Key Areas of Responsibilities Advise the business on strategy, controls, people, and performance; convert priorities into sequenced plans and budgets. Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and Client performance metrics. Define, automate, and track management KPIs and senior leadership metrics; ensure data quality and executive‑ready insights. Build crisp materials for business reviews and governance—decision memos, narratives, and performance readouts that secure alignment and approvals. Lead cross‑functional initiatives with product, technology, risk, hr, and finance to operationalize strategy. Manage executive priorities and high‑urgency requests with sound judgment and follow‑through; maintain tight stakeholder alignment. Partner with senior managers to provide strategic counsel and feedback; establish operating cadences that enable transparency and accountability. Work with the US Country Head and IE COO to set priorities across the new initiatives. Work closely with the IE COO Office in Hong Kong to ensure that priority projects for CITIC Securities are being executed efficiently across the US where IE may be asked to take the lead. Present to local management on the Americas performance from a Group level. Coordinate Americas budget activities with local CFO. Requirements Bachelor’s degree in business or equivalent. 15+ years in Business Management/COO role, in the securities Industry in Equities preferred. Candidates with less than 15 years of experience but with a minimum of 10 years may be considered for Director level. Build strong, trust-based relationships with direct reports by providing coaching, mentorship, and guidance, serving as a trusted advisor who supports employee development, engagement, and career growth. Ability to structure ambiguous problems, synthesize insights, and develop data‑driven recommendations. Proven track record delivering end‑to‑end initiatives with senior stakeholders in complex environments, with minimal oversight. Exceptional written and verbal communication; executive‑level storytelling; strong relationship‑building across functions. Self‑starter who balances big‑picture thinking with detail; able to prioritize, multitask, and meet deadlines. Proficiency in Excel and PowerPoint, including executive‑quality presentations. Strong analytical and quantitative, interpersonal, organizational, problem-solving, project management, client serving, multi-tasking skills.Able to work independently with a strong attention to detail, result-driven, self-motivated, self-starter, proactive mindset, enthusiastic, and a team player. Salary Range: $185,000 - $223,000 annually (Director) Actual compensation will be determined based on relevant experience, skills, qualifications, internal equity, and market factors. Stay informed on CITIC Securities International Job Opportunities Not the right fit? You can create a job alert to receive our latest job openings that meet your interest. CITIC Securities International is a wholly owned subsidiary of CITIC Securities and its overseas business platform. Our award-winning research, extensive footprint in Asia, direct links to China and highly experienced finance professionals set us apart within the industry. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC Securities International is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC Securities International operates from 13 countries across Asia, Australia, Europe and the Americas. We offer comprehensives financial solutions to a large and diverse client base that includes global institutional investors, corporations, governments and high-net-worth individuals.

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