Manage the overall client onboarding, ensuring appropriate expectation is set with clients and then delivering on the expectation and getting revenue over the line as effectively as possible.
Participate in sales processes and discovery sessions, to ensure superior demonstrations /presentations.
Develop significant expertise on industry trends, competitor services/offerings and client’s business environment and provide clients with industry expertise sharing trends as well as current and potential impact on the client business model;
Represent the firm at regional conferences and be an active participant in related activities.
Develop European Fund Connect strategic product positioning for each new and existing component, including product features, client benefits, investment merit and competitive differentiation for the target client.
Partner with marketing to deliver on Fund Connect European product positioning and sales collateral.
Create an integrated view of Fund Connect European product and competitive opportunities, based on analyses of market constituents, client feedback, competitive intelligence, investment trends and industry developments.
Develop recommendations on product gaps, marketing themes and competitive campaigns to position our offering to maximize our competitive advantages.
Serve as local Outsourced Performance Manager (OPM), Individual within business line, who has product knowledge for specific arrangement and local accountability.
Key responsibilities include performing initial due diligence on service provider, evaluating criticality and risk rating, ensuring sufficient controls are embedded, establishing SLA, KPIs and KRIs, providing on-going oversight mechanism, escalating material contractual breaches and local governance reporting.
Requirements
A degree in a related discipline, FCA certified role
BS/BA and 7+ years of experience leading a product in the financial services industry
Experience with exchange traded funds strongly desired plus strong knowledge of global financial markets.
Strategic thinker able to independently lead initiatives across functions.
Experience driving business initiatives from concept to implementation strongly desired.
Strong execution skills.
Demonstrated business product strategy expertise with a record of developing and implementing successful product and channel strategies.
Excellent communicator, experienced in presenting to senior leaders and clients.