Head of Escrow Structuring Execution and Control

6750 BBPLC NY Branch; City of Niagara Falls (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

6750 BBPLC NY Branch in Niagara Falls seeks an experienced professional to manage client relationships and deliver customized financial solutions. The role demands strategic insight into client needs and compliance with regulations.

The ideal candidate will demonstrate strong leadership behaviors and align with Barclays' values of respect, integrity, and excellence. This position offers a dynamic environment with expectations for relationship building and customer satisfaction management.

Responsibilities

• Manage client relationships to support their financial goals.
• Research industry trends to inform strategic recommendations.
• Design customized solutions to meet client objectives.
• Communicate value propositions and negotiate beneficial terms.
• Provide guidance for financial decisions and investment strategies.
• Assess risks associated with client relationships.
• Document client interactions for transparency.
• Monitor client satisfaction and evaluate relationship management efforts.

Job description

Job Description Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It is the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long‑term success.

Accountabilities

• Management of client relationships to identify the client’s financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client’s industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client’s specific needs and objectives, incorporating a range of products and services from the bank’s portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Director Expectations

• To manage a business function, providing significant input to function‑wide strategic initiatives.
• Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide.
• Manage the direction of a large team or sub‑function, leading other people managers and embedding a performance culture aligned to the values of the business.
• As an individual contributor, lead organisation‑wide projects and act as a deep technical expert and thought leader, identifying new ways of working and collaborating cross‑functionally.
• Train, guide and coach less experienced specialists and provide information affecting long‑term profits, organisational risks and strategic decisions.
• Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function‑wide strategic initiatives.
• Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub‑function.
• Escalate breaches of policies and procedure appropriately.
• Foster and guide compliance, ensure regulations are observed that relevant processes are in place to facilitate adherence.
• Focus on the external environment, regulators, or advocacy groups to monitor and influence on behalf of Barclays, when appropriate.
• Demonstrate extensive knowledge of how the function integrates with the business division or group to achieve the overall business objectives.
• Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up‑to‑date relevant sector or functional knowledge, and insight into external market developments or initiatives.
• Use interpretative thinking and advanced analytical skills to solve complex or sensitive problems and design solutions.
• Exercise management authority to make significant decisions and certain strategic recommendations within own area.
• Negotiate with and influence stakeholders at a senior level both internally and externally.
• Act as principal contact point for key clients and counterparts in other functions or business divisions.
• Mandated as a spokesperson for the function and business division.

Leadership Behaviours (LEAD)

• L – Listen and be authentic
• E – Energise and inspire
• A – Align across the enterprise
• D – Develop others

Barclays Values

• Respect
• Integrity
• Service
• Excellence
• Stewardship

Barclays Mindset

• Empower
• Challenge
• Drive