Director, Client Executive
On-siteNew York City, New York, United States or New York, United States
Job Summary
Manage a book of clients driving new business development and maintaining revenue streams while supporting premium tier 1 relationships. Broaden existing connections to ensure the highest level of customer acumen and demonstrate proactive problem resolution. Support the preparation of client presentations, business acceptance, internal and external meetings, product collaboration, and sale execution. Research, organize, and drive the implementation of client account plans to achieve organic, incremental growth goals within assigned portfolios. Collaborate with the Pricing Team to obtain FTE and profitability analysis for add-on business. Pro-actively seek stretch project opportunities leveraging the global scale of the Company. This role is located in Boston or New York and requires 10 plus years of experience in relationship management or account services.
Required Qualifications
- Bachelor's degree or the equivalent combination of education and experience
- 10 plus years of overall experience
- Applicable local/regional licenses or certifications as required by the business
Desired Qualifications
- Knowledge of Custody, Capital Markets, Hedge and Private Market Investments
- Working understanding of various utilities such as KYC, Pricing & Billing
- Proven ability to navigate and develop internal networks
- Bachelor's degree or the equivalent combination of education and experience
- Sufficient years of total work experience
- Experience in Relationship Management, Client Services or Account Management
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