Rob Hubert, Cfa work email
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Innovative, entrepreneurial, and solutions oriented financial services professional with extensive experience across global functions in Investment Management, Global Markets, Investment Banking, Operations, and Technology including Business Development, Client Relationship Management, Strategy Development and Execution, Quantitative Finance, Process Reengineering, and Operations Management. Strong complementary hands-on technical experience in data management and analytics, application development, and data science. Consistently recognized as a leader with an ability to understand and solve complex, cross organizational challenges, building and growing businesses, and someone who is adept at building strong relationships with clients and business partners. Solid history of building and leading collaborative teams while fostering a positive, energetic work environment with groups large and small, including experience managing international teams.
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Senior Account ExecutiveFnzNew York, Ny, Us -
Account Executive, Financial ServicesSnowflake Jun 2024 - PresentThe Cloud, Us -
Data And Analytics Solutions Business DevelopmentBny Mellon Jan 2021 - Jun 2024New York, Ny, UsSenior Business Development Director focused on consultative solution design and sales of cloud-based data management, performance, and accounting SaaS solutions for asset managers, asset owners, banks, and broker-dealers. • 2022 top salesperson for North America• Winner of 2023 CEO Award for commercial contributions to the firm• Design all written and graphical materials used in global sales presentations• Develop Python based AI/ML examples used in client facing product demonstrations• Responsible for leading solutions design sessions with clients• Regularly requested speaker at client events on industry trends and themes in data management -
Director, Enterprise Resiliency Business Service ManagerBny Mellon Feb 2020 - Jan 2021New York, Ny, Us
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Head Of Intermediary Distribution Client EngagementBny Mellon Apr 2016 - Feb 2020New York, Ny, UsResponsible for pre- and post-sales activities including client onboarding, sales strategy implementation, RFI/RFP writing, full life-cycle client service, and collaborating with sales on new product development and innovation. Cover mutual funds, retail separately managed account and collective fund clients.• Standardized client onboarding processes for offshore, SMA and collective fund businesses• Developed client service model which helped lead to significant improvements in client ratings• Led design and implementation of a fund-of-funds solution that raised $200M+ in assets• Drove dealer agreement renegotiation effort which led to roughly $3M in annualized savings• Reduced RFP and client service operating costs by over 30% in one year
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Executive Director, North America Head Of Client OnboardingJ.P. Morgan Oct 2014 - Apr 2016New York, Ny, UsLed team of 100+ that managed the front-to-back new business onboarding process covering execution of AML/KYC services, oversight of credit risk and legal implementation, and reference data creation for Corporate and Investment Banking businesses. • Reduced time to market for Corporate Derivatives business from over 40 days to 15 days• Drove reduction in KYC Quality Control rejection rates by over 20 percentage points in 6 months• Recognized for driving dramatic improvements in client experience/satisfaction• Spearheaded location strategy effort, migrating 25% of staff from NYC area to Tampa, Florida -
Global Banking & Markets Onboarding Delivery - AmericasHsbc Apr 2014 - Oct 2014Delivery client onboarding related change across the Americas driven by regulatory reform, site expansion activity, and front-to-back process improvement activities.
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Svp, Head Of Global Markets Client Integration / OnboardingBank Of America Merrill Lynch Jul 2010 - Apr 2014New York, Ny, UsDesigned, developed and ran function with team based in New York, London, Singapore, Hong Kong and Sydney which provided end-to-end oversight and improvement of the client/account on-boarding process.The team while under my leadership delivered several material improvements for the firm including decreasing average cycle times of FX and Rates account setups from over 30 days to less than 2, leading the deployment of a proprietary client onboarding workflow tool, decreasing regulatory capital burden by over $300MM through a redesigned credit rating process, and reducing OTC derivative trade booking errors by over 80%. Additionally leading Dodd-Frank regulatory reform projects specific to external business conduct rules and real time reporting compliance. -
Svp, Head Of Sales, Marketing And Product Development For Global Trust ServicesBank Of America Feb 2009 - Jul 2010Charlotte, Nc, UsAmericas head of Business Development, Marketing, and Product Development for Bank of America's LaSalle Global Trust Services business. -
Svp, Business Manager / Program ManagerBank Of America Jan 2008 - Jan 2009Charlotte, Nc, UsBusiness Manager for Bank's Chief Economist. Also served as Transition Lead for Corporate Treasury during the Countrywide acquisition.
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Svp, Business Manager / Program ManagerBank Of America Jan 2008 - Jan 2009Charlotte, Nc, UsBusiness Manager for Bank's Chief Economist. Also served as Transition Lead for Corporate Treasury during the Countrywide acquisition.
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Senior Business Analyst/ManagerBank Of America Jan 2007 - Dec 2007Charlotte, Nc, UsRMBS Whole Loan Trading (NY)Responsible for development and implementation of processes that addressed gaps across front, middle, and back office, finance, contract administration, and technology. Managed front office business development efforts including the development of the Correspondent Lending division. Designed, implemented, and actively managed Loss Mitigation strategy for non-performing assetsSpearheaded cash flow management controls effort for whole loan transactionsProvided approval for balance sheet and income statement activity and assisted in P/L tie outDeveloped process for handling the management of a mortgage servicing asset portfolioWorked with Finance partners to define and document loan accounting scenarios and policies.Delivered all business requirements and direction to technology partners for development of various whole loan applications including the Principal Finance System ("PFS")
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Business Manager/AnalystBank Of America Jan 2004 - Jan 2007Charlotte, Nc, UsManaged forecasting and expense management for $50mm technology organization. Drafted business plans for units within RMBS and GSF (Global Structured Finance), administered multiple internal audit responses, drafted policies and procedures, and managed several critical business opportunity projects. Regularly came within less than 1% variance on monthly financial forecastsDeveloped processes and procedures to address concerns raised by broad based and targeted audit reviews resulting in zero critical action itemsManaged expansion of mortgage loan trading application seeing usage and number of users increase by over 200% in one yearDesigned and coded website for distribution of management communications and storage of team policies and proceduresLed several learning sessions on fixed income products for technology peers
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Project Manager/Service Delivery ManagerBank Of America Oct 2000 - Dec 2003Charlotte, Nc, UsResponsible for the development and oversight of the organization's Project Management Office (PMO).Obtained Project Management Professional (PMP) designation from the Project Management InstituteEngineered all database, website, and graphical components of an extensive intranet-based project management tool, called the Initiative Management Utility
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Executive Support Team ManagerBank Of America Jul 1998 - Oct 2000Charlotte, Nc, UsLed premier support team that was responsible for addressing all technology requirements of approximately 150 Senior Global Corporate and Investment Banking Executives
Rob Hubert, Cfa Skills
Rob Hubert, Cfa Education Details
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Stony Brook UniversityPolitical Science
Frequently Asked Questions about Rob Hubert, Cfa
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Rob Hubert, Cfa attended Stony Brook University.
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Rob Hubert, Cfa has skills like Financial Analysis, Strategy, Portfolio Management, Fixed Income, Business Analysis, Capital Markets, Project Management, Finance, Investment Banking, Banking, Relationship Management, Business Development.
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Rob Hubert, Cfa's colleagues are Nicole Klink, Matt Ryde, Mahabub S., Rohan Karn, Edimar Felix, Csm®, Ajay Kumar Sirangi, Gareth Montgomery.
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