As Global Head of SPDR ETF Strategy, Planning & Infrastructure you will own global oversight [across North America, EMEA and APAC] of the following activities:
1. ETF Strategy and Planning:
- Annual Business Planning & Budgeting
- Central point to develop, define and coordinate annual strategy planning analyses and process
- Deliver and communicate SPDR Global Multi-Year Plan
- Evaluate organic and inorganic growth opportunities
- Develop new business targets by region, product, channels and accounts
- Collaborate closely with finance and other SPDR EMG members to deliver Annual Operating Plan, periodic forecasts and monitor progress
- Key Stakeholder Reporting
- Track and report business progress with key stakeholders in various forums (Business and Regional Sales Quarterly Business Reviews, Investor Relations, Monthly Flow Analyses etc.).
- Support the SPDR leadership with monthly reporting and analysis on the competitive net new asset performance of SPDR vs. the wider ETF universe
- Sales Planning Activities [in strong partnership with regional Sales leadership]:
- Support development of sales targets, business expansion and any changes to operating model, territory design
- Oversee Global Distribution Partnership Center of Excellence: Evaluate, vet and onboard new partnerships with key distribution clients and monitor existing relationships to measure progress and effectiveness
- Support the design of client segmentation, tiering, sales scorecard framework and productivity / ROI metrics
- Deliver consultation and analytical support for regional sales initiatives
- Monitor and report progress vs goals to key stakeholders [Sales QBRs]
2. Business Insights and Analytics:
- Supply data and insights to support sales planning
- Manage and deliver all client data and regular client reporting and insights
- Deliver all regular and systematic distribution business reporting, including weekly/monthly regional/channel/country activity, holdings and flows based analytics
- Build reporting enhancement roadmap of ongoing and future enhancements to the suite of regular and systematic reporting
- Manage end-to-end process for sourcing, importing, cleaning, combining and utilizing client holdings and transaction data, including relevant vendor management
- Manage Salesforce business processes including rules-of-the-road definitions, prioritization of enhancement, end-user training, data cleaning, data hierarchies and all native/external reporting
- Integrate data and insights from other Sales supporting tools, such as Marketo, Siesmic, digital to enhance insights available to distribution leadership
3. ETF product deliver and business controls:
- Oversee SPDR ETF operational matters (e.g., NAV issue resolution, coordination and escalation, daily website update monitoring, third party vendor oversight, SLA monitoring)
- Oversight of SPDR data and website projects and key initiatives
- Coordinate RTO and IT enhancements
- Serve as second line of defense for ETF business controls
4. SPDR Governance:
- Manage and coordinate SPDR EMG bi-weekly agendas and periodic meetings
- Develop quarterly business reporting across regions
- Chair New Initiative Panel (NIP)
5. Other:
- Act as principal liaison for SPDR business with State Street Global Services
- Act as principal point of contact with internal Audit
- Serve as member of senior risk and IT forums / committees
Education & Preferred Qualifications:
- 15+ years of financial services experience with a large financial services firm or advisory/consulting firm including experience in finance, legal, business operations and/or strategy and planning
- Bachelor’s degree required and a business focused Masters or other advanced degree preferred
Skills that will help you succeed in this role:
- Demonstrated ability to collaborate and drive execution at all levels within the organization and on a global basis
- Exceptional ability to communicate in written and verbal formats to various situations and audiences (within the firm, with clients and strategic partners)
- Strong analytical and problem solving in a complex setting
- Proven ability to detect emerging trends, and encourage and make recommendations for creative change / challenge the status quo
- Proven ability to achieve results with the persistence and patience necessary to work effectively with a wide range of internal and external constituents
- Proven ability to handle multiple priorities and lead cross function team efforts
- Proven effective management and talent development
- Effective stakeholder management and business leader
Source: for more information click here.