Director, Client Strategy

CLSA • New York, NY

5d • $207,000 - $261,000

About The Position

The Director, Client Strategy develops and executes client service plans and regional strategies aligned with CITICS global business objectives. The role partners with Sales and Trading leadership and client coverage teams to optimize resources, grow revenue, improve profitability, and deliver integrated client solutions across products and regions. It uses client performance data, client feedback, competitive intelligence, and market trends to guide strategic decisions, strengthen client engagement, and improve CITICS's market positioning.

Requirements

• Bachelor's degree or higher in Business, Finance, Economics, or a related discipline.
• 10–15 years of experience in financial services, preferably in institutional equities, sales management, client strategy, or business management.
• Extensive knowledge of the Hong Kong and China institutional investor landscape, including key clients, market dynamics, and industry trends.
• Demonstrated experience developing and executing strategic business initiatives that drive revenue growth and improve client profitability.
• Strong client relationship management skills and ability to influence and engage senior internal and external stakeholders.
• Advanced analytical and quantitative skills, including experience using client performance, revenue, and market data for decision-making.
• Sound understanding of regulatory requirements and market structure applicable to the equities business.
• Excellent verbal and written communication skills, including the ability to present complex information clearly and effectively.
• Proficiency with CRM platforms, client intelligence tools, and business analytics applications.
• Strong project management, organizational, and problem-solving capabilities, with ability to manage multiple priorities in a fast-paced environment.
• Highly motivated, results-oriented self-starter able to work independently with strong attention to detail.
• Collaborative team player with a proactive mindset, accountability, and commitment to exceptional client service.

Responsibilities

• Develop and execute comprehensive Client Service Plans, conduct internal and external account reviews, and build relationships with key clients and stakeholders.
• Optimize resource allocation using the firm's client-tiering framework in partnership with Sales and Trading leadership.
• Support client coverage teams in growing revenue and enhancing profitability across institutional clients.
• Analyze revenue, market share, broker rankings, wallet share, and client profitability to inform decisions, support monthly business reviews, and address underperforming accounts.
• Identify growth opportunities, target clients with unmet revenue potential, address under-monetized relationships, and mitigate revenue risk.
• Drive new business development and cross-selling across products and regions, and ensure strategic priorities are executed.
• Develop and implement regional client strategies aligned with CITICS global business objectives, fostering collaboration across geographies and product groups.
• Synthesize client feedback, competitive intelligence, and market trends into actionable insights for business strategy and client engagement.

What This Job Offers

• Job Type: Full-time
• Career Level: Director