15+ years in Business Management/COO role, preferably in the securities industry (Equities).
Candidates with 10+ years may be considered for Director level.
Strong relationship-building skills with a focus on coaching and mentorship.
Ability to structure ambiguous problems and develop data-driven recommendations.
Proven track record of delivering initiatives with minimal oversight.
Exceptional written and verbal communication skills, particularly in executive storytelling.
Proficiency in Excel and PowerPoint for executive-quality presentations.
Responsibilities
Advise on strategy, controls, and performance; convert priorities into actionable plans.
Manage client agendas and establish regular review processes for performance metrics.
Define and track management KPIs, ensuring data quality and actionable insights.
Create materials for business reviews and governance decisions to secure approvals.
Lead cross-functional initiatives to operationalize strategy across departments.
Manage executive priorities and high-urgency requests with sound judgment.
Partner with senior managers to provide strategic counsel and establish operating cadences.
Benefits
Opportunities for professional development and career growth.
Collaborative work environment with cross-functional teams.
Access to senior leadership for mentorship and guidance.
Engagement in high-impact projects with significant visibility.
Potential for flexible work arrangements.
Full Job Description
Key Areas of Responsibilities
Advise the business on strategy, controls, people, and performance; convert priorities into sequenced plans and budgets.
Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and Client performance metrics.
Define, automate, and track management KPIs and senior leadership metrics; ensure data quality and executive-ready insights.
Build crisp materials for business reviews and governance-decision memos, narratives, and performance readouts that secure alignment and approvals.
Lead cross-functional initiatives with product, technology, risk, hr, and finance to operationalize strategy.
Manage executive priorities and high-urgency requests with sound judgment and follow-through; maintain tight stakeholder alignment.
Partner with senior managers to provide strategic counsel and feedback; establish operating cadences that enable transparency and accountability.
Work with the US Country Head and IE COO to set priorities across the new initiatives.
Work closely with the IE COO Office in Hong Kong to ensure that priority projects for CITIC Securities are being executed efficiently across the US where IE may be asked to take the lead.
Present to local management on the Americas performance from a Group level.
Coordinate Americas budget activities with local CFO.
Requirements
Bachelor's degree in business or equivalent.
15+ years in Business Management/COO role, in the securities Industry in Equities preferred.
Candidates with less than 15 years of experience but with a minimum of 10 years may be considered for Director level.
Build strong, trust-based relationships with direct reports by providing coaching, mentorship, and guidance, serving as a trusted advisor who supports employee development, engagement, and career growth.
Ability to structure ambiguous problems, synthesize insights, and develop data-driven recommendations.
Proven track record delivering end-to-end initiatives with senior stakeholders in complex environments, with minimal oversight.
Exceptional written and verbal communication; executive-level storytelling; strong relationship-building across functions.
Self-starter who balances big-picture thinking with detail; able to prioritize, multitask, and meet deadlines.
Proficiency in Excel and PowerPoint, including executive-quality presentations.
Strong analytical and quantitative, interpersonal, organizational, problem-solving, project management, client serving, multi-tasking skills.Able to work independently with a strong attention to detail, result-driven, self-motivated, self-starter, proactive mindset, enthusiastic, and a team player.
