BFS Engagement Lead
2 weeks ago
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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