Chief Operating Officer, Country Management

CLSA•New York, NY

5d•$185,000 - $223,000

About The Position

The Chief Operating Officer, Country Management advises the business on strategy, controls, people, and performance, translating priorities into sequenced plans and budgets. The role manages the client agenda, establishes account-planning and review cadences, and monitors client coverage, relationship status, revenue opportunities, client prioritization, and client performance metrics. The position defines, automates, and tracks management KPIs and senior leadership metrics, ensures data quality, and develops executive-ready insights and materials for business reviews and governance. It leads cross-functional initiatives with product, technology, risk, HR, and finance to operationalize strategy, while managing executive priorities and urgent requests and maintaining stakeholder alignment. The role partners with senior managers to provide strategic counsel and feedback and establishes operating cadences that support transparency and accountability. It works with the US Country Head and IE COO to set priorities for new initiatives, and with the IE COO Office in Hong Kong to ensure priority CITIC Securities projects are executed efficiently across the US, including projects that IE may lead. The position presents Americas performance from a Group level to local management and coordinates Americas budget activities with the local CFO.

Requirements

Bachelor’s degree in business or equivalent.
15 or more years of experience in a Business Management or COO role in the securities industry; equities experience is preferred. Candidates with at least 10 years but fewer than 15 years of experience may be considered at Director level.
Ability to structure ambiguous problems, synthesize insights, and develop data-driven recommendations.
Proven track record delivering end-to-end initiatives with senior stakeholders in complex environments with minimal oversight.
Exceptional written and verbal communication, executive-level storytelling, and relationship-building across functions.
Self-starter who balances big-picture thinking with attention to detail and can prioritize, multitask, and meet deadlines.
Proficiency in Excel and PowerPoint, including creating executive-quality presentations.
Strong analytical, quantitative, interpersonal, organizational, problem-solving, project-management, client-serving, and multitasking skills.
Ability to work independently with attention to detail, a results-driven and proactive mindset, enthusiasm, and a collaborative approach.

Nice To Haves

Equities experience in the securities industry.

Responsibilities

Advise the business on strategy, controls, people, and performance, translating priorities into sequenced plans and budgets.
Manage the client agenda and establish cadences for account plans and reviews of client coverage, relationship status, revenue opportunities, client prioritization, and client performance metrics.
Define, automate, and track management KPIs and senior leadership metrics; ensure data quality and provide executive-ready insights.
Prepare decision memos, narratives, and performance readouts for business reviews and governance to secure alignment and approvals.
Lead cross-functional initiatives with product, technology, risk, HR, and finance to operationalize strategy.
Manage executive priorities and high-urgency requests with sound judgment and follow-through, maintaining stakeholder alignment.
Partner with senior managers to provide strategic counsel and feedback and establish operating cadences that enable transparency and accountability.
Work with the US Country Head and IE COO to set priorities across new initiatives.
Work with the IE COO Office in Hong Kong to ensure priority CITIC Securities projects are executed efficiently across the US, including where IE may take the lead.
Present Americas performance from a Group level to local management.
Coordinate Americas budget activities with the local CFO.
Build trust-based relationships with direct reports through coaching, mentorship, and guidance, supporting employee development, engagement, and career growth.