Diany Martinez

About Diany Martinez

Manager Client Services, Investment Banking Connect with me using: …

Experience

1. Vice President Client Relationship Manager

   Stifel Financial Corp.

   Apr 2024 — Present · New York, NY, US

   Coordinate global business development, marketing initiatives, and client retention strategies while resolving complex issues to support the growth, efficiency and service excellence of a high-performing portfolio management team. Spearhead client retention strategies during firm transition, preserving 90%+ of high-value relationships; oversee onboarding and service for 400+ accounts, ensuring a seamless experience, fostering strong relationships, and consistently upholding exceptional service standards. Lead ongoing twice-weekly pipeline meetings to track new business opportunities, coordinate team efforts, drive accountability, prevent missed opportunities and optimize conversion from prospect to client to ensure optimal asset transfer to new accounts. Accelerate growth through design and execution of targeted business development campaigns and relationship-building strategies across Latin America, Europe, Bermuda and the U.S. Partner with financial advisors to prepare financial plans and investment proposals and deliver personalized portfolio reviews and financial insights that strengthen client relationships and deepen trust. Participate in weekly team investment strategy meetings to stay aligned with portfolio management updates and effectively address client inquiries regarding investment rationale and positioning. Ensure efficient investment of cash to enhance returns, explain structured investment products to clients before order fulfillment, and execute equity and fixed income trades. Leverage Spanish in client-facing interactions to conduct portfolio discussions, strengthen engagement, and support development through tailored strategies. Collaborate with internal teams to tailor financial solutions aligned with client/prospect goals and regional market dynamics. Serve as the principal liaison between clients and internal departments to ensure timely resolution of inquiries and maintain proactive, solution-oriented communication.

Education

• Kean University

  Bachelor's Degree, English

  1997 — 2001

Skills

• Finance
• Professional Mentoring
• Microsoft Office
• Project Management
• Foreign Investment
• Operations
• Investment Advisory
• Series 7
• Policy Analysis
• Cash Management
• Kyc
• Management
• Regulatory Compliance
• Private Banking
• Investment Management
• Coaching
• Regulatory Documentation
• Business Development
• Client Relations
• Due Diligence
• Entrepreneurship
• Research
• Operations Management
• Client Development
• Portfolio Management
• Trade Execution
• Financial Services
• Employee Training
• Client Liaison
• Investments
• Anti Money Laundering
• Banking
• Risk Management
• Fiduciary Services
• Client Services
• New Account Opening
• Interpersonal Communication
• Relationship Building
• Trading
• Investment Banking