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Director - Relationship Management

IFDS Group
Toronto, ON

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Détails du poste

Avantages

Programme d'Aide aux Employés

Compétences

Microsoft Powerpoint
Microsoft Word
Logiciels de GRC/CRM
Français
Investissement
Espagnol
Présentations de prévente aux parties prenantes
Développement des relations avec la clientèle
Vente
Gestion des comptes clés
Visio
Anglais
Recherche
Développement des relations avec la clientèle
Développement commercial
Capacités de présentation
Prise de décisions
Sens de l'organisation
Prospection
Services financiers
Partenariats stratégiques
Gestion des comptes
Interaction avec les clients

Description complète du poste

Director - Relationship Management
Permanent
Department: Business Dev & Relationship Mgmt

30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada
Number of Positions: 1

Who we are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Imagine yourself at IFDS

Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.

Role Overview

The Director – BDRM is an integral role focused on relationship management & business development supporting IFDS’ internal & external stakeholders. Reporting to the Senior Vice President-BDRM this role supports and manages related existing client relationships as assigned, is actively engaged and contributing to all revenue generation opportunities, within current and future service offerings. The incumbent also manages the delivery of our services and solutions tailored to our clients’ needs and project requirements. This role collaborates across IFDS’s service teams to ensure that the client needs are supported with the highest quality solutions. Key to this role is the ability to present our business solutions concisely and clearly to prospects.

Role Responsibilities

Business Development & Revenue Generation (50%)

Maintains and develops relationships with prospects and Clients for the purposes of expanding the business and delivering assigned solutions, or managing aspects of business development
Participates in solution identification and implementation for assigned prospects/clients
Actively participates in identifying prospects in the region and meeting the expectations with sales with the direction of SVP - BDRM and follow up with the assigned prospects
Ability to research and analyze to contribute to the in-depth of understanding and knowledge of the assigned regions and provide regular updates to the SVP - BDRM
Progresses pre-identified proposal opportunities, developing content, presentations, schedules, and other artifacts, as needed, under the direction of the SVP - Business Development & Relationship Management
Engage subject matter experts across the organization and key functions in the strategic solutions planning in discussions with prospects
Strong presentation skills and ability to demonstrate IFDS solutions and business value proposition clearly and concisely to prospects
Attend Sales and industry conferences in the regions and connect with prospects in advance to facilitate meetings for the SVP - BDRM.

Client Oversight Management (50%)

Develops multiple effective relationships within a Client’s team
Maintains comprehensive view of client status and intervenes as required to manage escalations and resolve issues. Resolves key issues, possible escalations, problems and opportunities with their Clients’ business
Provides effective oversight of all key initiatives and projects for assigned Clients
Through effective and proactive communication mitigates against unnecessary escalation by Clients and manages their concerns
Provides oversight for all operational and project-based service levels
Collaborates with Account Management, Operations and Technology team to provide a consolidated view of the Client’s account and developing, maintaining and a supporting governance structure internally and externally

Proactively manages the client experience at all management levels within IFDS

Works with key stakeholders internally to develop appropriate action plans and responses
Where necessary mobilizes key people within IFDS and the Client to address critical issues and challenges
Continually updates CRM with all assigned prospects, changes to the status as well as new Client activity and contacts
Actively monitors progress of all action plans and responses associated with their Client and prospects on key issues, challenges and opportunities
Builds professional relationships with prospects, clients and other business partners

Minimum Qualifications

10+ years within the Financial Services Transfer Agency or adjacent businesses such as Fund Accounting and Asset Management operations and technology, in a sales, client-facing, or relationship management role
Proficiency in either (English/French) or (English/Spanish) languages both written and verbal preferred
Strong business development and account management experience, with a demonstrated consultative approach and a track record of originating and growing partnerships withing the financial services industry (Mutual Funds and associated products)
Superior interpersonal skill to interact with senior business professionals
Flexible to travel abroad as required
In-depth understanding of IFDS products and capabilities; a related CSI or Financial Services designation is an asset
Solid technical knowledge of IFDS applications (including iFast, IFWP, etc)
Understanding of investment concepts and the ability to communicate a working knowledge of investment strategies and products
Demonstrated proficiency in communicating complex business solutions with clients and internal stakeholders
Possesses an understanding of business and revenue models that are applicable to financial services
Strong interpersonal and organizational skills including good decision making and multi-tasking abilities
Team player with ability to evidence leadership, credibility, and build consensus
Highly analytical with a very high degree of attention to detail systematically researches information and explores
High level of competency with MS suite, including but not limited to; Excel, Visio, Word, Powerpoint.
Ability to engage and influence internal stakeholders across a number of different functional areas

AODA Statement

IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Salary Range

Pay Range (CAD $): 120,000 - 152,000

The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.

IFDS Provides:

Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package
Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH
Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs
Inclusive Culture: Our inclusive work environment supports equity and values diversity
Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs
Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs

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