ED, Strategic Planning and Management, US & Americas Client Coverage Banking

About the position We are looking for a Strategic Planning and Business Management lead for the US/Americas/Global Segments Client Coverage business to make an impact in delivering business requirements and results. The role will drive business performance and results through facilitating the implementation of Bank-wide and Client Coverage initiatives, supporting discussions and decision-making at various forums / committees and delivering efficiency, change, and business performance agendas. Responsibilities • Leading analysis of Revenues and Returns for CIB for US & Americas Coverage. • Leading preparation of performance presentations for US Management Team and global/regional stakeholders. • Partnering with Americas CFO on tracking performance to budget and identifying risks and opportunities to delivering the targeted business performance and improve productivity. • Tracking frontline productivity and driving improvement where productivity and coverage intensity are insufficient. • Defining, driving and tracking Sub-Optimal reduction plans, including expected impact on P&L. • Engage and support material transaction approvals and attend RCAF reviews as and when needed. Monitor accounts for RCAF commitments. • Lead review of client onboarding requests and act as approver for new client ID creation. • Drive client tail management process, including dormant GICs retention approval: quarterly review of new proposed exits and monthly tracking. • Be the business owner for the governance of the NPC framework, management of the NPC portfolio and country classification. • Deliver with RMs on CIB differentiated client proposition for Platinum and Gold tier clients (prioritised onboarding, credit turnaround times, client services, etc). • With Regional Client Coverage Head, track efficient coverage of Platinum, Gold, Silver and Portfolio tier clients, including the execution of global coverage model initiatives. • Collaborate with regional CIB Marketing teams to define/ execute/ track the marketing and client engagement plans in the region / country (content, events). Create, maintain, and coordinate a calendar of senior client engagements in the region / country. Ensure the effective distribution of marketing materials and communications to clients. • Lead the definition, tracking and delivery of Americas go-to-market strategy and execution plan (what types of client segments / sectors should we be focusing on in which market): coordinate strategy formulation, translate into initiatives, and track initiatives. • Organise yearly or ad hoc strategy days to ensure close communication and alignment between CC, products, and functional teams. • Manage regular pipeline meetings (materials, actions and notes). Ensure pipeline is up to date and reflects an accurate picture of business momentum. • Oversee Account Plan regular updates and quality. Review Platinum and Gold client lists on a regular basis in conjunction with Segment heads to ensure effective coverage and tracking against objectives: key commercial opportunities, C-suite engagement and realisation of financial aspirations. • Ensure accurate wallet share information are available for Platinum and Gold clients (based on Coalition), steer frontline to use this information (e.g. for account plans). • Ensure teams are uploading call reports in a timely manner. • Author papers for submissions to Americas Risk Committee (ARC), US Risk Committee (USRC), Client Review Committee (CRC), Business Responsibility and Reputational Risk Committee (BRRRC) and Root Cause Reviews (RCR): Sensitive Clients, Level 2 Sanctions Risk Assessment Form (SRAF), Defence Goods Risk Assessment Form (DGRAF). • Author papers for submissions to various other Risk forums/ committees and attend when required: GRRRC, CCIBRC, Regional RC, Executive Risk Committee (ERC), Business Risk Forums (BRF), NFRC, Fraud Risk. • Serve as Americas Coverage lead in preparing reviews with external auditors, onshore regulators (FED, SEC, CFTC, DFS), overseas regulators (MAS, HKMA, PRA). • Responsible for Conduct Plan and monthly supervisory dashboards for conduct flags and attend the Conduct forum. Requirements • Minimum of 5 years of experience in banking and coverage strategy. • Proven ability to develop and implement client strategies for Americas-based clients. • Experience in leading and managing Client Coverage teams of 50-70+ members. • Strong track record in driving strategic execution and delivering results. • Tracking performance across pipeline/wins, coverage intensity, and client-level and banker-level revenue growth. • Comprehensive knowledge of risk governance frameworks & quality framework and processes. • Experience in managing PnL front-to-back. Benefits • Competitive salary and benefits to support mental, physical, financial and social wellbeing. • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. • Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. • Flexible working options based around home and office locations, with flexible working patterns. • Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits. • A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. • Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies. 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