluation and offboarding of interns including intern check-ins, end-of-summer project presentations and speaker series. • ECI Recruiting & Onboarding • Screen first round candidates in partnership with Campus Recruiting • Design and execute Roundtable & Super Day interview logistics • Responsible for onboarding logistics of full-time ECI hires QUALIFICATIONS Additional qualifications and individual characteristics include: • Prior experience in program management with strong execution and organization skills including ability to organize, manage, and prioritize time well; • A minimum of 5 years of relevant experience in financial services or asset management; • Prior experience working with early career individuals; • Ability to work independently and make decisions in the face of uncertainty; • Demonstrated problem solving ability; • Sound judgment, strong work ethic and highest personal and professional integrity; • Ability to clearly communicate (both verbally and in writing) across a variety of audiences; • A high degree of intellectual curiosity; • Growth mindset with flexibility and openness to continue learning, evolving, and growing as an Analyst; • Strong academic credentials and track record: an undergraduate degree is required. LOCATION The Program Analyst, Early Career Investor Development will be based in Wellington's Global Headquarters in Boston, MA. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 65,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Wellington currently manages approximately $35 billion in alternative assets worldwide across long/short equity, absolute return credit, global multi-strategy, private equity funds and custom solutions. Our investment ecosystem and scale allow alternative investors to partner with world class investment research experts across fundamental equity, credit, fiscal/monetary economics, derivatives, rates, risk, data science, climate, sustainability, and many others. Our investment dialogue promotes collaborative discussions on securities across a range of diverse perspectives; the freedom to disagree and to make independent decisions on behalf of our clients is paramount to our culture. Within our Alternatives platform, we are seeking a Hedge Fund Analyst ("Analyst") to join our Wellington Global Technology Long/Short fund. This is our flagship long/short technology hedge fund, which invests across all market capitalizations, sectors, and geographies within the global technology landscape. The Analyst will primarily cover Global Software working closely with the Portfolio Manager and team to generate, research, and implement investment ideas for the unconstrained portfolio. In addition, the Analyst will conduct fundamental research that leads to differentiated insights derived from asking innovative questions, anticipating trends, and identifying risks and potential disruptions in a rapidly changing industry. ESSENTIAL SKILLS The following essential skills are required for the role: • Investment acumen and passion - The Analyst will have a deep understanding of the global technology industry and specialized expertise in global software. The ability to identify mispricing and valuation discrepancies, make investment recommendations, and communicate their findings to the Portfolio Manager is required. The ideal candidate will be passionate about markets with a demonstrated track record of successful stock recommendations. In addition, the Analyst must exhibit a fundamental, research oriented, bottom-up approach, supported by a strong investment philosophy and process, and be able to implement ideas through an analytical framework. • Superior collaboration and influencing skills - The successful candidate will be energized by being an individual contributor within a highly collaborative team and embracing the benefits of overlapping lines of company coverage and idea generation. The Analyst will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; s/he must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction, and contribute to an open investment dialogue, is important. • Growth mindset - The flexibility and openness to continue learning, evolving and growing as an investor is required. The Analyst will have a global perspective and creative approach for thinking about innovation and the next generation of the investment industry and evolution of the technology sector within it. OTHER QUALIFICATIONS Additional qualifications and characteristics include: • A minimum of 3 to 5 years of relevant experience in a long/short analytical role on the buyside covering global software. Experience shorting equities is required; • Service orientation with a fiduciary and client-centric mindset; • Ability to remain focused and appropriately allocate time to "what matters;" • Strong work ethic and attention to detail; • Independence of thought, intellectual curiosity, and an entrepreneurial nature; • Highest personal and professional integrity and ethics; • History of professional achievement; • Global perspective; and • Strong academic credentials including undergraduate/graduate studies and potentially CFA/CAIA designations. LOCATION The Global Industry Analyst will be based in Wellington's Global Headquarters in Boston, MA. Location in Wellington's New York office, with regular travel to Boston, will also selectively be considered. . APPLICATION INSTRUCTIONS To submit an application, please follow the link below: Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/04/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Wellington currently manages approximately $35 billion in alternative assets worldwide across long/short equity, absolute return credit, global multi-strategy, private equity funds and custom solutions. Our investment ecosystem and scale allow alternative investors to partner with world class investment research experts across fundamental equity, credit, fiscal/monetary economics, derivatives, rates, risk, data science, climate, sustainability, and many others. Our investment dialogue promotes collaborative discussions on securities across a range of diverse perspectives; the freedom to disagree and to make independent decisions on behalf of our clients is paramount to our culture. Within our Alternatives platform, we are seeking a Hedge Fund Analyst ("Analyst") to join our Wellington Global Technology Long/Short fund. This is our flagship long/short technology hedge fund, which invests across all market capitalizations, sectors, and geographies within the global technology landscape. The Analyst will primarily cover Global Software working closely with the Portfolio Manager and team to generate, research, and implement investment ideas for the unconstrained portfolio. In addition, the Analyst will conduct fundamental research that leads to differentiated insights derived from asking innovative questions, anticipating trends, and identifying risks and potential disruptions in a rapidly changing industry. ESSENTIAL SKILLS The following essential skills are required for the role: • Investment acumen and passion - The Analyst will have a deep understanding of the global technology industry and specialized expertise in global software. The ability to identify mispricing and valuation discrepancies, make investment recommendations, and communicate their findings to the Portfolio Manager is required. The ideal candidate will be passionate about markets with a demonstrated track record of successful stock recommendations. In addition, the Analyst must exhibit a fundamental, research oriented, bottom-up approach, supported by a strong investment philosophy and process, and be able to implement ideas through an analytical framework. • Superior collaboration and influencing skills - The successful candidate will be energized by being an individual contributor within a highly collaborative team and embracing the benefits of overlapping lines of company coverage and idea generation. The Analyst will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; s/he must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction, and contribute to an open investment dialogue, is important. • Growth mindset - The flexibility and openness to continue learning, evolving and growing as an investor is required. The Analyst will have a global perspective and creative approach for thinking about innovation and the next generation of the investment industry and evolution of the technology sector within it. OTHER QUALIFICATIONS Additional qualifications and characteristics include: • A minimum of 3 to 5 years of relevant experience in a long/short analytical role on the buyside covering global software. Experience shorting equities is required; • Service orientation with a fiduciary and client-centric mindset; • Ability to remain focused and appropriately allocate time to "what matters;" • Strong work ethic and attention to detail; • Independence of thought, intellectual curiosity, and an entrepreneurial nature; • Highest personal and professional integrity and ethics; • History of professional achievement; • Global perspective; and • Strong academic credentials including undergraduate/graduate studies and potentially CFA/CAIA designations. LOCATION The Global Industry Analyst will be based in Wellington's Global Headquarters in Boston, MA. Location in Wellington's New York office, with regular travel to Boston, will also selectively be considered. . APPLICATION INSTRUCTIONS To submit an application, please follow the link below: Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Director of Strategy Would you like to shape our marketing & business strategy for the future of energy? Are you passionate, intellectually curious, and creative? Join our forward-thinking Marketing & Strategy Team Bringing the most cutting-edge physical and digital technologies together to create oilfield equipment is the beating heart of our work. Devising smarter systems that control and monitor oil and gas extraction, our subsea and flexible pipe capabilities are industry-leading and commercially innovative. Shape the future The Director of Strategy will head up the marketing and strategy function globally for out Flexible Pipe Systems (Offshore) business. Along with performing core functions, you will be working with the Senior Management team to assist a key business achieving its growth ambitions. As Director of Strategy, you will be responsible for: Developing and updating the marketing forecast (timing, size of award etc.) through analysis, with relevant details including new market/industry segments. This includes tracking all FPS Onshore awards as they happen to update our database and to use as inputs to additional analysis Leading and delivering timely and accurate market analysis and insights (market, competition & customer intelligence, and analysis) - with a clear focus on the medium to long-term trends, looking beyond the immediate opportunities/tenders Assessing competitor strategy and performance and developing insights about customer priorities and future plans; evaluating implications for OFE & Baker Hughes and make recommendations; synthesizing inputs related to market intelligence from regions/functions/product lines Working closely with product managers to assist in the development of new products/solutions and enhancements to existing product/solutions in alignment with market needs; developing and updating value propositions as well as proof points Participating in priority deal reviews and contribute as required Delivering elements of strategic planning processes (e.g. annual strategic plan / LRP - Long Range Plan, portfolio analysis, capital allocation etc.) Drive LRP tracking after review. Leading/participating in strategic projects - e.g., evaluation of potential new markets/products, realignment of businesses, market assessment of potential acquisitions Working with Sales & Commercial team to assist in the development of new products/solutions & enhancements to existing product/solutions in alignment with market needs Collaborating with colleagues in other functions, regions and OFE businesses to translate insights and strategic plans to practical business actions Drafting the key messages (including but, not limited to value propositions) in collaboration with other functions and provide the content for Marketing material (product catalogues, brochures etc.) Disseminating knowledge internally through presentations, webchats, written communications Demonstrating thought leadership and represent Baker Hughes externally e.g., publishing papers or speaking at appropriate conferences and seminars, in meetings with regulators and potential partners Managing or contributing to relevant internal databases (market shares, installed base etc.) Other activities that fall within the remit of the OFE Marketing and Strategy team Fuel your passion To be successful in this role you will have: Bachelor's degree from an accredited university or college 5+ years of experience in one or more of: Oil & Gas industry (operator or equipment/service company) strategy consulting industrial marketing/strategy Strong upstream oil and gas industry knowledge and relevant experience, preferably in the onshore segments - especially in US Land. Demonstrated ability of driving business development through segment/customer /region penetration strategies Excellent analytics and problem-solving, including ability to form hypotheses and move forward in the absence of complete information Excellent oral and written communication skills, including ability to synthesize complex topics into clear, simple and crisp messages Fluent in written and spoken English Interpersonal skills to work well with colleagues across all businesses/cultures, achieve objectives through effective influencing, and establish credibility with senior leaders Ability to learn relevant tools (Salesforce.com & 3rd party market research databases) quickly; proficiency in MS Office and Excel. Desired Characteristics Following characteristics are relevant and useful to the role but, not mandatory: Degree in engineering MBA or advanced degree in science/engineering Experience in the onshore upstream and midstream oil and gas sector and/or RTP business. Working with us Our people are at the heart of what we do at Baker Hughes. We know we are better when all of our people are developed, engaged and able to bring their whole authentic selves to work. We invest in the health and well-being of our workforce, train and reward talent and develop leaders at all levels to bring out the best in each other. Working for you Our inventions have revolutionized energy for over a century. But to keep going forward tomorrow, we know we have to push the boundaries today. We prioritize rewarding those who embrace change with a package that reflects how much we value their input. Join us, and you can expect: Contemporary work-life balance policies and wellbeing activities Comprehensive private medical care options Safety net of life insurance and disability programs Tailored financial programs Additional elected or voluntary benefits About Us With operations in over 120 countries, we provide better solutions for our customers and richer opportunities for our people. As a leading partner to the energy industry, we're committed to achieving net-zero carbon emissions by 2050 and we're always looking for the right people to help us get there. People who are as passionate as we are about making energy safer, cleaner and more efficient. Join Us Are you seeking an opportunity to make a real difference in a company with a global reach and exciting services and clients? Come join us and grow with a team of people who will energize and inspire you! About Us: With operations in over 120 countries, we provide better solutions for our customers and richer opportunities for our people. As a leading partner to the energy industry, we're committed to achieving net-zero carbon emissions by 2050 and we're always looking for the right people to help us get there. People who are as passionate as we are about making energy safer, cleaner and more efficient. Join Us: Are you seeking an opportunity to make a real difference in a company that values innovation and progress? Join us and become part of a team of people who will challenge and inspire you! Let's come together and take energy forward. Baker Hughes Company is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
02/18/2022
Full time
Director of Strategy Would you like to shape our marketing & business strategy for the future of energy? Are you passionate, intellectually curious, and creative? Join our forward-thinking Marketing & Strategy Team Bringing the most cutting-edge physical and digital technologies together to create oilfield equipment is the beating heart of our work. Devising smarter systems that control and monitor oil and gas extraction, our subsea and flexible pipe capabilities are industry-leading and commercially innovative. Shape the future The Director of Strategy will head up the marketing and strategy function globally for out Flexible Pipe Systems (Offshore) business. Along with performing core functions, you will be working with the Senior Management team to assist a key business achieving its growth ambitions. As Director of Strategy, you will be responsible for: Developing and updating the marketing forecast (timing, size of award etc.) through analysis, with relevant details including new market/industry segments. This includes tracking all FPS Onshore awards as they happen to update our database and to use as inputs to additional analysis Leading and delivering timely and accurate market analysis and insights (market, competition & customer intelligence, and analysis) - with a clear focus on the medium to long-term trends, looking beyond the immediate opportunities/tenders Assessing competitor strategy and performance and developing insights about customer priorities and future plans; evaluating implications for OFE & Baker Hughes and make recommendations; synthesizing inputs related to market intelligence from regions/functions/product lines Working closely with product managers to assist in the development of new products/solutions and enhancements to existing product/solutions in alignment with market needs; developing and updating value propositions as well as proof points Participating in priority deal reviews and contribute as required Delivering elements of strategic planning processes (e.g. annual strategic plan / LRP - Long Range Plan, portfolio analysis, capital allocation etc.) Drive LRP tracking after review. Leading/participating in strategic projects - e.g., evaluation of potential new markets/products, realignment of businesses, market assessment of potential acquisitions Working with Sales & Commercial team to assist in the development of new products/solutions & enhancements to existing product/solutions in alignment with market needs Collaborating with colleagues in other functions, regions and OFE businesses to translate insights and strategic plans to practical business actions Drafting the key messages (including but, not limited to value propositions) in collaboration with other functions and provide the content for Marketing material (product catalogues, brochures etc.) Disseminating knowledge internally through presentations, webchats, written communications Demonstrating thought leadership and represent Baker Hughes externally e.g., publishing papers or speaking at appropriate conferences and seminars, in meetings with regulators and potential partners Managing or contributing to relevant internal databases (market shares, installed base etc.) Other activities that fall within the remit of the OFE Marketing and Strategy team Fuel your passion To be successful in this role you will have: Bachelor's degree from an accredited university or college 5+ years of experience in one or more of: Oil & Gas industry (operator or equipment/service company) strategy consulting industrial marketing/strategy Strong upstream oil and gas industry knowledge and relevant experience, preferably in the onshore segments - especially in US Land. Demonstrated ability of driving business development through segment/customer /region penetration strategies Excellent analytics and problem-solving, including ability to form hypotheses and move forward in the absence of complete information Excellent oral and written communication skills, including ability to synthesize complex topics into clear, simple and crisp messages Fluent in written and spoken English Interpersonal skills to work well with colleagues across all businesses/cultures, achieve objectives through effective influencing, and establish credibility with senior leaders Ability to learn relevant tools (Salesforce.com & 3rd party market research databases) quickly; proficiency in MS Office and Excel. Desired Characteristics Following characteristics are relevant and useful to the role but, not mandatory: Degree in engineering MBA or advanced degree in science/engineering Experience in the onshore upstream and midstream oil and gas sector and/or RTP business. Working with us Our people are at the heart of what we do at Baker Hughes. We know we are better when all of our people are developed, engaged and able to bring their whole authentic selves to work. We invest in the health and well-being of our workforce, train and reward talent and develop leaders at all levels to bring out the best in each other. Working for you Our inventions have revolutionized energy for over a century. But to keep going forward tomorrow, we know we have to push the boundaries today. We prioritize rewarding those who embrace change with a package that reflects how much we value their input. Join us, and you can expect: Contemporary work-life balance policies and wellbeing activities Comprehensive private medical care options Safety net of life insurance and disability programs Tailored financial programs Additional elected or voluntary benefits About Us With operations in over 120 countries, we provide better solutions for our customers and richer opportunities for our people. As a leading partner to the energy industry, we're committed to achieving net-zero carbon emissions by 2050 and we're always looking for the right people to help us get there. People who are as passionate as we are about making energy safer, cleaner and more efficient. Join Us Are you seeking an opportunity to make a real difference in a company with a global reach and exciting services and clients? Come join us and grow with a team of people who will energize and inspire you! About Us: With operations in over 120 countries, we provide better solutions for our customers and richer opportunities for our people. As a leading partner to the energy industry, we're committed to achieving net-zero carbon emissions by 2050 and we're always looking for the right people to help us get there. People who are as passionate as we are about making energy safer, cleaner and more efficient. Join Us: Are you seeking an opportunity to make a real difference in a company that values innovation and progress? Join us and become part of a team of people who will challenge and inspire you! Let's come together and take energy forward. Baker Hughes Company is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Our client, a skin care brand, is seeking a Director of Digital Marketing to join their Los Angeles team. Reporting directly to the SVP, Marketing, the Director of Digital Marketing and Customer Experience will lead rapid brand growth as they enter the next inflection point in the business. You will develop and execute the 360 marketing and customer experience strategies for ecommerce business. You are an entrepreneurial, digitally native marketer. You will be responsible for leading, developing, and executing all aspects of digital integrated marketing including retention marketing, 360 campaigns, and working closely with our COO + Head of Growth on all paid channels. Your primary focus will be on knowing our customers in and out to drive increased satisfaction and engagement. You will dig into: What motivates our customers' purchase? What are their purchasing patterns and what drives reorder? When are they most likely to churn? What are the key opportunities for improving their experience and driving loyalty? etc. You'll then ideate and drive initiatives end-to-end that increase customer satisfaction, engagement, and lifetime value. You will oversee UX and drive engagement and conversion across all devices to create synergies and drive brand level customer service, enhance processes and automation, and improve the overall net promoter score. Responsibilities: Own the ecommerce customer's journey; leverage customer journey mapping to increase retention and reduce churn. Develop tactics to increase digital sales through accelerating traffic, increasing conversion and expanding lead generation. Manage triggered, transactional and all lifecycle messaging including SMS for eCommerce business. Lead email strategy end to end from customer flows, promotional emails and newsletters Work cross-functionally with the marketing and creative teams to gather, develop, and build content for emails; write creative briefs, maintain email and retention marketing calendar. Collaborate with the web development and creative team to develop a comprehensive site audit, optimization strategy, and execution plan to improve brand identity and customer experience. Manage the digital marketing budget that allows for optimization to ensure activities are effective, efficient and deliver successful ROI metrics. Develop a strategy for email capture on site and in our broader marketing programs. Work to grow file size for email and SMS Understand and help develop segmentation strategies; use internal data resources to filter and target appropriate segments. Analyze customer data and generate actionable insights and retention strategy based on cohorts, customer segments and lifetime value. Ecommerce management: manage on-site promotional schedule, manage site optimization schedule, manage Shopify apps, manage pop ups and on-site customer acquisition tools, implement new products and creative site changes, monitor analytics and performance, manage developers and work hand-in-hand with the development team on new projects and landing pages. Own the success of and optimize our ecommerce subscription program Review management: manage ecommerce review software, lead initiatives for increasing customer reviews. Compile and present weekly/monthly retention marketing reports covering KPIs such as email delivery, open, click, unsubs and GMV, LTV, and churn. Partner closely with sales and marketing teams to ensure retention efforts align with overall sales and marketing goals. Oversee UX and ecommerce, driving engagement and increasing conversion. Lead integrations with 3rd party applications. Essential Skills & Qualities: 5+ years of email and retention marketing experience with at least 2 years managing teams. Bachelor's degree, preferably in marketing, sales, business, communications, or technology. Directly related work experience can be substituted on a year-for-year basis. A proven track record of dramatically increasing brand engagement and generating business growth. Strong foundation with CRM/customer marketing programs, email marketing, and analyzing customer LTV. Experience building out customer loyalty programs. 3 years of Shopify and Klaviyo experience SMS Marketing Strategy and Execution Familiarity with Shopify apps, integrations and very basic HTML Ability to analyze data and elevate key insights to various internal audiences (cross-functional teams and company leadership), and the ability to apply data-driven thinking to creative conversations. Strong understanding of consumer marketing & social media trends/platforms and their impact on brands preferably within fashion, beauty, or consumer space. Best-in-class brand builder and storyteller; proven success crafting brands from the ground up. Innovative and eager to work in a team with a disruptive mindset. Experience: Strong digital knowledge and understanding of the evolving media landscape. A strong understanding of the different marketing components including growth, brand, and CRM to see how they all work together to drive a successful business. Proven ability to develop and execute a strategic marketing plan that leverages brand insights with a comprehensive tactical marketing plan evaluated against a set of business metrics. Highly analytical; able to make data-driven decisions and establish effective metrics to approach marketing strategy & spend, while not losing sight of the brand. Excellent cross-functional leader who is entrepreneurial and excels at both high-level thinking and execution and is effective at managing change in a fast-moving and constantly evolving business. Customer-centric with the ability to combine quantitative and qualitative feedback and identify opportunities to reduce friction in both the pre and post purchase experience. Experience with Shopify Platform and related applications along with 3rd party integrations. Experience with start-ups or high growth businesses.
02/01/2022
Full time
Our client, a skin care brand, is seeking a Director of Digital Marketing to join their Los Angeles team. Reporting directly to the SVP, Marketing, the Director of Digital Marketing and Customer Experience will lead rapid brand growth as they enter the next inflection point in the business. You will develop and execute the 360 marketing and customer experience strategies for ecommerce business. You are an entrepreneurial, digitally native marketer. You will be responsible for leading, developing, and executing all aspects of digital integrated marketing including retention marketing, 360 campaigns, and working closely with our COO + Head of Growth on all paid channels. Your primary focus will be on knowing our customers in and out to drive increased satisfaction and engagement. You will dig into: What motivates our customers' purchase? What are their purchasing patterns and what drives reorder? When are they most likely to churn? What are the key opportunities for improving their experience and driving loyalty? etc. You'll then ideate and drive initiatives end-to-end that increase customer satisfaction, engagement, and lifetime value. You will oversee UX and drive engagement and conversion across all devices to create synergies and drive brand level customer service, enhance processes and automation, and improve the overall net promoter score. Responsibilities: Own the ecommerce customer's journey; leverage customer journey mapping to increase retention and reduce churn. Develop tactics to increase digital sales through accelerating traffic, increasing conversion and expanding lead generation. Manage triggered, transactional and all lifecycle messaging including SMS for eCommerce business. Lead email strategy end to end from customer flows, promotional emails and newsletters Work cross-functionally with the marketing and creative teams to gather, develop, and build content for emails; write creative briefs, maintain email and retention marketing calendar. Collaborate with the web development and creative team to develop a comprehensive site audit, optimization strategy, and execution plan to improve brand identity and customer experience. Manage the digital marketing budget that allows for optimization to ensure activities are effective, efficient and deliver successful ROI metrics. Develop a strategy for email capture on site and in our broader marketing programs. Work to grow file size for email and SMS Understand and help develop segmentation strategies; use internal data resources to filter and target appropriate segments. Analyze customer data and generate actionable insights and retention strategy based on cohorts, customer segments and lifetime value. Ecommerce management: manage on-site promotional schedule, manage site optimization schedule, manage Shopify apps, manage pop ups and on-site customer acquisition tools, implement new products and creative site changes, monitor analytics and performance, manage developers and work hand-in-hand with the development team on new projects and landing pages. Own the success of and optimize our ecommerce subscription program Review management: manage ecommerce review software, lead initiatives for increasing customer reviews. Compile and present weekly/monthly retention marketing reports covering KPIs such as email delivery, open, click, unsubs and GMV, LTV, and churn. Partner closely with sales and marketing teams to ensure retention efforts align with overall sales and marketing goals. Oversee UX and ecommerce, driving engagement and increasing conversion. Lead integrations with 3rd party applications. Essential Skills & Qualities: 5+ years of email and retention marketing experience with at least 2 years managing teams. Bachelor's degree, preferably in marketing, sales, business, communications, or technology. Directly related work experience can be substituted on a year-for-year basis. A proven track record of dramatically increasing brand engagement and generating business growth. Strong foundation with CRM/customer marketing programs, email marketing, and analyzing customer LTV. Experience building out customer loyalty programs. 3 years of Shopify and Klaviyo experience SMS Marketing Strategy and Execution Familiarity with Shopify apps, integrations and very basic HTML Ability to analyze data and elevate key insights to various internal audiences (cross-functional teams and company leadership), and the ability to apply data-driven thinking to creative conversations. Strong understanding of consumer marketing & social media trends/platforms and their impact on brands preferably within fashion, beauty, or consumer space. Best-in-class brand builder and storyteller; proven success crafting brands from the ground up. Innovative and eager to work in a team with a disruptive mindset. Experience: Strong digital knowledge and understanding of the evolving media landscape. A strong understanding of the different marketing components including growth, brand, and CRM to see how they all work together to drive a successful business. Proven ability to develop and execute a strategic marketing plan that leverages brand insights with a comprehensive tactical marketing plan evaluated against a set of business metrics. Highly analytical; able to make data-driven decisions and establish effective metrics to approach marketing strategy & spend, while not losing sight of the brand. Excellent cross-functional leader who is entrepreneurial and excels at both high-level thinking and execution and is effective at managing change in a fast-moving and constantly evolving business. Customer-centric with the ability to combine quantitative and qualitative feedback and identify opportunities to reduce friction in both the pre and post purchase experience. Experience with Shopify Platform and related applications along with 3rd party integrations. Experience with start-ups or high growth businesses.
About The Team The DoorDash New Business Development team is a small, fast-paced, high-performing group responsible for incubating new lines of business and graduating them to scale. Current areas of focus include partnerships in new verticals and in support of new lines of business, including Retail, Product Partnerships, and net new ideas. The team's primary function is revenue-generating partnerships, but it also touches strategy, product management, marketing, operations, analytics, finance, legal, and functions necessary to vet and scale new offerings and partner segments. You will report to the Director, New Business Development Post-Sales Retail Team. About The Role As Senior Manager of New Business Development - Retail you will lead a team of Enterprise Partner Managers and Senior Associates to grow and scale a portfolio of Retail partners in specific verticals that bolster our position as a best-in-class delivery service provider. You're Excited About This Opportunity Because You Will… Lead a team of Enterprise Partner Managers and Senior Associates to launch, manage, and grow Retail partners - such that they achieve success through same & next day delivery Develop long-term business plans alongside our largest Retail partners to scale their omni-channel strategies and develop new lines of business Negotiate renewals using Merchant-first mindset while ensuring sustainable growth Ensure operations, integrations, marketing processes run smoothly across your team Work cross-functionally with partners across DoorDash to inform goals and align companywide resources to help build-out our partners' digital businesses for growth and revenue We're Excited About You Because... You have 10 years experience in strategic partnerships, account management, or client success, ideally at the intersection of technology and retail, with at least 5+ years in people management. Prior retail, ecommerce, or marketplace industry experience, with consulting experience a plus. Extensive cross-functional & negotiations experience Experience with Analytics and Visualization tools (e.g., Sigma, Tableau) Bachelor's degree required, MBA preferred About DoorDash At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users-from Dashers to merchant partners to consumers. We are a technology and logistics company that started with door-to-door delivery, and we are looking for team members who can help us go from a company that is known for delivering food to a company that people turn to for any and all goods. DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees' happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more. Our Commitment to Diversity and Inclusion We're committed to growing and empowering a more inclusive community within our company, industry, and cities. That's why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel. Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on "protected categories," we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce - people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination. Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation. Pursuant to the Colorado Fair Pay Act, the base salary range in Colorado for this position is $86,000 - $112,000, plus opportunities for equity and commission. Compensation in other geographies may vary. If you need any accommodations, please inform your recruiting contact upon initial connection.
02/01/2022
Full time
About The Team The DoorDash New Business Development team is a small, fast-paced, high-performing group responsible for incubating new lines of business and graduating them to scale. Current areas of focus include partnerships in new verticals and in support of new lines of business, including Retail, Product Partnerships, and net new ideas. The team's primary function is revenue-generating partnerships, but it also touches strategy, product management, marketing, operations, analytics, finance, legal, and functions necessary to vet and scale new offerings and partner segments. You will report to the Director, New Business Development Post-Sales Retail Team. About The Role As Senior Manager of New Business Development - Retail you will lead a team of Enterprise Partner Managers and Senior Associates to grow and scale a portfolio of Retail partners in specific verticals that bolster our position as a best-in-class delivery service provider. You're Excited About This Opportunity Because You Will… Lead a team of Enterprise Partner Managers and Senior Associates to launch, manage, and grow Retail partners - such that they achieve success through same & next day delivery Develop long-term business plans alongside our largest Retail partners to scale their omni-channel strategies and develop new lines of business Negotiate renewals using Merchant-first mindset while ensuring sustainable growth Ensure operations, integrations, marketing processes run smoothly across your team Work cross-functionally with partners across DoorDash to inform goals and align companywide resources to help build-out our partners' digital businesses for growth and revenue We're Excited About You Because... You have 10 years experience in strategic partnerships, account management, or client success, ideally at the intersection of technology and retail, with at least 5+ years in people management. Prior retail, ecommerce, or marketplace industry experience, with consulting experience a plus. Extensive cross-functional & negotiations experience Experience with Analytics and Visualization tools (e.g., Sigma, Tableau) Bachelor's degree required, MBA preferred About DoorDash At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users-from Dashers to merchant partners to consumers. We are a technology and logistics company that started with door-to-door delivery, and we are looking for team members who can help us go from a company that is known for delivering food to a company that people turn to for any and all goods. DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees' happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more. Our Commitment to Diversity and Inclusion We're committed to growing and empowering a more inclusive community within our company, industry, and cities. That's why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel. Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on "protected categories," we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce - people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination. Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation. Pursuant to the Colorado Fair Pay Act, the base salary range in Colorado for this position is $86,000 - $112,000, plus opportunities for equity and commission. Compensation in other geographies may vary. If you need any accommodations, please inform your recruiting contact upon initial connection.
The Commercial Real Estate ("CRE") team within the Commercial Bank at Company is one of the largest commercial real estate lenders with a loan portfolio of over $40B. The CRE team has recently embarked on an exciting transformation to become the smartest, fastest, most resilient bank in the industry and a beacon for top talent. A large component of that strategy is to provide broader geographic coverage with new products, new specialties and new asset classes. To help drive this journey, Company's Commercial Bank is seeking a Vice President, CRE East to lead the originations teams located in Boston, New York, McLean/DC and Chicago. This role will provide leadership for CRE relationship managers in the East Hubs, who are responsible for extending and maintaining relationships with potential and existing customers, and deepening those relationships by delivering the entire Bank platform including loan, treasury, capital markets, agency lending and other products and services offered by Company. They will recruit and build a strong and effective origination teams, and will provide leadership and direction in coordinating the marketing and promotional efforts of the company regarding commercial real estate banking. The ideal candidate is one who is results oriented, client focused, strategic, can navigate obstacles and roadblocks, and works collaboratively with cross functional team members. This is a remarkable opportunity to help grow the CRE platform in an organization that aspires to be recognized as a thought leader and have the best customer and associate experience in the industry. Reports to: Dan Hartley, Managing Vice President, COO & Head of Originations Location: New York, NY The role will be responsible for managing a geographically dispersed team and will focus on the following for the East Hubs: Develop and implement the strategy to position Company as the leader in CRE lending. Provide leadership of the commercial real estate loan production portfolio. Advise on policy matters balancing the needs of the originators with the best interests of the company. Assist with strengthening the first line of defense with a systematic and disciplined approach to commercial real estate lending that incorporates sound credit risk management processes with an innovative and forward-thinking perspective. Evaluate the current attractiveness of the market segments incorporating, strategic, cyclical and secular trends. Assist with the development of a go-to-market strategy for the company's commercial real estate banking services and products, as well as recommendations on future products and services. Support and assist with cross selling opportunities to leverage the bank's lines of business and capabilities which includes capital markets, treasury services and agency lending. Provide guidance and support with implementing and maintaining a Salesforce CRM system. Plans origination growth through the development of a business plan in alignment with CRE budget and consistent with overall Bank asset/liability management objectives. Partners with internal stakeholders to ensure exemplary customer experiences Oversees the analysis of CRE loan requests for approval or denial, including the structuring and pricing of those requests in order to fit within the Bank's Commercial lending policy. Ensures quality and conformity of the department's loan portfolio through review of financial information and maintenance of collateral. Conducts regular department meetings, credit meetings, and sales/marketing meetings to ensure goal attainment. Develops the strategic plans by analyzing present position and trends and by establishing performance objectives for the year. Includes, empowers and inspires the cross functional team. Establishes and implements a sales strategy; interacts with customers or potential customers to explain Company products and services with the goal of increasing business with the company. Help others gain deep knowledge of products, deal structuring, market trends and client interaction. Participates in business development networking activities as a member of the CRE Banking teams. Monitors and evaluates work of team against work or project goals and objectives (includes determining what goals/objectives to monitor and evaluate). Core competencies for the ideal candidate include: Solid people leadership experience: ability to build and leverage the capabilities of a high-performing team, as well as business partners across the enterprise. He/she should foster innovation, drive critical decisions, hold business partners accountable, and be able to consistently deliver results. Ability to thrive in a highly-matrixed environment: highly collaborative orientation and strong team player who places the best interests of the organization above personal objectives. Strong executive communication skills: impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills. Clear results orientation: displays an intense execution focus on achieving both short- and long-term goals. He/she should be able to drive and execute an agenda in a fast paced, entrepreneurial and dynamic environment. Strong business judgment, leadership and integrity: he/she should be able to make difficult decisions and bring a healthy, aggressive, yet responsible approach to business even in risky or ambiguous situations. Basic Qualifications: Bachelor's degree or military experience At least 10 years of Commercial Real Estate lending experience At least 5 years of people management experience At least 5 years leading geographically dispersed teams Preferred Qualifications: MBA or Masters' degree in a relevant field is strongly preferred 15+ years of Commercial Real Estate lending experience 8+ years of experience leading and developing a high-performing team in geographically dispersed locations Deep Commercial Real Estate relationships and experience in New York as well as Boston, McLean/DC and Chicago. Experience implementing and leveraging Salesforce analytics to drive results Experience with a diverse set of CRE products including: Bridge to Agency lending, Secured, Stabilized Term Loans, Secured Construction Loans, Subscription Lines of Credit, Unsecured Entity Level Facilities, Debt Fund Products: (Repo Facilities, Note-on-Note, Senior-Sub Structures, etc.), Agency Warehouse, and Small Balance Term Loan Lending - NY Multifamily
09/14/2021
Full time
The Commercial Real Estate ("CRE") team within the Commercial Bank at Company is one of the largest commercial real estate lenders with a loan portfolio of over $40B. The CRE team has recently embarked on an exciting transformation to become the smartest, fastest, most resilient bank in the industry and a beacon for top talent. A large component of that strategy is to provide broader geographic coverage with new products, new specialties and new asset classes. To help drive this journey, Company's Commercial Bank is seeking a Vice President, CRE East to lead the originations teams located in Boston, New York, McLean/DC and Chicago. This role will provide leadership for CRE relationship managers in the East Hubs, who are responsible for extending and maintaining relationships with potential and existing customers, and deepening those relationships by delivering the entire Bank platform including loan, treasury, capital markets, agency lending and other products and services offered by Company. They will recruit and build a strong and effective origination teams, and will provide leadership and direction in coordinating the marketing and promotional efforts of the company regarding commercial real estate banking. The ideal candidate is one who is results oriented, client focused, strategic, can navigate obstacles and roadblocks, and works collaboratively with cross functional team members. This is a remarkable opportunity to help grow the CRE platform in an organization that aspires to be recognized as a thought leader and have the best customer and associate experience in the industry. Reports to: Dan Hartley, Managing Vice President, COO & Head of Originations Location: New York, NY The role will be responsible for managing a geographically dispersed team and will focus on the following for the East Hubs: Develop and implement the strategy to position Company as the leader in CRE lending. Provide leadership of the commercial real estate loan production portfolio. Advise on policy matters balancing the needs of the originators with the best interests of the company. Assist with strengthening the first line of defense with a systematic and disciplined approach to commercial real estate lending that incorporates sound credit risk management processes with an innovative and forward-thinking perspective. Evaluate the current attractiveness of the market segments incorporating, strategic, cyclical and secular trends. Assist with the development of a go-to-market strategy for the company's commercial real estate banking services and products, as well as recommendations on future products and services. Support and assist with cross selling opportunities to leverage the bank's lines of business and capabilities which includes capital markets, treasury services and agency lending. Provide guidance and support with implementing and maintaining a Salesforce CRM system. Plans origination growth through the development of a business plan in alignment with CRE budget and consistent with overall Bank asset/liability management objectives. Partners with internal stakeholders to ensure exemplary customer experiences Oversees the analysis of CRE loan requests for approval or denial, including the structuring and pricing of those requests in order to fit within the Bank's Commercial lending policy. Ensures quality and conformity of the department's loan portfolio through review of financial information and maintenance of collateral. Conducts regular department meetings, credit meetings, and sales/marketing meetings to ensure goal attainment. Develops the strategic plans by analyzing present position and trends and by establishing performance objectives for the year. Includes, empowers and inspires the cross functional team. Establishes and implements a sales strategy; interacts with customers or potential customers to explain Company products and services with the goal of increasing business with the company. Help others gain deep knowledge of products, deal structuring, market trends and client interaction. Participates in business development networking activities as a member of the CRE Banking teams. Monitors and evaluates work of team against work or project goals and objectives (includes determining what goals/objectives to monitor and evaluate). Core competencies for the ideal candidate include: Solid people leadership experience: ability to build and leverage the capabilities of a high-performing team, as well as business partners across the enterprise. He/she should foster innovation, drive critical decisions, hold business partners accountable, and be able to consistently deliver results. Ability to thrive in a highly-matrixed environment: highly collaborative orientation and strong team player who places the best interests of the organization above personal objectives. Strong executive communication skills: impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills. Clear results orientation: displays an intense execution focus on achieving both short- and long-term goals. He/she should be able to drive and execute an agenda in a fast paced, entrepreneurial and dynamic environment. Strong business judgment, leadership and integrity: he/she should be able to make difficult decisions and bring a healthy, aggressive, yet responsible approach to business even in risky or ambiguous situations. Basic Qualifications: Bachelor's degree or military experience At least 10 years of Commercial Real Estate lending experience At least 5 years of people management experience At least 5 years leading geographically dispersed teams Preferred Qualifications: MBA or Masters' degree in a relevant field is strongly preferred 15+ years of Commercial Real Estate lending experience 8+ years of experience leading and developing a high-performing team in geographically dispersed locations Deep Commercial Real Estate relationships and experience in New York as well as Boston, McLean/DC and Chicago. Experience implementing and leveraging Salesforce analytics to drive results Experience with a diverse set of CRE products including: Bridge to Agency lending, Secured, Stabilized Term Loans, Secured Construction Loans, Subscription Lines of Credit, Unsecured Entity Level Facilities, Debt Fund Products: (Repo Facilities, Note-on-Note, Senior-Sub Structures, etc.), Agency Warehouse, and Small Balance Term Loan Lending - NY Multifamily