The Global Head of Client Management is an executive level position responsible for managing the Client Management function and all associated teams globally across the Americas, EMEA and Asia Pacific regions. The Global Head of Client Management will have overall responsibility for leading and overseeing the Client Management practice. The primary objectives of the role are to establish a world class, high-energy team that is focused on the retention and growth of our client base globally with a heavy focus on client satisfaction metrics. This position has direct responsibility for revenue retention and client satisfaction associated with the business.
The team you will be joining is a part of the firm that helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. This your chance to join us in delivering next generation infrastructure, using emerging technologies like AI and Blockchain.
Functionally what we are looking for
- Serve as the recognized leader of the Client Management business within the firm on a global basis
- Manage and take responsibility for of the overall Client Management team
- Help drive and evolve the strategic direction of the Client Management function, taking into consideration such factors as industry trends, regulatory environments, client feedback, revenue opportunity and competitive analysis.
- Achieve Client Management revenue goals globally.
- Establish metrics to measure client satisfaction and set performance goals
- Successfully meet hiring goals across the client management practice.
- Ensure that all staff adheres to corporate policies and procedures.
- Review and assess personnel for compensation and promotion purposes.
Keys to the role - Specific knowledge of the investment industry (financial instruments, workflows, major players, trends, etc.).
- Strong management background; ability to work both tactically and strategically.
- A strong leadership profile coupled with outstanding verbal and written communications.
- Superb business judgment and ability to think through complex business issues.
- Critical assessment capability -ability to maintain a very high bar and drive excellence in work products, services, hiring, etc.
- Proven experience successfully recruiting and building world class teams.
- Prior experience either building or leading a Client Management
- Financial services industry experience
- Strong communication and inter-personal skills
- Demonstrable leadership qualities
- Ability to make tough decisions, to change and adapt quickly, while remaining focused on customers and executing business initiatives.
- Strong negotiation skills and the ability to influence internal business partners in a matrix work environment
- A customer orientation which allows him/her to solicit, acquire, and act on information from customers concerning their current and future needs, issues, and challenges.
- Experience managing a large portfolio of clients and building senior level relationships.
Education & Preferred Qualifications Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. (Master Degree preferred)
Additional Requirements 15 years of executive leadership running a large Client Management Organization
The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 50-80% is typical.