BFS Engagement Lead

2 weeks ago


Edison, New Jersey, United States TEPHRA Full time
Job Overview:

Primary Responsibilities:
  • Oversee and manage executive-level relationships with capital markets accounts.

Client Relationship Management:

Collaborate with account partners and leadership to drive revenue growth and ensure the successful delivery of transformational initiatives.


Sales and Business Development:

Responsible for generating revenue and expanding business opportunities in partnership with leadership teams to enhance the overall revenue stream.


Delivery Management:

Ensure the successful execution of comprehensive transformation programs, maintaining high standards of quality, engagement, and adherence to timelines and budgets.


Program Governance:

Lead program management and execution of transformational activities across multiple accounts.


Practice Development:

Contribute to the development of recognized thought leadership in transformation, presenting insights at industry events.

  • Utilize a capital markets consulting practice to support pursuits and client engagements.
  • Assist consulting partners in business development efforts, proposal creation, and relationship building.
  • Act as a subject matter expert in various capital markets sub-segments, including:
    • Wealth Management
    • Trading and Institutional Brokerage
    • Fund Accounting and Administration
    • Market Infrastructure
    • Asset Servicing and Custody
  • Oversee the planning and successful delivery of complex transformation projects, coordinating efforts between teams.

Role Expectations:
  • Serve as a Capital Markets Consulting Partner for key accounts.
  • Build and manage consulting client relationships.
  • Drive business development and sales initiatives.
  • Lead consulting engagements and program delivery.
  • Foster practice development and thought leadership.
  • Identify industry trends and contribute to practice growth.
  • Mentor and lead consulting staff, including recruitment and career development.

Qualifications:
  • At least 20 years of proven experience in consultative selling, business development, client relationship management, and practice development.
  • Extensive capital markets experience across various segments, including asset management and investment banking.
  • Demonstrated leadership in program governance and management of major transformation initiatives.
  • Advanced degrees such as MBAs or Master's degrees are preferred; a Bachelor's degree in relevant fields is required.
  • Willingness to travel extensively as needed.


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