Global Relationship Manager (EVP)

Overview

In this role you will develop and maintain detailed client plans for top clients, cultivate relationships with decision-makers, and identify new business opportunities. You will coordinate across multiple lines of business and regions, manage stakeholder expectations, and act as the liaison between clients and Citco to communicate strategic initiatives. You will enhance Citco’s reputation, oversee client data, respond to RFP/RFI requests, and support content development. This position offers visibility at senior levels and a chance to shape client strategy within a leading asset servicing firm.

Pay / Benefits

• benefits and education support
• flexible working arrangements
• inclusive culture and diversity
• accommodations available upon request

Responsibilities

• Develop and maintain detailed Client Plans for top/global priority clients
• Cultivate relationships with key decision-makers (C-suite, PM, etc.)
• Identify and convert new business opportunities
• Conduct regular strategic client reviews
• Serve as liaison between clients and Citco on strategic initiatives, product/technology, and people moves
• Enhance Citco’s reputation and brand value in the market
• Maintain client data and updates in Citco’s CRM system
• Coordinate across multiple lines of business and regions via coverage team meetings
• Inform Citco senior leadership of important client developments
• Respond to RFP/RFI requests
• Develop and distribute meaningful content
• Act as a senior escalation point for service or relationship issues

Key requirements

• 15+ years of alternatives experience in client-facing roles (sales, relationship management, business development)
• Ability to lead a deal team through targeting, scoping, pitching, negotiating and closing
• Deep understanding of financial markets, alternative trading strategies, industry dynamics and behavioral drivers
• Proven ability to create and lead large-scale presentations
• Creative problem solving with a solutions-based approach
• Ability to coordinate and manage stakeholders across a wide range of functional areas and competing priorities

• strong relationship management
• strategic thinking
• excellent communication
• CRM system usage
• RFP/RFI execution and content development
• presentation and storytelling for client pitches

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