Client Strategist

Sotheby's Client Strategy team develops and implements strategies around existing clients and gathers intelligence on key high net worth individuals in order to generate commercial opportunities. The primary responsibility of this role is close collaboration with client strategy colleagues and specialist teams to devise and execute strategic plans for key clients to maximize transactions for specific divisions and the company. This is an internal non-client facing role which relies on highly proficient Excel skills to extract and manipulate data to inform strategy combined with the ability to build effective partnerships with colleagues.

Responsibilities

Work with global fine arts departments on new potential clients and bring awareness of advisory business to specialist teams; Provide strategic sale-related support, including tailored pre-sale targeting working with digital and AI tools, researching prospective bidders and executing post-sale meetings; Partner with Client Strategists to do research for top client reviews, team meetings, regional meetings, and to support key auctions; Proactively and frequently communicate with specialists and Business Directors about relevant event, travel and visit opportunities and generate and suggest event ideas to facilitate the implementation of strategic plans; Conduct top client reviews with individual RMs to identify gaps, progress and opportunities in their portfolio of clients; Regularly and systematically review Collector/Rich lists, including Forbes, ArtNews Top 200, real estate listings, and other media to ensure the accuracy of Sotheby's existing client data and identify potential new clients; Support team meetings and internal presentations by taking meeting minutes, paying close attention to action points, and circulating post meeting; Create PowerPoint presentations/project decks as required; Ensure the accuracy and integrity of client information in CRM throughout the year; Create team meeting briefs, family trees and high-level presentations to provide an overview of key families/clients; Identify opportunities to increase cross-departmental transactions across all formats and platforms including Marketplace, SFS and Private Treaty; For bespoke seated events, assist with invitation list building, collaborate with Special Events team, and create client biographies; Support the team with regular reviews of 'at risk' clients to assess progress of relationships

Requirements

Bachelor's Degree required; Minimum 5 years of experience in a related role within the art market; Excellent analytical, research, and interpersonal skills and the ability to identify and drive growth opportunities; Team player with a positive working rapport with colleagues; Superior organizational skills with the ability to prioritize multiple tasks with speed and efficiency; A deep understanding of Sotheby's or related digital platforms, tools, and technologies (including Microsoft Excel), and a passion for innovation on all fronts; Advanced user of Microsoft Excel, Word and PowerPoint; Effective at supporting change management and comfortable managing large amounts of evolving data; Ability to run basic stats and work through large quantities of data to analyze trends; High degree of accuracy and attention to detail, with excellent writing/editing skills; Ability to interact professionally and confidently with business getters

Nice to have

Relevant area of study/interest

Benefits

Discretionary bonus; Competitive benefits package