Sales Executive – Strategic Market
Gainwell Technologies
Senior Vice President, Relationship Management
BNY
full-time
Posted on:
Origin: • 🇫🇷 France
Visit company websiteJob Level
Senior
About the role
- Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention.
- Identifies opportunities to evolve client business for incremental account growth.
- Serves in a consultative role to the client, advising client top leadership on the best way to achieve short- and long- term strategic objectives.
- Assigned moderate to large emerging client accounts with high-growth potential and increased complexity of strategic needs across a region or globally.
- Serve as the ultimate escalation point for client satisfaction; consult with clients on their strategic vision and how the firm can help them achieve that vision.
- Promote firm services/product offerings that solve client challenges and achieve account growth.
- Research client issues and bring to resolution; conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
- Develop, track and report on relationship strategy/results for assigned client portfolio; contribute to the development of team/unit metrics, dashboards and roadmaps.
- Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
- Assist with prospecting new clients in a similar industry or segment of existing clients; conduct service review meetings and assist in client training, sharing of market information/experience.
- Marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed; ensure client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.).
- Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings.
- Provide guidance to less experienced Relationship Managers as needed.
- Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio; manage overall relationship profitability of moderate to large-sized clients with increased complexity.
Requirements
- Bachelors degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- 7-10 years of total work experience preferred.
- Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred.
- Prior experience in Relationship Management, Client Services or Account Management preferred.
- Applicable local/regional licenses or certifications as required by the business.
- As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.
