Director, Commercial Client Lifecycle
S&P Global
Credit Rating Agencies
New York, NY - USA
Manager / Team Leader
Experteer Overview
In this role, you will lead bank client onboarding and lifecycle management for Counterparty Manager solutions, driving engagement and growth across KYC and due diligence processes. You will partner with sales, marketing, and product teams to tailor solutions for banks, leveraging market insights and client feedback. You will explore AI-enabled approaches to enhance client onboarding and regulatory compliance while ensuring top-tier service and strong partnerships. The role combines relationship leadership, strategic thinking, and cross-functional execution in a fast-paced, client-centric environment.
Compensation / Benefits
- Health & Wellness
- Flexible Downtime
- Continuous Learning
- Invest in Your Future
- Family Friendly Perks
- Beyond the Basics
Responsibilities
- Lead and manage bank client relationships, understanding their goals and building long-term partnerships.
- Collaborate with cross-functional teams to deliver customized, compliant solutions that drive growth.
- Identify new opportunities within the banking sector using market insights and client feedback.
- Track revenue against forecasts and support data-driven decision making.
- Apply creative problem-solving and agility to address client challenges and adapt to market changes.
- Lead workshops to gather business requirements and guide solution design with project and product teams.
Key requirements
- 5-7 years in client onboarding or client lifecycle roles within financial services, with managerial experience
- Familiarity with KYC and regulatory compliance requirements
- Strong analytical skills for interpreting market data and client feedback
- Excellent communication and interpersonal abilities
- Proven project leadership and collaborative execution
Description
In this role, you will lead bank client onboarding and lifecycle management for Counterparty Manager solutions, driving engagement and growt…
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Director, Commercial Client Lifecycle
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unterhalb
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