Client Relationship Manager

TP ICAPNew York, NY
99d$120,000 - $130,000

About The Position

The purpose of the CRM discipline is to use strong client relationships and valuable market input to help identify opportunities for revenue growth, while guiding the commercial decision and strategy of the group. As a trusted senior partner, this fully onsite (5 days a week) Americas Senior CRM role maintains a balanced brand agnostic perspective and provides ideas and advice to the TP ICAP management team based on client feedback and client / market intelligence.

Requirements

  • Confidentiality: Candidate to ensure he/she has the ability to disseminate external information to internal stakeholders in an efficient manner.
  • Unbiased: Candidate will represent both brands and remain unbiased.
  • Outgoing: Candidate to easily navigate a trading floor (internal and external) and understand who’s who and who’s doing what.
  • Microsoft Suite: Outlook/Email etiquette, Power Point, Excel.
  • Strong attention to detail with analytical mindset.
  • Entrepreneurial and proactive attitude.
  • Experience dealing with clients and senior internal stakeholders.

Nice To Haves

  • Ability to create Pivot Tables and create the bigger picture view from data sets.
  • Finance markets product and technology knowledge.
  • Familiarity with data visualisation tools such as Qliksense, Power BI.

Responsibilities

  • Focus on a set of clients to build out a client program to ensure client connectivity.
  • Ensure timely and pro-active follow-up following client interactions.
  • Assist the AMER Head of CRM with internal/external presentations and work on specific regional and global projects as required.
  • Assist in regulatory and firm wide initiatives where client interaction and escalation are integral.
  • Responsible for building and maintaining relationships with key decision makers at our client firms, working closely with Senior Managing Directors (SMD’s) across all brands in Americas.
  • With a particular focus on areas where there is growth opportunity (clients/products), report client feedback objectively and discreetly through agreed channels across brands.
  • Conduct regular review meetings with a target list of traders and log all feedback in Salesforce.
  • Gather client feedback for new product initiatives and participate in key working groups to ensure that we are meeting client needs and helping connect clients to our platforms.
  • Work alongside divisional SMD’s, IT and Marketing when launching product launches/campaigns.
  • Maintain client information in Salesforce – updating contact information, role changes etc.

Benefits

  • $120,000-$130,000 salary range.
  • Hybrid work environment.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service