Client Executive, Institutional Asset Owners – Asset Servicing

Responsibilities

• Own the total relationship plan and strategy
• Deliver consultative relationship management and drive solutions
• Lead proactive client engagement and industry counsel
• Ensure accountability, service quality, and issue escalation
• Manage profitability and pricing strategy
• Partner effectively in a matrix and influence outcomes
• Address servicing gaps and use data to improve effectiveness, risk management, and client outcomes
• Contribute to growth and prospecting
• Support new business efforts and targeted prospecting within the market

• 10 to 15 years of experience in relationship management, business development, and client servicing, with significant exposure to asset servicing and investments.
• Strong interpersonal, negotiation, delegation, and sales capabilities to manage complex relationships.
• Proven leadership and organizational skills to assess client needs and mobilize resources across a matrix organization.
• Knowledge of asset servicing products, investments, and segment specific considerations, including plan design and specialized reporting and structure requirements.
• Understanding of end to end operations and how the components connect, with a data driven approach to improving effectiveness and identifying opportunities.
• Strong understanding of clients, competitors, the broader marketplace, and key industry trends.
• Clear, concise communicator with a collaborative approach across internal partners.