Custody Product Manager Resume Samples
4.8
(129 votes) for
Custody Product Manager Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the custody product manager job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
Craft your perfect resume by picking job responsibilities written by professional recruiters
Pick from the thousands of curated job responsibilities used by the leading companies
Tailor your resume & cover letter with wording that best fits for each job you apply
Resume Builder
Create a Resume in Minutes with Professional Resume Templates
CHOOSE THE BEST TEMPLATE
- Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS
- Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES
- Instantly download in PDF format or share a custom link.
MH
M Heaney
Merle
Heaney
20418 Zula Canyon
Houston
TX
+1 (555) 463 3452
20418 Zula Canyon
Houston
TX
Phone
p
+1 (555) 463 3452
Experience
Experience
Philadelphia, PA
Cib-custody Product Manager
Philadelphia, PA
DuBuque Group
Philadelphia, PA
Cib-custody Product Manager
- Developing the product strategy for the region in conjunction with the wider Product Management team, ensuring alignment with the IS Product strategy globally
- Develop and maintain product collateral to help partners and clients understand the solutions which Global Custody can deliver
- Product Management & Development
- Working with various departments (Risk, Operations, Audit, Business Control, Compliance, Legal, Client Services, Relationship Management, Technology, Sales, Network Management, etc.) to assess client requests for new / enhanced and recommend solutions
- Operating as a subject matter expert with respect to industry and market developments and their impact on the Global Custody product platform
- Representing J.P. Morgan Global Custody/Custody & Fund Services at industry forums and events
- Working with Sales/RMs to find solutions for new clients
San Francisco, CA
Global Custody Product Manager
San Francisco, CA
Mosciski LLC
San Francisco, CA
Global Custody Product Manager
- Identify areas of improvement, solution, document action plans and work with all necessary parties towards completion
- Manage senior client engagement and relationships
- Business and product management
- Assistance with audit and regulatory reviews and reporting
- Responsible for the oversight, monitoring and reporting of a workbook of CASS and MIFID related initiatives
- Contributions to business and management presentations
- Co-ordination and delivery of CASS and MIFID related projects
present
San Francisco, CA
CIB Investor Services Custody Product Manager
San Francisco, CA
Bednar, Dare and Rau
present
San Francisco, CA
CIB Investor Services Custody Product Manager
present
- Providing the Custody business input, guidance and decision making into the future state design and operating model for the EZB
- Coordinating the contract gathering and review including governance, oversight and management of any hot buttons/business approvals
- Producing and maintaining metrics and reporting in support of the program including Client and product inventory’s, documentation gathering, financial and balances sheet implications
- Creation and execution of a Client Communication trategy including; straw-man approach, messaging, operational impact assessments, client facing materials, contract novation, Internal and external stakeholders comms, transition co-ordination, requests for parental guarantees etc
- Preparing presentations for Governance Meetings, Management updates, business approvals etc
- Maintaining scorecards and other reporting in support of program wide activities and work stream meetings
- Coordinating with other IS product groups to ensure consistency of approach and messaging to clients
Education
Education
Bachelor’s Degree in Autonomy
Bachelor’s Degree in Autonomy
Florida Atlantic University
Bachelor’s Degree in Autonomy
Skills
Skills
- Ability to foster excellent relationships between the business, support and control functions, internal stakeholders and external providers
- Flexible and adaptable to quickly changing internal and external environments
- Solid organisational skills and attention to detail
- Willingness to assume responsibility and accountability
- Strong analytical skills
- Excellent written and verbal communications skills
- Responsible for the oversight, monitoring and reporting of a workbook of CASS and MIFID related initiatives
- Identify areas of improvement, solution, document action plans and work with all necessary parties towards completion
- Assistance with audit and regulatory reviews and reporting
- Leadership skills
3 Custody Product Manager resume templates
Read our complete resume writing guides
1
Custody Product Manager Resume Examples & Samples
- To lead the HSBC Securities Services (HSS) US Domestic Custody product to achieve strategic business objectives and maximise the long-term bottom line contribution of the US Domestic Custody product to HSBC Securities Services globally
- The role guides contribution to the establishment, maintenance, and on-going enhancement of HSBC’s reputation for service excellence as it relates to the US Domestic Custody product within Global Markets, across HSS, and externally into the industry. The 3 key activities in achieving this are [1] Domestic Custody business and product management, [2] product escalation point of the HSS Custody Operations Service unit, and [3] being front and centre in the industry proactively attending industry consultations, seminars, and seeking leading roles in locally formed working groups
- Oversee provision of the highest levels of customer service
- Contribute to achieving or exceeding the financial targets committed to in the Annual Operating Plan via provision of effective solutions to operational problems and requirements
- Maintain an influential position with industry regulators and the market
- Exercise leadership in the HSS businesses
- Develop effective working relationships with fellow Product heads locally, in the UK and with Asia Pacific
- Comply with relevant internal procedures (Functional Instruction Manual, Business Instruction Manual, Group Instruction Manual)
- Expert knowledge of global securities markets including the US from the most sophisticated to the most rudimentary spanning domestic custody and cross border global custody
- Proven track record in working within securities custodian industry in a senior role
- Proven change management skills
- Proven consulting skills at all levels
- Proven team management and leadership ability
2
CIB Investor Services Custody Product Manager Resume Examples & Samples
- Providing the Custody business input, guidance and decision making into the future state design and operating model for the EZB
- Coordinating the contract gathering and review including governance, oversight and management of any hot buttons/business approvals
- Producing and maintaining metrics and reporting in support of the program including Client and product inventory’s, documentation gathering, financial and balances sheet implications
- Implementing process enhancements across NDA, pipeline and other BAU Custody business activities where additional controls are required to capture and report on EZB related inflows and outflows
- Creation and execution of a Client Communication trategy including; straw-man approach, messaging, operational impact assessments, client facing materials, contract novation, Internal and external stakeholders comms, transition co-ordination, requests for parental guarantees etc
- Coordinating with other IS product groups to ensure consistency of approach and messaging to clients
- Preparing presentations for Governance Meetings, Management updates, business approvals etc
- Maintaining scorecards and other reporting in support of program wide activities and work stream meetings
- Being an active participant across the governance forums that support the EZB program
- Comprehensive knowledge of the securities services businesses and client segments,
- Proven track record of managing a complex client relationships and business problems
- Excellent commercial, analytical, problem solving and communication skills
- Proven ability to navigate complex organisations whilst building a network of influence to deliver the desired results of the business
- Prior Product Management, Product Development, Operations and or Sales experience
- Strong organisational, project sponsor and planning skills
- Proven understanding of the commercial and risk aspects of the business
3
Cib-custody Product Manager Resume Examples & Samples
- Representing Product Management for key deal and client retention activity, from RFP responses, through to Pricing/Commercials, Legal Negotiation, understanding and solution client requirements
- Understanding developments in key markets in Asia-Ex, and helping to translate those developments into requirements for solutioning by Product Development
- Product Management & Development
4
Global Custody Product Manager Resume Examples & Samples
- Responsible for the oversight, monitoring and reporting of a workbook of CASS and MIFID related initiatives
- Responsible for the delivery of standards, procedures and related documents that are Global Custody
- Proactively partner with all control functions including the CASS office to put together a consistent, standardised due diligence framework to address all existing and emerging regulatory needs
- Ensure account structures meet regulatory requirements and appropriate segregation of duties
- Ensure appropriate legal and business review and sign off of all documentation
- Contributions to business and management presentations
- Co-ordination and delivery of CASS and MIFID related projects
- Risk and issues tracking
- Assistance with audit and regulatory reviews and reporting
- Identify areas of improvement, solution, document action plans and work with all necessary parties towards completion
- Detailed technical knowledge of CASS rules as applied to the financial services sector
- Proven track record in implementing solutions to address CASS regulatory requirements
- Facilitating the implementation of CASS governance structures
- Knowledge of latest regulatory developments and key current issues facing regulated firms
- Experience in managing day to day CASS related functions e.g. CASS 6 and custody internal / external reconciliations, CASS Resolution Pack, CMAR reporting
- To be comfortable with changing priorities, and to be able to create structure/deliveries/options out of ambiguity
- Preferred Operations background
- Ability to foster excellent relationships between the business, support and control functions, internal stakeholders and external providers
- Solid organisational skills and attention to detail
- Willingness to assume responsibility and accountability
- High motivation and energy
- Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary
5
Local Custody Product Manager Resume Examples & Samples
- Bachelor’s degree with a minimum of three years’ experience in the Securities Services industry. Prior experience in capital markets – pension, mutual funds, and brokerage houses - a strong plus
- Strategic planning skills (Opportunities, Market sizing, new segments)
- Excellent Project Management, organizational, planning, prioritization and time management skills. Product Management discipline – a strong plus
- Strong knowledge of PC based applications, especially Excel, Word and PowerPoint
- Fluent English and Spanish required
6
Regional Custody Product Manager Resume Examples & Samples
- The job has a reasonable degree of autonomy, although is subject to overall policies and strategic guidelines from HSS management (regional and global) and the HSS Functional Instruction Manual. The jobholder has a significant role to play in driving pre/post live structuring, determining evolution of product scope, ensuring engagement at all levels across Markets Operations, and motivation of teams handling and delivering the Product
- The jobholder will need to maintain close and co-operative links with internal departments offering services to clients, eg Human Resources, Global Banking, Financial Institutions Group, Payments & Cash Management as well as internal service departments such as Finance to ensure the HSS voice is influential within HBUS and that opportunities for cross selling are identified wherever possible
- Exposure, participation and engagement within local market forums and initiatives are paramount to ensure HBUS continues to play a leading role in positive direction and momentum within the local market
- Performs according to prescribed procedures
- Working knowledge of support functions (Risk, Controls, Compliance, Legal, etc.)
- Highly developed communication skills
- Experience of over 10 years in the securities business with a significant focus on the custody sphere
- Minimum of a BA/BS degree in
- Series 99 (or an equivalent license, e.g. Series 7)
7
Global Custody Product Manager Resume Examples & Samples
- Execution against strategy to increase revenues and margin in line with EMEA business objectives
- Enhance GC product to ensure Citi’s offering is highly competitive in terms of capability and client experience vs competitor products, and own and lead initiatives to consistently deliver a leading product and service proposition
- Partner with CFS Sales organization to complete RFPs, client pitches, contract and commercial negotiations
- Manage senior client engagement and relationships
- Monitor service indicators to ensure client satisfaction, measuring actual performance and driving corrective action where required
- Management of client profitability
- Business and product management
- Drive product innovation to determine long-term product direction
- Issuance of Global Custody marketing materials
- Maintain industry presence though industry groups, associations and forums
- Extensive years of plus industry experience
- Strong understanding of the Global Custody business and external environment
- Proven leadership ability in a business, client or operational role
- Demonstrated experience in managing change, including introduction of emerging technologies
- RFP management and client pitch experience
- Commercial and contract management experience Skills
- Ability to execute in a large matrixed organization
- Ability to forge strong relationships with senior client contacts
- Define, document and execute product enhancements
- Ability to foster teamwork and develop matrix teams to execute client solutions
- Strong project management and execution skills
- Presentation skills
