Director, Commercial Client Lifecycle

S&P Global•New York, NY

8d•$144,000 - $172,000

About The Position

About the Role: Grade Level (for internal use): 13 The Team: The Regulatory & Compliance Commercial team focuses on driving growth and expanding our solutions to effectively address our customers' evolving needs. By prioritizing creativity and agility, we approach problems with an open mind and adapt to fast-paced environments, making informed decisions that enhance our effectiveness. Collaboration and a client-centric approach are fundamental to our culture, enabling us to work efficiently with stakeholders to deliver exceptional service and foster long-term partnerships. Responsibilities and Impact: We are seeking a dynamic and innovative leader, with an Investment Bank / Capital Markets Operations, Client Onboarding background, to drive engagement and business success across our Counterparty Manager product suite, which includes solutions such as CLM Pro, Onboarding Accelerator, Outreach360, Request for Amendment, KYC Services, and Managed Service offerings. This individual will be responsible for fostering relationships with bank clients, enhancing delivery service, and identifying growth opportunities. This role requires expertise in managing end-to-end client onboarding and lifecycle processes, including KYC (Know Your Customer) and due diligence procedures. The ideal candidate will explore ways to incorporate the latest technology and AI components to evaluate new and innovative solutions that address customer challenges across the client lifecycle processes.

Requirements

5-7 years of experience in client onboarding or client lifecycle roles within the financial services industry, with managerial experience and familiarity with KYC and regulatory compliance requirements as a plus.
Strong analytical skills to interpret market data and client feedback for informed strategic decision-making.
Excellent communication and interpersonal skills, demonstrated through a track record of building and maintaining relationships with clients and colleagues.
Proven ability to lead projects effectively and drive results in a collaborative environment.

Nice To Haves

Growth Mindset: Embrace challenges and view failures as learning opportunities, consistently seeking ways to improve and innovate.
Creativity and Agility: Approach problems with an open mind, generating unique solutions that align with client needs and market trends while exhibiting flexibility and adaptability in fast-paced environments to make informed decisions.
Collaboration: Work effectively with internal and external stakeholders, fostering a culture of teamwork and shared success.
Client-Centric Approach: Prioritize client needs to ensure exceptional service delivery and cultivate long-term partnerships.

Responsibilities

Lead and manage bank client relationships by building strong rapport and understanding their unique needs and strategic goals, fostering long-term partnerships.
Collaborate with cross-functional teams, including sales, marketing, and product development, to deliver customized solutions that effectively address client requirements and drive sustainable business growth.
Identify and pursue new opportunities within the bank sector by leveraging market insights and client feedback to ensure competitiveness and responsiveness to industry trends.
Track revenue against forecasts to provide an accurate performance representation, facilitating alignment with growth targets and enabling informed decision-making.
Utilize creative problem-solving skills and demonstrate agility to address client challenges and swiftly pivot in response to changing market conditions, developing innovative strategies and solutions that enhance client satisfaction and improve retention rates while ensuring the organization remains adaptable and proactive.
Lead workshops to gather business requirements, challenge working group members on solution implementation, and collaborate with project and product development teams to design effective solutions aligned with client needs and regulatory compliance across various customer segments.

Benefits

Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

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