Head of Client Strategy, Americas

• Create and implement agreed-upon strategies for: RM coverage, metrics and incentives, Cross-selling, Improved CRM functionality and Business Intelligence

• Recruit, train, manage and mentor the Client Strategy team in the Americas

• Create and implement the strategy for top global transacting clients in partnership with the Global Client Strategy team to maximize cross-selling opportunities

• Work with Marketing and Product and Technology teams to create programmatic selling approaches and improved client communication

• Create and implement strategies to improve the RMs' long-term client management skills in order to build a pipeline of business-winning opportunities

• Develop presentations for the Co-Heads of Global Business Development and Executive leadership

• Work on multiple projects with cross-functional teams across the business and regions, including Product & Technology, Client Canvas, Business Intelligence, Data Management, EOS, and Marketing, to ensure strategic alignment of goals and initiative.

• Collaborate with Fiduciary Client Group, Valuations and Collection Sales Management leadership to identify strategies to expand and optimize those key sourcing pipelines.

• Use available resources including media, Wealth-X, and Sotheby's CRM to identify client opportunities

• Project manage and structure regular and systematic reviews of Collector/Rich lists and other media to ensure the accuracy of Sotheby's existing client data and identify potential new clients

• Provide key insights and information on clients attending Sotheby's high-level events, including strategic opportunities and key collection data

• Liaise with Client Strategists in Asia and Europe to align efforts and strategy globally

• Maintenance of long-term project pipelines and large data sets, aligning and partnering with regional teams for systematic global tracking and reporting

• Creation of team meeting briefs, family trees and high-level presentations in order to provide an overview of key families/clients

• Continued follow through on key action points from meetings

• Work closely with marketing on long term cultivation initiatives

• Minimum of 15 years' working experience; management experience a plus

• Previous experience in business development, client development, marketing or other comparable combination of education, training and experience

• Proven success at influencing and training staff in developing high net worth client management skills

• Ability to interact professionally and confidently with senior management and business getters

• Effective at supporting change management; highly organized; and comfortable managing large amounts of evolving data

• Strong financial and analytical skills. Familiarity with utilizing statistics in a business setting.

• Strong customer focus and organizational skills with the ability to manage multiple projects under deadline constraints

• Self-starter, motivated, organized and confident

• Ability to articulate with strong presentation skills, excellent written communication abilities and contribute to executive-level discourse

• Advanced proficiency in Microsoft Excel and PowerPoint

• Travel, both domestically and internationally, will be expected

The proposed base salary for this position ranges from $140,000-$225,000. In addition to base salary successful candidates are eligible to receive a discretionary bonus, as well as a competitive benefits package. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered.

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