Director Funds Development Job Description Sample
Product Development - Mutual Funds / Etf's
New York Life Investments (NYLIM), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $500 billion in assets under management, NYLIM is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLIM's vision is to be one of the most trusted providers of investment management expertise and long-term financial security.
We are currently seeking a qualified candidate to join the Product Development team, within New York Life Investment Management’s (“NYLIM”) Global Products Group. The candidate will be a key part of a Product Development team that is tasked with driving product innovation and development across the IndexIQ ETF and MainStay mutual fund product lines. This position provides an opportunity to expand upon an investment management professional’s experience in a results oriented and challenging environment.
The Product Developer will support the process of defining, prioritizing and executing the new investment product innovation agenda for IndexIQ ETFs and MainStay mutual funds. The candidate is required to bring strong industry knowledge and investment acumen to the position, and is expected to continuously deepen and broaden their knowledge of financial markets, asset classes and structures over time.
Assist in the development of strategic and analytical frameworks for investment product development
Monitor, anticipate and assess market, client, competitor, regulatory, and industry trends to drive product strategy and identify opportunities for new product innovation
Help define and build the business case for new product development or modification initiatives through assembling fact-based arguments and developing compelling presentations to senior management
Conduct primary, secondary research and competitive analyses
Perform data analyses to drive insights and inform recommendations
Synthesize research / analyses, and develop concise and effective presentations in both PowerPoint or Word
Help prioritize and drive execution and project management on new product launches or product modifications
Own end-to-end responsibility for a significant component of one or more projects and initiatives
Collaborate with the Product Management team to help design and build new products
Collaborate with other internal functional partners including the Distribution, Legal, Compliance, Finance and Marketing teams
At least 5+ years of related experience in the asset management industry, ideally with 3-5 years of experience in a strategy or product development function of a leading asset manager
Strong investment acumen with a solid understanding of economics and capital markets
Detailed knowledge of mutual funds, ETFs, SMAs, UCITS, and other investment products
Excellent analytic, problem-solving and quantitative skills, with exceptional attention to detail
Excellent written and presentation skills
Excellent interpersonal and people management skills in interacting with various constituencies within the firm
Self-starter with urgency, personal responsibility and accountability
Results-orientation with an ability to execute and complete deliverables in a timely manner
Demonstrated ability to work independently and maintain high standards
Proficient in Microsoft Office (Excel, Word, PowerPoint), Morningstar Direct
BA/BS required; MBA or CFA (Charterholder or Level 2+ candidate) strongly preferred
Candidates at the Senior Associate or Director level will be considered.
If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.
- Based on revenue as reported by "Fortune 500, Ranked within Industries, Insurance: Life, Health (Mutual)," Fortune Magazine, June 15, 2015. See http://fortune.com/fortune500/2015/ for methodology.
1.Operating earnings is the key measure use by management to track Company's profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US(GAAP), with certain adjustments Company believes to be appropriate as a measurement approach ( non GAAP), primarily the removal of gains or losses on investments and related adjustments.
2.Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.
Director Of Grants And Funds Management
Logo Posting Number STA00771PO18 Classification Title Accounting/Fiscal Manager III Internal Title Director of Grants and Funds Management Campus Columbia 01 College/Division Division of Administration and Finance Department Controller's Office Band 9 Advertised Minimum Salary $87,494 Advertised Salary Range $87,494 - $102,580 Location of Vacancy Part/Full Time Full Time Hours per week 37.5 Work Schedule
Standard working schedule: 8:30am – 5:00pm
Must be willing to work a flexible schedule to meet the needs of the department.
Type of Staff Position Full-time Equivalent (FTE) Basis 12 months Job Search Category Fiscal Accounting
The University of South Carolina System is comprised of the state's flagship university in Columbia (founded in 1801 and currently one of the top 50 "Best Colleges" according to U.S. News and World Report), three regional comprehensive universities (USC Aiken, USC Beaufort and USC Upstate), and Palmetto College consisting of four two-year campuses (USC Lancaster, USC Salkehatchie, USC Sumter, USC Union and Fort Jackson/Extended University). Together, the USC System institutions offer more than 450 degree programs on campus and online and are uniquely positioned to meet the state's educational, cultural, health and research needs.
The System employs nearly 14,000 people who work daily to improve the lives of students, fellow South Carolinians and the world. Our diverse engaged faculty and staff enjoy a dynamic and intellectually stimulating work environment.
Benefits for FTE, Research Grant or Time-Limited Positions Are Indicated Below
The University of South Carolina (UofSC), through the State of SC and Public Employee Benefit Authority (PEBA), offers employees a valuable benefits package, including health and life insurance, generous paid leave and retirement programs. To learn more about UofSC benefits, access the About Benefits section on the Applicant Portal at uscjobs.sc.edu.Research Grant or Time-limited positions may be eligible for all, some, or no benefits, based on the grant or project funding.
Benefit Eligibility Type Full-Time Equivalent (FTE) South Carolina Retirement Yes State Insurance Programs Yes Annual Leave Yes Sick Leave Yes
Advertised Job Summary
Directs, manages, and leads the management of all Sponsored Awards which includes over 2,000 restricted contracts, grants, and cooperative agreements for all campuses of the University by ensuring monitoring and management of approximately $476m in expenditures for compliance with grant and contract guidelines and OMB Uniform Guidance, timely and accurate billings, cash drawdowns for letter of credit transactions, and the submission of all financial reports timely and accurately. Assures compliance with OMB Uniform Guidance in the management of federal awards to include reporting and preparation of the annual Schedule of Expenditures for Federal Awards for the Single Audit. Ensure proper allocation of indirect costs according to current University policy and the management and reporting of Time and Effort as required for University cost-share on grants and contracts.
Minimum Qualifications (Classified and Unclassified positions)
Master's degree in business related field with multiple accounting courses and 12 years experience directing professional accounting services, or bachelor's degree and 14 years experience directing accounting services.
CPA of CGFO. PeopleSoft or other ERP experience.
Higher Education experience. Sponsored Awards – Grants Accounting or Project Accounting experience. Accounts Receivable and Billing experience.
An extensive knowledge of generally accepted accounting principles for higher education. Thorough knowledge of state and federal statutes and regulations pertaining to higher education financial management and ability to analyze and interpret.
Ability to communicate effectively with all levels of university, state, federal and other external personnel. Knowledge of the principles, practices, theories and terminology of accounting, budgeting, financial management or investment. Knowledge of grants and contracts.
Knowledge of accounts receivable and billing processes. Knowledge of state government fiscal accounting processes. Knowledge of financial statement analysis.
Ability to analyze and interpret complex financial data and reports. Ability to plan, organizes, review and supervise the work of subordinates. Ability to establish and maintain effective working relationships with others. Ability to communicate effectively.
Hazardous weather category Essential Safety Sensitive or Security Sensitive No
Posting Detail Information
Number of Vacancies 1 Desired Start Date 07/16/2018 If Research Grant/Time Limited, give end date Job Open Date 06/29/2018 Job Close Date 07/16/2018 Open Until Filled No Special Instructions to Applicant
Positions are advertised for a minimum of five (5) business days on our job website. After five (5) business days, positions can be closed at the discretion of the department at any time.
This employment site is updated on a regular basis. The length of the recruitment and screening process may vary from position to position, depending upon a variety of factors. Should review of your qualifications result in a decision to pursue your candidacy, you will be contacted by phone or email.
We are only accepting applications submitted by July 16, 2018.
Quicklink for Posting http://uscjobs.sc.edu/postings/34430 EEO Statement
The University of South Carolina does not discriminate in educational or employment opportunities on the basis of race, color, religion, national origin, sex, sexual orientation, gender, age, disability, protected veteran status or genetics.
Required fields are indicated with an asterisk (*).
Do you have at least a Master's degree in business related field with multiple accounting courses and 12 years experience directing professional accounting services, or bachelor's degree and 14 years experience directing accounting services?
List of References and Contact Information
Director Compliance, Mutual Funds
Helps to manage all of the division's Compliance functions (e.g. '40 Act – 38a-1, Advisers Act – 206(4)-7, CFTC/NFA, UCITS, ETF) in one or multiple locations with minimal supervision.
Develops and assists in the preparation of reports for the Chief Compliance Officer, Enterprise Compliance Officer or Division General Counsel and/or corporate management concerning Investment Company and Investment Adviser Compliance issues and activities.
Assists the Chief Compliance Officer and/or appropriate Operational Risk Management in assessing the division's Compliance risks and prepares reports to division and Corporate management as may be appropriate concerning such risks.
Directs and assigns projects and provides guidance to Senior Managers, Managers and other Compliance staff, as appropriate, to improve the efficiency of the department and of the division's Compliance procedures.
Develops and updates service provider oversight and monitoring programs
Manages highly complex Compliance matters with minimal supervision.
Develops, maintains and updates Compliance policies and procedures for multiple functions and/or locations.
Recommends and develops corrective action or revisions to the divisions' policies and procedures based upon findings from internal audits, Compliance reviews, regulatory examinations, investigations, rule changes and/or industry trends as appropriate.
Works with multiple functions, units or locations of the division/business unit to develop cost-effective and common solutions to achieve regulatory compliance on a division-wide basis.
Represents the company on industry committees and Compliance on company wide projects regarding various regulatory issues.
Assists in evaluating overall Compliance Risk factors.
Assists with regulatory examinations, corporate audits, and Internal audits.
Assists with various regulatory required filings.
Bachelor's degree required.
10 or more years of Compliance experience required with a large and diverse Investment Company organization, with at least 3 years experience in compliance functions at a supervisory or management level.
Experience drafting and testing compliance procedures.
Strong project management skills.
Ability to provide leadership in managing and achieving compliance project goals.
Advanced understanding of '40 Act, Advisers Act, ETF, UCITS, and NFA regulations and industry best practices.
Behavioral & Leadership Competencies
Excellent interpersonal skills.
Excellent oral and written communication skills.
Provide leadership in achieving project goals.
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
Acting as One fosters an environment of positive collaboration
Accountability allows us to own the problem as well as the solution
Agility inspires new ideas, innovation and challenges the status quo
Customer Centricity encourages an above and beyond approach to our customer
- Normal office conditions.
Why Work for Us
Total Rewards at Transamerica: It's more than a paycheck. Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. If you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs, please contact: email@example.com.
If you experience technical problems during the application process, please email firstname.lastname@example.org.
Retirement Compliance Consultant Cedar Rapids
Senior Investment Compliance Officer-Mutual Funds- Aegon AM Cedar Rapids
Operations Compliance Officer Cedar Rapids
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Transamerica Transamerica careers
Visit the dedicated careers website for more information about working for Transamerica.
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Business Development Manager, Hedge Funds
Business Development Manager, Hedge Funds
GLG is transforming the way the world's top professionals share expertise and learn.
The Business Development Manager, Hedge Funds at GLG will be responsible for identifying and establishing commercial relationships with new hedge fund accounts and growing existing relationships.
Hedge Funds seek to better understand a variety of companies, situations, assets, and pricing dislocations. For each client, GLG deploys a highly-skilled engagement team tasked with understanding their objectives, and crafting a solution in support of their investment diligence and betterment of the fund. GLG's work enables our clients to make better decisions, to work more effectively and productively; and, to benefit from the intelligence and experience of our 500,000+ experts (The Councils).
In addition to sales acumen, candidates should have a conversational understanding of finance, securities markets and be comfortable articulating consultative services to sophisticated investment professionals.
Design and lead account strategy & planning in collaboration with Research and Product teams
Build trust-based, value-added relationships with senior decision makers by understanding their evolving priorities
Generate ideas for broader applications of GLG within client research process
Schedule, prepare materials, and run client meetings and calls
Source, qualify and manage a new business pipeline and close opportunities
Goals and expectations
Achieve new business, cross-sell and upsell goals
Exceed productivity targets
Embrace GLG's values
Bachelor's degree with 5yrs+ professional experience, 3yrs+ in sales required
Proven success selling services and solutions under a commission structure
The ability to build lasting relationships with institutional investors
Superior written and verbal communication skills
Ability to analyze data
Proficient in Powerpoint and Excel
We seek bright, positive and flexible people who:
Possess a passion for persuasion, especially around complicated and intellectually challenging issues
Act with the highest integrity and professionalism in all endeavors
Think creatively about commercial opportunities
Exhibit attention to detail
Express a strong desire to work in a team environment
Demonstrate the ability and initiative to handle increasing responsibility over time
About GLG / Gerson Lehrman Group
GLG is the world's leading platform for on-demand professional learning. Businesses rely on GLG to learn from 600,000+ member-experts; clients look to address complex strategic challenges and make better business decisions within a rigorous compliance framework. Headquartered in New York City, GLG's 1,500+ employees work from offices in 12 countries. Visit www.GLG.it.
We believe strongly in our mission- and values-driven culture. Our core values drive our success. They are: learning & curiosity, responsibility, courage, judgment, fresh perspective, service, and integrity.
To learn more, visit www.GLG.it.
Salary/Benefits: Competitive base salary plus eligibility for a year-end performance-based discretionary bonus with comprehensive benefits program and a generous vacation and holiday schedule.
Notes: GLG does not allow employees to trade stocks or any other security that may present a conflict of interest or appearance of conflict of interest.
GLG is an equal opportunity employer.
Tax Director - Alternative Investment Funds - San Francisco
Best-in-class service, stewardship, independence, seamlessness, and transparency – these are the five core values that define the talented professionals at Andersen Tax. We are committed to hiring highly motivated individuals who desire to enhance their career and make a distinct impact.
Andersen Tax is one of the largest independent tax firms in the United States, providing a wide range of tax, valuation, financial advisory, and related consulting services to individuals, commercial clients, and alternative investment funds. Andersen Tax is the founding member of Andersen Global, an international association of member firms with over 3,000 professionals worldwide. In the U.S., Andersen Tax has more than 1,000 personnel located in 19 cities across the country.
Our team of top advisors has extensive backgrounds in international accounting firms, law firms, the IRS, and state taxing authorities. We demonstrate our commitment to our people through programs like our Women's, Veterans', and Diversity initiatives, which allow us to maintain both a positive and supportive work environment. We aim to be the benchmark for quality in our industry and serve as the standard by which other firms are measured.
At Andersen Tax, we offer a rewarding career path for exceptional and motivated individuals. From the moment your employment begins, you will be exposed to a wide variety of projects that will give you the opportunity to stand out and make a difference.
Additionally, due to our favorable Managing Director to Associate ratio, you will receive significant hands-on mentoring from our senior professionals who are invested in your growth and development. We foster an environment based on learning and allow our employees to grow through hands-on work experience, participation in local office and national training programs, and strong mentoring relationships. Through our sustained growth and best-in-class service, we can offer substantial long-term career opportunities and the tools you need to become an emerging leader. If you want to be a part of a growing and exciting organization, then consider your opportunities with Andersen Tax – a name from the past, a firm for the future.
Please view our website at www.andersentax.com for additional information on Andersen Tax. Andersen Tax offers competitive salaries and a comprehensive benefits package including medical, dental, vision, retirement programs, flexible spending accounts, tuition reimbursement, professional accreditation assistance, and other employee incentives.
As a member of the Alternative Investment Funds practice, Directors oversee the efforts of multiple client service teams on engagements for a variety of clients, including hedge funds, private equity, fund of funds, and venture capital. Directors plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget.
Directors conduct secondary review of, and have ultimate responsibility for, complex tax returns related to alternative investments for both national and foreign entities. Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews.
Knowledge and Skill Requirements
Bachelor's or Master's degree required;
Accounting, Finance, Economics or related degree preferred;
Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);
At least 8 years relevant work experience with an accounting firm, including at least 4 years of Alternative Investment Funds experience;
Proven leadership and strong organizational skills;
Excellent communication skills, both written and verbal;
Exceptional interpersonal skills and a natural facilitator;
Excellent problem solving and analytical skills; and
Proficient use of technology including MS Excel.
Applicants must be currently authorized to work in the United States on a full-time basis.
Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations. All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws. Additi
Director OF Development - Fund Development (Newport Beach, CA, US)
The Director of Development for the Mary & Dick Allen Diabetes Center is primarily responsible for strategic fundraising initiatives as assigned, to include constituency-based initiatives for diabetes care at Hoag. Primary responsibilities include the qualification, cultivation and solicitation of major gift prospects ($100K+), and the collaborative stewardship of donors. The Director will lead fundraising initiatives for the Mary & Dick Allen Diabetes Center, working closely with medical and administrative leadership and staffing a volunteer-led committee assigned to support major gift fundraising programs in the Foundation. In addition to representing the Allen Center, this experienced fundraising professional will spend a significant portion of their time representing Hoag generally, during the exciting final phase of Hoag Promise: The Campaign to Lead, Innovate and Transform.
Job Specific Essential Functions
The Director of Development, MDADC, will perform the following functions:
Manage a portfolio of 100+ major gift ($100K+) prospects
Strategically engage, qualify, cultivate and solicit major gift prospects
Recruit, train and motivate volunteers in activities designed to identify and cultivate, and in some cases solicit, potential major gift prospects
Work closely with Hoag medical and administrative leadership to develop funding priorities associated with assigned areas
Staff a volunteer-led campaign advisory committee assigned to support major gift fundraising initiatives of the Mary & Dick Allen Diabetes Center
Collaborate with various departments within Hoag to support the successful stewardship of major gift donors
Collaborate with other Foundation staff for the benefit of Hoag and its donors
Develop and manage annual fundraising plans
Develop and manage budgets related to fundraising activities
Mentor junior colleagues and work with administrative support staff in a collaborative manner
Successfully represent the vision of the Mary and Dick Allen Diabetes Center and Hoag through excellent written and oral communication
Support Foundation colleagues and volunteers in major gift donor recognition, donor relations and communication activities
Work with the Foundation's events department to ensure successful donor cultivation events related to area(s) of responsibility
Job Behavioral Competencies
Bachelor's degree; Master's degree preferred
Five or more years of progressively responsible professional fundraising experience in health systems, higher education, or an equivalent combination of relevant education and experience
High level of maturity and understanding of philanthropy and philanthropic practice, in particular the unique individual relationships required to secure major gift decisions
Proven success in executing thoughtful donor-centered cultivation and solicitation activities
Training and direct experience in the management of major gifts and fundraising initiatives along with the use of prospect research, data organization and case statement development
Track record of working in a focused and collaborative way to move prospects through the giving continuum through regular, progressive, and strategic contact
Very strong written and verbal communication skills, technical computer competence including Internet capabilities, and comfort with fundraising databases
A clear understanding of philanthropy and philanthropic practice, in particular the unique individual relationships required to secure major/principal and corporate gifts
The ability to move donor/prospects through the philanthropic continuum
A proven track record of developing major gift strategies
A proven track record of securing major gifts ($100K+)
A proven track record of working with individuals of high net worth and visibility
Strong interpersonal skills, especially in working with multiple constituencies to build/execute a shared vision
Demonstrated experience in fiscal management and budget preparation
Self-directed, grounded and collaborative leader who can facilitate change
A creative problem solver, flexible and capable of adapting to changing priorities
Strategic thinker, capable of moving an organization to new levels
Proven experience building the culture of philanthropy
Experience developing a fundraising program from the ground up
Experience working with fundraising committees
Willingness to explore new partnerships and ways to collaborate with others
Ability to assimilate information and communicate it on many levels
Strong commitment to the mission, vision and values of Hoag Hospital
Willingness to travel throughout California and to out-of-state meetings if necessary
Experience in the analysis and interpretative skills for major gift fund-raising purposes including summary assessment with recommended actions steps for cultivation and solicitation of individuals, corp., foundations, associations, and societies, for volunteer service, major gift and pledge support
Director Of Development & Major Gifts - Development
Please note:# LincolnHealth Department Internals Only!# Thank you! Position Summary The Director of Development/Major Gifts oversees the fund raising programs at both Miles and St. Andrews hospitals.
Managing and working with development staff at both locations, the Director of Development/Major Gifts responsibilities include: identifying, cultivating and soliciting individual, corporate and foundation contributions; identifying potential sources of grants, and preparing grant applications; maintaining/improving annual fund-raising; and providing assistance to volunteers seeking to design and implement fund-raising events. Working closely the C.E.O., the V.P of Development and Community Relations and development office staff, the Director of Development/Major Gifts connects donors in our region with key initiatives and funding opportunities at both organizations. This person#s success is measured by his/her ability to raise funds over and above historical fund raising initiatives, such as the annual fund, special gifts, and planned gifts.
Fund raising goals and targets in all categories will be established for this person to achieve annually. Required Minimum Knowledge, Skills, and Abilities (KSAs) Candidates must have a bachelor#s degree in a related field and a minimum of three years of experience, either professional or voluntary, raising funds for a non-profit organization; proven experience in the design and management of development programs; a track record of developing and maintaining productive working relationships with board members, volunteers, staff and donors; excellent verbal and written communication skills; familiarity with corporate, foundation, and government fund-raising resources; the ability to give and take direction; and the ability to listen. Familiarity with assistive technology and methods for production of documents in alternate formats is preferred.
Ability to read, analyze, and interpret the most complex documents.# Ability to respond effectively to the most sensitive inquiries or complaints from customers, regulatory agencies, or members of the business community.# Ability to effectively present information to management, public groups, employees, customers and/or boards of directors. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.# Ability to compute rate, ratio and percent. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Director Of Development - Development Services
Bachelor's degree with five years of related experience.
Instrumental in ensuring the successful development and coordination of major gift fund raising for UTMB.
Actual salary to commensurate with experience.
Specific Job Related Duties
Responsible for the identification, cultivation, solicitation and stewardship of major gifts for the unit (major gifts: $50,000 and above).
Develops annual objectives and quarterly plans with emphasis on securing major gifts from individuals, alumni, foundations and corporations. Reviews plans monthly with a Senior Director of Development and quarterly with the Vice President and Chief Development Officer. Collaborates and coordinates with other Directors of Development on all related fund raising plans.
Manages a portfolio of 125 – 150 major gift prospective contributors and develops written strategies for the lead prospects; and ensures that all donors of gifts of $50,000 or more are engaged in a substantive action for moves management.
Responsible for a minimum of 15 face-to-face visits per month.
Fund raising priorities are established by UTMB leadership. The Development Team will adhere to fund raising priorities and guidelines.
Manages financial resources in soliciting major gifts.
Participates as a member of the Major Gifts Team and assists other Development staff as needed in securing gifts for the University
May be assigned to university-wide projects (campaigns) and/or geographic regions for major gift fund raising purposes.
Adheres to internal controls and reporting structure.
Travel throughout Texas and outside of Texas will be required as needed to fulfill duties
Knowledge, Skills and Abilities
Experience in cultivating and soliciting gifts from individuals alumni, corporations and foundations.
Proven skills in fundraising, interpersonal communications, and project planning and execution.
Work experience in an academic medicine or health care environment preferred.
Demonstrated experience in Word, Excel and Outlook required. Experience in PowerPoint and constituent database (Raiser’s Edge) is preferred.
Excellent problem-solving skills.
Ability to think strategically as well as operationally.
Travel required up to 40%.
Preferred Work Experience
Six years of related experience. A candidate with specific fund raising experience is preferred.
Equal Employment Opportunity
UTMB Health strives to provide equal opportunity employment without regard to race, color, national origin, sex, age, religion, disability, sexual orientation, gender identity or expression, genetic information or veteran status. As a VEVRAA Federal Contractor, UTMB Health takes affirmative action to hire and advance women, minorities, protected veterans and individuals with disabilities.
Full/Part Time:* Full-Time
Job Type:* Regular
Job Title:* Director of Development - Development Services
Job ID:* 60908
Business Unit:* PRESD
Senior Manager, Funds Transfer Pricing Risk Oversight
Chicago - IL, IL150SW, 150 S Wacker Dr, 60606-4111
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
The Liquidity Risk Oversight Function is situated within the Financial Risk Management (FRM) department under the Corporate Risk Management (CRM) organization. The team's primary function is to provide independent oversight and effective challenge of the firm-wide liquidity risk management processes. The team has also recently expanded its responsibilities to provide independent oversight on the firm's Funds Transfer Pricing (FTP) and Return on Allocated Capital (ROAC) processes. This newly created role will lead this initiative. This is an individual contributor role reporting into the Managing Director of Liquidity Risk Oversight.
What you'll do:
Assist in building the project plan to provide independent oversight on FTP and ROAC processes from a 2nd line perspective
Provide independent analysis and effective challenge on the FTP (funding risk and contingent liquidity risk) and ROAC (capital allocation) methodologies
Evaluate whether the firm's risk-taking incentives align with risk management and strategic objectives
Conduct gap analyses of current state against applicable Regulatory Guidance (i.e. SR 16-3 Interagency Guidance on Funds Transfer Pricing Related to Funding and Contingent Liquidity Risks)
Build analytical tools to understand month over month variances in actual results
Identify industry best practices and seek whether to apply to Schwab
Aid in the preparation of presentation materials for senior management risk committees
Lead or partner on ad-hoc projects and analyses for the Liquidity Risk Oversight Function
What you have:
The Senior Manager of Funds Transfer Pricing Risk Oversight must be familiar with analytical methods and techniques, have great partnership skills coupled with an ability to challenge, and be proficient in using technology to query databases and prepare documentation for senior management.
The following qualifications are required:
Bachelor's degree in Finance or business related field
3+ years of funds transfer pricing experience (Treasury, Risk Management, Regulatory Agency, Consulting)
Strong understanding of a financial institution's balance sheet and income statement
Excellent communication and interpersonal skills, ability to interact cross-functionally
Strong process orientation and analytical skills
Self-motivated, able to multi-task, perform under strict deadlines, and able to develop new processes
The following qualifications are preferred:
A Master's degree in Business, Finance, or other related field
CFA or other related certification
Knowledge of regulations pertaining to Funds Transfer Pricing (SR 16-3)
Experience creating presentations for executive audiences
What you'll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
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Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spoken
Current Licenses / Certifications:NoneRelevant Work Experience:Analyst/Strategy-2-5 yrs, Financial Services-6+ yrs, Accounting and Finance-2-5 yrs, Analyst/Strategy-6+ yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Regulatory, Banking-6+ yrs, Risk Analysis, Banking-2-5 yrs
Position Located In:IL - ChicagoEducation:BA/BSJob Type:Full Time
Activation Date: Thursday, June 14, 2018
Expiration Date: Monday, July 16, 2018
Sr. Director Of Development
Title: Senior Director of Development, Johns Hopkins Children's Center
Reports to: Pediatrician-in-Chief, Johns Hopkins Children's Center and
Associate Vice President of Development, Fund for Johns Hopkins Medicine
The Sr. Director and the Children's Center development team are part of the Johns Hopkins Development and Alumni Relations team and the Fund for Johns Hopkins Medicine. The Senior Director of Development for the Johns Hopkins Children's Center, will plan, manage and coordinate all private sector fundraising in support of the research, teaching and patient care mission of Johns Hopkins Children's Center.
The Sr. Director will oversee a staff of approximately ten individuals and is responsible for comprehensive development efforts leading to successful annual and campaign fund raising results (current campaign will close June 30, 2018 and raised over $100M). The Sr. Director will coordinate all fundraising activities in consultation with the Pediatrician-in-Chief, Pediatric Surgeon-in-Chief, division directors, faculty, department administrators and the Development and Alumni Relations team. The Sr. Director will have a dual reporting relationship to the Pediatrician-in-Chief of the Johns Hopkins Children's Center and the Associate Vice President of Development of the Fund for Johns Hopkins Medicine.
Partner with the Pediatrician-in-Chief, Pediatric Surgeon-in-Chief and the Associate Vice President to create a development vision and strategy for the Children's Center that will meet the annual fundraising goals and capital campaign goals and increase fundraising results.
Lead planning for and implementation of the next capital campaign for the Children's Center, anticipated to launch in approximately 2020.
Develop a comprehensive understanding of the research, teaching, and patient care components of Children's Center.
Articulate fundraising priorities, goals and objectives. Develop an annual and long-range operating plan to allow for implementation of the vision and strategy.
Plan, implement, and manage a principal and major gift fund-raising program to meet departmental priorities as identified below:
Create annual fundraising work plans for individual fundraisers and the team that includes fundraising goals and targets for proposals to be presented, faculty referrals and visits planned, in accordance with institutional standards.
Maintain an active portfolio of approximately 50 prospects and engage directly in major and principal gift cultivation, solicitation and stewardship of individuals, foundations and corporations.
Schedule and arrange on-site and off-site meetings and cultivation/-recognition events such as research presentations, chair and laboratory dedications, cultivation and stewardship visits with faculty and the major gift donors and prospects; develop agendas and coordinate the participation of faculty, administration leaders, trustees, and volunteers.
Prepare and direct preparation of principal and major gift proposals, solicitation letters, and other cultivation materials and stewardship information for major gift prospects and donors.
Identify, enlist, motivate, guide, and support volunteers and trustees for participation in major solicitations.
Provide education and training to faculty and volunteers about the dynamics of major gift fundraising.
Oversees the Sr. Associate Director of Corporate Relations and team that is responsible for Children's Miracle Network partnerships, fundraising and events as well as general corporate partnerships. Sr. Director supervises and advises on overall strategies for programs, including the Corporate Advisory Board.
Oversees and manages the Johns Hopkins Children's Center Council, a group of high net-worth donors and prospects charged with advocating for the Children's Center and helping to secure philanthropic support.
Maintain strong relationships with members of the Harriet Lane, Garrett and Eudowood Boards which are supporting boards that manage their own funds, appoint new members and set the agenda's for their meetings. The Senior Director of Development of the Johns Hopkins Children's Center or a designee will attend board meetings as needed.
Coordinate public relations strategy and program development for donors and prospects in conjunction with the Johns Hopkins Children's Center Director of Marketing and Communications for the Children's Center. Maintain collateral materials, provide updated content for website, create donor e-newsletter, develop awareness building videos and social media content related to fundraising.
Oversees strategy for and execution by team of all fundraising and stewardship special events for the Children's Center.
Participate in administrative and faculty meetings within the department, as well as, participating in administrative and staff meetings at the Fund for Johns Hopkins Medicine and Johns Hopkins University. Serve as a member of the Development and Alumni Relations Management Team; serve on other committee as needed.
Coordinate access and utilization of Central resources such as gift planning, principal prospects and trustee support and research. Partner with development colleagues on donors/prospects with multiple affiliations.
The incumbent will supervise and lead a team consisting of a combination of individual fundraisers, corporate fundraisers, operations staff and administrative staff. Provide guidance, direction and motivation to retain and nurture superior talent.
Prepare and manage budget for the Children's Center development office.
Bachelor's degree required, advanced degree preferred.At least seven years progressively responsible experience in major and principal gifts development, preferably in medicine, with a proven ability to cultivate, solicit, and steward major gifts, ideally in a complex, multi-divisional organization.
At least two years of management experience in a 'pro-active' organizational environment and an ability to lead by example.
Superb major gift ability with a solid track record of securing six and seven-figure gifts. Experience identifying and securing planned gifts preferred.
The intellectual depth, maturity, wisdom, humor and collaborative skills to garner the trust and confidence of the Chairs and faculty,chief development officers at FJHM, development staff, development colleagues, volunteers, trustees, and other constituents.
Ability to work within a complex, multi-divisional and multi-departmental environment to establish priorities, set objectives and achieve stated goals.
Superlative interpersonal skills with a demonstrated ability to work well with people at all levels of an organization, across a diverse range of educational and social backgrounds and to demonstrate an honest respect for each individual.
A broad understanding of multi-faceted campaign planning, implementation and management.
Superior written and oral communication skills; the ability to articulate and translate eloquently, the complex goals, mission and aspirations of the program for all audiences.
Ability to mentor and manage development professional and administrative staff.
Willingness to travel.
A strong desire to associate with the Fund for Johns Hopkins Medicine and to champion the mission of the Children's Center.
School of Medicine - East Baltimore Campus
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