Prime Brokerage Sales - VP
Key Responsibilities
- Champion continuous improvement in client service standards, ensuring every interaction reflects professionalism and aligns with the firm's brand values.
- Align client service initiatives with broader business objectives by collaborating closely with Sales and Product teams to deliver integrated solutions that drive strategic impact.
- Design and manage prioritization frameworks for handling client requests, with a strong focus on high-value clients, ensuring timely and transparent resolution of competing demands.
- Lead projects to optimize operational processes through automation, workflow redesign, and adoption of best practices to enhance efficiency in day-to-day operations.
- Partner with technology and project management teams to shape product development and implementation strategies that meet client-specific requirements and market trends.
- Oversee the full lifecycle of product initiatives-from concept and design through deployment and integration-leveraging cross-functional collaboration for successful delivery.
- Develop innovative, client-centric solutions that enhance user experience, strengthen loyalty, and contribute to revenue growth.
- Maintain strong client relationships through proactive engagement, regular performance reviews, and effective issue resolution strategies.
- Provide leadership and subject matter expertise to regional and global programs aimed at improving client satisfaction and operational excellence.
- Manage all aspects of client communication processes, ensuring adherence to service standards and driving initiatives that reduce friction and improve efficiency.
- Act as an internal advocate for clients, promoting enhancements that elevate overall service quality and satisfaction.
- Lead the onboarding process for Prime Services clients, ensuring compliance, accuracy, and a seamless experience throughout the journey.
- Coordinate rapid responses to client queries and escalations by working closely with IT, credit, legal, and operations teams.
- Conduct detailed portfolio reviews, including margin and fee analysis, to maintain financial integrity and support informed client servicing decisions.
Qualifications
- Significant experience in client service or account management within financial services, ideally with exposure to FX Prime Brokerage or OTC Clearing environments.
- Strong knowledge of Foreign Exchange and Interest Rate products relevant to Prime Services.
- Demonstrated success in managing complex client relationships and delivering operational excellence.
- Exceptional communication and interpersonal skills, with the ability to build trust across diverse teams and client segments.
- Proven capability to handle escalations and resolve issues promptly and professionally.
- Skilled in analyzing portfolio data for margin and fee compliance to support strategic client servicing.
- Ability to work onsite in London during the initial onboarding phase, with flexibility to transition to a hybrid model thereafter.
- A proactive mindset focused on continuous learning and professional development in a dynamic financial services environment.
FAQs
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