ALTO Investment Relationship Manager

Who we are looking for

We are looking for a candidate with experience in delivering relationship and commercial capacity in outsourced Technology and/or Service provision offerings within the Investment Funds or Asset Management Industries.

Key responsibilities include maintaining the strategic relationship with the client's C-level, acting as the customer's trusted advisor and facilitating strategic dialogue with Amundi Technology.

You ensure customer satisfaction and the achievement of their objectives on the platform. You are responsible for the up-selling and cross-selling of customer portfolios between Amundi Technology's various offerings (ALTO Invest, ALTO Asset Servicing, ALTO Wealth Management).

Why this role is important to us

Amundi Technology is the entity in charge of developing and promoting the technological solutions offered by Amundi Asset Management. Amundi Technology launched a set of solutions and services in 2016. We are now covering the entire savings value chain. Our ambition is to become the leading technology providers in this value chain in Europe and Asia.

Our main solutions go to market are ALTO Investment (Fund management and asset owners solutions), and ALTO Wealth distribution (Dedicated to private banks and distribution). Other solutions have been developed such as ALTO Asset Servicing, for the depositary controls.

As Relationship Manager you are the main contact for our “ALTO Investment” clients.

You maintain the strategic relationship with the client's C-level. You act as the customer's trusted advisor, facilitating strategic dialogue with Amundi Technology.

You ensure customer satisfaction and the achievement of their objectives on the platform. You are responsible for the up-selling and cross-selling of customer portfolios between Amundi Technology's various offerings (ALTO Invest, ALTO Asset Servicing, ALTO Wealth Management).

What you will be responsible for

Primary Responsibilities:

• Establish and maintain a relationship of trust with customer C-levels, enabling you to establish the success plan and sales strategy for each account. Contribute to the commercial development of portfolios, and to the achievement of commercial objectives, in line with the development plan.
• Analyze customer requests, proposing appropriate solutions with the help of Products and business lines, with a view to continuous improvement.
• Work in close collaboration with ALTO Customer Support, for whom you will be the first level of escalation for the follow-up of customer requests and tickets.
• Know the profile of the customers within your scope and regularly update customer information, giving you an overview of their strengths and areas for development, as well as their level of satisfaction, by keeping a customer weather report at regular intervals.
• Coordinate the monitoring of the quality of Amundi Technology's services by preparing and chairing customer committees (Quality Committees, ad hoc monitoring committees), ensuring the timely production and reporting of KPIs with the teams concerned, and the financial implications.
• Ensure completion of due diligence questionnaires with the help of the business lines and the Customer Support team.
• Follow up invoicing according to the frequency and agreements specific to each customer, take part in the invoicing follow-up committee and act as a relay for the Accounting team.
• Feed customer data and visit reports into the CRM tool.
• Update the customer's KYC (Know Your Customer) file, collect all documents from the customer, and enter the information into the tool.
• Negotiate and coordinate all aspects of the contractual relationship with the customer, from taking over the file after Sales has onboarded the customer, to launching new products.

What we value for the role

• Customer focus: understand customer needs, develop strong relationships and deliver high quality, personalized service.
• Ability to translate Amundi Technology's offering into value for customers.
• Excellent communication and presentation skills: communicate clearly and persuasively, (written and orally) with customers and internal teams at different hierarchical levels.
• Analytical skills: analyze customer satisfaction data and metrics, identify trends and opportunities for improvement, and make informed decisions accordingly.
• Coordination with multiple players: work effectively with various internal and external players, such as development teams, sales teams, Amundi business lines (Intermediation, Data, MO), business partners and customers, to ensure smooth coordination of activities and collaboration in the completion of projects.
• Ability to manage influence through persuasion, negotiation, and consensus building.
• Demonstrated empathy for customers and passion for revenue and growth.
• Organization and time management: organize and manage tasks and priorities effectively, while respecting deadlines and maintaining a high level of precision and rigor in administrative processes.
• Ability to manage multiple requests and projects simultaneously.

Education & Preferred Qualifications

• Relevant university degree, preference for finance, mathematics, physics, computer science, or related degrees
• Experience within the Asset management industry or within FinTech supporting Financial Services
• Ideally combined background of post-sale and sales experience
• Knowledge of Investment value chain, Front-to-Back Office processes

About Amundi

What we do. With close to 5,500 team members, and market experts in 36 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles. Amundi manages 2.240 trillion euros of assets across six main investment hubs.

What we offer. We make all efforts to create a great and positive work environment, focusing on retaining, nurturing and rewarding talent. As a member of our team, you will have access to competitive and comprehensive benefits package inclusive of flexible work options, mentorship as well as an opportunity for cross-functional and geographical internal mobility and a range of development programmes to help you reach your full potential.

Inclusion, Diversity and Social & Societal Responsibility. We pride ourselves in being a responsible and committed financial player. We are keen to develop a responsible, demanding vision of our business, paying rigorous attention to our employees ensuring there is equal opportunity, diversity, inclusion and non-discrimination. Amundi Ireland aim to help provide the tools to help balance your professional and personal life providing access to employee networks, such as our Women’s Network, Charity Committee and Mental Health Champions