Senior Manager, Client Development, Client & Banking Analytics

HSBC Global Services Limited • New York, NY

4d • Onsite

About The Position

The Client & Banking Analytics (CBA) team within CIB transforms data with strategic analytics, driving insight, innovation, and commercial performance across HSBC. As the business owner of Omnia and Client Management Experience (CME), CBA is instrumental in their strategic development—simplifying data analytics, enhancing business intelligence, and ultimately driving client and shareholder excellence. We deliver data-driven insights to optimize investment across clients, products, channels, and resources, and to enhance pricing. Through disciplined governance, consistent methodology, and fact-based analysis (including client peer benchmarking, wallet sizing, and customer feedback), CBA fosters business optimization, strengthens CIB partnerships, and provides critical insights for shaping CIB’s commercial strategy.

As a Senior Manager in the Client Development pillar, you’ll be a key contributor to defining and executing a client-focused strategy that optimizes CIB frontline activity and drives strategic collaboration. You’ll work closely with coverage bankers and product sales to deliver advanced data-driven insights. Critically, you’ll actively support the strategic development and evolution of Omnia (CIB’s core business intelligence tool) and CME (the foundational Client Relationship Management application (CRM), client planning, and pipeline platform), directly shaping their future.

In addition to your core responsibilities, you’ll support the Global Head of Client & Banking Analytics by:

Develop high-impact collateral (presentations, reports, and communications) for senior leadership and client engagement.
Coordinate global engagement activities to ensure consistent messaging, alignment, and follow-up across regions and stakeholder groups.

This role requires a strategic thinker with a deep understanding of how to leverage data, technology, and analytics to generate actionable business development initiatives, enhance client engagement, and support the strategic roadmap of CIB’s internal platforms. You’ll be a critical resource supporting the Omnia Commercial Leadership team and driving essential partnerships under the guidance of the Director.

Requirements

• Proven ability to translate complex data into actionable, client-centric insights and innovative solutions that drive tangible business outcomes and inform sophisticated performance reporting.
• Deep understanding of CIB business models, client lifecycle, frontline operations, and the competitive landscape for HSBC and its banking peers.
• Strong knowledge of Omnia and/or CME, or similar enterprise-level CRM and business intelligence systems.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with data visualization tools (e.g., Tableau, Power BI) to create impactful dashboards and reports.
• Exceptional communication, interpersonal, and stakeholder management skills, with a demonstrated ability to influence, negotiate, and drive consensus across diverse groups, including senior management and frontline teams.
• A highly results-oriented mindset with a proven track record of leading the execution of analytical projects, driving innovation, and delivering significant results in dynamic environments, including managing complex, cross-functional projects.
• Experience in working effectively within a global team, contributing to a collaborative, high-performing environment, and actively mentoring junior colleagues.
• Demonstrated openness to diverse viewpoints, cultivating an inclusive environment that values varied backgrounds for enhanced strategic thinking and problem-solving.
• Experience in a data analytics, client insights, or business development role, specifically within corporate, institutional, investment, or transaction banking.
• Mastery of financial concepts, including credit risk, revenue drivers, capital allocation, and return metrics (e.g., RWA, RoRWA, RoTE).

Nice To Haves

• Proficiency in SQL for data querying and extraction is preferred but not required.
• Experience developing executive-level collateral and coordinating high-impact engagement activities across multiple stakeholder groups is highly desirable.
• A Bachelor's or Master's degree in Business, Finance, Economics, Data Science, or a related quantitative discipline is highly preferred.
• Prior frontline relationship management or trading desk experience is preferred but not required.

Responsibilities

• Define and execute a client-focused strategy that optimizes CIB frontline activity and drives strategic collaboration.
• Work closely with coverage bankers and product sales to deliver advanced data-driven insights.
• Actively support the strategic development and evolution of Omnia (CIB’s core business intelligence tool) and CME (the foundational Client Relationship Management application (CRM), client planning, and pipeline platform).
• Develop high-impact collateral (presentations, reports, and communications) for senior leadership and client engagement.
• Coordinate global engagement activities to ensure consistent messaging, alignment, and follow-up across regions and stakeholder groups.
• Support the Omnia Commercial Leadership team.
• Drive essential partnerships under the guidance of the Director.

Benefits

• Access to tailored professional development opportunities.
• Competitive pay and benefits package.
• Robust Wellness Hub.
• Welcoming and inclusive work environment.
• Empowerment to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy.
• Generous matching gift program.
• Comprehensive program of immersive Sustainability and Climate Change Initiatives.
• Opportunity to join Employee Resource Groups.

What This Job Offers

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