2001 SSB&T-posted about 1 year ago
$300,000 - $412,500/Yr
Full-time • Senior
Boston, MA

The Executive Client Portfolio Manager role is pivotal in defining and executing the client commercial strategy for a portfolio of assigned clients, ensuring alignment with the broader cluster strategy. This position is responsible for resource allocation to meet commercial goals set by the Chief Commercial Officer and Regional Head, focusing on servicing goals as measured by the Net Promoter Score (NPS). The role also involves managing key client relationships and driving revenue growth while enhancing client satisfaction.

  • Develop and execute client commercial strategies to meet performance goals within a client portfolio.
  • Drive revenue growth for existing clients by allocating relationship managers and client service officers effectively.
  • Minimize concessions by assigning relationship managers to address claims of underperformance.
  • Implement initiatives to enhance client satisfaction and strengthen relationships.
  • Optimize resource allocation to maximize productivity and achieve commercial goals.
  • Provide transformational leadership to increase organizational capability in selling to demanding clients.
  • Embed a culture of revenue growth into relationship management.
  • Lead and manage a large team of relationship managers and client service colleagues.
  • Address talent management to ensure top performers are aligned with key relationships.
  • Meet employee engagement score targets for the portfolio team.
  • Manage talent development and establish an agile work environment with succession planning.
  • Develop and implement effective growth and long-term business goals.
  • 15+ years of experience in client-facing functions in senior-level roles.
  • Hands-on experience in formulating strategy and executing operational plans.
  • Strong commercial mindset with the ability to influence and collaborate with colleagues.
  • Excellent communication skills and ability to work cohesively within the organization.
  • Deep understanding of complex investment servicing solutions and industry trends.
  • Strong leadership skills with experience managing large, high-performing teams.
  • Ability to operate in a fast-paced, global environment with strategic problem-solving abilities.
  • Knowledge of global technology trends and their application to digital transformation.
  • Strong network of key contacts in the industry.
  • Generous medical care and insurance plans.
  • Flexible work programs to match personal needs.
  • Development programs and educational support for career growth.
  • Paid volunteer days and matching gift programs.
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