Job Summary
We are looking for a Strategic Planning and Business Management lead for the US/Americas/Global Segments Client Coverage business to make an impact in delivering business requirements and results.
The role will drive business performance and results through facilitating the implementation of Bank-wide and Client Coverage initiatives, supporting discussions and decision-making at various forums / committees and delivering efficiency, change, and business performance agendas.
Key Responsibilities
- Leading analysis of Revenues and Returns for CIB for US Americas Coverage.
- Leading preparation of performance presentations for US Management Team and global/regional stakeholders.
- Partnering with Americas CFO on tracking performance to budget and identifying risks and opportunities to delivering the targeted business performance and improve productivity.
- Tracking frontline productivity and driving improvement where productivity and coverage intensity are insufficient.
- Defining, driving and tracking Sub-Optimal reduction plans, including expected impact on P L.
- Engage and support material transaction approvals and attend RCAF reviews as and when needed. Monitor accounts for RCAF commitments.
- Lead review of client onboarding requests and act as approver for new client ID creation.
- Drive client tail management process, including dormant GICs retention approval: quarterly review of new proposed exits and monthly tracking.
- Be the business owner for the governance of the NPC framework, management of the NPC portfolio and country classification.
- Deliver with RMs on CIB differentiated client proposition for Platinum and Gold tier clients (prioritised onboarding, credit turnaround times, client services, etc).
- With Regional Client Coverage Head, track efficient coverage of Platinum, Gold, Silver and Portfolio tier clients, including the execution of global coverage model initiatives.
- Collaborate with regional CIB Marketing teams to define/ execute/ track the marketing and client engagement plans in the region / country (content, events). Create, maintain, and coordinate a calendar of senior client engagements in the region / country. Ensure the effective distribution of marketing materials and communications to clients.
Additional Responsibilities
Business strategy and Project management
- Lead the definition, tracking and delivery of Americas go-to-market strategy and execution plan (what types of client segments / sectors should we be focusing on in which market): coordinate strategy formulation, translate into initiatives, and track initiatives.
- Organise yearly or ad hoc strategy days to ensure close communication and alignment between CC, products, and functional teams.
Sales Planning and Enablement
- Manage regular pipeline meetings (materials, actions and notes). Ensure pipeline is up to date and reflects an accurate picture of business momentum.
- Oversee Account Plan regular updates and quality. Review Platinum and Gold client lists on a regular basis in conjunction with Segment heads to ensure effective coverage and tracking against objectives: key commercial opportunities, C-suite engagement and realisation of financial aspirations.
- Ensure accurate wallet share information are available for Platinum and Gold clients (based on Coalition), steer frontline to use this information (e.g. for account plans).
- Ensure teams are uploading call reports in a timely manner.
Risk Control
- Author papers for submissions to Americas Risk Committee (ARC), US Risk Committee (USRC), Client Review Committee (CRC), Business Responsibility and Reputational Risk Committee (BRRRC) and Root Cause Reviews (RCR): Sensitive Clients, Level 2 Sanctions Risk Assessment Form (SRAF), Defence Goods Risk Assessment Form (DGRAF).
- Author papers for submissions to various other Risk forums/ committees and attend when required: GRRRC, CCIBRC, Regional RC, Executive Risk Committee (ERC), Business Risk Forums (BRF), NFRC, Fraud Risk.
- Serve as Americas Coverage lead in preparing reviews with external auditors, onshore regulators (FED, SEC, CFTC, DFS), overseas regulators (MAS, HKMA, PRA).
- Responsible for Conduct Plan and monthly supervisory dashboards for conduct flags and attend the Conduct forum.
Key Stakeholders
- US Management Team
- Cluster Country Coverage Heads
- Cluster Country CEO office
- Global Corporates Coverage Head
- CIB Business Development team
- Other countries/regional segments business planning managers
- Regional support and product partners
- L D team and Learning Academies
- Internal Audit
Skills and Experience
- Minimum of 5 years of experience in banking and coverage strategy.
- Proven ability to develop and implement client strategies for Americas-based clients.
- Experience in leading and managing Client Coverage teams of 50-70+ members.
- Strong track record in driving strategic execution and delivering results.
- Tracking performance across pipeline/wins, coverage intensity, and client-level and banker-level revenue growth.
- Comprehensive knowledge of risk governance frameworks quality framework and processes.
- Experience in managing PnL front-to-back.
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
- Do the right thingand are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle,continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together,we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
Expected annual base pay range for the role is 175,000 USD to 275,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations
Visit our careers website www.sc.com/careers
What we offer
In line with our Fair Pay Charter,we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance,with flexible and voluntary benefits available in some locations.
- Time-offincluding annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible workingoptions based around home and office locations, with flexible working patterns.
- Proactive wellbeing supportthrough Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning cultureto support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation,one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.


