Sydney
Ancillary Areas
Permanent
Our client is a leading boutique financial markets firm based in Sydney that promotes term deposits and other debt products to institutional and semi-gov clients. They are seeking a candidate to join them as 2iC to the CEO in a Business Management / General Manager style role.
The role will suit someone coming from another boutique financial services firm with an understanding of Term Deposits and/or Fixed Income products and have broad operational and management experience across client onboarding, AML, client services coupled with project management/ coordination. Someone who has a can-do attitude and is happy to roll up their sleeves and get things done in an agile, ever changing environment.
This will be a broad role supporting the CEO and will play a leadership role in supporting all aspects of the business.
* This role will be instrumental in driving efficiencies within the business and supporting planned growth initiatives.
* The role will focus on general management and support, project management / coordination, and all round office and business administration.
* Responsibility for all operational interactions with banking and fixed income partners, system suppliers and vendors (i.e., Bloomberg).
* Ensure systems and processes operate to ensure the exemplary provision of money market and fixed income services.
* They will slot into the leadership team and key will be the ability to roll their sleeves up and get work completed, and project manage to ensure the team remains focused.
* Some of the technical aspects can be learned but good relationship management skills are key in order to liaise with various external stakeholders.
* Implement functionality processes to assist sales efficiency.
* Co-ordinate the management of a range of projects both internal and from external service providers – marketing in particular.
* Assist with creation and documentation of strategy papers and road maps as well as track/manage implementation.
* The role will be a mix of Management, Strategy, supporting the Sales / dealing team and Business Administration management.
Experience and Qualities required:
* Degree qualified or significant industry experience.
* Finance industry / banking / financial markets experience (Term deposits or fixed income).
* In-depth understanding of AML/CTF requirements.
* Project management and coordination experience.
* Team management.
* Multi-tasking – able to switch focus rapidly, juggling many tasks and adapting to a dynamic environment.
* Ability to embrace new technology, including AI, to improve productivity.
* Remain highly organised.
* Willingness to learn about and be involved in all elements of a growing business.
* Can-do attitude and team player.
* Experience with Microsoft Office Suite, particularly Word, Excel and Outlook.
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