Head of Client Practice Support
Role Overview
Leads a centralized global organization based in India and Manila that increases the effectiveness of Asset Servicing client-facing teams.
Builds capabilities that help Client Owners, Client Service teams, and business leaders strengthen client relationships, improve outcomes, and support growth.
Partners with regional leadership, client-facing teams, and the Client Management Practice Lead to provide insights, governance support, business intelligence, and operational capabilities.
Drives continuous improvement through automation, AI, and scalable operating models while building a high-performing team.
Key Skills for This Role
Full Job Posting
Role summary
Leads a centralized global organization based in India and Manila that increases the effectiveness of Asset Servicing client-facing teams.
Builds capabilities that help Client Owners, Client Service teams, and business leaders strengthen client relationships, improve outcomes, and support growth.
Partners with regional leadership, client-facing teams, and the Client Management Practice Lead to provide insights, governance support, business intelligence, and operational capabilities.
Drives continuous improvement through automation, AI, and scalable operating models while building a high-performing team.
Client enablement and governance
- Lead a centralized Client Enablement organization focused on effectiveness, capacity, and scalability.
- Deliver tools, insights, and operational services so client teams can focus on relationships, retention, and growth.
- Establish regional service standards, operating models, and performance measures.
- Oversee governance of client relationships, service performance, and business priorities.
- Provide business management support, executive reporting, and leadership coordination.
- Promote consistent client management practices while recognizing client-segment needs, risk profiles, products, and services.
Intelligence and improvement
- Deliver client intelligence, reporting, analytics, and actionable insights for engagement, retention, and growth.
- Provide visibility into client satisfaction, relationship health, service trends, opportunities, and emerging risks.
- Improve use of client data, reporting capabilities, and client management tools.
- Simplify processes and use data, technology, automation, and AI to improve efficiency and experience.
- Partner across business and technology teams to implement solutions that strengthen client service and business performance.
Leadership and outcomes
- Build and lead a high-performing global team focused on accountability, collaboration, innovation, and service excellence.
- Develop talent and clear career paths; partner with regional and global leaders to align priorities and resources.
- Enable client-facing teams to spend more time with clients and less on administrative and operational work.
- Improve retention, satisfaction, relationship growth, visibility into opportunities and risks, productivity, and efficiency.
- Establish consistent client management practices and a scalable global enablement model.
Qualifications and experience
- 15+ years of experience in financial services, asset servicing, client management, business management, or a related field.
- Proven experience leading global teams and building scalable enablement, operations, or shared-services organizations.
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