Director, Relationship Manager - Asset Management

PassFort; Chicago (IL); On-site; USD 136,000 - 197,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Parental leave

Paid time off

401(k) with employer contribution

Life, disability & accident insurance

Employee stock purchase plan discount

Tuition reimbursement

Job summary

Moody's is hiring for a senior sales role focused on asset management across the United States and Canada. You will nurture strategic client relationships, originate new business, and lead commercial discussions with key stakeholders to drive revenue growth.

The role demands 10+ years in complex sales, strong negotiation and presentations, and a solid grasp of AI-enabled solutions. Travel up to 40% and a competitive benefits package are offered.

Qualifications

• 10+ years of experience selling into large asset managers or other complex solution-selling environments.
• Ability to sell using a needs and solutions-based approach and align offerings to client objectives.
• Proven ability to influence key decision makers throughout the full sales cycle.
• Strong presentation and negotiation skills with outstanding client relationship management experience.
• Strong oral and written communication skills with the ability to engage executive-level stakeholders.
• Creative problem-solving skills with the ability to diagnose issues and develop effective solutions.
• Ability to work independently and within a team environment with strong focus and attention to detail.
• Demonstrated proficiency in artificial intelligence concepts, with hands-on experience using AI tools to streamline workflows and enhance operational efficiency.

Responsibilities

• Drive growth and deepen strategic client relationships within the asset management segment across the United States and Canada.
• Manage a portfolio of large strategic asset management clients and develop long-term relationships that support revenue growth and client retention.
• Identify, prospect, and originate new business opportunities while expanding existing client relationships through cross-sell and up-sell initiatives.
• Conduct sales presentations, lead commercial discussions, and negotiate contracts with key stakeholders.
• Demonstrate deep understanding of client investment priorities, decision-making processes, and business requirements across the Private Credit ecosystem.
• Collaborate with sales specialists, solution experts, and industry practitioners to deliver comprehensive client solutions.
• Maintain accurate forecasts, pipeline data, and sales activity updates for management reporting purposes.
• Meet established revenue targets while defending, retaining, and expanding existing revenue streams across products and services.
• Represent the organization at industry conferences, client events, and company-sponsored programs while traveling up to 40%

Skills

Asset manager sales

Needs-based selling

Influence decision-makers

Presentation & negotiation

Executive communication

Problem solving

Independent & team work

AI tools experience

Education

Bachelor's in Finance/Economics/Accounting

Tools

AI tools

Job description

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

Skills And Competencies

• 10+ years of experience selling into large asset managers or other complex solution-selling environments
• Ability to sell using a needs and solutions-based approach and align offerings to client objectives
• Proven ability to influence key decision makers throughout the full sales cycle
• Strong presentation and negotiation skills with outstanding client relationship management experience
• Strong oral and written communication skills with the ability to engage executive-level stakeholders
• Creative problem-solving skills with the ability to diagnose issues and develop effective solutions
• Ability to work independently and within a team environment with strong focus and attention to detail
• Demonstrated proficiency in artificial intelligence concepts, with hands‑on experience using AI tools to streamline workflows and enhance operational efficiency. Proven ability to implement AI‑powered solutions to solve business challenges. Demonstrates a growing awareness of AI risk management and a commitment to responsible and ethical AI use.

Education

• Bachelor’s degree in Finance, Economics, Accounting, or a related field required

Responsibilities

Drive growth and deepen strategic client relationships within the asset management segment across the United States and Canada

• Manage a portfolio of large strategic asset management clients and develop long‑term relationships that support revenue growth and client retention
• Identify, prospect, and originate new business opportunities while expanding existing client relationships through cross‑sell and up‑sell initiatives
• Conduct sales presentations, lead commercial discussions, and negotiate contracts with key stakeholders
• Demonstrate deep understanding of client investment priorities, decision‑making processes, and business requirements across the Private Credit ecosystem
• Collaborate with sales specialists, solution experts, and industry practitioners to deliver comprehensive client solutions
• Maintain accurate forecasts, pipeline data, and sales activity updates for management reporting purposes
• Meet established revenue targets while defending, retaining, and expanding existing revenue streams across products and services
• Represent the organization at industry conferences, client events, and company‑sponsored programs while traveling up to 40%

About The Team

Our Sales team is responsible for building trusted relationships with clients and connecting them with solutions that help address complex business challenges. We partner with banks, financial institutions, insurance companies, asset managers, government organizations, corporations, and professional services firms to deliver data, analytics, research, and technology solutions. By joining our team, you will collaborate with highly motivated professionals who are passionate about innovation, client success, and the responsible adoption of emerging technologies, including artificial intelligence, to create meaningful business outcomes.

For US-based roles only: the anticipated hiring base salary range for this position is $135,700.00 - $196,750.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation.

Moody’s also offers a competitive benefits package, including not but limited to:

• medical
• dental
• vision
• parental leave
• paid time off
• a 401(k) plan with employee and company contribution opportunities
• life, disability, and accident insurance
• discounted employee stock purchase plan
• tuition reimbursement

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email [e-mail]. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.