Director, Client Strategy

CLSA; New York (NY); In loco; USD 207.000 - 261.000; Tempo pieno

Descrizione del lavoro

CLSA in New York seeks a senior Client Strategy executive to lead strategic client service plans and drive revenue growth. You will optimize resources, review performance metrics, and partner with Sales and Trading to maximize profitability across institutional clients.

The role requires 10–15 years in financial services, strong client relationships, and fluency with CRM and analytics tools, with deep knowledge of the HK/China institutional investor landscape.

Competenze

• Bachelor’s degree or higher in Business, Finance, Economics, or related discipline.
• Minimum 10-15 years in financial services, preferably institutional equities, sales management, client strategy, or business management.
• Extensive knowledge of the Hong Kong and China institutional investor landscape.
• Experience developing and executing strategic initiatives to drive revenue growth and profitability.
• Strong client relationship management and ability to influence senior stakeholders.
• Advanced analytical and quantitative skills using client performance, revenue, and market data.
• Understanding of regulatory requirements and market structure in equities.
• Excellent verbal and written communication; ability to present complex information clearly.
• Proficiency with CRM platforms and analytics tools.
• Strong project management, organization, and multitasking in fast-paced environments.

Mansioni

• Develop and execute comprehensive Client Service Plans and build relationships with key clients.
• Optimize resource allocation via client-tiering framework with Sales and Trading leadership.
• Support client coverage teams in driving revenue growth and profitability.
• Analyze performance metrics to inform strategy and support monthly reviews.
• Identify growth opportunities and mitigate revenue risk with key clients.
• Drive new business development and cross-selling across products and regions.
• Develop regional client strategies aligned with Citics global objectives.
• Synthesize feedback and market trends to inform strategy and strengthen market positioning.

Conoscenze

Client relationship management

Strategic thinking

Leadership

Communication skills

Analytical skills

Project management

Sales & revenue growth

Cross-functional collaboration

Problem-solving

Independent work

Formazione

Bachelor's degree in Business/Finance/Economics

Strumenti

CRM platforms

Client intelligence tools

Business analytics applications

Descrizione del lavoro

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.