Assistant Vice President, Client Solutions
CIBC Mellon
Date: 3 weeks ago
City: Toronto, ON
Contract type: Full time
Responsibilities
- Lead and coach a dedicated team of client solutions professionals, ensuring effective human resources management (employee development, performance management, rewards and talent management) to support the achievement of company and department goals
- Work with the business development team to develop solutions for directed prospective client firms, including managing output of the deliverables for the prospective client
- Leading the identification and design of transformational client solutions, addressing complex operating model and delivery needs
- Work with relationship team to understand client challenges, define potential solutions for directed client firms, including managing the output of the deliverables for the clients
- Develop the strategic road maps for directed clients and manage the programs for these road maps
- Conducts 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, identifies industry trends and issues and monitors the competitive landscape to proactively anticipate potential needs, issues or concerns based on knowledge of the client.
- Develop strategic account plans including identifying and closing opportunities to achieve target profitability and grow the business through cross-selling and up-selling.
- Successfully lead clients through the transition process, leading change management efforts, ensuring a positive client experience
- 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
- Significant depth and experience with financial services products and services with a proven ability to navigate challenges to reach execution
- University Degree
- 10-15 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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