What are the responsibilities and job description for the Vice President, Institutional Investments position at Selby Jennings?
About the Role: We are seeking an experienced Vice President, Institutional Investments to join our team. As a leader in the financial industry, we are committed to delivering exceptional results and building long-term relationships with our clients.
Key Responsibilities:
- Develop and refine processes to optimize efficiency and scalability in investment operations.
- Build strong stakeholder relationships by addressing inquiries and requests effectively.
- Communicate key updates and insights to internal stakeholders, such as the sales team.
- Collaborate with executive leadership to align with firm-wide strategic objectives.
- Manage the preparation and distribution of fund communications, including quarterly reports, account statements, and tax packages.
Requirements:
- Minimum of seven years in Investor Services, Advisor Services, or Investment Operations.
- At least ten years of experience in Real Estate and/or Financial Services.
- Strong understanding of regulatory, compliance, and legal considerations in investment operations preferred.
- Experience working with registered representatives, wirehouses, broker-dealers, RIAs, and investors.
- Bachelor's degree in Business Administration, Finance, or a related field preferred but not required.
- Series 7 or IRC certification is a plus.
