Senior Director, Client Strategy – Institutional Finance

CLSA; New York (NY); On-site; USD 207,000 - 261,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship management

Strategic thinking

Leadership

Communication skills

Analytical skills

Project management

Sales & revenue growth

Cross-functional collaboration

Problem-solving

Independent work

Education

Bachelor's degree in Business/Finance/Economics

Tools

CRM platforms

Client intelligence tools

Business analytics applications

Job description

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.