Account Executive

• Independently develops the strategic plan for managing and growing existing client relationships in assigned segment/markets
• Identifies opportunities to evolve client business for incremental account growth across assigned markets.
• Serves in a consultative role to the client, advising client top leadership (C-Suite) on the best way to achieve short- and long- term strategic objectives
• Promotes firm services/product offerings that solve client challenges and achieve account growth.
• Provides clients with industry expertise sharing trends as well as current and potential impact on the client business model.
• Recommends product/service enhancements relevant to assigned client segment to fill underserved client interests and proactively recommend product/services directly to the client.
• Works closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
• Recommends areas for firm thought leadership efforts based on client feedback and may deliver thought leadership feedback both internally and externally to clients.
• Keeps abreast of client account activity occurring throughout the firm and serves as the ultimate escalation point for client satisfaction.
• Conducts frequent and regular check-ins with assigned clients across assigned markets, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
• Ensures client management activities are conducted and captured. Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank.

Director, Client Executive – Asset Servicing

Enterprise Account Executive