SVP-Client Executive - Investor Sales & Client- Investor Services
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Job Description
Structured overview of role & requirementsAbout This Role
Owns end-to-end client delivery and relationship management for Domestic Institutional Segment clients including Mutual Funds, Insurance Companies, and Alternative Investment Funds.
Leads client discussions and strategy to drive client growth, incremental sales, account openings, and client satisfaction.
Manages sales pipeline, RFP submissions, pricing negotiations, and seamless onboarding post-sales within securities services/custody domain.
Minimum Requirements
~20 years of experience in Domestic Custody and/or Fund Accounting Services with sales or client management.
Technical expertise in Securities Services including Custody Services and related internal processes and risk controls.
Experience managing portfolios of platinum/core clients in the Domestic Institutional Segment including Mutual Funds and Insurance Companies.
Working environment: office-based with minimal travel; no specific degree or certification requirements explicitly mentioned.
Ideal Candidate Profile
Experienced in managing complex client relationships with a commercial and technical bent of mind in securities custody services.
Capable of cross-functional coordination across internal teams (Regional CE/AMs, Corporate Bank, Markets units) and driving end-to-end client onboarding and delivery.
Strong relationship builder with ability to handle sales lifecycle from pipeline management to deal closure and client delight in a domestic institutional market context.