Advisory Services Senior Manager Job Description
Advisory Services Senior Manager Duties & Responsibilities
To write an effective advisory services senior manager job description, begin by listing detailed duties, responsibilities and expectations. We have included advisory services senior manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Advisory Services Senior Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Advisory Services Senior Manager
List any licenses or certifications required by the position: CPA, CISA, CIA, CA, CISSP, CISM, CGEIT, CIPP, CBCP, CMA
Education for Advisory Services Senior Manager
Typically a job would require a certain level of education.
Employers hiring for the advisory services senior manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, MBA, Information Systems, Engineering, Business/Administration, Computer Science, Economics, Graduate
Skills for Advisory Services Senior Manager
Desired skills for advisory services senior manager include:
Desired experience for advisory services senior manager includes:
Advisory Services Senior Manager Examples
Advisory Services Senior Manager Job Description
- Setting project/program expectations and strategy and corresponding change implementation plans, monitoring success against business objectives, and recommending adjustments to approach in response to changing business needs
- Driving/facilitating/developing a range of resolutions to complex project/program issues
- Leading cross-functional, cross-business project teams and teams of project managers
- Providing guidance, feedback, coaching, mentoring and training to project managers
- Developing proposals and establishing business case for projects/programs, including identifying, securing and coordinating resources and building leadership consensus around objectives
- Serving as the primary interface to business and technology teams regarding functionality and processes, and handling coordination between the two
- Interface and manage project resources located in various offices around the globe, in multiple time zones
- Typically working on projects of moderate complexity and budgets in the range of $250,000 - $2 million
- Negotiating with stakeholders and sponsors to set expectations and build consensus around project objectives
- Ensuring business readiness and the successful deployment of the solution
- Experience working in a global financial services and/or marketing environment preferred
- Project management certification (e.g., PMI, PMP) preferred
- Investment management, marketing, and/or investment data experience a plus
- Oversee the efforts of multiple client engagements
- Leading the creation of discussion decks and participating/leading in pre-sales and sales meetings
- Cultivating and closing client opportunities by delivering proposals which exceed expectations
Advisory Services Senior Manager Job Description
- Design and implement consumer protection strategies or compliance transformations for financial services institutions, financial holding companies and large complex banks
- Excellent written and verbal communication skills, particularly in report and proposal writing and preparing presentations for clients
- Develop and implement a risk advisory service for our business partners, helping them achieve their business objectives, deliver insights, mitigate risk, and enhance quality and productivity
- Lead global audit engagements across different geographies and diverse cross-functional business teams
- Partner with Legal and lead advisory services related to fraud and abuse risks
- In coordination with recruiting teams, identify and lead Audit recruiting efforts for intern and full-time opportunities
- Design curriculum and implement training programs focused on internal audit, including identifying training that would qualify for CPE credits
- Lead global risk assessment processes resulting in annual audit plan in coordination with IA leadership
- Perform benchmarking with other internal compliance functions and external parties to drive best practice adoption and improvement
- Provide input to organizational strategies and develop implementation plans
- Ability to lead teams of consultant, client and vendor resource
- Evidence of working with leadership teams to identify, generate, develop and execute sales opportunities
- Development of sales pipelines and new propositions and services
- Broad range of security experience, cyber strategy, security target operating models, security transformation programmes, security change initiatives, security technologies (such as information protection, firewall rule set review, network segregation etc), privacy, security standards such as ISF, ISO, SANS
- Experience of developing bids/tender documentation
- Strong understanding of Finance and financial terms
Advisory Services Senior Manager Job Description
- Developing broader relationships across the industry
- Leading an area of FS industry specialism, using a proven track record in your industry
- Build, maintain, and utilize networks of client relationships and industry involvement to communicate our value proposition
- Facilitate effective customer workshops designed to shape thinking on IT As As Service, Cloud Strategies
- Work with senior executives to define talent priorities and customize the delivery of talent management offerings to best support a Global Shared Services organization
- Lead the talent component of shared services set up
- Partner with the business leaders on organization design including organization structure, appropriate talent models that lower delivery costs, location optimization, all in overall alignment with budgets and business’ longer term strategy and shorter term plans
- Play a key role in the design and implementation of change management/communication strategy during set up phase future transformation strategies to achieve efficiencies
- Serve as a senior advisor in relation to HR services delivered by HR Business Partners, including
- Drive and regularly report on value and results delivered to the business
- Foundation Contract Law (English Base)
- Degree holder in Accounting, Economics, Finance or related disciplines, with a full membership of recognized accounting or law professional body
- Bachelor degree or above in Accounting, Finance, Business Management or related disciplines
- For Manager, at least 5 years'
- In-depth understanding of financial or independent business reviews, corporate recovery, restructuring , debt advisory, sell side advisory and distressed asset disposal
- Master’s degree in Accounting, Finance, or related field is preferred
Advisory Services Senior Manager Job Description
- Oversee complex employee relations issues, effectively managing risk, working with legal, business and HR leaders as needed
- Influence a network of HR professionals across the world to achieve the shared services organization talent priorities locally and bring resolution to any conflicting priorities or policies in those countries
- Lead and mentor the shared services HR team towards a common goal
- Accountable for setting the product architecture and technical methodologies for given products
- Support to build out key capabilities of the product Teams
- Work with other stream leads to actively resource capabilities across product teams
- Support removal of barriers that team may face from a technical level
- Plan for how new products in the pipeline can be resourced and built
- Partner with Operations/ Support stream lead to ensure a product class support model is in place and the required involvement from the product teams
- Support capture, write and adapt product visions and high quality user stories that the product engineering can develop and test
- Experience leading the detail planning phase of a project, usually through collaborative client / Managed Service Provider workshops
- Comprehensive understanding of banking/CFPB laws/regulations and Institute of Internal Auditors Professional Practices Framework
- Demonstrated expert of Business Development, Strategy and Practice Development
- Proven successful growth at previous employer
- Experience supervising up to 15 staff members
- CRCM and/or CAMS required with CPA or CIA designation helpful
Advisory Services Senior Manager Job Description
- Encourage the use of Agile and Lean engineering practices
- Maintenance of up to date documentation to assist in the support of the product
- Managing all aspects of an internal audit, SOX or consulting engagement to include planning, field work, engagement wrap up and report composition
- Providing recommendations regarding client risks
- Providing suggestions to improve the internal controls and accounting procedures of assigned clients
- Mentoring staff to provide world class client service
- Provide clinical education, guidance, and support to internal and external stakeholders
- Assist with creation and development of pre-bid and non-financial RFP surveys
- Consult in the development of generic product descriptions and product cross-reference tools
- Plan, launch and facilitate Educational Webinar sessions
- Strong financial and competitive analysis PC skills
- Knowledge of accounting and auditing principles required
- Strong analytical, technical, interpersonal, and oral and written communication skills required
- Personal computer experience, especially spreadsheet applications, required
- Microsoft Access or other database skills required
- Must be able to work individually in teams