Corporate and Institutional Business Performance Team Lead at HSBC | NY, US | Rezi

Corporate and Institutional Business Performance Team Lead at HSBC

Corporate and Institutional Business Performance Team Lead

HSBC · NY, US

1 weeks ago

Corporate and Institutional Business Performance Team Lead

HSBC · NY, US

12 days ago
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About the Role

As Corporate & Institutional Banking (CIB) Business Performance Team Lead, you will oversee Business Performance Managers supporting Senior Coverage Leadership and Coverage teams across US CIB Banking. You will translate strategic priorities into a consistent performance management operating rhythm with clear governance, standardization, and action tracking, spanning pipeline and portfolio activity. The role includes ownership of monthly business reviews and executive reporting, and representing CIB Banking with Global Business, product areas, and functions to align priorities and support a coordinated HSBC approach. Success will be measured by high-quality management information, stronger tool adoption, and clearer accountability to aid senior leaders in making timely decisions.

Responsibilities

  • Oversee a team of four (4) Business Performance Managers, including hiring, onboarding, performance reviews, development plans, and succession planning.
  • Set team priorities and allocate sector and region coverage to establish consistent ways of working across the Business Performance function.
  • Own the US Coverage performance management cadence across forums, governance, and reporting for pipeline and portfolio activity.
  • Oversee monthly business review packs for sectors and regions aligned to frontline and leadership scorecards.
  • Deliver quality control across weekly, monthly, and quarterly pipeline reporting, monthly client intensity reporting, and ad hoc executive reporting.
  • Embed effective information flow, escalation, and action tracking to support timely decision-making.
  • Track strategic initiatives and transformation activity through OKRs and KPIs, surfacing risks, issues, and dependencies, and promoting simplification.
  • Oversee rollout, training, and adoption of Qlik dashboards, Omnia dashboards, and Customer Management Experience (CME), and standardize core assets like dashboards, review decks, and playbooks.
  • Strengthen data quality assurance and sales process adherence, including CRM hygiene metrics and portfolio hygiene MI, and escalate systemic data risks to improve MI reliability.

Requirements

  • Bring deep knowledge of US CIB Banking Coverage teams, including Global Corporates, International Mid-Market, and Global Network Banking, and the broader construct of HSBC’s Global Businesses.
  • Demonstrate established experience in a COO and/or frontline role with a strong understanding of the CIB Banking business.
  • Show proven senior stakeholder management, influencing, and communication skills across Coverage leadership teams.
  • Apply strong proficiency in Excel and PowerPoint to produce clear reporting and executive-ready packs.
  • Deliver high-quality reports and presentations at pace across overlapping deadlines and competing requests.
  • Apply strong numeracy and business presentation skills to interpret pipeline, portfolio, and client intensity activity.
  • Manage priorities across a wide range of actions while maintaining governance discipline and consistent outputs.
  • Operate effectively within a small team structure while owning independent tasks with autonomy.
  • Use evidence-based judgment to raise issues and question assumptions with senior management when needed.

Skills

  • Excel
  • PowerPoint
  • Qlik dashboards
  • Omnia dashboards
  • Customer Management Experience (CME)
  • Stakeholder management
  • Influencing
  • Communication
  • Numeracy
  • Business presentation

Location

  • US

Work Type

  • Full-time

Experience Level

  • Senior

Benefits

  • Tailored professional development opportunities
  • Competitive pay and benefits package
  • Robust Wellness Hub
  • Welcoming and inclusive work environment
  • Employee Resource Groups
  • Industry-leading volunteerism policy
  • Generous matching gift program
  • Comprehensive program of immersive Sustainability and Climate Change Initiatives

About the Company

  • HSBC is one of the largest banking and financial services organizations in the world.
  • Our purpose – Opening up a world of opportunity – explains why we exist.
  • 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.
  • Our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

Equal Opportunity

  • 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.