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OcorianPosted 2 months ago

Commercial Director - Private Client & Corporate Services

HybridGeorgetown, Kentucky, United States or George Town, George Town, Cayman Islands

Full TimeSenior LevelLarge

Job Summary

Drive new business and revenue growth in the Americas by identifying, implementing, and winning new business opportunities across key service lines. Build a personal sales pipeline, lead commercial negotiations, and manage deal terms while collaborating with regional Commercial Directors to achieve sales objectives. Secure long-term client relationships with high net-worth individuals, family offices, and financial institutions by capitalizing on upsell and cross-sell opportunities. Maintain Salesforce pipeline data, call reports, and financial analysis in compliance with regulatory procedures. Develop the intermediary network including law firms and consultants, and position the business as a trusted provider through targeted marketing and industry events.

Required Qualifications

  • At least five years' relevant experience selling our products & services
  • Private Client sales experience
  • Previous Trust experience
  • An existing network in the Cayman Islands
  • A network with centres of excellence in Latin America
  • A network across mainland US
  • A network with Investment Managers in Europe
  • A comprehensive understanding and knowledge of relevant legislation and regulations insofar as it pertains to our industry

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