POSITION SUMMARYOversees the Everence Asset Management (EAM) product lines and Administration Team, including supervision of staff members with a range of skills and responsibilities in operations and related technologies, administration, and product development.
RESPONSIBILITIES AND DUTIES- Organize and oversee the EAM Administrative Team with the responsibility to produce outstanding internal and external customer experiences and service.
- Foster a culture supportive of our distribution system and continually enhance EAM platform usability for clients and for sales and support teams.
- Partner with Everence staff across the organization to provide continuous improvement of EAM product offerings, technology, and service.
- Establish an environment that encourages innovation and creativity to enhance client services.
- Oversee policies, procedures, systems, and fiscal management.
- Responsibility for budget activities related to Everence Trust Company (ETCO) and Everence Foundation (EF).
- Partner with the Compliance Officer and auditors to ensure compliance with policies, applicable laws, and regulations.
- Collaborate with the lead EAM investment officer and other members of Everence's investment team to provide continuous improvement of EAM investment offerings and to oversee implementation of investment strategies in client portfolios.
- Provide leadership of risk management for EAM lines of business.
- Partner with Accounting to produce financial reporting for applicable entity boards (ETCO and EF).
- Represent Everence professionally in internal and external settings, specifically including sales and support staff, as well as individual and organizational clients.
QUALIFICATIONSEducation:
A relevant business degree is required, with an advanced degree or certification such as an MBA, CPA, or other related designation preferred
License(s)
Advanced certifications and/or licenses in the financial services industry are strongly preferred
Experience:
Six to ten years of experience in financial or investment services or a professional role such as an investment advisor, attorney, CPA, or similar field
Skills and Abilities:
- Success in building high-performing teams.
- Success supervising professional staff and creating an atmosphere of cooperation, support, and high productivity
- Successful involvement in closing client business or supervising others who are closing business, showing the ability to grow business while keeping compliance with policies, procedures, laws, and regulations
- Developing and supporting productive relationships with internal and external colleagues and partners
SUPERVISORY RESPONSIBILITIES: Yes
SCHEDULE: Full-time
