The Role Responsibilities

• The Associate Director, Business Planning will be responsible to support the Americas CEO & Regional Head Client Coverage BPM in driving business results through:
  • business performance & sales enablement,
  • client portfolio and proposition,
  • people agenda and communication,
  • regional strategy and project management.
• They will work closely with the Regional Client Coverage, Finance, HR and CABM teams, as well as the other Global Business Development teams. The role is inherently varied and reflects the changing demands and responsibilities of the Business Planning Manager to the CEO and Regional Head, Client Coverage, Americas.

Business performance & sales enablement

• Work with Country Finance to track and review periodically the delivery of agreed business performance and cost targets to budget (revenue, RoRWA, RWA, costs, etc.).
• Support the BPM to the CEO in identifying risks and opportunities to delivering the targeted business performance.
• Support the BPM to the CEO in managing the CEOs and Client Coverage budgets and cost centres in close coordination with HR/ Finance.
• Review and track frontline productivity. Identify areas for improvement.
• Manage weekly pipeline meetings (invite, materials, actions and notes). Work with CCIB Business Development teams on producing accurate business pipelines, financial forecasts and performance dashboards for the Americas Client Coverage segments. Review pipelines weekly to ensure they are up to date and reflect an accurate picture of business momentum.
• Ensure all client coverage processes teams are uploading call reports in a timely manner.
• Support the BPM to the CEO in overseeing the Account Plan execution within renewal timelines. Review Platinum and Gold client lists on a regular basis in conjunction with Segment heads to ensure effective coverage and tracking against objectives: key commercial opportunities, C-suite engagement and realisation of financial aspirations.
• Support in Americas the deployment and adoption of global CRM tools and sales analytics. Consolidate regional feedback for the global teams.
• Support the tracking of any issues and concerns across the Client Coverage Process Universe.

Client portfolio & proposition

• Support the BPM to the CEO in reviewing new client onboarding request and act as approver for new client ID creation.
• Act as point of contact for Americas for client offboarding and handle client tail management process
• Support the BPM to the CEO in tracking the delivery of CCIB differentiated client proposition for Platinum and Gold clients (prioritised onboarding, short credit turnaround times, client services, etc).
• Support the BPM to the CEO in reviewing and tracking adequate and efficient coverage of Platinum, Gold, Silver and Portfolio tier clients, including the execution of global operating model initiatives.
• Support the BPM to the CEO in working with CCIB Marketing teams to define/ execute/ track the annual Marketing plans in the region. Ensure the effective distribution of marketing materials and communications to clients.
• Ensure appropriate classification of clients to either Regulatory or Group appropriateness standards, sale of products accordingly, and the fair treatment of clients in the Region.
• Support complaints handling in accordance with Group standards.

People agenda and communication

• Support the Americas in delivering against HR objectives and initiatives: Diversity and Inclusion targets, high-performing culture, succession planning, etc.
• Work closely with CCIB Business Development team on RM scorecards, including target setting, target uploading, handling/ escalate RM inquiries/ questions regarding scorecard issues.
• Ensure effective communication of key business messages to Client Coverage frontline (including awareness of key operational changes impacting clients, RMs and the broader client teams).
• Contribute and ensure participation of Americas Client Coverage frontline to Group initiatives (townhalls, forums, surveys, etc).
• Work with the BPM to CEO Americas to develop and manage Americas Client Coverage Conduct Plan, ensure all the actions are executed in timely manner.

Regional strategy and project Management

• Support the definition, tracking and delivery of the Americas strategy execution plan.
• Support the execution and tracking of key Group Client Coverage initiatives (incl. remediation efforts)
• Support the Segment Heads (Corporates and FIs) to resolve issues they may face in the day to day – these can range from platform issues, to coordinating with Finance on concerns.

Administrative Support

• Manage bi-weekly Client Coverage and monthly Client Coverage Management Team meetings (invite, materials, actions and notes)
• Attend other key forums as needed incl. Conduct Forum, Client Experience Forum, Client Risk Review Forum, as well as ad-hoc project steering committees
• Maintain various administrative elements: Org Charts, Distribution Lists, Trackers, etc
• Execute on any required approvals as per the authority delegated from the business head.
• Ensure all business heads have the required sources of authority and delegations.

Code of Conduct

• Demonstrate an awareness of the sensitivity of some of the information presented with.
• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines, and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters.

Key Stakeholders

• BPM to CEO & Regional Head Client Coverage, Americas
• CEO & Regional Head Client Coverage, Americas
• CCIB Business Development teams
• Americas Client Coverage and CCIB Management Team
• Other Regional and Segment Business Planning Managers
• CEO, Europe and Americas’ Office
• Regional / Country Finance
• Regional / Country HR
• Other Americas Functions (Legal, Risk, and Compliance)

Our Ideal Candidate

• Minimum of 5 years of banking experience
• Strong and detailed understanding of CIB business and product capabilities, such as sales process, relationship management, risk, product sales etc
• Strong understanding of End to End client process
• Excellent administration skills including organisation, planning and co-ordination skills
• Strong organisational and project management skills with excellent eye for detail
• Highly proactive, demonstrating ambition, dedication and pride in work
• Excellent communication and presentation skills
• Ability to delegate and co-ordinate responses from large numbers of stakeholders
• Willing to challenge the status quo, comfortable interacting with senior management

Role Specific Competencies

• Project Management
• Business Analytics
• Business Acumen
• Risk Management
• Organisational Governance

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
• Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
• Flexible working options based around home and office locations, with flexible working patterns
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Expected annual base pay range for the role is $93,300 to $139,000. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations. Learn more about what we offer (https://www.sc.com/us/careers).

Visit our careers website www.sc.com/careers