Director, Client Solutions
Apply NowCompany: CIBC Mellon
Location: Toronto, ON M4E 3Y1
Description:
Job Number: J0425-0216
Category: Client Integration Solutions
Employment Type: Full Time
City: Toronto
Posting Date: April 24, 2025
Closing Date: May 8, 2025
Company Information:
CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.
We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.
We're always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.
Position Overview:
Reporting to the AVP, Client Solutions this is a key strategic role, supporting the Assistant Vice President, Client Solutions in delivering the full breadth and capabilities of BNY, CIBC Mellon and CIBC to top clients and prospects, focused on developing and delivering solutions for client requirements. Responsible for consulting and solutioning with target prospects and clients in the pre-decision making phase. Working with the on-boarding team, and developing, sustaining and growing the relationship for a select group of CIBC Mellon's large/complex clients for the transition period until steady-state operations and relationship is sustainable.
Clients are complex and generally require customized solutions. The Director, Client Solutions will work with the relationship management and service teams, as well as product and new initiative sponsorship with a focus on strategic road maps and solutions. Incubation of BNY alignment initiatives that relate to product offerings for top accounts through to maturity such as middle office.
Responsibilities:
Work with the business development team to develop solutions for directed prospective client firms, including managing output of the deliverables for the prospective client
Assist with the identification and design of transformational client solutions, addressing complex operating model and delivery needs
Work with relationship management team to understand client challenges, define potential solutions for directed client firms, including managing the output of the deliverables for clients
Support the strategic road maps for directed clients and manage the programs for these road maps
Conduct activities in support of the acquisition of new business including visits to prospective client sites, demonstrating CIBC Mellon and BNY products/services, initial identification of client requirements and conducting client sales presentations at all stages throughout the sales cycle
Working with product management team, identifies industry trends and issues and monitors the competitive landscape to proactively anticipate potential needs, issues or concerns based on knowledge of the client
Identify opportunities to achieve target profitability and grow the business through cross-selling and up-selling
Enrich the end-to-end client experience by streamlining solution design, sales, implementation and service delivery across products
Advocate for the client by leveraging internal subject matter experts within CIBC Mellon's operational functions to ensure client service expectations are met, resolving and assessing identified issues/concerns, and championing efficiency opportunities within the client's organization
Partner with Client Service Delivery to ensure adherence to CIBC Mellon's policies and manage risk
Qualifications:
Significant depth and experience with financial services products and services with a proven ability to navigate challenges to reach execution
University Degree
7-10 years of progressive experience within a financial institution
Knowledge of sales and marketing concepts and theories
Technical knowledge of global securities services and trust industries
Understanding of trends/issues in the securities, asset manager and asset owner industries
A highly proactive self-starter; a persuasive communicator
CIBC Mellon's Values:
Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better
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Category: Client Integration Solutions
Employment Type: Full Time
City: Toronto
Posting Date: April 24, 2025
Closing Date: May 8, 2025
Company Information:
CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.
We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.
We're always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.
Position Overview:
Reporting to the AVP, Client Solutions this is a key strategic role, supporting the Assistant Vice President, Client Solutions in delivering the full breadth and capabilities of BNY, CIBC Mellon and CIBC to top clients and prospects, focused on developing and delivering solutions for client requirements. Responsible for consulting and solutioning with target prospects and clients in the pre-decision making phase. Working with the on-boarding team, and developing, sustaining and growing the relationship for a select group of CIBC Mellon's large/complex clients for the transition period until steady-state operations and relationship is sustainable.
Clients are complex and generally require customized solutions. The Director, Client Solutions will work with the relationship management and service teams, as well as product and new initiative sponsorship with a focus on strategic road maps and solutions. Incubation of BNY alignment initiatives that relate to product offerings for top accounts through to maturity such as middle office.
Responsibilities:
Work with the business development team to develop solutions for directed prospective client firms, including managing output of the deliverables for the prospective client
Assist with the identification and design of transformational client solutions, addressing complex operating model and delivery needs
Work with relationship management team to understand client challenges, define potential solutions for directed client firms, including managing the output of the deliverables for clients
Support the strategic road maps for directed clients and manage the programs for these road maps
Conduct activities in support of the acquisition of new business including visits to prospective client sites, demonstrating CIBC Mellon and BNY products/services, initial identification of client requirements and conducting client sales presentations at all stages throughout the sales cycle
Working with product management team, identifies industry trends and issues and monitors the competitive landscape to proactively anticipate potential needs, issues or concerns based on knowledge of the client
Identify opportunities to achieve target profitability and grow the business through cross-selling and up-selling
Enrich the end-to-end client experience by streamlining solution design, sales, implementation and service delivery across products
Advocate for the client by leveraging internal subject matter experts within CIBC Mellon's operational functions to ensure client service expectations are met, resolving and assessing identified issues/concerns, and championing efficiency opportunities within the client's organization
Partner with Client Service Delivery to ensure adherence to CIBC Mellon's policies and manage risk
Qualifications:
Significant depth and experience with financial services products and services with a proven ability to navigate challenges to reach execution
University Degree
7-10 years of progressive experience within a financial institution
Knowledge of sales and marketing concepts and theories
Technical knowledge of global securities services and trust industries
Understanding of trends/issues in the securities, asset manager and asset owner industries
A highly proactive self-starter; a persuasive communicator
CIBC Mellon's Values:
Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better
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