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Client Relationship Manager

Client Relationship Manager

TP ICAPNew York, NY, US
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TP ICAP Group Americas Senior CRM Role

The TP ICAP Group is a world leading provider of market infrastructure. Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions. Through our people and technology, we connect clients to superior liquidity and data solutions. The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world's leading provider of OTC data, and an award winning all-to-all trading platform. Founded in London in 1866, the Group operates from more than 60 offices in 27 countries. We are 5,200 people strong. We work as one to achieve our vision of being the world's most trusted, innovative, liquidity and data solutions specialist.

The purpose of the CRM discipline is to use strong client relationships and valuable market input to help identify opportunities for revenue growth, while guiding the commercial decision and strategy of the group. As a trusted senior partner, this fully onsite (5 days a week) Americas Senior CRM role maintains a balanced brand agnostic perspective and provides ideas and advice to the TP ICAP management team based on client feedback and client / market intelligence.

Role Responsibilities

  • Focus on a set of clients to build out a client program to ensure client connectivity. Ensure timely and pro-active follow-up following client interactions.
  • Assist the AMER Head of CRM with internal / external presentations and work on specific regional and global projects as required.
  • Assist in regulatory and firm wide initiatives where client interaction and escalation are integral.
  • Responsible for building and maintaining relationships with key decision makers at our client firms, working closely with Senior Managing Directors (SMD's) across all brands in Americas. With a particular focus on areas where there is growth opportunity (clients / products), report client feedback objectively and discreetly through agreed channels across brands.
  • Conduct regular review meetings with a target list of traders and log all feedback in Salesforce.
  • Gather client feedback for new product initiatives and participate in key working groups to ensure that we are meeting client needs and helping connect clients to our platforms.
  • Work alongside divisional SMD's, IT and Marketing when launching product launches / campaigns.
  • Maintain client information in Salesforce updating contact information, role changes etc.

Experience / Competences

  • Essential : Confidentiality, Unbiased, Outgoing, Microsoft Suite : Outlook / Email etiquette, Power Point, Excel, Strong attention to detail with analytical mindset, Entrepreneurial and proactive attitude, Experience dealing with clients and senior internal stakeholders.
  • Desired : Data : Ability to create Pivot Tables and create the bigger picture view from data sets, Finance markets product and technology knowledge, Familiarity with data visualisation tools such as Qliksense, Power BI, Salesforce
  • Level 5

    $120,000-$130,000

    #LI-Hybrid

    Not the perfect fit? Concerned that you may not meet the criteria precisely? At TP ICAP, we wholeheartedly believe in fostering inclusivity and cultivating a work environment where everyone can flourish, regardless of your personal or professional background. If you are enthusiastic about this role but find that your experience doesn't align perfectly with every aspect of the job description, we strongly encourage you to apply. You may be the ideal candidate for this position or another opportunity within our organisation. Our dedicated Talent Acquisition team is here to assist you in recognising how your unique skills and abilities can be a valuable contribution. Don't hesitate to take the leap and explore the possibilities. Your potential is what truly matters to us.

    Company Statement

    We know that the best innovation happens when diverse people with different perspectives and skills work together in an inclusive atmosphere. That's why we're building a culture where everyone plays a part in making people feel welcome, ready and willing to contribute. TP ICAP Accord - our Employee Network - is a central to this. As well as representing specific groups, TP ICAP Accord helps increase awareness, collaboration, shares best practice, and holds our firm to account for driving continuous cultural improvement.

    Location

    USA - 200 Vesey Street - New York, NY

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    Client Relationship Manager • New York, NY, US

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