Description

Project Manager - Search Operations

OUR CLIENT

Small retained search boutique in the asset & wealth management business.
 

THE ROLE

Reporting Relations

Report to the Managing Partner. This position is a sole contributor with no staff.

Mission

Work with the senior partner to maintain continuity in all client relationships through tracking search performance metrics and overseeing client/candidate scheduling. Assist in the management of client communication preparation, in partnership with other staff.

Responsibilities

• Assist in search process project management, updating search controls and prioritizing dissemination of search-related information.
• Manage client communications such as guiding client/candidate scheduling, scheduling weekly client updates, and search process management, including updating CRM and search tracking reports.
• Informally screen backgrounds of candidates, including 10-page Google search, degree verification via third-party vendor, and searches as necessary on sites such as brokercheck.finra.org.
• Develop initial drafts and assist in editing client presentations in PowerPoint and Word on both existing engagements and prospective new business.
• Be a visible face of the firm and its brand to clients and candidates through telephone and zoom video interactions on a regularly scheduled basis.
• Manage Ring Central digital switchboard and function as digital receptionist perhaps one hour a day, as a back-up for the senior partner, prioritizing search-related and priority-relationship calls.

OPPORTUNITY

The role is fully remote, utilizing a state-of-the-art cloud-based infrastructure.

• Twenty (20) hours per week average is required, depending both on the needs of the business and the employees’ other commitments.
• Most of the time commitment will need to be during normal business hours of 9AM EST to 5PM EST, but there is considerable flexibility about what part of the day (AM mid-day, PM), and the time need not be committed each business day (i.e., Tuesday, Wednesday, Thursday would be fine.)
• The individual needs to be able to provide a secure and private work environment, such as a home office, sufficient to allow uninterrupted 30-minute video calls, and provide security for highly confidential client documents (even if only viewed online).
• Compensation will be paid on an hourly basis, with payroll twice a month. Compensation probably does not qualify for 1099 status.

Requirements

CANDIDATE PROFILE

“Must Have” Qualifications

• Minimum of 10 years of experience in a matrix-driven professional services company.
• Minimum of 5 years of experience in financial services.
• Minimum of 5 years of experience in talent management and recruiting in a human capital organization or another executive recruiting firm.
• Excellent organizational skills with an attention to detail, necessary to complement a partner with strong strategic vision and external visibility.
• Self-reliant, flexible learner with strong cultural sensitivities who has practiced the art of adjusting communications styles across a wide range of audiences.
• Extensive experience in all phases of Microsoft document management (Word, PowerPoint, Excel) for client presentations and communications.
• Familiarity with video meeting platforms including Zoom, Teams, WebEx, etc.
• Knowledge of cloud-based enterprise business applications like Box, Google Enterprise, digital PBX (like RingCentral), CRM systems (like SalesForce, Sugar, Apptivo), and a wide array of third-party databases (like Linkedin, ZoomInfo, TruePeopleSearch).
• Willingness to learn and master an extensive proprietary knowledge management technology.
• Strong ego balanced by a good sense of humor and humility necessary to face off against and build productive relationships some of the most senior C-Suite executives in the asset & wealth management business.
• On occasion, the ability to wrestle difficult, time sensitive client interactions with confidence and commitment.
• Exceptional oral and written communication skills with robust knowledge of English grammar.

Desirable Qualifications

• Experience in the asset & wealth management business.
• Undergraduate degree from a four-year accredited college or university.