The Custody Product Manager role is created to ensure our services and products are perfectly aligned with our clients' needs in the local market. This role acts as a primary resource for clients, offering expert guidance on local market practices, regulations, and trends. The Product Manager is the main point of contact for client escalations related to service suitability, working collaboratively with internal teams to resolve issues and ensure client satisfaction. This position focuses on client advocacy, market intelligence, and revenue growth, providing crucial feedback to internal teams to enhance our product offerings and overall client experience.
Client Guidance & Support:
Serve as the go-to expert for clients on local market mechanics, regulations, and operational procedures.
Proactively communicate market changes and updates to clients to help them navigate the local landscape.
Guide clients on market-specific queries, leveraging a deep understanding of how the local market operates.
Escalation Management:
Act as the main point of escalation for clients when products or services do not meet their needs or expectations.
Investigate client issues by coordinating with internal teams (Product, Operations, Technology) to understand the root cause and find effective solutions.
Ensure timely communication and resolution of issues, keeping the client informed throughout the process.
Service Suitability & Revenue Growth:
Analyze client needs, understand their future plans, and monitor their activity to identify revenue growth opportunities.
Periodically engage with clients to understand their evolving needs and identify potential growth opportunities for the business.
Gather, document, and channel client feedback regarding product gaps, service issues, and potential enhancements.
Provide insights and analysis on client needs to the Sales teams to support the development of new solutions.
Market Analysis:
Conduct analysis of market trends and competitor activities to maintain a high level of market expertise.
Support senior team members in assessing market trends and competition by providing data and client insights.
Education:
Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Experience:
A minimum of 3 years of experience in the Securities Services, Capital Markets, or Financial Services industry.
Prior experience in a client-facing role is a strong plus.
Skills and Knowledge:
A foundational understanding of the Mexican securities and cash management industries.
Excellent communication and interpersonal skills, with an ability to explain complex topics clearly and concisely.
Strong analytical and problem-solving abilities with a talent for assessing situations and finding solutions.
A client-focused mindset with a dedication to resolving issues and improving the client experience.
Good organizational, planning, and time management skills.
Proficiency in PC-based applications, including Microsoft Office Suite (Excel, Word, PowerPoint).
Fluent in both English and Spanish is required.
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