I-share Consultancy Services · 14 hours ago
Client Partner Banking and Capital Markets
New York, NY
Full-time
Onsite
Director/Executive
$200K/yr - $220K/yr
12+ years expiShare Inc is seeking an experienced and forward-thinking Vice President to lead business development and client engagement initiatives within the Asset Management sector. The ideal candidate will leverage the company’s capabilities in data analytics and digital transformation to drive growth and address industry challenges.
ConsultingInformation and Communications Technology (ICT)Information Technology
Responsibilities
Developing and executing comprehensive strategies that align with client needs in areas such as fund distribution, investment operations, fund reporting, pricing and valuation, risk analytics, and operational transformation
Identifying and cultivating opportunities to deepen relationships with existing clients while opening new doors with prospective firms
Building trusted relationships with key stakeholders across marketing, sales, FP&A, operations, and risk
Acting as a strategic advisor, guiding clients through innovative solutions like portfolio risk assessment, fund performance analytics, and Generative AI applications
Collaborating with clients to understand their challenges and designing data-driven, scalable, and cost-effective solutions
Leading the end-to-end development of solutions, from identification to seamless implementation, ensuring measurable business outcomes and fostering long-term client value
Driving business development by leading client discussions, crafting compelling proposals, and closing contracts while ensuring flawless execution and satisfaction through operational excellence
Positioning company as an industry leader through whitepapers, conferences, and webinars, while championing initiatives like automating fund reporting and integrating AI into portfolio construction
Managing and mentoring a high-performing team, overseeing the delivery of client projects with a commitment to quality and innovation
Qualification
Required
12-15+ years in asset management, management consulting, or financial services, with a focus on client-facing roles and business growth
Minimum of an undergrad degree is required
Deep understanding of at least one of the following key areas at an asset management firm: Investment operations, fund distribution, fund reporting, operations, FP&A, performance analytics, risk management, and pricing and valuation
Proven experience in leveraging analytics and digital solutions to address challenges in the asset management space
Demonstrated ability to lead teams, manage client relationships, and drive revenue growth
Strong presentation, negotiation, and interpersonal skills, with the ability to engage C-suite executives
Preferred
MBA or advanced degree in Finance, Business, Data Science, or related field preferred
Experience in fund distribution strategy, market research, and sales enablement within asset management
Familiarity with Generative AI applications and advanced analytics for the financial services industry
Company
I-share Consultancy Services
I-share werd opgericht in 2008 als ICT-opleidingsinstituut, maar is sindsdien uitgegroeid tot hét kennishuis in ICT-consultancy.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase