Client Solutions Associate

BBVA Global Wealth Advisors; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

BBVA Global Wealth Advisors in Miami seeks a Client Solutions Associate to bridge commercial execution and business intelligence, turning raw activity data into actionable strategy across LATAM High-Value segments.

You will lead KPI monitoring, executive-level storytelling, and cross-border project execution, while partnering with Private Banking teams to enhance client experiences and revenue growth. The role requires 1–5 years of experience and English/Spanish proficiency.

Qualifications

• 1–5 years of progressive experience in Commercial Strategy, Business Analytics, Private Banking, or Project Management.
• Strong commercial mindset paired with solid analytical capabilities.
• Fluency in English and Spanish (written and spoken) is mandatory.
• Experience coordinating regional teams in Latin America is highly desirable.

Responsibilities

• Translate commercial activity data into high-level business stories and identify growth opportunities.
• Design and deliver executive presentations for Senior Management and commercial teams.
• Establish and monitor core KPIs across markets with CRM-based tracking.
• Lead strategic projects, tool adoption, and regional coordination across LatAm.

Skills

Commercial analytics

AI tools

Executive presentations

KPI monitoring

Project leadership

CRM proficiency

Latin America experience

English & Spanish

Data analysis

Leadership

Education

Bachelor's degree in Business Administration/Finance/Economics

Tools

Salesforce CRM

BI tools

Data visualization

Job description

As a Client Solutions Associate, you will report directly to the Client Solutions Head as a key strategic, commercial, and analytical co-pilot. This role requires a highly structured, proactive, and commercially minded leader with 1 to 5 years of experience to take ownership of business growth initiatives, executive-level storyboarding, and cross-border project execution. You will bridge commercial execution and business intelligence-transforming raw commercial activity data into actionable strategy, leading high-stakes business reviews, and executing action plans across Latin America High-Value Individuals segments (Mexico, Peru, Colombia, Uruguay).

Business Growth

• Commercial Insights & Business Analytics: Translate commercial activity data, pipeline metrics, and business intelligence feeds into high-level business stories. Identify sales trends, high-potential growth opportunities, and commercial bottlenecks to directly drive revenue generation and business performance.
• AI-Driven Efficiency & Commercial Enablement: Leverage cutting-edge AI tools (such as ChatGPT and Gemini) as a productivity force multiplier to streamline analysis, generate strategic presentation frameworks, and refine business messaging.
• Executive Presentations & Strategic Alignment: Design and deliver compelling, high-impact business presentations for commercial teams and Senior Management. Confidently lead meetings, pitch strategic direction, and guide business leaders toward data-backed decision-making.
• KPI Oversight & Commercial Monitoring: Establish, monitor, and manage core business KPIs across markets. Build pragmatic tracking mechanisms using data analytics and CRM platforms to ensure clear visibility over conversion rates, pipeline activity, and sales team productivity.
• Commercial Initiatives & Project Leadership: Spearhead strategic business projects, digital tools adoption (CRM, BI, AI integrations), and growth initiatives that enhance sales force effectiveness across the region.

Client Experience (CX)

• CX Model Design & Rollout: Propose, design, and implement pragmatic Client Experience models and initiatives that enhance client engagement and elevate service standards across touchpoints.
• NPS Monitoring Framework: Build and maintain a robust Net Promoter Score (NPS) monitoring system to consistently measure client loyalty and satisfaction.
• Actionable Feedback & Follow-Up: Analyze NPS trends to define, launch, and execute targeted action plans aimed at resolving operational friction and elevating client satisfaction.

Business Models High-Value Individuals

• Segmentation Execution: Oversee the day-to-day implementation of segment strategies (Affluent, Private, UHNW), aligning sales activity data with segment growth goals.
• Value Proposition Refinement: Partner with product and marketing teams to tailor and iterate segment-specific commercial materials and value propositions for High-Value Individuals
• Servicing Model Alignment: Lead updates and operational rollouts for client servicing models, streamlining workflows and documentation for sales teams.

Relationship Model

• Referral Optimization: Manage and refine daily referral workflows with BBVA Private Banking partners, maximizing prospect conversion rates while ensuring strict compliance.
• Capacity & Resource Planning: Maintain team capacity models, providing business-backed recommendations to management for resource allocation and market coverage.
• Structured Execution & Action Plans: Design pragmatic action plans following business reviews, assigning clear ownership, key milestones, and rigorous follow-up mechanics to ensure effective execution.
• Regional Coordination (LatAm): Lead regular alignment meetings and strategy follow-ups with business units in Mexico, Peru, Colombia, and Uruguay to drive regional strategic goals and remove execution barriers.
• Regulatory & Policy Adherence: Ensure that all commercial initiatives, regional alignment efforts, and business execution comply fully with internal policies and local financial regulations across jurisdictions.

Non-Financial Solutions

• Value-Add Offerings Lifecycle: Research, evaluate, and manage non-financial solutions (e.g., lifestyle, art, education) to enrich the overall wealth management offering.
• Sales Enablement: Develop strategic communication and training content to ensure Financial Advisors actively position non-financial solutions with top-tier clients.
• Adoption & Impact Tracking: Monitor client adoption and usage of non-financial offerings to evaluate return on investment and refine future offerings.

Capabilities, Skills, Knowledge & Experience

• Education: Bachelor's Degree in Business Administration, Finance, Industrial Engineering, Economics, or a related business field.
• Experience: 1 to 5 years of progressive experience in Commercial Strategy, Business Analytics, Private Banking, Registered Investment Advisor or Project Management within financial services. Must demonstrate a strong commercial mindset paired with solid analytical capabilities.
• Data Analytics & Tech Proficiency: Strong command of data analysis, business intelligence, and reporting tools/platforms, with the ability to manipulate datasets, perform trend analysis, and translate complex metrics into business insights. Experience working with CRM systems such as Salesforce is considered a strong added value.
• AI Integration: Demonstrated experience leveraging AI platforms and tools (e.g., ChatGPT, Gemini) to boost productivity, draft strategic documents, accelerate problem-solving, and enhance workflow efficiency.
• Leadership & Meeting Moderation: Exceptional communication skills, executive presence, and proven ability to lead business meetings, present to C-level stakeholders, and drive consensus across diverse teams.
• Structure & Proactivity: Highly organized self-starter capable of turning abstract strategy into concrete action plans and systematically tracking execution.
• Language & Regional Scope: Fluency in English and Spanish (written and spoken) is mandatory. Prior experience working with or coordinating commercial teams in Latin America (Mexico, Peru, Colombia, Uruguay) is highly desirable.