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Head of US Clients

Research, Projects5 open roles

Where
New York, New York, United States
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Your applicationOpen nowHead of US ClientsResearch, Projects · New York, New York, United States
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This job: first seen 4 days ago

The posting

Job Description Head of North America

Location: New York with US and other international travel required

Type: Full Time

Salary: Competitive package

About Door

Door is a fast-growing fintech firm that operates in the global asset management and wealth management

industry. We work with asset managers and asset allocators in 38 countries.

As technology, wealth and asset management converge, Door brings asset allocators and asset managers

together to empower and improve engagement across the investment industry. Door streamlines information

exchange through a global, data-enabled network which benefits all stakeholders.

We help create transparency, support sustainability, improve operational rigor and enable personalization at

scale. We help address the seismic shifts of digitization, sustainability and data-led sales and marketing.

Door started with a known inefficiency in due diligence. We reduce the current broken system of bilateral

exchange of information between all industry stakeholders. Our goal is to make the exchange more efficient and

beneficial, reduce risks and open possibilities for the industry to do more.

We deliver transparency.

We value diversity.

We are collaborative with both colleagues and clients.

We support sustainability.

We are down to earth and easy to deal with.

About the Role

Our business is growing rapidly, and we are seeking a Head of North America to lead our client strategy,

onboard strategic wealth, and asset managers, extend to new regions and manage our US-based client teams.

As the Head of North America, you will be responsible for developing and executing the company's client

strategy, providing input into the overall business strategy, and managing our US-based client teams.

Reports to: Door CEO

Direct reports:

Head of Sales, US

Senior Client Relationship Manager, Asset Managers, US

Senior Client Relationship Manager MRTs, US

Sales Executive, MRTs

Others as the business grows.

Regional dotted line reports:

Head of Client Operations

Head of Business Intelligence

Key Responsibilities

Develop and execute the company's client strategy, aligned with the company's overall business strategy

and revenue targets.

Develop new commercial strategies and models, including new markets and services.

Create and manage the North American client pipeline, ensuring a steady flow of new business.

Oversee client management teams, ensuring that clients are receiving excellent experience and that their

needs are being met.

Lead sales with strategic clients to drive asset manager revenue and scale.

Work closely with the sales teams to ensure that revenue targets are met.

Set and manage stretch revenue and activity targets, working with the CFO to ensure that revenue targets

are aligned with the company's financial goals.

Liaise with the client operations team to ensure that clients are successfully onboarded.

Be a member of the Executive Team to lead the company, providing input into the company's overall

strategy and direction.

Manage and develop team members, ensuring that they are aligned with the company's values and culture.

Provide dotted line regional leadership to senior non-sales roles.

Key Requirements

Strong leadership skills and the ability to manage a regional team.

Proven track record of developing and executing successful client strategies.

Experience in financial services or fintech industry, with a deep understanding of the sector

Experience in sales, with a track record of meeting and exceeding revenue targets

Excellent communication skills, with the ability to build strong relationships with clients and internal

stakeholders.

Strong analytical skills, with the ability to use data to make informed decisions.

Ability to work in a fast-paced environment and manage multiple projects simultaneously.

Experience working with cross-functional teams.

Alignment with the company's values and culture

If you are a results-driven individual with a passion for client success and a track record of delivering results,

we would love to hear from you.

Leadership qualities & behaviours

Being able to coach & manage other senior sales and client people, respecting their specific skills and

adding value where required. Have the self-awareness to play both roles in context.

Great communication and presentation skills, given the need to engage with diverse communities including

clients, internal staff, peers, board members and investors.

Solving for today with an eye on tomorrow; tactical focus combined with strategic outlook and an

understanding of the shifting dynamics of the asset and wealth management industries globally.

Leading from the front, empowering others and stepping in when things get tricky.

Benefits & Compensation

Along with competitive short and long-term compensation, Door believes strongly in maintaining a quality work

and life balance for all employees, reinforced by our flexible schedules, hybrid working, casual attire and an

inclusive work environment

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