Director, Commercial Client Lifecycle

About the Role

Grade Level (for internal use): 13

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.

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 Counter party Manager product suite, which includes CLM Pro, Onboarding Accelerator, Outreach
360, 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.

• 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.

S&P Global states that the anticipated base salary range for this position is $144,000 to $172,000. Final base salary 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 and additional S&P Global benefits.

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.

This role is limited to persons with indefinite right to…