Robert E. Bing Email and Phone Number
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▶ KEY VALUE OFFERING: As a strategic business leader tapped to advance and deploy tactical strategy, I lead policy and process implementation to advance the vision proposed by senior leaders. I have a long track record in business management, consulting, and wealth management where I carry out business initiatives to ensure operational efficacy, unify teams and mentor with tactical business application. With the ability to surpass obstacles, I build customized business elements to meet clients’ needs and align corporate standards with analytic solutions to mitigate risk and grow the business through long-standing partnerships. Track Record of Success in Strategy, Leadership, and Growth includes: ✔️ BUSINESS EFFCIENCY, GROWTH, & MANAGEMENT: ● Tapped to lead business management and improve policy and process systems as engagement lead for Morgan Stanley’s equity compensation division at Reference Point. ● Recruited by newly appointed CEO at Banco Santander to build infrastructure and initiate program and change management activities within business segment.✔️ LEADERSHIP & STRATEGY DEPLOYMENT: ● Defined growth-driven action plans, executing and measuring against those timelines and commitment, applying adjustments as necessary.● Increased capacity gains and reduced cost for relationship management, initiating process efficiency.● Implemented transformative growth, restructuring middle-market sales team and reorganizing processes. ● Expanded revenue by double-digit percentages YOY by applying client acquisition strategy and facilitating internal cross-selling initiatives. ▶ LEADERSHIP STYLE:“Effective leadership is putting first things first. Effective management is discipline, carrying it out.” —Stephen M.R. CoveyApplying a track record of advancing fluid business processes and operational management in fast-paced, high-stakes environments is my specialty. Driving the CEO’s strategy while unifying teams drives the business forward. By effectively connecting and engaging with teams, I am able to translate business performance metrics into plans of action to accelerate business line processes to ensure productivity, cost-savings, and revenue growth. As a trusted leader, I connect and engage teams as a natural driver with expertise in crafting growth strategies and navigating competitive landscapes to surpass forecasted goals. ▶ CERTIFICATIONS: Certified Anti-Money Laundering Specialist (CAMS) | Certified Fraud Examiner (CFE)
Davies - Consulting Division
View- Website:
- davies-group.com/solutions/insurance
- Employees:
- 66
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Global Head Of Client Lifecycle Management (Clm)Davies - Consulting DivisionNew York, Ny, Us
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PartnerDavies - Consulting Division Apr 2022 - PresentNew York City Metropolitan AreaSionic is a global consulting firm specialising in financial services. We are a Davies Company. Our purpose is to accelerate the business, technology and people performance of our clients and to have a positive impact on our society. We are expert-led specialists across banking, asset and investment management, financial markets infrastructure, wealth management, insurance and reinsurance and we have 300+ staff based across North America, Europe and Asia. -
Strategic Management ConsultantReference Point Nov 2021 - May 2022New York City Metropolitan Area▶ SCOPE: Brought in to lead business management, improve communication, and streamline policy and process systems. Regained trust and reset expectations, implementing a steering committee and deliverables to improve progress with a few weeks of hire. Appointed engagement lead, implemented meeting cadence with one-on-one team meetings to meet strategic milestones and deliverable dates. Analyze and recommend KPIs and KRIs for management reporting to facilitate decision-making for stakeholders. -
Chief Administrative Officer (Cao)Santander Bank, N.A. Sep 2020 - Nov 2021New York City Metropolitan Area▶ SCOPE: Recruited by newly appointed CEO to build infrastructure and initiate program and change management activities within business segment. Built out strategy for staff, onboarding and training mid-market team of 16 relationship managers and business development officers with 1.3K customers and $20M in revenue. Led team of 124 mid-office employees with focus on targeting client acquisition strategy and improving process efficiency. Defined growth-driven action plan, executing and measuring against those timelines and commitment, applying adjustments as necessary. Met with 6 chiefs one-on-one to articulate vision, redefining siloed infrastructure after organization had cycled through 8 CEOs in 9 years. Facilitated double-digit growth rate by implementing new client acquisition strategy to target lead generation, establishing lead pipeline from SBB to mid-corporate banking. ● Increased capacity gains 27% and reduced cost for relationship managements, initiating process efficiency.● Implemented unified, growth-driven culture, restructuring middle-market sales team and reorganizing processes. ● Boosted revenue YOY 17% by applying client acquisition strategy and facilitating internal cross-selling initiatives. ● Expanded referral strategy, leading to 100+ qualified leads in partnership with retail business team. ● Reduced client onboarding times by 12 days, decreased client hold times 2.5 minutes, minimized sustainable overdrafts to zero, and reduced resolution time for client complaints to under 1.5 days. ● Decreased staffing during financial crunch with focus on cost-saving and efficiency. ● Accelerated prospect clients 36% and in-person meeting success rate 12%, up from 4%. -
Adjunct ProfessorMontclair State University Jan 2018 - Dec 2020Montclair, New Jersey -
Chief Administrative Officer (Cao)Hsbc Private Bank Apr 2019 - Sep 2020Greater New York City Area▶ SCOPE: Established footing with long-standing leadership presence at HBAC, driving CEO’s strategy, tracking KPIs, business performance metrics, and client engagement analytics. Translated budgeting and financial performance into presentations and reports for business line and senior management. Analyzed staffing needs, productivity, performance, and cost management. Identified inefficiencies and remediate gaps in business line processes. Ensured compliance in legal, risk, and regulatory affairs. ● Realized $4.3M in cost-savings, overseeing change management and reorganization of team structure. Reduced staffing 23% to improve productivity. Increased “voice of the client” experience net promoter metrics 27% YOY. ● Boosted sales activity 16%, serving as chief architect of sales management infrastructure. ● Increased employee engagement 65% as lead sponsor of organization’s people and culture framework. Improved focus on employee well-being, cross-functional collaboration across departments, mentoring, and training. ● Transformed private bank into full-service wealth management for wealth services, trusts, and estates. Secured leadership team to run business, building support infrastructure and identifying financial products needed to drive success. -
Managing Director | Head Of Client Lifecycle Management, United States Country HeadHsbc Aug 2016 - Apr 2019New York City Metropolitan Area▶ SCOPE: Hired to implement client lifecycle management protocol nationwide as US Country Head and De-facto Global Head, managing 140 employees in 6 states. Designed infrastructure for Client Lifecycle Management (CLM) global model from the ground up including design and development of client onboarding, review and approval, advisory, and quality control. Established unified, client-focused team as SMEs with focus on cost efficiency, process improvement, and quality client engagement and delivery. ● Delivered 95% success rate, reducing client onboarding time frame from 24 days to 2.87 days. ● Led sales team and business matrix with strong focus on client engagement and relationship building.
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Senior Vice President | Head Of Business Management, North AmericaHsbc Mar 2014 - Aug 2016New York City Metropolitan Area▶ SCOPE: Appointed primary deputy for US Chief Executive Officer and Chief Administrative Officer, designing nationwide sales pipeline and reporting process for the US. Identified and executed recruiting policies aligned with company’s strategy. Designed and built client-relationship manager profitability and performance metrics, integrating pipeline reporting system to forecast and increase productivity.
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Senior Vice President | Head Of Business Risk Management & Control Management, AmericasHsbc Jun 2011 - Mar 2014New York City Metropolitan Area▶ SCOPE: Oversaw Business Risk and Control Management (BRCM) framework, leading end-to-end management of operational risk and internal control programs within business/function areas for US, Mexico, and Brazil. Identified and assessed operational risk areas via root cause analysis, monitoring key controls to gain efficiency and ensure regulatory compliance. Designed, managed, and tested 100+ internal control plans to ensure compliance following seize and desist regulatory laws articulated by US government.
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Head Of Client Onboarding | Vice President | Project ManagerHsbc Jan 2008 - Jun 2011New York City Metropolitan Area▶ SCOPE: Oversaw retrospective review group, analyzing 9K+ KYC files of private banks. Articulated approach and design of remediation control database used during gap analysis. Managed domestic and international relationship officer teams, overseeing client onboarding and engagement, client account documentation, and KYC and AML compliance. Spearheaded change management, identifying process improvements and reengineering projects to drive delivery via business and functional stakeholders.
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Financial Advisory Services, Forensic And Dispute Services Manager/Senior AssociateDeloitte Financial Advisory Services Llp Sep 2002 - Dec 2008New York City Metropolitan Area▶ SCOPE: Developed KYC remediation protocols to document remediation approach project for a major international private bank. Projected resource and financial needs by developing budget and forecasting models. Identified, interviewed, and hired KYC analysts to apply expertise to project management, forecasting, and execution.
Robert E. Bing Skills
Robert E. Bing Education Details
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Graduate -
Undergraduate -
Executive - Aspiring Coo Program
Frequently Asked Questions about Robert E. Bing
What company does Robert E. Bing work for?
Robert E. Bing works for Davies - Consulting Division
What is Robert E. Bing's role at the current company?
Robert E. Bing's current role is Global Head of Client Lifecycle Management (CLM).
What is Robert E. Bing's email address?
Robert E. Bing's email address is ro****@****nder.us
What schools did Robert E. Bing attend?
Robert E. Bing attended Felician University, New Jersey City University, University Of Cambridge.
What skills is Robert E. Bing known for?
Robert E. Bing has skills like Cams, Banking, Certified Fraud Examiner, Certified Anti Money Laundering, Risk Management, Aml, Management, Private Banking, Due Diligence, Financial Analysis, Portfolio Management, Ofac.
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