1st Vice President, Institutional Sales
CIM GroupSalary not specified
Full Time
Expert & Leadership (9+ years)
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Financial Services, BankingIndustries
Requirements
- Minimum of 10 years' experience in client support/service roles within Asset Management or Financial Services, with at least 5 years in a managerial position
- Demonstrated knowledge of institutional asset management, including understanding client segments (pension funds, insurance companies, corporates, etc.)
- Strong leadership skills with the ability to motivate, develop, and manage high-performing teams
- Excellent communication, negotiation, and interpersonal skills
- Strategic thinker with proven problem-solving capabilities and attention to detail
- Proficient in relevant systems and technologies utilized within asset management client service operations
- Bachelor’s degree in Business Administration, Finance, Economics or related field; MBA or advanced degree preferred
- Fluency in English required; additional languages desirable
Responsibilities
- Lead and manage the institutional client support team, ensuring effective team performance, clear communication, and high-quality service delivery
- Act as the primary escalation point for complex client inquiries or issues, ensuring timely and effective resolution
- Develop and implement strategic initiatives to improve the overall client experience and enhance client satisfaction and retention
- Collaborate closely with Sales, Relationship Management, and Operations teams to ensure alignment on client expectations and service delivery
- Continuously monitor, evaluate, and report on client service metrics, implementing improvements based on insights and feedback
- Maintain an in-depth understanding of institutional client needs, market trends, and competitor service offerings
- Ensure compliance with regulatory requirements, internal policies, and procedures related to client servicing activities
- Lead or participate in key projects aimed at improving internal processes, technology platforms, and overall operational efficiency
Skills
Team Leadership
Client Support
Risk Management
Service Delivery
Client Satisfaction
Strategic Planning
Operational Excellence
Client Retention
Institutional Business
Santander
Provides banking, investment, and insurance services
About Santander
Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.
Boston, MassachusettsHeadquarters
1902Year Founded
$75MTotal Funding
POST_IPO_DEBTCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees