Vice President, Cross-Functional Client Coverage, Business Development

• Join a Corporate Trust Bidding Desk focused on direct revenue generation for trustee and paying agent roles
• Assist with the establishment of playbooks, KPIs, training, and quality controls for bidding on new deals
• Target infrequent bond issuers and design outreach and bid strategies
• Monitor maturing bonds to retain and grow client relationships
• Collaborate with risk, legal, operations, and service teams for compliant bids

Requirements

• Bachelor’s degree is preferred
• 3-8 years of experience required
• Hands‑on experience with pipeline management, bid strategy, pricing, and revenue forecasting
• Strong understanding of trustee/paying agent services with Corporate Trust
• Familiarity with opportunity management system and rigorous Enterprise CRM (ECRM) hygiene
• Experience in managing KYC processes for onboarding new clients

Core Competencies

Demonstrates expertise in bid strategy, pipeline management, and revenue forecasting within Corporate Trust, with a strong focus on client relationship management and compliance processes.

Highest-signal resume keywords

• Bid Strategy
• Pipeline Management
• Revenue Forecasting
• Trustee/Paying Agent Services
• KYC Process Management

Hard Skills

• Bid Strategy
• Pipeline Management
• Revenue Forecasting
• KYC Process Management
• Client Relationship Management

Industry Keywords

• Corporate Trust
• Trustee Services
• Paying Agent Services
• Compliance
• Quality Controls

Tools & Technologies

• Opportunity Management System
• Enterprise CRM (ECRM)