Ross McCormack
6 Annaville Park, Dundrum, Dublin
Summary
Experienced Relationship Manager with over 15 years in the financial services sector. Adept at building strong relationships with business partners and growing company presence and brand awareness.Skilled in Business Relationship Management, client regulatory support and alternative investment structures. Excellent communicator with key leadership skills and the ability to influence key personnel internally and externally.
Overview
16
16
years of professional experience
Work History
Account Manager
SEI Investments
Dublin
09.2021 - Current
- Senior Account Manager in Europe with responsibility for supporting the expanding needs of international clients across multiple locations and product types
- Addressed problems proactively and knowledgeably to maintain and enhance client satisfaction.
- Developed account growth strategy by identifying opportunities with existing accounts.
- Collected customer feedback to help drive continuous improvement across products and service delivery.
- Determined client needs to help tailor onboarding experience and identify cross-selling opportunities.
Client Relationship Manager
Caceis Ireland Limited
Dublin
10.2018 - 08.2021
- Translate & customize key market, strategy and regulation messaging for the client, to generate in-sights and opportunities to demonstrate Caceis value.
- Liaise with DP, Board members and operational functions to provide oversight in line with legal and regulatory requirements to ensure board meetings are managed in accordance with CBI requirements.
- Identify and coordinate innovative and integrated solutions to address clients' strategic challenges using multiple Caceis products and services.
- Responsible for increasing relationship penetration by selling existing and new products across the client portfolio.
Relationship Manager
Brown Brothers Harriman
Dublin
02.2016 - 10.2018
- Responsible for increasing relationship penetration by selling existing and new products across the client portfolio.
- Deliver new revenue objectives from existing clients based on strong commercial insights on trends in the industry, regulatory changes and client investment strategy.
- Translate & customize key market, strategy and regulation messaging for the client, to generate insights and opportunities to demonstrate BBH values.
- Integrate product, market and client insights to drive competitive differentiation.
- Lead and/or contribute proactively to deal teams to ensure effective integration of client insights into client plans and relevant marketing materials.
- Identify and coordinate innovative and integrated solutions to address clients' strategic challenges using multiple BBH products and services.
Client Service Manager
Abbey Capital Limited
Dublin
03.2012 - 02.2016
- Develop and manage the implementation of all client service program specifics such as monitoring and reporting on KPI's with consistent reviews using salesforce.
- Complete on-site operational due diligence visits on external partners.
- Manage the client service team & function (4 Members).
- Manage new fund launches in conjunction with senior management and legal & compliance department.
- Liaise with clients regarding reporting & operational requirements and work with the operational departments to meet client needs and ensure continuous improvements.
- Ensure all compliance with all regulatory requirements – AIFMD, FATCA
Client Relationship Manager
Citco Bank Nederland N.V
Dublin
04.2008 - 03.2012
- Develop and manage the implementation of all client service program specifics such as monitoring and reporting on key performance indicators with consistent reviews.
- Work with Internal Corporate Action, Tax and IT teams so I was aware of any changes in the industry so as best to advise client of any upcoming changes in regulations
- Liaise with clients regarding reporting and operational requirements and work with the operational departments to meet client needs and ensure continuous improvements.
Education
Sports Management
University College Dublin
DublinSkills
- Client Relationship Building
- Strategic Account Planning
- Communication and Presentation Skills
- CRM Software
- Client Onboarding
Timeline
Account Manager
SEI Investments
09.2021 - Current
Client Relationship Manager
Caceis Ireland Limited
10.2018 - 08.2021
Relationship Manager
Brown Brothers Harriman
02.2016 - 10.2018
Client Service Manager
Abbey Capital Limited
03.2012 - 02.2016
Client Relationship Manager
Citco Bank Nederland N.V
04.2008 - 03.2012
Sports Management
University College Dublin
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