Director, Client Executive
About The Position
We’re seeking a future team member for the role of Director, Client Executive to join our Issuer Services Corporate Trust team. This role is located in New York City, NY or Everett, MA. In this role, you will make an impact by independently developing the strategic plan for managing and growing existing client relationships, with a focus on revenue retention, while identifying opportunities to evolve client business. You will have developed significant expertise on industry trends, competitor services/offerings and client’s business environment. You will consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision, and is the primary client advocate and ultimate escalation point for client satisfaction. You will promote firm services/product offerings that solve client challenges and achieve account growth, and evaluate and structure deals (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm. You will develop, track, and report on relationship strategy/results for assigned client portfolio. You will work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams. You will recommend areas for firm through leadership efforts based on client feedback, and may deliver leadership feedback both internally and externally to clients. You will be responsible for achievement of organic and incremental growth (revenue, asset) goals within assigned client portfolios.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 15+ years of relevant work experience in CLOs, Credit and Private Credit; experience selling across the Asset Management segment preferred.
Nice To Haves
- Advanced/graduate degree preferred.
Responsibilities
- Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention, while identifying opportunities to evolve client business.
- Has developed significant expertise on industry trends, competitor services/offerings and client’s business environment.
- Consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision, and is the primary client advocate and ultimate escalation point for client satisfaction.
- Promotes firm services/product offerings that solve client challenges and achieve account growth, and evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm.
- Develop, track, and report on relationship strategy/results for assigned client portfolio.
- Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
- Recommend areas for firm through leadership efforts based on client feedback, and may deliver leadership feedback both internally and externally to clients.
- Responsible for achievement of organic and incremental growth (revenue, asset) goals within assigned client portfolios.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- paid volunteer time
- medical, dental, vision, and basic life insurance plans
- various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Director
