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) #J-18808-Ljbffr Jobtailor