AVP, Account Manager, Securities Services (ADR’s)

The Client Executive Account Manager is a strategic professional responsible for a defined portfolio of clients who stays abreast of developments within own field and contributes to directional strategy by considering their application within their own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Own and orchestrate all aspects of depositary receipts relationship for a defined portfolio of clients

• Develop and maintain relationships at key accounts with key decision makers, influencers and budget approvers, including executive sponsors

• Analyze and understand the client relationship and revenue profile; develop a client plan for client retention and monetization in conjunction with Account Management senior team members

• Conduct account planning; monitor clients being aware of key renewal dates

• Take ownership and be accountable for ensuring client growth and satisfaction, as measured by renewal growth, successful management of corporate actions and other key depositary receipt related events

• Identify opportunities for further development with key clients 

• Collaborate effectively with internal and external colleagues to build a best-in-class customer experience with the goal of making every customer a promoter of our products

• Build and maintain a strong knowledge of the product suite, stay abreast of market developments

• Assist with the facilitation and coordination of corporate actions such as dividend coordination, proxy/AGM coordination, execution of the employee option plan arrangement etc in relation to a defined portfolio

• Support clients’ investor relations activities to enhance visibility to institutional investors and liquidity of client programs

• Maintain a strong control environment on aspects related to client servicing

• Identify opportunities to make processes more efficient

• Support sales organization in winning new business; participate in pitches as needed

• Participate in ad-hoc special projects related to portfolio management

• Provide analytic support for the portfolio of ADR issuers across regions. 

• Compile, maintain and distribute required reports to support the business on a regular basis

• Proactive coverage of data requests for senior management and sales colleagues as requested

Knowledge/Experience:

• Minimum 3 years of work experience in Financial Services industry and/or Account Management

• Strong presentation and negotiation skills

• Flexible and willing to adapt to different environments

• Financial analysis skills, including abilities such as quantitative analysis, and forecasting techniques beneficial

• Project Management experience would be beneficial

• Understanding of capital markets or investor or banking industries

• Experience in team-work as well as Individual contributor

Skills/Competencies:

• Highly motivated self-starter, resourceful, able to perform well under stressful conditions, flexible, team worker and able to take direction well

• Highly organized and able to manage complex tasks

• Strong attention to detail

• Proven interpersonal skills 

• Team player with ability to evidence leadership, credibility, and build consensus

• Excellent oral and written communication skills

• Ability to understand big picture and client needs

• Ability to analyze capital market trends

• Financial planning and budgeting skills

• Excellent PC skills with specific emphasis on project management tools including Excel, MS Access, Power-Point

• Fluent in English

• Ability to speak a foreign language is a plus

Education:

• Bachelor's degree/University degree or equivalent experience

------------------------------------------------------

Job Family Group: