Role Summary:
Our company is seeking an experienced candidate to join the Technology Business Development (TechBD) group with responsibility for supporting senior executive directors (2-3) focused on internal and external meetings. Our team has various strategic relationships across the technology organization, front office of the Firm's business, and vendor community.
TechBD is responsible for ensuring all the capabilities of the technology organizations are harnessed to deliver value to the respective Technology and Business franchises. The successful candidate will have high visibility at the most senior levels and will also work very closely with leaders throughout the Firm and external community. This person will have direct connection with internal CIO, COO and CEO offices.
Primary Responsibilities:- Maintain and own an ever changing calendar
o Schedule all meetings and conference calls while handling meeting conflicts
o Respond in a timely manner to e-mails and phone calls requesting meetings
o Ability to understand prioritizations at any point in time and re-prioritizing as needed,
o Correspond with external clients including C-Level executives and technology leaders as well as act as liaison with clients and their assistants.
Additional Day to Day Support:
o Prepare necessary presentation and meeting materials in partnership with other team members
o Navigate Firm's resources, interface with various departments on behalf of executives to collect information, respond to requests
o Retrieve research or other necessary materials from intra/internet
o Ad hoc projects as needed ?Coordination of Conference / Events:
o Assist with registration, reach-out when needed, tracking of attendance, confirmation of attendees and relevant information required
o Coordinate all related conference rooms including any catering, audio/videoconference set up
o Arrange all aspects of travel, keeping executives' travel profile up-to-date, manage approvals, arrange flights, hotels, rental car and sedan service, currency exchange
o Prepare and submit all expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances
Skills Required:
#10+ Years of experience in Financial Services or relative Corporate Experience (supporting senior leadership)
# Proven ability to manage multiple calendars, concurrent priorities with minimal supervision.
# Excellent customer service skills and ability to juggle changes.
# Strong ability to execute under