About SVB:
Silicon Valley Bank is the most sought-after financial partner in the global innovation economy. We bring together entrepreneurs, investors, ventures capitalists, and private equity firms to move their bold ideas forward, fast. Our clients define what comes next.
In the past 35 years, we have accumulated more experience with start-ups and high-growth tech than any other company in the world. In fact, majority of the most compelling Fintech disruptors bank with us. Our clients include: Beyond Meat, Shopify, HelloFresh, Cloudera, and Andreessen Horowitz, just to name a few. We help our clients grow, too. More than half of the innovation companies that completed an IPO in the last two years were our clients.
Position Description
The Director, Liquidity Account Manager will build and manage a team of Liquidity Account Managers supporting the first line client experience by providing client on-boarding, account serving and relationship management to all Liquidity Management clients. The Director will be responsible for developing a Liquidity Management client service center of excellence in the Tempe office. This will require the ability to hire and integrate staff, manage through transitions while maintaining a high service level, set strategy in coordination with management partners (product, distribution, operations, and compliance/risk management), execute efficiently, and report on KPIs and KRIs.
LEADERSHIP AND MANAGEMENT
Manage team of Liquidity Account Managers charged with building and maintaining strong, long-lasting client relationships through excellent account maintenance and client service
Build Account Management team in Tempe, Arizona; hire and fill open positions
Build team with availability to cover all US time zones to ensure rapid responses for our clients and internal stakeholders
Ensure smooth partnership between Bank Relationship Manager and Advisor, Liquidity Advisor/Client Manager, Portfolio Manager, and Liquidity Middle Office
TEAM PERFORMANCE
Develop Liquidity Account Manager scorecard to assess team performance
Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
Forecast and track key account metrics (e.g. coverage ratio, call / service metrics, etc.)
Select optimal performance-based metrics to achieve balance growth and service goals
RELATIONSHIP MANAGEMENT
Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
Be liquidity client advocate and work with internal partners to ensure client needs are understood and satisfied
PARTNERSHIPS
Develop and cultivate close partnerships with specific teams listed below to achieve business results:
Liquidity Advisory: Determine appropriate client coverage model (load factor, etc.) and Key Performance Indicators (KPIs)
SVB Asset Management (SAM): Determine optimal coverage for clients of the Registered Investment Advisor
Liquidity Product Management: Determine optimal coverage model for cash sweep and repo products; influence product design and ease of use with feedback to product managers
Liquidity Implementations: Ensure smooth transition of onboarding specialists, create culture of continuous learning and feedback with middle office team
Liquidity Risk Management: Identify optimal Key Risk Indicators (KRIs) for business unit
Liquidity Business Management: Create weekly dashboard reporting including KPIs and KRIs
Various bank relationship, client service, and operations teams as appropriate
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Qualifications
What You'll Bring:
A Bachelor's Degree, preferably with investment management experience, or MBA
7+ years of relationship / account management or servicing, preferably in Banking/Financial Services
3+ years direct knowledge and experience managing a client-facing relationship or servicing team
Proven ability to build relationships and lead effectively in cross-functional teams
Strong partnership and analytical ability
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