Director, Client Strategy, Institutional Equities

Location: New York

Director, Client Strategy# CITIC Securities International Careers## Director, Client Strategy Apply:
New York:
Full time:
Posted Yesterday:
JR003450
** Key Areas of Responsibilities
*** Develop and execute comprehensive Client Service Plans, conduct in-depth internal and external account reviews, and build strong relationships with key clients and stakeholders.
* Optimize resource allocation through the firm's dynamic client-tiering framework, partnering closely with Sales and Trading leadership to maximize commercial outcomes and achieve strategic objectives.
* Support client coverage teams in driving revenue growth and enhancing profitability across the firm's core institutional client base.
* Analyze and leverage business performance metrics, including revenue, market share, broker rankings, wallet share, and client profitability, to inform strategic decision-making, support monthly business reviews, and address underperforming accounts.
* Identify and capitalize on the firm's most significant growth opportunities by targeting clients with unmet revenue potential, addressing under-monetized relationships, and proactively mitigating revenue risk.
* Drive new business development and cross-selling initiatives across products and regions while maintaining accountability for the successful execution of strategic priorities.
* Develop and implement regional client strategies aligned with CITICS global business objectives, promoting collaboration across geographies and product groups to deliver integrated client solutions.
* Synthesize client feedback, competitive intelligence, and market trends to provide actionable insights that inform business strategy, enhance client engagement, and strengthen CITICS market positioning.
** Requirements
* ** Bachelor's degree or higher in Business, Finance, Economics, or a related discipline.
* Minimum 10-15 years of experience within the financial services industry, preferably in institutional equities, sales management, client strategy, or business management.
* Extensive knowledge of the Hong Kong and China institutional investor landscape, including key clients, market dynamics, and industry trends.
* Demonstrated experience developing and executing strategic business initiatives that drive revenue growth and improve client profitability.
* Strong client relationship management skills with the ability to influence and engage senior internal and external stakeholders.
* Advanced analytical and quantitative skills, with experience leveraging client performance, revenue, and market data to support decision-making.
* Sound understanding of regulatory requirements and market structure applicable to the equities business.
* Excellent verbal and written communication skills, with the ability to present complex information clearly and effectively.
* Proficiency with CRM platforms, client intelligence tools, and business analytics applications.
* Strong project management, organizational, and problem-solving capabilities, with the ability to manage multiple priorities in a fast-paced environment.
* Highly motivated, results-oriented self-starter who can work independently while maintaining strong attention to detail.
* Collaborative team player with a proactive mindset, strong sense of accountability, and a commitment to delivering exceptional client service.

Salary Range: $207,000 - $261,000 annually.

Actual compensation will be determined based on relevant experience, skills, qualifications, internal equity, and market factors.