Client Strategy

3 weeks ago


New York, United States Natixis Full time

Job Description


Natixis is seeking a Client Strategy & Analytics Associate / Vice President to join our Chief Client Office in New York. This role is instrumental for enhancing client-centricity within CIB businesses. The Client Strategy & Management Team focuses on the following missions:

Support CIB Americas Client Strategy and Development:  Drive initiatives to increase share of wallet and overall client profitability with top-tier clients through comprehensive client reviews and effective segmentation. Manage Committees:  Oversee the weekly Americas Business and Resources Allocation committees to ensure optimal resource deployment aligned with the CIB strategic objectives. Client Activity Reporting:  Analyze and report on client activity and performance metrics, providing actionable insights to foster platform growth and strategic planning. Strategic Insights and Market Intelligence:  Equip relationship managers and business heads with data-driven insights and market intelligence to enhance client relationships and identify cross-selling opportunities. Global Alignment:  Ensure the Americas’ client strategy aligns with global Client Strategy & Management projects, contributing to cohesive and integrated business development efforts.

In this position, you will play a key role in Client Strategy, collaborating with internal and external teams to drive the development of our growing platform.

Manage Business and Resources Allocation Committees:  Oversee weekly committee meetings by ensuring timely submission of deals for presentation to the Executive Committee, managing the agenda, maintaining official minutes, and validating deals in the system. Provide Tailored Analysis & Conduct clients analysis:  Deliver customized analyses, data, and reports to GM sales and Coverage/IB/Real Asset bankers, accommodating various client segments (Corporates, Financial Sponsors, Insurers, Asset Managers, and Banks) and sectors (Real Estate & Hospitality, Aviation, Telecom & Tech, Infrastructure & Energy). Conduct comprehensive client analyses to support business development and identify cross-selling opportunities. Prepare Client Commercial Reports:  Consolidate Americas Client KPIs and communicate insights to management and coverage teams, including the quarterly Americas Platform Client Franchise report and the Global Markets monthly Strategic Plan KPIs. Develop Efficient solutions in alignment with Head Office:  Create analytics and tools to measure relationship success, client profitability, and assess the performance of sales teams and relationship managers. Leverage, Promote & Ensure Client Data Quality:  Build expertise in client data analysis to support decision-making and identify business opportunities. Regularly review and maintain the integrity, consistency, and quality of data, analyses, and dashboards. Advocate for high-quality client data management, including ownership, account team mapping, and profitability metrics. Coordinate with Global Teams:  Collaborate with Client Strategy teams in EMEA and APAC to align global strategies and source ideas for the Americas platform.

The salary range for the associate-level position will be between $, - $,. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

The salary range for the VP-level position will be between $, - $,. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.


Required Skills/Qualifications/Experience


Bachelor degree in finance or related.
3+ years’ experience in similar positions in Banking or Consulting industries.
IT/Business Analyst background can be a plus to support manipulation and presentation of data.
Project Management experience also a plus.
Solid finance knowledge, good understanding of capital markets & banking products suite, and related performance metrics.
Ability to manipulate data, interpret numbers and deliver relevant messages in a succinct fashion for senior management.
Advanced skills in Excel, PowerPoint, knowledge of CRM (Salesforce), Business Intelligence solutions (PowerBI, Business Objects, AI) and data providers (S&P Capital IQ, Dealogic, Coalition) is a plus.
Curious, strategic, global, and entrepreneurial mindset.
Ability to manage simultaneous projects and meet deadlines.
Effective communication and presentation skills. Confident in working with executive management and actively exchange with Relationship Managers and business heads.



  • New York, United States Egg Strategy Full time

    COMPANY BACKGROUND Egg Strategy is a strategic consulting agency dedicated to helping our clients find their true path forward. With creative rigor and genuine collaboration, we help uncover the truths that can inspire direction, change and transformation for our clients. We do this through our expertise in brand strategy, innovation and consumer insight...


  • New York, United States QuinStreet Full time

    CORPORATE OVERVIEW Founded in 1999, and with its initial public offering in 2010 (QNST), QuinStreet, Inc. is the leader in vertical marketing and media online, consistently delivering the right leads at the right volume to thousands of industry-leading clients and business brands. The company’s full-service approach combines direct marketing expertise,...


  • New York, NY, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. About the team   As a part of Northwestern Mutual’s Strategy function, the Enterprise and Client Strategy team develops informed perspectives and recommendations on the biggest strategic...

  • Strategy Director

    4 weeks ago


    New York, United States JDO Full time

    JDOs international team of designers brand strategists and client partners band together to deliver creative excellence to the worlds most loved and influential brands.With a scope of services that includes branding & creative strategy packaging & product design innovation & sustainability solutions as well as experiential & campaign activation JDO forges...

  • Strategy Director

    3 weeks ago


    New York, United States Engaging Talent LLC Full time

    A very successful B2B agency is looking for a Strategic Director. The role includes research based models for top B2B clients. Branding from Mark, to all touchpoints, including naming and rebranding. The appropriate candidate has 5-8 years of Strategy Leadership under their belts, as well as experience managing a Strategist. You must be a strong presenter...


  • New York, United States Publicis Sapient Full time

    Job Description The purpose of the Principal, Data Strategy is to work with clients undergoing a data-driven transformation (DDT) across the globe. The Principal, Data Strategy will accelerate and drive the DDT strategy for clients, working in partnership with Digital directors, client teams, and practice capability. Furthermore, the role will be a...


  • New York, United States Publicis Health Media Full time

    Job Description The Associate Director, Media Planning & Strategy defines daily functional management of client needs and lead the day to day work of the Strategy team who possesses a deep expertise in HCP. You will report to either the Director, Strategy or VP, Strategy. This is a hybrid role, requiring three days in-office each week. If you are...


  • New York, New York, United States Fortress Brand Full time

    About Fortress Brand:We partner with visionary founders and teams to create category-defining brands that foster real connections through emotional narratives, captivating brand identities, and immersive retail experiences.Our approach goes beyond the obvious, leveraging a diverse collective of creatives to bring fresh, varied perspectives to the art and...


  • New York, New York, United States Publicis Sapient Full time

    Job DescriptionAt Publicis Sapient, we're transforming the way businesses operate by harnessing the power of data and technology. We're seeking a Senior Consultant, Data Strategy to join our team of digital transformation experts. In this role, you'll work closely with clients to accelerate their data-driven transformation, developing and implementing...

  • Consultant, Strategy

    6 months ago


    New York, United States Slalom Full time

    Our Strategy & Operations team partners with our clients to make bold decisions on priority C-suite issues. We help our clients develop and implement business and product strategies, design effective operating models, cut costs and improve efficiency, increase customer experience and satisfaction, and improve operations, without compromising company business...


  • New York, New York, United States PubW Full time

    Job OverviewZenith is seeking a seasoned Media Planning and Strategy Lead to oversee day-to-day Media Planning and Strategy functions for a high-profile and fast-paced account. This individual will lead a team in developing, executing, and stewarding media plans for the client's business. The successful candidate will leverage their experience, knowledge,...


  • New York, United States Bamboo Crowd Full time

    Strategy Consulting Manager NYC (Open to East Coast Based)Contract (Full time hours)Looking for a Strategy Manager with 6-10 years of experience in strategy, operational , target operating models, outsourcing, and business case development. As the manager, you'll lead client engagements from day one, taking ownership of project delivery and problem...


  • New York, United States PubW Full time

    Job Description Zenith looking for a talented Associate Director, Strategy to manage the day-to-day Media Planning and Strategy functions for a high profile and fast-paced account. This person will lead a team in the development, execution, and stewardship of media plans for client’s business. The AD effectively leverages experience, knowledge and...

  • Specialist, Strategy

    2 weeks ago


    New York, United States Influential Full time

    Job DescriptionJob DescriptionInfluential is a key leader in the Influencer Marketing space (and the LARGEST influencer marketing company in the world, by revenue). Trusted by over 60% of the Fortune 500, we connect our clients with a network of over 3 Million social media influencers.We are looking for team members who are thrilled by the idea of playing an...

  • Specialist, Strategy

    2 weeks ago


    New York, United States Influential Full time

    Job DescriptionJob DescriptionInfluential is a key leader in the Influencer Marketing space (and the LARGEST influencer marketing company in the world, by revenue). Trusted by over 60% of the Fortune 500, we connect our clients with a network of over 3 Million social media influencers.We are looking for team members who are thrilled by the idea of playing an...


  • New York, United States Publicis Sapient Full time

    Job Description As a digital business transformation partner of choice, we’ve spent nearly three decades utilizing the disruptive power of technology and ingenuity to help digitally enable our clients' business in their pursuit of next. We bring a startup mindset and agile methods to both established companies and the public sector to unlock value...


  • New York, United States Influential Full time

    Job DescriptionJob DescriptionInfluential is a key leader in the Influencer Marketing space (and the LARGEST influencer marketing company in the world, by revenue). Trusted by over 60% of the Fortune 500, we connect our clients with a network of over 3 Million social media influencers.We are looking for team members who are thrilled by the idea of playing an...

  • Analyst, Strategy

    4 weeks ago


    New York, United States Ross Full time

    GENERAL PURPOSE: The Strategy Analyst will play a key role in helping Ross continue to support its overall strategy, which is to present the customer with attractive bargains on apparel and goods for the home. The Strategy group addresses significant strategic issues for the company that are identified by senior level executives. The Strategy Analyst will...

  • Client Partner

    5 months ago


    New York, United States YD Talent Solutions Full time

    Job Description About our client: Our client is a global technology company specializing in platform-based digital transformation, supporting businesses to become connected, open, intelligent and scalable. Our client's methodology brings together industry expertise, platform technology excellence, design innovation and strategic engagement models to deliver...


  • New York, United States Publicis Health Media Full time

    Job Description The Senior Associate, Strategy asists the Strategy team in selecting media channel sand programs based on the established strategic media approach. They are responsible for the accuracy of the media plan Flowchart, Creative Asset Tracker, and TrafficWorkbooks. You will report to either the Supervisor, Strategy or the Associate...