Work with the business development team to develop solutions for directed prospective client firms, including managing output of the deliverables for the prospective client
Assist with the identification and design of transformational client solutions, addressing complex operating model and delivery needs
Work with relationship management team to understand client challenges, define potential solutions for directed client firms, including managing the output of the deliverables for clients
Support the strategic road maps for directed clients and manage the programs for these road maps
Conduct activities in support of the acquisition of new business including visits to prospective client sites, demonstrating CIBC Mellon and BNY products/services, initial identification of client requirements and conducting client sales presentations at all stages throughout the sales cycle
Working with product management team, identifies industry trends and issues and monitors the competitive landscape to proactively anticipate potential needs, issues or concerns based on knowledge of the client
Identify opportunities to achieve target profitability and grow the business through cross-selling and up-selling
Enrich the end-to-end client experience by streamlining solution design, sales, implementation and service delivery across products
Advocate for the client by leveraging internal subject matter experts within CIBC Mellon’s operational functions to ensure client service expectations are met, resolving and assessing identified issues/concerns, and championing efficiency opportunities within the client’s organization
Partner with Client Service Delivery to ensure adherence to CIBC Mellon’s policies and manage risk
Qualifications
Significant depth and experience with financial services products and services with a proven ability to navigate challenges to reach execution
University Degree
7-10 years of progressive experience within a financial institution
Knowledge of sales and marketing concepts and theories
Technical knowledge of global securities services and trust industries
Understanding of trends/issues in the securities, asset manager and asset owner industries
A highly proactive self-starter; a persuasive communicator
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