• Sie agieren als fachlicher und vertrieblicher Ansprechpartner für unsere Vermögensberater/innen in Ihrer Region und unterstützen sie aktiv aus Ihrem Homeoffice heraus – fachlich wie vertrieblich – und sind dabei Teil eines starken Teams von Vertriebsunterstützern. • Durch Ihre Expertise und Begeisterung geben Sie wertvolle Impulse, steigern Verkaufserfolge und setzen diese gemeinsam mit den Vermögensberater/innen vor Ort um. • Sie qualifizieren die Vermögensberater/innen in den Bereichen Investmentprodukte sowie verkäuferische Kompetenz und überzeugen dabei durch Ihre Menschenkenntnis, Ihr Fachwissen und Ihre Fähigkeit, andere zu begeistern. • Sie planen und führen eigenständig Schulungsveranstaltungen, Workshops, Webinare und Trainings durch und bringen frische Ideen für innovative Lernformate ein.

• Provide critical financial and leadership services in the areas of financial strategy, financial planning, annual budgeting, receipt and disbursement of funds, accounting, procurement, and asset management. • Ensure compliance with generally accepted accounting principles. • Lead and manage the month-end close processes, ensuring accurate and timely financial statements. • Prepare monthly analysis on key financial statement accounts (revenue, expense, and balance sheet accounts). • Support detailed analysis of cost centers to allow operational leaders to understand and control their respective cost bases. • Review and if necessary, prepare complex corporate journal entries, reconciliations, and supporting schedules for various balance sheet and income statement accounts. • Direct and coordinate company financial planning and budget management functions. • Prepare the operating budget and forecasts with assistance from US SS FP&A team. • Recommend benchmarks for measuring financial and operating performance. • Oversee daily operations and functions of the finance department including the timely billing and collections of service revenues. • Assist in the creation of RFPs for new projects during bidding season. • Lead all aspects of controllable expenses reporting including identifying key trends, summarizing themes for leadership teams, and providing ideas to save money and improve controllership. • Facilitate the completion of financial audits and provide recommendations for procedural improvements. • Assist USA Shared Services Finance Team, including the USA CFO, with projects as applicable.

• Actuar como punto de contacto principal para la cartera de trabajo asignada • Procesar facturas de/tanto clientes como proveedores • Completar tareas asignadas dentro de los plazos establecidos • Mantener archivos maestros de clientes y proveedores • Resolver problemas/consultas de usuarios internos y externos de manera precisa y eficiente • Identificar inconsistencias y errores en los datos, proponer soluciones • Realizar conciliaciones de cuentas del GL • Proporcionar análisis y comentarios sobre los resultados financieros • Interpretar y analizar contratos de clientes/proveedores y aplicarlos a las transacciones procesadas • Apoyar al grupo contable en el proceso de cierre mensual y anual • Colaborar con usuarios internos en proyectos estratégicos • Manejar y mantener información sensible y confidencial • Interactuar profesionalmente con múltiples niveles de gestión/otros departamentos

• Support Business Product Manager in driving towards vision, objectives, and key results laid out under ‘Financial Operations’ as part of Finance Digital Transformation • Serve as a strategic business and thought partner to Commercial Finance and Enterprise FP&A leaders and counterparts • Support the evaluation, design, and launch of process improvements and enabling technology for key financial processes (e.g., monthly business reviews, investment funding process, planning process) • Facilitate workshops or working sessions with key stakeholders to gather input and refine deliverables • Work closely with the Business Product Owner/Manager counterparts in ‘Financial Insights’ when the process utilizes financial systems and data • Identify up- or downstream dependencies with other programs or initiatives, and collaborate where needed • Support and own development of outputs/deliverables that contribute to the objectives and key results (e.g., kickoff deck, process flows, pain points, requirements, use cases, etc.) • Ensure recommendations and designs align with enterprise or global standards • Collaborate with the Technical Product Owner/Manager (IT) to define the roadmap for finance digital transformation • Collaborate with the Technical Product Owner/Manager (IT) to translate the business requirements, identify enabling technology, and implement the solution • Establish and monitor key performance indicators (KPIs) to track the effectiveness of initiatives • Support and own program governance activities, such as status reporting and executive readouts • Support change management efforts in collaboration with the ‘Employee Experience’ Business Product Owner/Manager • Willingness to travel