Bilingual Director, Client Account Management
About the role
**Bilingual Director, Client Account Management
Employment Type** : Permanent
Address 30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada
Imagine yourself at IFDS Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.
Who We Are With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. With employees and partners located throughout Canada, Europe, and Asia-Pacific, the IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada, Ireland, and Luxembourg are 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.
Job Overview The Bilingual Director, Client Account Management is an integral role focused on relationship management and business development supporting IFDS’ internal & external stakeholders.
Reporting to the Senior Vice President, Business Development & Relationship Management; this role co-manages strategic client relationships and contributes to IFDS profitability by supporting and leveraging all revenue generation opportunities within current and future service offerings. The incumbent also manages the delivery of our services and solutions tailored to our clients’ needs and project requirements. This role collaborates across IFDS’s service teams to ensure that the client needs are supported with the highest quality solutions. With our growing presence in key markets across Central America, this position requires full professional proficiency in both English and Spanish, and the ability to travel abroad as needed.
What You Will Do Client and New Prospect Oversight Management (50%):
- Develops multiple effective relationships within a client’s team
- Maintains comprehensive view of client status and intervenes as required to manage escalations and resolve issues.
- Resolves key issues, possible escalations, problems and opportunities with their clients’ business
- Provides effective oversight of all key initiatives and projects for assigned Clients
- Mitigates against unnecessary escalation by clients and manages their concerns through effective and proactive communication
- Documents and shares call reports for all critical clients and prospect meetings, Maintains the current CRM with all opportunities and call logs.
- Provides oversight for all operational and project-based service levels
- Collaborates with the Account Management, Operations and SS&C teams to provide a consolidated view of clients’ accounts. Develops and maintains a supporting governance structure internally and externally
Business Development & Revenue Generation (50%):
- Responsible for solution identification and revenue generation within the assigned clients and prospects
- Maintains and develops relationships with clients/prospects for the purpose of delivering assigned solutions and managing aspects of business development
- Participates in solution identification and implementation for assigned clients and engages internal SMEs as appropriate
- Contributes to IFDS’ profitability by leveraging all revenue generation opportunities within assigned clients. Ensures adherence to fee-based services, or cost recovery, to IFDS
- Progresses pre-identified proposal opportunities, develops content, schedules, and other artifacts, as needed, under the direction of the VP or SVP of Business Development & Relationship Management
- Engages SMEs across the organization and key functions in the strategic solutions planning in discussions with prospects
- Proactively manages the client experience at all management levels within IFDS
- Works with key internally stakeholders to develop appropriate action plans and responses
- Mobilizes key functions within IFDS to address critical issues and challenges as required
- Provides frequent updates to Salesforce with clients’ activities and contacts, as well as monitoring updates by other key internal stakeholders
- Actively monitors progress of all action plans and responses associated with clients and prospects on key issues, challenges and opportunities
- Identifies tactical gaps and opportunities with existing products, services and functions, and collaborates with internal partners to develop action plans
What We Require
- 10+ years within the Financial Services industry in a client-facing or relationship management role
- Superior verbal and written communication skills (English and Spanish), as well as high level of interpersonal skill to interact with senior business professionals
- Flexible to travel abroad approximately 30% of the time
- In-depth understanding of mutual funds and associated products/services
- In-depth understanding of IFDS products and capabilities
- Related CSI or Financial Services designation is an asset
- Solid technical knowledge of IFDS applications (including iFast, IFWP, etc)
- Understanding of investment concepts and the ability to communicate working knowledge of investment strategies and products
- Highly disciplined and motivated to succeed and contribute to the organization’s success
- Demonstrates proficiency in communicating complex business solutions with clients and internal stakeholders
- Demonstrates expertise on a number of iFast based solutions, including the specific application of product knowledge to iFast
- Possesses an understanding of business and revenue models that are applicable to financial services
- Strong interpersonal and organizational skills, including excellent decision-making and multi-tasking abilities
- Team player with the ability to demonstrate evidence-based leadership, and build credibility and consensus
- Highly analytical with a very high degree of attention to detail. Systematically researches and explores information.
- High level of competency with MS Suite, including but not limited to Excel, Visio, Word, and PowerPoint
- Ability to engage internal stakeholders across a number of different functional areas
Section: Corporate
Bilingual Director, Client Account Management
About the role
**Bilingual Director, Client Account Management
Employment Type** : Permanent
Address 30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada
Imagine yourself at IFDS Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.
Who We Are With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. With employees and partners located throughout Canada, Europe, and Asia-Pacific, the IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada, Ireland, and Luxembourg are 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.
Job Overview The Bilingual Director, Client Account Management is an integral role focused on relationship management and business development supporting IFDS’ internal & external stakeholders.
Reporting to the Senior Vice President, Business Development & Relationship Management; this role co-manages strategic client relationships and contributes to IFDS profitability by supporting and leveraging all revenue generation opportunities within current and future service offerings. The incumbent also manages the delivery of our services and solutions tailored to our clients’ needs and project requirements. This role collaborates across IFDS’s service teams to ensure that the client needs are supported with the highest quality solutions. With our growing presence in key markets across Central America, this position requires full professional proficiency in both English and Spanish, and the ability to travel abroad as needed.
What You Will Do Client and New Prospect Oversight Management (50%):
- Develops multiple effective relationships within a client’s team
- Maintains comprehensive view of client status and intervenes as required to manage escalations and resolve issues.
- Resolves key issues, possible escalations, problems and opportunities with their clients’ business
- Provides effective oversight of all key initiatives and projects for assigned Clients
- Mitigates against unnecessary escalation by clients and manages their concerns through effective and proactive communication
- Documents and shares call reports for all critical clients and prospect meetings, Maintains the current CRM with all opportunities and call logs.
- Provides oversight for all operational and project-based service levels
- Collaborates with the Account Management, Operations and SS&C teams to provide a consolidated view of clients’ accounts. Develops and maintains a supporting governance structure internally and externally
Business Development & Revenue Generation (50%):
- Responsible for solution identification and revenue generation within the assigned clients and prospects
- Maintains and develops relationships with clients/prospects for the purpose of delivering assigned solutions and managing aspects of business development
- Participates in solution identification and implementation for assigned clients and engages internal SMEs as appropriate
- Contributes to IFDS’ profitability by leveraging all revenue generation opportunities within assigned clients. Ensures adherence to fee-based services, or cost recovery, to IFDS
- Progresses pre-identified proposal opportunities, develops content, schedules, and other artifacts, as needed, under the direction of the VP or SVP of Business Development & Relationship Management
- Engages SMEs across the organization and key functions in the strategic solutions planning in discussions with prospects
- Proactively manages the client experience at all management levels within IFDS
- Works with key internally stakeholders to develop appropriate action plans and responses
- Mobilizes key functions within IFDS to address critical issues and challenges as required
- Provides frequent updates to Salesforce with clients’ activities and contacts, as well as monitoring updates by other key internal stakeholders
- Actively monitors progress of all action plans and responses associated with clients and prospects on key issues, challenges and opportunities
- Identifies tactical gaps and opportunities with existing products, services and functions, and collaborates with internal partners to develop action plans
What We Require
- 10+ years within the Financial Services industry in a client-facing or relationship management role
- Superior verbal and written communication skills (English and Spanish), as well as high level of interpersonal skill to interact with senior business professionals
- Flexible to travel abroad approximately 30% of the time
- In-depth understanding of mutual funds and associated products/services
- In-depth understanding of IFDS products and capabilities
- Related CSI or Financial Services designation is an asset
- Solid technical knowledge of IFDS applications (including iFast, IFWP, etc)
- Understanding of investment concepts and the ability to communicate working knowledge of investment strategies and products
- Highly disciplined and motivated to succeed and contribute to the organization’s success
- Demonstrates proficiency in communicating complex business solutions with clients and internal stakeholders
- Demonstrates expertise on a number of iFast based solutions, including the specific application of product knowledge to iFast
- Possesses an understanding of business and revenue models that are applicable to financial services
- Strong interpersonal and organizational skills, including excellent decision-making and multi-tasking abilities
- Team player with the ability to demonstrate evidence-based leadership, and build credibility and consensus
- Highly analytical with a very high degree of attention to detail. Systematically researches and explores information.
- High level of competency with MS Suite, including but not limited to Excel, Visio, Word, and PowerPoint
- Ability to engage internal stakeholders across a number of different functional areas
Section: Corporate