• Masters of Business Administration
• JD

Demonstrates extensive abilities and/or a proven record of success as a team leader with one or more of the following areas: 

• Possess experience presenting and developing recovery or resolution plans, including planning, execution, delivery, and maintenance of these programs; 
• Knowledge and understanding of regulatory requirements issued by the Federal Reserve, Federal Deposit Insurance Cooperation, and Office of the Comptroller of Currency that relate to recovery and resolution planning;  
• Monitor and adapt to changing regulatory requirements for recovery and resolution planning and knowledge of the regulatory submission and feedback process; 
• Experience with providing professional services to large scale regulatory driven programs and managing initiatives for a complex organization with multiple stakeholder groups;  
• Synthesize regulatory requirements, expectations, and peer practices and analyze whether plans and capabilities align; 
• Develop and analyze formal written narratives summarizing information provided by stakeholders; 
• Design, advise and assist the client with its implementation of capabilities to meet regulatory requirements in a sustainable, well-controlled, and repeatable manner; 
• Experience with governance including policies/procedures/controls, develop presentations to obtain approvals from senior management and board committees, and present updates for large regulatory submissions (including production calendars and status reports); 
• Financial Services products and services (e.g., Retail Banking, Commercial Banking, Capital Markets, Asset Management, Insurance); 
• Understand the macroeconomic and regulatory environment as they relate to financial institutions;
• Knowledge of balance sheet management, asset liability management (ALM), liquidity management, and stress testing; and,  
• Knowledge of liquidity requirements under Reg YY, OCC bulletins and Federal Reserve SR letters.

 Demonstrates extensive level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs: 

• Actively participate in client discussions and meetings; 
• Identify and address client needs by building, maintaining, and utilizing networks of client relationships and community involvement, communicate value propositions, manage resource requirements, project workflow, budgets, billing and collections;
• Prepare and/or present complex written and verbal materials using extensive technical skills in MS Office; 
• Communicate complex messages clearly and concisely in verbal and written form; 
• Manage client feedback and navigate ambiguous situations to deliver on client requests; and,  
• Build relationships with internal and client stakeholders. 

Demonstrates extensive-level abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs: 

• Create a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; 
• Leverage thorough ability to communicate project goals and objectives, project status and deliverables, building consensus and presenting standard industry practices/point of view effectively; 
• Provide candid, meaningful feedback in a timely manner; 
• Keep leadership informed of progress and issues; 
• Consider cross-cultural differences, seek diverse views to encourage improvement and innovation, and foster a global mindset for the team; and, 
• Manage multiple priorities and meeting tight deadlines in a dynamic work environment.