Team Lead, Business Operations & Client Strategy

The Team Lead of Business Operations and Client Strategy plays a critical part in driving marketing initiatives, ensuring operational efficiency, managing post-loan oversight, and coordinating internal training and development. The ideal candidate will be highly organized, analytical, and comfortable managing cross-functional collaboration across business lines.

Client Details

A leading global financial institution is seeking a strategic and detail-oriented Team Lead to oversee business operations, client development, and administrative coordination for its Corporate Banking Division.

Description

Client Strategy & Marketing Support

• Plan and execute client engagement initiatives, including partnership and networking events.
• Conduct outreach to public institutions and corporate partners to develop and strengthen business relationships.
• Support the creation and execution of business development strategies to grow the client base.

Business Operations & Reporting

• Oversee the collection, analysis, and consolidation of key performance metrics across the division.
• Compile reports and business data from various teams for executive review and submission to internal stakeholders.
• Lead the preparation of business plans, budgeting, and forecasting for the division.
• Coordinate reporting deliverables required by internal headquarters and other departments.

Administrative Coordination

• Supervise a team supporting Know Your Customer (KYC) compliance efforts, ensuring accurate and timely execution of due diligence tasks.
• Facilitate communication and process alignment across internal teams to support consistent execution of administrative functions.

Learning & Development

• Identify training needs and coordinate skill development programs to support professional growth within the Corporate Banking Division.
• Manage external and internal training resources and oversee logistics for workshops and seminars.

Post-Loan Oversight

• Monitor and ensure the effective management of post-loan processes, including compliance and risk assessments.

Special Projects

• Lead and support ad-hoc initiatives and cross-functional projects as assigned by department leadership.

Profile

• Bachelor's degree in Business, Finance, or related field; advanced degree a plus
• 5+ years of experience in corporate banking, business operations, or related fields
• Strong analytical, organizational, and communication skills
• Familiarity with KYC procedures and financial compliance standards
• Proven ability to manage multiple projects and lead cross-functional coordination
• Proficiency in Microsoft Office Suite and data reporting tools

Job Offer

• Competitive compensation based on experience ($80-100K)
• Comprehensive benefits package including health, dental, vision, 401k, and Paid Time Off
• Professional development opportunties within a global organization
• Collaborative team

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.