Job Description

Jefferies is seeking a Sr. Vice President (Director level equivalent), who will serve as an innovative senior product manager or strategist responsible for digitizing investing banking. As a senior product leader, this leader will work across investment banking to identify, prioritize, and refine new ideas and capability enhancements. This leader will sit within the investment bank but work closely with the technology organization to help drive and develop the product roadmap. It is essential for this person to be able to translate what the investment banking management team needs into technology projects.

The Sr. Vice President, Investment Banking will be responsible for driving the strategic evolution of the Digital roadmap including the CRM, Data Analytics & AI business roadmap to provide improved workflow digitization, business insights generation and reporting automation to deliver business value to the various IB business groups. This position will collaborate with business and technology partners across the firm to ensure that Jefferies’ approach to product and digital enablement is an integral part of investment banking’s competitive edge in the coming years. The ideal candidate will have experience in business, technology, business insights & reporting as well as demonstrated success in building relationships with both client-facing business stakeholders & technology stakeholders.

The goal is to digitize Jefferies’ Investing Banking group by driving more efficiency and improving workflows, leveraging better use of tools, implementing data and analytics capabilities, enabling collaboration and delivering stronger insights and automating product capabilities that generate business insights like revenue forecasts, wallet share & pipeline analysis. The role is part of a niche Digital Strategy team that serves as the ‘bridge’ between Jefferies’ investment banking group and the technology organization.

Responsibilities:

The SVP, Sr. Digital Business Products Strategist, Investment Banking will be responsible for the following:

Foster a culture of accountability for results, continuous improvement, openness, and teamwork to not only ensure the effective delivery of digital services to investment banking, but also the alignment of these services with the continuously evolving needs of Jefferies’ businesses and customers.
Influence & contribute to the investment banking business’ digital transformation strategy; mobilize commitment, shared vision, and work toward digital transformation.
Partner with the COO organization (each business group has a COO) to digitize COO workflows, automate business insight generation & partner with subject matter experts to answer questions on Wallet Share & Revenue forecast metrics.
Form the regional marketing strategy to push adoption of both new and existing products with bankers, business heads, COOs & other IB end-users.
As a senior strategist, contribute to the evolution of the investment banking product vision & feature prioritization of the product suite back-log
Work with product owners and teams to help remediate blockers, test new capabilities, and provide appropriate training
Validate that new solutions both those built in-house and those available from vendors meet business objectives
Drive Proof of Concepts with vendor products as needed
Challenge the status quo – rationalize, unify, and simplify business processes and design
Exhibit a participative leadership style, providing a positive influence on the workforce and investment banking/technology leadership teams

Qualifications:

The SVP, Sr. Digital Business Products Strategist, Investment Banking will have successfully navigated and helped accelerate their respective company with game changing digitally enabled, modernized products. They should have exposure to the Investment Banking, Commercial Banking businesses either as a team-member, stakeholder, power-user, advisor, or consultant. While having a technology background may be a plus, it is not mandatory to have it. They must be a seasoned, global minded, innovative, empathetic, and passionate leader able to bridge both strategic thinking and delivery. This individual must have high IQ and EQ to be viewed as an effective business partner by their respective business peers and across the Jefferies Leadership Team.

The capabilities and experiences most critical to success in this role are:

Minimum of 8+ years of experience in leading large-scale product strategy, product planning, adoption & rollout initiatives.
Experience managing the product lifecycle from planning using metrics, completion including user demos & rollouts including user engagement, telling the story of where the product is going and where we need participation.
Experience with building consensus around a product feature thinking, refining a product roadmap and working with technology partners to document/prioritizing a product feature backlog.
Data/analytical skills and business intelligence experience.
Business & revenue related reporting products experience more in terms of what it takes to envision & build experiences for senior stakeholders.
Basic understanding of the UX process and experience collaborating with UX teams.
Thinks big picture and understands the potential risk/impact of business decisions.
Must have exceptional time management skills.
Excellent communication skills, both oral and written.
Defines objectives and creates roadmaps/timelines to meet tight deadlines.
Adept at building strong relationships with the business by helping them understand how technology can be deployed to drive strategic outcomes. Strong influencing skills with the ability to bring people along, and partner with senior stakeholders to drive digital transformation.
Track record of developing and managing key technology vendor relationships.
Knowledge of the last trends and technologies in cloud, digital, data, analytics/AI, and RPA.
Clear and optimistic vision for what’s possible and what can be. Proven ability to execute with urgency and pragmatism in the current environment.
Able to drive action and make clear decisions, leveraging analytics and test & learn. Understands how to recognize and recover quickly from failures, both as an individual and on behalf of the team.
Proven ability to create, communicate and ‘sell’ compelling strategies at all levels of the organization. Highly effective at building, nurturing, and leveraging relationships, even in challenging environments with sometimes competing priorities.
A change agent with demonstrated ability to develop and execute on strategic and tactical plans.