About the Role:

Grade Level (for internal use):

13

The Team: The Regulatory & Compliance Commercial team focuses on driving growth and expanding our solutions to effectively address our customers' evolving needs. By prioritizing creativity and agility, we approach problems with an open mind and adapt to fast-paced environments, making informed decisions that enhance our effectiveness. Collaboration and a client-centric approach are fundamental to our culture, enabling us to work efficiently with stakeholders to deliver exceptional service and foster long-term partnerships.

Responsibilities and Impact: We are seeking a dynamic and innovative leader, with an Investment Bank / Capital Markets Operations, Client Onboarding background, to drive engagement and business success across our Counterparty Manager product suite, which includes solutions such as CLM Pro, Onboarding Accelerator, Outreach360, Request for Amendment, KYC Services, and Managed Service offerings. This individual will be responsible for fostering relationships with bank clients, enhancing delivery service, and identifying growth opportunities.

This role requires expertise in managing end-to-end client onboarding and lifecycle processes, including KYC (Know Your Customer) and due diligence procedures. The ideal candidate will explore ways to incorporate the latest technology and AI components to evaluate new and innovative solutions that address customer challenges across the client lifecycle processes.

• Lead and manage bank client relationships by building strong rapport and understanding their unique needs and strategic goals, fostering long-term partnerships.
• Collaborate with cross-functional teams, including sales, marketing, and product development, to deliver customized solutions that effectively address client requirements and drive sustainable business growth.
• Identify and pursue new opportunities within the bank sector by leveraging market insights and client feedback to ensure competitiveness and responsiveness to industry trends.
• Track revenue against forecasts to provide an accurate performance representation, facilitating alignment with growth targets and enabling informed decision-making.
• Utilize creative problem-solving skills and demonstrate agility to address client challenges and swiftly pivot in response to changing market conditions, developing innovative strategies and solutions that enhance client satisfaction and improve retention rates while ensuring the organization remains adaptable and proactive.
• Lead workshops to gather business requirements, challenge working group members on solution implementation, and collaborate with project and product development teams to design effective solutions aligned with client needs and regulatory compliance across various customer segments.

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $144,000 to $172,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.

What We’re Looking For:

Basic Required Qualifications:

• 5-7 years of experience in client onboarding or client lifecycle roles within the financial services industry, with managerial experience and familiarity with KYC and regulatory compliance requirements as a plus.
• Strong analytical skills to interpret market data and client feedback for informed strategic decision-making.
• Excellent communication and interpersonal skills, demonstrated through a track record of building and maintaining relationships with clients and colleagues.
• Proven ability to lead projects effectively and drive results in a collaborative environment.

Additional Preferred Qualifications:

• Growth Mindset: Embrace challenges and view failures as learning opportunities, consistently seeking ways to improve and innovate.
• Creativity and Agility: Approach problems with an open mind, generating unique solutions that align with client needs and market trends while exhibiting flexibility and adaptability in fast-paced environments to make informed decisions.
• Collaboration: Work effectively with internal and external stakeholders, fostering a culture of teamwork and shared success.
• Client-Centric Approach: Prioritize client needs to ensure exceptional service delivery and cultivate long-term partnerships.

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

Return to Work:

Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Purpose:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values:
 

Integrity, Discovery, Partnership

At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

20 - Professional (EEO-2 Job Categories-United States of America), PDMGDV202.2 - Middle Professional Tier II (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)