This role involves overseeing all aspects of strategy, daily execution, capacity and demand management, data strategy, and key performance indicators (KPIs). You will ensure seamless end-to-end workflow between the team and relevant partners, delivering world-class stakeholder engagement and data transparency.
Job Responsibilities:
- Define and execute the regional team’s strategy by aligning goals with business priorities and the global target model.
- Lead stakeholder engagement, building strong relationships with Coverage, Product bankers, and other key stakeholders in the region.
- Address client and stakeholder needs while balancing the firm's interests, using market knowledge to foster valuable discussions and a strong control environment.
- Create a strong employee engagement culture, promote inclusivity, professional development and high performance, using data to drive the attainment of goals and standards.
- Monitor the deal pipeline to identify and address opportunities and urgencies, preventing controls issues.
- Serve as a senior escalation point to resolve roadblocks.
- Collaborate with compliance, legal, credit, finance, and other partners on client requests and deal execution requirements.
- Streamline processes to reduce administrative work and improve efficiency.
- Partner with the business to enhance services, systems, and procedures, planning for long-term growth.
- Manage the implementation of new processes and innovations to improve quality and outcomes in collaboration with business leaders and stakeholders.
Required Qualifications, Capabilities, and Skills:
- Experience and deep knowledge of investment and corporate banking products, including mergers and acquisitions, Debt Capital Markets, Equity Capital Markets, Loans, Trade, and Working Capital.
- Exceptional senior stakeholder management skills, with experience in presenting to and engaging with clients and senior executives.
- At least 3 years of experience in a leadership role, successfully building, leading, and managing medium operational teams (5+ reports).
- Excellent presentation skills, with proven expertise in using PowerPoint, PitchPro, and other presentation tools.
- Proven ability to drive large-scale change and transformation programs and initiatives.
- Evidence-based approach to problem-solving, optimizing products and services to add value.
- Proactive and adept at resolving issues, with a curious and problem-solving mindset.
- Demonstrated experience in managing operations or enablement functions for a growing, diverse, and transformative business.
Preferred Qualifications, Capabilities, and Skills:
- A background in relationship management, sales, or deal execution is advantageous.
- Fluency in Spanish and Portuguese.
- Background in Alteryx, R, Power BI, Tableau, and other data management/visualization platforms and systems.