No financial service experience is necessary, but it is important that you have a history of sales or professional executive-level experience.  

About Us

The Academy Group is a boutique Financial Service executive-search firm. We have national contracts with some of the nation’s top leading financial service firms.

We have earned a strong reputation with this client over the years, and because of that, they have eliminated 90% of other firms they used to work with.  We are now only one of two firms they work with nation-wide to help them with this recruiting effort.  In fact, we have been their leading recruiter for this position over the past several years.   How does this reputation help you   When we introduce one of our candidates to a hiring manager, that manager is aware of our reputation and he or she will therefore be excited to interview you.

Moreover, we consider ourselves to be your personal agent, and because of that you can expect nothing less than the utmost level of professionalism and personal service from us during every phase of the hiring process.

Bottom line: we will not leave you hanging and feeling like you are going it alone.  We have placed over 350 candidates into this position in only the past four years.  We hope to help you become our next placement.

About our Client
Our client is an award-winning firm, with a very solid and recognizable name and reputation, and is THE leading investment firm in the United States.

In 2009, seven of the top ten earning financial advisors amongst all firms in the United States hail from our client.

You will be able to provide an end-to-end platform of financial services - everything from cash management to financial planning, brokerage services, estate planning, block trading, and alternative investments, in addition to M&A advisory services for middle-market privately held companies. You would also be a member of one of the nation’s leading providers of defined benefit and defined contribution plans, as well as corporate stock plan services and administration.

And here’s something even more unique about this company. You will also have access to a wide range of lending products to offer your clients. From personal and home loan products to countless financing opportunities for your business-owner clients, you will truly be a one-stop solution for all of your client’s financial needs.

No experience is required in this industry as they will provide you with all of the training and licensure required to be successful. They do ask, however, that you are someone who is comfortable in a "sales" role, as your goal will be to ultimately sell yourself to your clients as they entrust you with their financial goals.

Details About Their Compensation
If you are hired into this position, you can be comfortable in knowing that your financial needs will be taken care of as you make your way into the business while you are training and growing your business. They will provide you a respectable salary in addition to any commissions and bonuses you may earn along the way.

And the best part about this business is that you own equity in it! What that means is that as you grow your business, when it comes time to finally retire or leave the business, you can sell back your business for a sizable amount of profit!

Benefits
You will become eligible for benefits starting on the first day of your employment. The benefits this company offers are extensive. They include a 401(k), generous time off, tuition reimbursement towards your CFP or other continued education, medical, dental and vision plans, and stock options. They also include such perks as mortgage assistance, special discounts for auto and homeowners insurance, and banking. You’ll also have a chance to build equity in the corporation through several stock ownership plans.

A Profile on Professionals This Firm Seeks

- Those with or without a current Series 7 license

- Those who come from a professional background such as: Sales Executives, Attorneys, Professors, Entrepreneurs, Business Owners, Bank brokers, retired Professional Athletes looking for a new career, and any other professional looking to make a career change where their earnings potential is unlimited.

If you are interested...

Please submit your resume to us through the Ladders or through our website at academyrecruiting dot com.  IF your credentials match what our client is looking for, we will reach out to you within 5-7 business days.  If they do not match, unfortunately, we will not be contacting you. 

The Sourcing Manager will work with internal partners at all stages of the supplier sourcing process from communicating needs to contract negotiation to post-contracting relationship review. In so doing, this person will craft tactical and strategic sourcing approaches to ensure the company enjoys attractive quality, costs, and results from its contractual relationships. This person will work with internal business managers; the company’s sourcing organization, and Corporate Counsel to enter into contracts that ensure the company successfully meets all of its business objectives at an appropriate cost. In addition, this person will support efforts to measure, monitor and manage supplier risk and continually document, communicate, and improve their processes.

Position Responsibilities:

Identifying sourcing opportunities by developing strong relationships within the company, instituting processes and systems, and shaping the culture

Addressing strategic sourcing opportunities, including challenging their build vs. buy thinking, rethinking existing approaches and suppliers, ‘right-sizing’ demand, and conducting negotiation efforts

Conducting “triage” on non-strategic sourcing efforts

Assisting in the refinement of their VMO building blocks: spending database, contract database, compliance systems, supplier relationship management, supplier risk tracking

Reviewing and “auditing” all contracts for the firm (except recruiter contracts) and ensure sound business terms

Reviewing and “auditing” all fees and fee structures (except for recruiter contracts) and ensure that the due diligence done by the business user is rationale and that the rates are aligned with current market rates

Documenting current processes and executing against SLAs

Working closely with functional partners (legal, finance) in completing reviews/audits

Identifying and creating incremental improvements to make the VMO vetting process more streamlined

Identifying and creating incremental improvements to educate/empower users to negotiate sounds contracts

Working closely with functional partners to make incremental changes to the process to improve efficiency and/or effectiveness

Participating as a stakeholder in technology initiatives

Interacting with all departments in the firm and providing high quality customer service

Position Requirements:

Bachelor’s degree

Experience sourcing a wide range of categories is a must; specific knowledge of software/hardware, market/exchange data, back office operations, consulting services, outsourcing, facilities management, and human resources are all a plus

Experience negotiating a wide variety of commercial terms in complex transactions

Self starter, hard-working individual who has a strong customer service focus

Process oriented, highly organized with a strong attention to detail

Ability to prioritize and process a high volume of work while maintaining the highest quality

Excellent verbal and written communication skills, able to operate effectively in a cross departmental function

Ability to build relationships and develop internal and external partnerships

Capable of excelling in the company’s culture of meritocracy, transparency, constant improvement, and excellence

Preferred candidates would also meet the following criteria:

A law degree is a plus, but not required

Familiarity with investment management or “the lifecycle of a trade”

Familiarity with contract database/administration tools

Experience managing contracting on the sales side is a plus

 Our client is seeking a candidate that understands the energy trading business and a trade’s lifecycle and how it would flow through a system.  Someone that can easily setup reference data, troubleshoot trade entry issues, crunch numbers and figure out position and pl issues, address cash flow, settlement and invoicing problems and be able to troubleshoot end of day issues.  This person needs to be more business oriented and less technical.

 Position Responsibilities: 

Provide both functional and technical support of multiple, proprietary, Windows based Client/Server Commodities Trading Software products to global clientele

 Liaise with internal development teams to troubleshoot software problems and identify solutions 

Help maintain client specific support environments, including upgrades to databases and application servers. 

Assist with application unit and regression testing. 

Document client support issues via call tracking software.

 Compile reports and statistics relating to client call history 

Position Requirements: 

Previous experience in a similar role at an ETRM software vendor is STRONGLY preferred        

Solid business experience in the commodities/ derivatives trading industry

 Strong initiative, organization, and excellent analysis/problem solving skills required 

Must have excellent written and verbal communication skills and work well in a team environment 

Solid technical background with a minimum of 3 or more years experience analyzing, testing, or developing client-server based and web-based products 

A solid understanding of client server software development and object oriented programming concepts

 Knowledge of MS Office applications 

Knowledge of Oracle and MSSQL