Sr. Manager – Client Partnership & Operations – Banking
| Company | Goodwin |
|---|---|
| Location | Boston, MA, USA, Washington, DC, USA, Philadelphia, PA, USA, New York, NY, USA |
| Salary | $155000 – $185000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 8+ years of business, law, consulting, or other professional services operational experience.
- Experience operating as an account manager/client success manager for large clients.
- Understanding of financial institutions and bank operations a plus.
- Experience with existing PMO defined methodologies e.g., Six Sigma, Lean, Agile, PMI, etc. a plus.
- Relevant Bachelor’s degree required, MBA or other relevant graduate level education a plus.
Responsibilities
- Lead efforts to drive value for the client and maximize profitability for the firm by designing creative fee structures that align with client needs.
- Oversee and actively manage billing and pricing matters related to the client, including financial / budgeting, alternative fee arrangements, etc.
- Act as a trusted advisor to clients and partners on pricing and rate negotiation.
- Share leading practices and trends around pricing across the top banking client teams.
- Act as single point of contact to clients on billing and collections efforts including new matter opening, conflicts clearance and waiver processes, and leading coordination and communication with relevant internal parties.
- Build relationships with client AP teams.
- Manage, track, and ensure compliance of clients’ billing requirements including ebilling systems, outside counsel guidelines, accruals submission processes, etc.
- Aid in year-end collections pushes and communications with clients.
- Oversee client-driven IT reporting requirements, system evaluations and coordinating responses with the Growth Leaders/CRA.
- Manage security policy compliance, including annual policy verification, physical audit, ongoing bank list management.
- Manage annual self-evaluation report process and audit letter responses.
- Proactive and event-driven client reporting (diversity, vendors, InfoSec, IT breach and response management, etc.).
- Build relationships with legal operations teams (if any) and lead coordination and/or establishment of quarterly or annual business review meetings with client teams.
- Operate as an integrated team with the Client Development Strategic Relationship Lead/team across all client building and development activities.
- Cultivate relationships with key client stakeholders, coordinate with partners on relationship building efforts, including resolving conflicts.
- Manage a central repository for plans and results on relationship strengthening efforts.
- Support with client-specific pitches / RFP responses or marketing initiatives, providing institutional knowledge of the client to enhance quality of deliverables.
- Identify opportunities to expand the Firm’s existing footprint with the client into other business units.
- Work with the Business Intelligence team, analyze qualitative and quantitative data to identify insights related to the client.
- Plan and execute client appreciation events, event sponsorship/attendance, etc.
- Support with the Banking Pilot initiative and share best practices (e.g. activity and metrics reporting, tracking progress of growth targets, reporting to the Growth Leaders/CRA).
- Coordinate with other large banking client teams to maximize client engagement and marketing activities.
- Work with CD / partners across the firm to mine collective experience for use in pitches across the firm.
- Support in building a community of partners across the Firm that share information, insights, relationships, etc.
- Regularly monitor matter-level diversity statistics so that staffing and opportunities are managed in real-time.
- Monitor Secondment process and periodic follow-up with secondees to gather intel.
- Manage matter opening / closing process, and hourly time reporting requirements, and client feedback.
- Monitor conflict policy administration; coordinate conflict waivers, including ethical wall exceptions and difficult issues.
- Support with internal time recording training, lead re-training efforts as needed.
Preferred Qualifications
- Strong financial acumen, including budgets, efficiency management, data analytics.
- Being able to adapt to changing client needs and market conditions and navigate a large, highly matrixed organization.