Head of Client Management - Complex Invoice Finance and ABL

Join us as the Head of Client Management for Complex Invoice Finance and ABL

About Trade and Working Capital

TWC provides working capital solutions to clients and non-clients across all segments of the UK market. The TWC product suite includes Trade Finance, Receivables Finance and Asset Based Lending products provided via a team of specialists across the UK.

What you will be doing

• Lead and mentor a team of Relationship Directors, ensuring high performance in line with the Barclays Mindset
• Translate business objectives into measurable actions and KPIs
• Represent client management in senior leadership forums and contribute to business reviews
• Help shape and execute the strategic agenda for client management within Invoice Finance and ABL
• Drive process improvements and implement best practices across client management

• Oversee the management of a portfolio of Invoice Finance and ABL clients, ensuring strong relationships and retention. Portfolio’s typically comprise of customers with facility limits in excess of £15m
• Act as escalation point for complex client issues and negotiations.

• Maintain robust risk management practices

• Collaborate with Credit, Operations, and Origination teams to ensure seamless client onboarding and lifecycle management.
• Utilize data and trend analysis to identify areas for preventative controls and operational enhancements.

Essential Skills:

• Proven experience in within invoice financing and asset-based lending products, including legal documentation and transaction underwriting.
• Strong background within Credit risk, including strong technical knowledge of collateral monitoring, covenant testing, and risk management.
• Proven ability to lead teams and manage complex client portfolios.
• Strong decision-making skills, with the ability to navigate complexity and drive innovative solutions.
• Analytical mindset with ability to leverage KPIs and metrics for performance management.
• Excellent communication, stakeholder management, and leadership capabilities.
• Track record of owning and delivering impactful projects in a regulatory environment.
• Familiarity with systems such as Salesforce and financial analysis tools.

Desirable Skills:

• Lending and corporate banking background.
• Track record of owning and delivering impactful projects in a regulatory environment.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London and other locations can be considered.

Purpose of the role

To establish and nurture profitable partnerships with both corporate and SME clients with regards the Sales Finance Working Capital solution, bridging the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. 

Accountabilities

• Management of client relationships to identify the client's financial goals, challenges, and risk tolerance to support growth, to help identify trends, insights, and areas for improvement to support client needs.
• Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Management of the clients Sales Finance facility and servicing to ensure balance between Credit Risk and returns.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert product advice to ensure a positive and continuous relationship.
• Assessment of financial, legal, credit and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.