Division Manager, CCD
Core
Strategic relationship management for high net worth clients in the Correspondent Clearing Division (CCD), focusing on driving loyalty, managing escalations, and growing relationships.
Role type
Division Manager, CCD
Builds
CCD platform adoption, revenue growth, and client profitability
Domain
Financial services / Wealth management / Clearing
Deliverable
client delivery
Required skills
Strategic relationship management, negotiation, campaign management, strategic planning, vendor management, project management, financial analysis, market research, sales management strategies
Preferred skills
Investment management concepts, financial planning software proficiency, presentation skills
Technologies
Financial planning software, standard office equipment, reporting tools
Responsibilities
Build and maintain relationships with centralized CCD clients and financial advisors; Develop and deliver presentations to groups and coordinate conferences; Advocate growth of CCD resources and products; Develop marketing campaigns and communications plans; Lead strategy development and product management for CCD components; Survey competitive landscape for vendor relationships; Lead development projects for enhanced services; Represent CCD on firm initiatives; Manage staff including planning, assigning, monitoring, coaching, and performance evaluation
Seniority
Manager, hands-on leadership