VP, Client Lifecycle Management- Corporate & Investment Banking
Santander
- USA
- $108,000-140,000 per year
- Permanent
- Full-time
- Manages portfolio of onboarding sessions from start to finish and manage overall customer onboarding processes.
- Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities
- Leads new customer onboarding projects to completion, provides innovation, process and technical expertise, advise & consult throughout the initial 90-day deployment plan.
- Regularly reviews and appraises workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
- Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
- Leads process improvements based on post-mortem transition analysis.
- Ensures the platform is successfully rolled out according to required timescales and customer initiative requirements.
- Builds relationships with key customer contacts to ensure high levels of satisfaction and lay the foundations for continued growth and partnership.
- Works closely with the Sales and Customer Success team to ensure seamless onboarding for all new customers.
- Owns the onboarding and implementation process for our most strategic clients, forging a successful long-term partnership.
- Maintains and tracks all projects and documentation.
- Serves as the client’s project manager and liaison internally during the onboarding process and special ongoing projects.
- Creates and delivers all onboarding programs and materials. Leverages client feedback to improve the onboarding process collaborating with leadership teams across departments.
- Bachelor's Degree or equivalent degree and/or equivalent work experience
- 9+ Years Experience in securities, financial services or client-facing or project management roles preferred.
- Excellent verbal and written communication skills
- Excellent interpersonal skills with the ability to engage at all levels of the organization
- Exhibit a high energy level, and demonstrate the ability to work as a valuable contributor to the team, with flexibility in work habits to schedule and meet the needs of the Department
- The ability to multi-task, plan and prioritize a large volume of detail-oriented work in accordance with changing deadlines.
- Advanced computer skills including, but not limited to, Microsoft Outlook, Microsoft Word, Excel, and PowerPoint, and demonstrated ability to conduct Internet research in an efficient, productive manner
- Strong analytic and problem solving and project management abilities
- Must be a highly motivated candidate with the ability to work independently and in a highly fluid environment