Director Client Management in NYC Resume Cynthia Chandler

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Director Client Management in NYC Resume Cynthia Chandler Powered By Docstoc
New York, NY 10075               646-232-7367  

                                       Financial Client Management Leader

Success-driven, experienced client relationship management executive specializing in financial services
industry. Proven track-record in securities and cash management products. Leveraging firm-wide
relationships and developing positioning within the executive suite. Global coordination of client
management, servicing, sales and product teams to maximize cross-selling opportunities.
                                                         Core Competencies
   Evaluation of client needs                            Relationship cultivator                     Brand differentiator
   Excellent written and verbal                          Innovative problem solver                   Global team coordination and
   communicator                                          Presentation conductor                      leadership
   Development / training of staff                       Client partnership builder                  Solution-focused negotiator
   Short- and long-term strategizing                     Cross-selling expansion                     Anticipatory value-added selling

                                                        Professional Experience
Citigroup, New York, NY                                                                                                         (2007 – 2011)
Director, Securities & Funds Services, Senior Client Sales Manager (2009-2011)
    Global partnership building through consultative selling to Fortune 500 global asset managers with
    $4.8 trillion AUM. Sales of customized packaging of operational solutions across product lines
    including Separately Managed Accounts, middle/back office outsourcing, global custody, funds
    servicing, securities lending, private equity and hedge fund administration. Documentation
    coordination through the RFI/RFP process, Service Level Agreements and contract negotiation.
    Team coordination for client presentations, RFI/RFP structuring and due diligence visits, organizing
    Executive Management, Product, Operations, Product Demonstrations and social events for the
    entire client experience focusing brand and service messaging.
           Designed customized operational solutions for four new Securities & Funds Services clients
           exceeding $12MM in annual revenue:
           1. Global custody and funds servicing for collective/common trust funds for multiple affiliates.
           2. Separately Managed Account outsourcing on similar Vestmark platforms.
           3. Hedge fund administration outsourcing for current and new funds.
           4. Funds servicing administration and distribution solution for Brazilian market entry.
           Leveraged Citi Global Relationship Bank and Citi Global Markets client dependencies to build
           positioning with clients’ executives. Opened meaningful strategic dialogues for sales.
           Coordinated global teams in EMEA, Asia, and Latin America. Leveraged positioning addressing
           global client needs for cross selling.
           Awarded 2009 Chairman’s Club Circle as Outstanding Salesperson.
           Awarded 2009 Chairman’s Club Circle for “Collaboration and Innovation” on specific sale.
Director, Global Transaction Services, Client Manager, (2007-2009)
    Selling and delivery of securities and cash management services to at-risk portfolio of clients and
    prospects. Initiated strategic calling plans on cash and securities executives to build relationships,
    servicing review structure and brand recognition.
         Reversed client intention to move domestic cash management business away from Citi. Built
          relationship and service structure, while winning RFP mandate.
         Transferred prior partnership with executives. Citi became one of the top providers of a major
         institutional relationship.
         Cemented worldwide relationship networks within Global Transaction Services and across the
         firm to recognize firm-wide partnership and to build consultative selling environment.

JPMorgan Chase, New York, NY                                                                                                      (1988-2007)
Vice President, Worldwide Securities Services (1988-2007)
    Cross-sold to 50 top tier asset management and institutional clients protecting/building $15 million
    in annual fee revenue. Service suite included global custody, securities lending, FX, broker-dealer
    clearance, performance measurement, tax services, investment products, risk management and
    cash management services.
        Served as West Coast Regional Manager for Fortune 500 corporate and Northeastern broker-
        dealer client bases with staff.
        Reversed client satisfaction on securities, corporate trust, and cash services to largest broker-
        dealer client to position of positive feedback.
        Re-negotiated service pricing, converting unprofitable territory to profitability.
        Won four-site international mandate from new bank client for global custody, FX, and cash
        services. Global workflow evaluation to achieve standardization and higher efficiency.

                                                Other Relevant Experience
Merrill Lynch, Pierce, Fenner & Smith, Houston, TX
Institutional Financial Consultant
         Developed corporate institutional client base in Houston.
         Cold calling on investment, credit, corporate cash, insurance, and retirement service prospects.

First City National Bank, Houston, TX
Vice President, Cash Management

A.T. & T. Long Lines, Akron, OH
Account Executive, National Account Team
           University of Missouri, Kansas City, MO, MBA coursework
           University of Oklahoma, Norman, OK, Bachelor of Education, summa cum laude,
           Communications major, Advertising minor

                                                Licenses and Certifications
           Previous Series 7 and 63 Securities Licenses
           Xerox sales training
           IBM sales training boot camp

Description: Cynthia Chandler is a success-driven, experienced client relationship management executive specializing in the financial services industry.