Job Opportunity Posting

Posting Date: 4/6/10
Title: Vice President, Chief Operating Officer
New Covenant Trust Company, N.A.
Posting Number: 10-04-01

Summary

This position provides high level leadership to New Covenant Trust Company (NCTC) staff in the development, delivery, and implementation of a strategic plan to promote, solicit, and capture a market niche for NCTC through various services to promote revenue, profitability, and growth of NCTC. This position works closely with key members of NCTC and the Presbyterian Foundation's senior management to provide a seamless stream of products and services to ultimately complement the missions of its parent, the Presbyterian Foundation and Presbyterian Church (USA). This position will engage NCTC and Foundation leadership in order to manage NCTC's relationship with its parent corporation.

Major Duties and Responsibilities

• Work with the CEO, Senior Management and staff to develop and refine the vision and strategic plan for the Company. The strategic plan should set business and growth targets.
• Work with the CEO on oversight and planning of all NCTC board and committee meetings.
• Represent NCTC in meetings with regulators including the OCC and SEC on an executive management level.
• Assist in maintaining and sourcing board members for NCTC.
• Create awareness throughout the community and the Church of NCTC. Create referral networks for NCTC.
• Work with the CEO to prepare an annual operating plan and monitor progress monthly. The annual operating plan should be in line with and focused on achieving the targets set in the strategic plan.
• Direct staff and consult with prospective clients and their advisors in order to facilitate the creation of new relationships.
• Develop and implement NCTC policies and procedures for the organization in compliance with OCC and SEC regulations.
• Develop effective and strategic market plans to profile prospects and create marketing communications and contacts to ensure the development of new business to meet the targeted sales goals and objectives.
• Cultivate relationships to attract new business to NCTC.
• Generate periodic reports to provide the status of new business initiatives measured against marketing plans to determine the effectiveness of product sales and profit/loss ratios.
• Prepare and conduct sales presentations to prospective clients and business influencers, i.e. Attorneys, CPAs and Financial Planners.
• Collect and submit all information needed to make new business acceptance decisions.
• Assist in determining the acceptability of proposed Trust Business.
• Maintain the education and compliance requirements for Series 6, 26, 63 and 65 securities licenses.

Relationships

• Must develop and maintain effective relationships with the NCTC senior management and NCTC's Board of Directors.
• Must develop and maintain referral networks for new business opportunities.
• Work closely with key members of the Presbyterian Foundation's senior management to provide a seamless stream of products and services to ultimately complement the missions of the Presbyterian Foundation and Presbyterian Church (USA).
• Work closely with the Boards of the Presbyterian Church (USA) Foundation and its subsidiaries in reporting and receiving feedback on NCTC initiatives

Experience and Job Related Requirements

• A commitment to the Christian faith is required. The commitment must be evidenced in the ability to work within the governance of the Church, and with a concern for the financial support of the Church in all its mission and ministry.
• More than eight years of experience in a leadership role with a financial services organization.
• Successful strategic leadership, with demonstrated ability to keep an organization focused on its strategic intent in the face of complex issues.
• Ability to work effectively with governing boards and able to maintain trusting relationships.
• Experience in developing and building start up organizations into well run, growth oriented and profitable organizations.
• Experience working with clients on financial strategies and plans. Certified Financial Planner™ or estate planning experience is beneficial.
• Consensual, collaborative management style; servant leadership style; open and forthcoming with information; persuasive, articulate, and diplomatic; able to interpret and present complex information to a variety of audiences.
• Strong interpersonal skills; energized by contact with others; respectful of privacy; builds mutually respectful, lasting relationships.
• Position requires someone that is a self starter, possesses high energy, is a strategic thinker, a proven leader and is a relationship builder.
• Series 6, 26, 63, and 65 securities licenses

Forward resume to: jennifer@angel-group.com

                      Job Opportunity Posting

Posting Date: 6/18/10

Title: Business Process & Technology Team Leader

Department: Information Systems

Posting Number: 10-06-01

SUMMARY

The Business Process and Technology Consulting Team works in collaboration with all business areas to achieve organizational goals, improve process performance and determine how technology can best be leveraged. This team functions as a goal-directed work team and is responsible for managing their own day-to-day work, setting goals and timelines, establishing performance metrics and communicating appropriately with other members of the Information Systems team and the rest of the organization. Each team member leads specific functions and projects as opposed to other direct reports. Individual performance will be evaluated based upon flexibility, leadership skills, openness to changing organizational needs, a positive attitude and the ability to transition into varying roles as well as subject matter expertise.

The Vice President of Information Systems will provide this team with a clear understanding of the organization's strategic direction and demonstrate how this team can support specific strategic goals. Necessary resources such as training on specific technical skills, leadership development, change management and strategic thinking will be provided.

RESPONSIBILITIES

Business Technology Consulting

• Identify ways that technology could support organizational goals, including meeting specific external customer needs.
• Stay current with emerging trends in technology, particularly those that could have an impact on the financial services industry.
• Translate business needs into technical requirements and document those requirements.
• Serve as a technical liaison between internal business partners and external resources that might be engaged to implement solutions with a technical component.

Business Process Management (BPM) and Improvement Consulting

• Champion the BPM program by communicating the positive benefits to the entire organization and supporting BPM teams.
• Work with the BPM strategic planning team to monitor overall program progress and adjust the implementation strategy appropriately.
• Maintain and update the methodology based on BPM team feedback and current BPM practices in the financial services industry.
• Assist business groups in identifying critical processes and other candidates for BPM teams.
• As organizational goals are identified, work with the business groups to determine how critical business processes are tied to those goals.

· Identify and facilitate the implementation of a central repository for all process-related documentation; potentially explore an Enterprise Content Management solution.

· Work with external resources to provide BPM consultation and coordinate training as needed.

· Mentor other BPM guides on the methodology and tools.

· Lead cross-functional teams through the methodology by coaching them on the best ways to apply the tools to their processes.

· Facilitate the identification of improvement opportunities, solutions and best implementation practices

· Create a cultural focus on establishing and routinely measuring process performance.

 

Strategic Planning Facilitation and Change Management

• Guide functional business groups through a strategic planning process using a standard framework.

· Provide analysis tools and recommend the best course of action given each group's current position, goals and time frames · Support the development of high-level strategies as well as implementation plans. · Promote and manage positive organizational change.

This individual MUST be able to work collaboratively with all areas of the organization by listening, seeking to understand business needs and responding in a solution-oriented manner. This individual must be approachable, professional and flexible as well as self-motivated.

Requirements

BA or equivalent experience is required, plus minimum of five years of project management experience.

Seven years of Six Sigma or other BPM program experience in a leadership role (green belt certification or greater preferred), including experience in change readiness and project management.

Superior communication skills.

Experience guiding teams of people through a formal strategic planning process.

Experience in the financial services and/or nonprofit industry.

A background in Information Technology including programming, workflow application development and/or report-writing preferred.

Experience working in the Lotus Notes environment is a plus.

 

Forward resume' and internal application to Human Resources

Attn: HR Posting #10-06-01

amb@fdn.pcusa.org

No phone calls please

Job OpportunityPosting

Posting Date: 08/16/10

Title: Remittance Processing Analyst

Department: Operations

Posting Number: HR 10-08-01

Position Summary

This position is responsible for providing timely and efficient processing of account remittances, fees, statements, and administrative changes. This role will also serve as primary backup for financial reconciliations.

This position reports to the Manager of the Remittance unit.

Essential Job Accountabilities

· Daily remittance processing for all account types on trust accounting system and other systems as may be required. This will include checks, ACH's and wires.

· Process instructions for all types of accounts on the trust accounting system and various other systems as required. Instructions may include, but are not limited to: account withdrawal requests, returned checks, outstanding checks, account fees, and account statement requests.

· Monitor Remittance mailbox daily for instructions and requests.

· Statement processing for all account types and frequencies.

· Maintain WebLink for clients to access their accounts transactions on-line and access for

clients to view statements on-line

· Create new fee schedules and process all fees.

· Process administrative changes for all account types on all applicable systems.

· Provide backup to Financial Reconciliation Analyst.

· Freeze and unfreeze accounts as instructed by Legal

· Maintain policies and procedures for all assigned responsibilities.

· Constantly seek ways to improve processes and increase productivity.

 

Relationships:

Strong communication skills are essential. Professional written and verbal communication is required in order to effectively communicate with internal and external clients. Must be able to work in a team environment. 

Experience and Job Related Requirements

· Associates Degree in Business, Finance or Accounting or experience equivalent required. Bachelor's degree preferred.

· Knowledge and conceptual understanding of trust accounting system functionality

· Flexibility to handle multiple tasks and meet established deadlines with minimal supervision.

· Proficiency in Microsoft applications (Excel, Word, etc.)

· Excellent research and problem solving abilities.

· Discipline to pay strict attention to detail and accuracy.

· Strong mathematical aptitude and proficiency in logical reasoning skills.

· Ability to work in a team environment.

· Accountable, dependable, and self motivated.

· Excellent interpersonal and communication skills.

Physical Requirements

· Ability to communicate orally with management and co-workers, both individually and in a group/team. Regular use of the telephone and e-mail for communication is essential.

· Sitting for extended periods is common. Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.

· No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, copiers, and FAX machines.

· Good reasoning ability is required to solve a wide range of business problems. Able to apply statistical and mathematical calculations required. Able to understand and utilize financial reports and legal documents to conduct business.

Work Environment

· The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.

 

 

Forward resume' to Angie Bailey, Human Resources

amb@fdn.pcusa.org

Attn: HR Posting #10-08-01