Senior Managing Director
KPMG US · Montvale, NJ · 2 mo ago
HybridAccountingFull-time
Responsibilities
- Play a key role in developing our Asset Management tax practice, with a focus on Distribution Strategy and Architecture and/or Global Wealth product positioning
- Play a key role in developing a Global Wealth service offering for asset management organizations, with a focus on distribution, operational, financial reporting, product structuring and risk management
- Build, manage, direct and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
- Lead, participate in and contribute to market and business development activities external to the firm including identifying and pursuing new potential client service opportunities by collaborating with KPMG’s Audit and Advisory practices
- Contribute to the growth, experience and institutional knowledge of the Asset Management practice staff level team members
- Develop channel-specific product positioning strategy across asset management aligning product design, fee structure and investor communication to channel requirements
Qualifications
- Minimum 15 years of recent asset management experience in an accounting firm, financial institution, organization and/or law firm
- Bachelor's degree from an accredited college/university
- Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets
- Demonstrated track record of building and scaling global wealth distribution organizations/global wealth platforms
- Experience leading multiple engagements and service teams as well as developing and mentoring staff within a collaborative team environment
- Excellent written and verbal communication skills with the ability to evaluate and articulate complex information
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
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