We are recruiting a Client Relationship Manager to join our London CRM team working with the firm’s global priority financial institution clients.

Key requirements

• Client relationship management or business development experience in a large professional services organisation.
• Strong knowledge of the financial services sector an advantage, but not necessary. Interest in developing sector knowledge is important.
• Self-motivated and able to work under pressure, whilst effectively directing junior members of staff.
• A proactive approach, creativity, tenacity and energy.
• Excellent communication skills both written and verbal.
• High attention to detail.
• Financial analysis, business analysis and desk research experience.
• Strong client focus.
• An understanding of panel tenders, pitching recommended
• Experience of change management

DEPARTMENT PURPOSE

A&O Shearman’s global Marketing, Business Development and Communication team contributes to the setting and achievement of the firm’s strategic business objectives. This includes a structured and rigorous approach towards managing the firm’s relationships with our global priority clients as part of our global sector programme, working closely with the relevant Global Relationship Partners. This ensures we demonstrate our long-term commitment to those clients, maintain strong existing relationships and identify opportunities to broaden those relationships into new areas of business.

ROLE PURPOSE

This role is aligned to the Financial Institutions (FI) sector and Client Relationship Management (CRM) team focusing on developing our relationship management approach with the firm’s global priority financial institution clients. This role will focus on the management of a portfolio of FI relationships and on sharing and encouraging best practice in relationship management with colleagues in the global CRM, sector and BD teams.

Role and responsibilities

• Developing a comprehensive understanding of the structure, operations and strategic direction of the clients you manage.
• Building an understanding of how and where the firm can best position itself in relation to these clients.
• Working alongside the Global Relationship Partners to implement retention and targeting initiatives to strengthen the relationship between client and firm. The aim is to progressively increase the client revenue streams or share of wallet and profitability.
• Contributing to the broader firm-wide approach to client relationship management and FI sector strategy.
• Managing the production of a client plan and client-related business analysis including: client strategy, client structures, revenue and profitability (including gap analysis), relationship mapping, market share, competitor activity, developments in the client’s markets and client needs analysis.
• Managing the annual client review process for your clients.
• Managing the approach to communication and information flows between key client relationship team
• members globally.
• Managing panel pitches for your clients and working with the Panel Manager where required to adhere to panel requirements and client engagement terms.
• Supporting in-house Client Audit team to facilitate compliance with client engagement terms and policies including data, IT, social media and marketing.
• Championing our Advanced Delivery & Solutions internally and as appropriate with clients.
• Developing a client listening approach for the client and carrying out client listening activities.
• Cultivating and developing direct client contact with a wide range of roles.
• Assisting in the development of a secondment strategy and managing the secondees for your clients.
• Working with local and product based business development team members to support on-the-ground targeting programmes and marketing initiatives for your clients.
• Working as a team leader on relationship management priority projects designed to support the development of the firm’s client relationship management approach.
• Contributing to the development of best practice toolkits and training sessions to assist the firm in its rollout of relationship management best practice.

Key requirements

• Client relationship management or business development experience in a large professional services organisation.
• Strong knowledge of the financial services sector an advantage, but not necessary. Interest in developing sector knowledge is important.
• Self-motivated and able to work under pressure, whilst effectively directing junior members of staff.
• A proactive approach, creativity, tenacity and energy.
• Excellent communication skills both written and verbal.
• High attention to detail.
• Financial analysis, business analysis and desk research experience.
• Strong client focus.
• An understanding of panel tenders, pitching recommended
• Experience of change management.

Should you require additional support at any stage of the recruitment process due to a disability or a health condition, please do not hesitate to contact a member of our recruitment team who will work with you to provide any adjustments as required.
We are an equal opportunities recruiter and do not discriminate on the basis of race, colour, sex, religion, sexual orientation, national origin, disability, or any other protected characteristic.
We recognise that our people are our most valuable asset, which is reflected in the wide range of benefits that are available to our employees. Some of these benefits include: our occupational pension scheme, group income protection cover, private medical insurance, mental health resources and free apps, health and wellbeing services encompassing an onsite gym, wellbeing centre and GP service, emergency back-up care support, parental and special leave, holiday entitlement increasing with length of service, holiday trading, season ticket loans and online discounts and lifestyle management services.
Our approach to hybrid working seeks to combine and maximise the benefits of effective remote working with the benefits of being in the office. Our current hybrid working arrangements require office based working for a minimum of 60% of your time (i.e. three days per week for a full time role) in accordance with our hybrid working policy.