Senior Client Partner
vor 2 Monaten
Overview The Senior Client Partner is a senior relationship management role reporting to the General Manager – Client Partnerships Australia.
You will work closely with the GM to develop a strategic engagement framework and account management plan for your client, with a view of meeting or exceeding the Client's satisfaction, service quality and risk management objectives as well as Link Group's client related revenue and profit targets.
In this role you will be expected to influence strategy and identify strategic alignment opportunities for the benefit of both the Client and Link Group.
Key Accountabilities and main responsibilities Strategic Focus
Undertake strategic account planning, map, and align strategic priorities, and advocate across both organisations to extend commitment to a joint strategic road map. Work with the General Manager and Senior Client Partnership stakeholders to identify, develop and convert the Client's strategic objectives into products, solutions and projects. Accountability for assigned strategic programs to drive Client and Link strategic objectives and initiatives (i.e.
Mergers / SFTs as well as other Client / Link business transformation initiatives). Advocate and represent the Client within Link's strategic planning and business development forums Operational Management
Manage, build, and drive key stakeholder relationships with the Client, with a view to understanding and meeting satisfaction, service quality and risk management expectations, while also achieving Client related revenue and profit targets. Develop and manage relationships at senior management level with the Client. Identify opportunities to further strengthen the relationship between the Client and Link, ensuring an effective client engagement framework is created, agreed, and managed appropriately. Maintain a comprehensive understanding of the Client Contract and associated agreements, and negotiate contract variations, fees, and SLA's to obtain the best outcome for Link and the Client. Maintain and grow Client revenue through contractual revenue streams and new product and service opportunities. Manage sales/revenue opportunities across the CPM Team utilising Link's sales pipeline management tools and processes. People Leadership
Role model Link Values and foster in the team a customer first attitude in all interactions with external and internal stakeholders. Act as a senior leader within the Client Partnership Team and develop / improve staff engagement. Work collaboratively with Link's operational, project and technology teams to deliver Client outcomes. Attend and where appropriate present to / facilitate relevant internal and external boards, forums and events on both strategic and operational matters. Act as an advocate for the Client by influencing to achieve Client outcomes with internal stakeholders and drive accountability within all areas of the business to deliver the required results. Represent the General Manager on client and internal matters as required. Direct reports: Client Portfolio Manager and / or Client Partnership Manager. Develop and actively manage internal relationships with senior management within Link Group to ensure a shared understanding of the Client's strategic objectives, to support the delivery of successful projects, new products, and high-quality services to the Client. Drive accountability within all areas of the business to deliver required results. Governance & Risk
Work closely with the Client and Link operational areas to ensure service quality meets Client SLA, risk and assurance expectations and contractual obligations, and ensure a proactive focus on business transformation to drive operational efficiency and quality uplift. Represent the CPM team and participate in regular Client/Link operations performance and governance forums to provide relationship management oversight and escalation. Foster a proactive risk and compliance culture within the team and ensure all risk and compliance reporting and assurance obligations are met. Maintain up to date knowledge of superannuation legislation and trends The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
Experience & Personal Attributes Degree qualified in Business, Consulting, Commerce or related field 7+ years professional experience working in large and complex environments. Experience in superannuation \ financial services industry with at least 5 years in a management or leadership role. Strategic growth and business development experience gained in financial services and the ability to demonstrate an aptitude for high quality solution selling, service delivery and proactive relationship management at all levels. Exceptional relationship, stakeholder management, sales management, negotiating and influencing skills with a proven track record of client wins. Competent proposal writing and financial deal structuring skills along with the appropriate Microsoft Word, Power point, Excel, and Project skills. Working knowledge of Link Group products and systems. Knowledge of compliance and legislation applicable to superannuation Excellent presentation and public speaking skills. Budgeting and financial forecasting. Sound judgment and commercial decision-making skills. RG 146 qualifications desirable. MUFG Pension & Market Services is a global, digitally enabled business connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
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