This role is responsible for distributing debt or equity products to an assigned account base, determining which products best meet client needs, and developing new approaches to meet client needs and market dynamics.
Responsibilities
Supports the management of client engagements, account management, complex deals, and/or emerging solution opportunities with clients.
Analyzes market relationships and current market conditions to identify opportunities to increase account/market penetration.
Provides financial services advice to clients to determine which products best meet their needs.
Develops and executes strategies for increased account connectivity and production in partnership with trading, other product areas, client management, and across the larger organization.
Generates analysis for clients related to custom financial derivatives and quantitative investment strategies to help clients determine which products would achieve their business goals.
Managerial Responsibilities
Opportunity & Inclusion Champion – Creates an inclusive team where members are treated fairly and respectfully.
Manager of Process & Data – Demonstrates and expects process knowledge, data‑driven decisions, simplicity and continuous improvement.
Enterprise Advocate & Communicator – Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
Risk Manager – Leads and encourages the identification, escalation and resolution of potential risks.
People Manager & Coach – Knows and develops team members through coaching and feedback.
Financial Steward – Manages expenses and demonstrates an owner’s mindset.
Enterprise Talent Leader – Recruits, on‑boards and develops talent, and supports talent mobility for career growth.
Driver of Business Outcomes – Delivers results through effective team management, structure, and routines.
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