Director, Client Solutions

CIBC Mellon


Date: 18 hours ago
City: Toronto, ON
Contract type: Full time
Responsibilities

  • Work with the business development team to develop solutions for directed prospective client firms, including managing output of the deliverables for the prospective client
  • Assist with the identification and design of transformational client solutions, addressing complex operating model and delivery needs
  • Work with relationship management team to understand client challenges, define potential solutions for directed client firms, including managing the output of the deliverables for clients
  • Support the strategic road maps for directed clients and manage the programs for these road maps
  • Conduct activities in support of the acquisition of new business including visits to prospective client sites, demonstrating CIBC Mellon and BNY products/services, initial identification of client requirements and conducting client sales presentations at all stages throughout the sales cycle
  • Working with product management team, identifies industry trends and issues and monitors the competitive landscape to proactively anticipate potential needs, issues or concerns based on knowledge of the client
  • Identify opportunities to achieve target profitability and grow the business through cross-selling and up-selling
  • Enrich the end-to-end client experience by streamlining solution design, sales, implementation and service delivery across products
  • Advocate for the client by leveraging internal subject matter experts within CIBC Mellon’s operational functions to ensure client service expectations are met, resolving and assessing identified issues/concerns, and championing efficiency opportunities within the client’s organization
  • Partner with Client Service Delivery to ensure adherence to CIBC Mellon’s policies and manage risk

Qualifications

  • Significant depth and experience with financial services products and services with a proven ability to navigate challenges to reach execution
  • University Degree
  • 7-10 years of progressive experience within a financial institution
  • Knowledge of sales and marketing concepts and theories
  • Technical knowledge of global securities services and trust industries
  • Understanding of trends/issues in the securities, asset manager and asset owner industries
  • A highly proactive self-starter; a persuasive communicator

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