HSBC Group

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 Customer Planning team is responsible for building and communicating all US WPB customer operating plans, KPIs, and OKRs while working with cross functional teams across all business areas such as CLCM, distribution, product teams and Finance. Responsiblities will also include providing periodic updates on progress/gaps on performance; consistent re-track conversations between proposition, product, distributuion and CLCM.  As the VP, Customer Planning you will report and present the customer performance to senior management across US, regional and group. 

As the VP, Customer Planning, you will:

• Build all WPB US customer AOP/COP/OKR working with Product, Finance, Marketing, Distribution
• Provide regular updates on progress / gaps; includes consistent re-track conversations between proposition, product and CLCM
• Liaison to Group CLCM team –including management of agile ways of working, ceremonies, along with transformation, technology projects
• Support governance of key customer deliverables
• Drive performance of customer plan including Acquisition, Attrition with a strong focus on International
• Drive performance of CLCM metrics
• Develop a community of deep knowledge and expertise of WPB customer portfolio and customer interactions
• Identify performance gaps and challenge business owners
• Own and deliver the customer operating plan
• Develop Business cases for strategic initiatives including Marketing, Distribution, Acquisition

For this role, HSBC targets a pay range between $110,700.00 and $166,000.00

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.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

You´ll likely have the following qualifications to succeed in this role: 

• Strong understanding of data analytic methodology and ability to interepret large sets of Customer Data to drive meaningful and actionable insights
  
• Experience in strategic planning, scenario planning to forecast the outcomes of different scenarios
  
• Thorough understanding of customer segmentation and management techniques
  
• Strong understanding of the WPB businesses including the products, processes and regulations
  
• Understanding the business drivers of customer growth and customer engagement aswell as revenue / profitability
  
• Experience in building compelling business cases
  
• Proven track record of communicating and presenting to WPB ExCo level leadership
  
• Ability to work in a team-oriented environment and effectively influence senior levels across various business lines within the organization
  
  

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

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, diverse 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!

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.