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Director, Client Executive
manager · Asset Management
We’re seeking a future team member for the role of Director, Client Executive to join our Alternatives Global Client Coverage teams within Asset Servicing. This role can be located in Boston or New York.
In this role, you’ll make an impact in the following ways:
- Manage a book of clients driving the development of new business & maintaining existing revenue streams whilst supporting premium tier 1 relationships working collaboratively with other members of the Relationship Team
- Broaden existing relationships and ensure the highest level of customer acumen
- Demonstrate proactive problem resolution by promoting the Company’s core values with integrity and professionalism
- Support the preparation of client presentations, business acceptance, internal / external meetings, product collaboration, and sale execution
- Convey a deep understanding of industry themes within the Alternatives industry and take responsibility for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolios
- Research, support, organize, present and drive the implementation of client account plan
- Pro-actively seek “stretch project” opportunities and initiatives leveraging the global scale of the Company
- Work collaboratively with our Pricing Team to obtain FTE, Profitability Analysis of Add-on Business
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required
- 10 plus years of overall experience is required.
- Knowledge of Custody, Capital Markets, Hedge and Private Market Investments would be beneficial facilitating the lifecycle management Alternative clients
- Working understanding of various utilities such as KYC, Pricing & Billing
- Proven ability to navigate and develop internal networks
- Bachelor’s degree or the equivalent combination of education and experience is preferable
- Sufficient years of total work experience preferred
- Experience in Relationship Management, Client Services or Account Management
- Applicable local/regional licenses or certifications as required by the business.