Managing Director, Investors Coverage - Americas

JOB SUMMARY

The MD, Investors Coverage, Americas will be a strategic advisor and value-add partner to the Client, owning the front-to-back client relationship across all products, with direct accountability for the overall Client Group returns and risk management (AML, CDD and Credit). The MD is responsible for establishing and maintaining an end-to-end understanding of the Client Group structure, client needs, and to steer the client relationship strategy through Account Planning.
RESPONSIBILITIES

Strategy
•    Define and execute the client strategy for the Investors business to drive revenue growth, improve cost efficiency, and optimize returns (RoRWA, ER) in alignment with the firm’s Global Strategy.
•    Lead the growth agenda for Hedge Funds and Real Money Funds in the Americas, as identified through the Account Planning process.
•    Partner with global and regional Product teams to deliver integrated Client solutions that enhance wallet share, grow the addressable wallet, and deepen strategic relationships across priority accounts.
•    Actively contribute towards the Global Strategy & develop Client-level strategic initiatives to support the product growth aspirations of the business, particularly in Structured Credit, Direct and Indirect Asset Financing, LBO financing. 
•    Develop & grow the relationship with a set of core Funds Clients within our existing Investors portfolio as well as target names we want to Bank, with a focus on those Funds whose AUM is tilted towards alternatives asset class.
•    Lead client engagement with a focus on transparency while balancing business growth with risk oversight (AML, CDD), capital control, and resolution of key issues to ensure long-term relationship stability and value creation.
•    Drive the Client strategy for digital assets across FSS and Markets, and in support of the firm’s sustainability agenda (transition financing / net zero, sustainable investing, and impact investing).

Business
•    Actively originate new business and grow the franchise by engaging and collaborating with regions and teams outside of the Americas and capitalising on the firm’s competitive attributes (e.g. Network, Transaction Banking, Credit Markets etc).
•    Engage senior management and c-suite of key clients to improve the quality of dialogue with clients, promoting a move away from ‘transactional’ reactive client coverage to consistent value-added partner/trusted advisor status. Anticipate clients’ needs and provide strategic advice, bringing in the relevant product and industry partners as appropriate.
•    Maximise the profitable revenue to the Bank whilst maintaining focus on client outcomes by strengthening and deepening existing relationships both at the most senior level as well as at the operating level at clients in the designated portfolio.
•    Professionally represent Standard Chartered within the region and internationally.
•    Bring strategic thought to how the Funds, Alternatives and Institutional Asset Management landscape regionally/globally is changing and identify areas of opportunity for international growth. 
•    Ensure that industry and product knowledge is continually developed.
•    Stay abreast and anticipate the developments of the industries in which our clients operate.

Processes
•    Proactively manage the designated client portfolio to ensure:
•    Close ties exist with key stakeholders e.g. Markets, Transaction Services, Banking, Country CEOs, Service Delivery, etc.
•    Risks are appropriately identified and managed.
•    The client portfolio is managed in compliance with the regulatory environment, keeping up to date with applicable changes and Group policies with ability to contribute to policy formulation.
•    Key regulatory risks and concerns are raised into the governance framework and managed appropriately.
•    All sales disciplines are adhered to in accordance with IC/CIB standards i.e. Account Planning, Call Reports, Deal Pipeline Management.
•    Develop opportunities through attendance at key Industry events, as necessary.

People & Talent
•    Lead through example and build the appropriate culture and values. Demonstrate appropriate tone and expectations within the team and work in collaboration with risk and control partners. 
•    Support team structure/capacity plans.

Risk Management 
•    Take the initiative regarding regulatory, reputational and ethical matters, taking the initiative for providing proactive advice to clients as identified.
•    Provide support to ensure key regulatory risks and concerns are raised into the governance forums.
•    Experience in identifying, mitigating and managing market and credit risk exposures, spanning developed and emerging markets.

Governance
•    Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight, and controls in the business and, if necessary, oversee changes in these areas
•    Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
•    Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner. 

Regulatory & Business Conduct 
•    Display exemplary conduct and live by the Group’s Values and Code of Conduct. 
•    Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
•    Lead the function to achieve the outcomes set out in the Bank’s Conduct Principles: Fair Outcomes for Clients, Effective Financial Markets, Financial Crime Compliance, The Right Environment. 
•    Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters.

Key Stakeholders
•    Product partners.
•    Client managers.
•    Risk, Legal and Compliance.

Other Responsibilities
•    Embed Here for Good and Group’s brand and values.
•    Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.
•    Understanding of the regulatory landscape, a track record of implementing operational change and identifying business and product opportunities they create.

Qualifications:

Training, licenses, memberships, and certifications
•    Financial Markets product knowledge and must have a background in Credit products.
•    Strong knowledge of Fixed Income.
•    Proven Investor Client relationships.
•    Fund buying behaviour FM/TB.
•    Proven understanding of the regulatory framework, and the regulatory requirements and expectations relevant to the role.
•    Bachelor’s degree (Banking or Finance preferred).  MBA an advantage.
•    Proven experience of building strong relationships with banking key clients, client origination.
•    Proven market knowledge of the relevant industry.
•    Risk & AML certified as stipulated by Bank policy.
•    Series 79, 63 & SIE

Role Specific Technical Competencies
•    Client Relationship Management
•    Knowledge of Customers
•    Managing Change
•    Planning: Tactical, Strategic
•    Risk Management
•    Business Markets

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

Expected annual base pay range for the role is XXX USD to XXX USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations
Visit our careers website www.sc.com/careers

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your 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 - everyone feels respected and can realise their full potential.