Senior Manager, Client Development, Client & Banking Analytics
New York, NY, US, 10001
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share
The Client & Banking Analytics (CBA) team within CIB transforms data with strategic analytics, driving insight, innovation, and commercial performance across HSBC. As the business owner of Omnia and Client Management Experience (CME), CBA is instrumental in their strategic development—simplifying data analytics, enhancing business intelligence, and ultimately driving client and shareholder excellence. We deliver data-driven insights to optimize investment across clients, products, channels, and resources, and to enhance pricing. Through disciplined governance, consistent methodology, and fact-based analysis (including client peer benchmarking, wallet sizing, and customer feedback), CBA fosters business optimization, strengthens CIB partnerships, and provides critical insights for shaping CIB’s commercial strategy.
As a Senior Manager in the Client Development pillar, you’ll be a key contributor to defining and executing a client-focused strategy that optimizes CIB frontline activity and drives strategic collaboration. You’ll work closely with coverage bankers and product sales to deliver advanced data-driven insights. Critically, you’ll actively support the strategic development and evolution of Omnia (CIB’s core business intelligence tool) and CME (the foundational Client Relationship Management application (CRM), client planning, and pipeline platform), directly shaping their future.
In addition to your core responsibilities, you’ll support the Global Head of Client & Banking Analytics by:
- Develop high-impact collateral (presentations, reports, and communications) for senior leadership and client engagement.
- Coordinate global engagement activities to ensure consistent messaging, alignment, and follow-up across regions and stakeholder groups.
This role requires a strategic thinker with a deep understanding of how to leverage data, technology, and analytics to generate actionable business development initiatives, enhance client engagement, and support the strategic roadmap of CIB’s internal platforms. You’ll be a critical resource supporting the Omnia Commercial Leadership team and driving essential partnerships under the guidance of the Director.
Skills & Experience
- Client-Focused Strategic Insight:
- Proven ability to translate complex data into actionable, client-centric insights and innovative solutions that drive tangible business outcomes and inform sophisticated performance reporting.
- Industry Domain Expertise:
- Deep understanding of CIB business models, client lifecycle, frontline operations, and the competitive landscape for HSBC and its banking peers.
- Technical Expertise:
- Strong knowledge of Omnia and/or CME, or similar enterprise-level CRM and business intelligence systems.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Experience with data visualization tools (e.g., Tableau, Power BI) to create impactful dashboards and reports. Proficiency in SQL for data querying and extraction is preferred but not required.
- Influential Communication:
- Exceptional communication, interpersonal, and stakeholder management skills, with a demonstrated ability to influence, negotiate, and drive consensus across diverse groups, including senior management and frontline teams.
- Strategic Execution & Innovation:
- A highly results-oriented mindset with a proven track record of leading the execution of analytical projects, driving innovation, and delivering significant results in dynamic environments, including managing complex, cross-functional projects.
- Team Collaboration & Mentorship:
- Experience in working effectively within a global team, contributing to a collaborative, high-performing environment, and actively mentoring junior colleagues.
- Inclusive Perspective:
- Demonstrated openness to diverse viewpoints, cultivating an inclusive environment that values varied backgrounds for enhanced strategic thinking and problem-solving.
- Collateral & Engagement Coordination:
- Experience developing executive-level collateral and coordinating high-impact engagement activities across multiple stakeholder groups is highly desirable.
Qualifications
- Experience in a data analytics, client insights, or business development role, specifically within corporate, institutional, investment, or transaction banking.
- A Bachelor's or Master's degree in Business, Finance, Economics, Data Science, or a related quantitative discipline is highly preferred.
- Mastery of financial concepts, including credit risk, revenue drivers, capital allocation, and return metrics (e.g., RWA, RoRWA, RoTE).
- Prior frontline relationship management or trading desk experience is preferred but not required.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
Nearest Major Market: Manhattan
Nearest Secondary Market: New York City