Financial Sales Professional - Asset Liability Management

Moody's; Dallas (TX); Remote; USD 143,000 - 208,000; Full time

Job summary

An established industry player is looking for a driven sales professional to lead the charge in selling Balance Sheet Management and Asset Liability Management products to financial institutions across the Western U.S. This role emphasizes a collaborative team-selling approach, where you will leverage existing relationships and identify new prospects. With a focus on exceeding sales targets and enhancing client relationships, this position offers a unique opportunity to make a significant impact in the financial services sector. Join a dynamic team that values innovation, integrity, and a commitment to excellence, while enjoying a comprehensive benefits package and competitive compensation.

Benefits

Health Insurance

401(k)

Paid Leave

Comprehensive Benefits Package

Qualifications

• 8+ years B2B sales experience in banking and financial services.
• Strong understanding of financial services and market dynamics.

Responsibilities

• Develop and implement sales strategies to exceed targets.
• Build strong client relationships and manage sales pipeline.

Skills

B2B Sales Experience

Communication Skills

Sales Strategy Development

Client Relationship Management

Market Knowledge

Education

Bachelor's Degree in Business or Related Field

Tools

CRM Software

Job description

Location(s):

• 405 Howard Street, Suite 300, San Francisco, California, 94105, US
• Remote - United States, US

Line Of Business: SALES(SALES)

Job Category:

• Sales & Marketing

Experience Level: Experienced Hire

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We foster 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.

If you are excited about this opportunity but do not meet every requirement, please apply! You may still be a great fit for this role or other openings. We seek candidates who embody our values: invest in relationships, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Role:

This role involves driving sales of Balance Sheet Management (BSM)/Asset Liability Management (ALM) products to new prospects within banks, credit unions, and financial institutions in the Western U.S. It also includes maintaining existing client relationships and identifying cross-sell opportunities. Key activities include prospecting through lead research and leveraging existing relationships, understanding and presenting our BSM/ALM value propositions, and managing the full sales cycle. Support from Solution Specialists, Industry Practice Leads, and business partners may be utilized based on opportunity complexity. A team-selling approach and travel to meet clients are essential.

Responsibilities:

• Develop and implement sales strategies to meet or exceed targets aligned with company goals.
• Collaborate with sales and internal teams to identify prospects, initiate sales activities, and close deals.
• Expand business within assigned territories by partnering with Relationship Managers, Solution Specialists, and Industry Practice Leads to create tailored proposals and demos.
• Coordinate with Product Management to improve offerings and develop new revenue streams.
• Maintain a consistent sales pipeline within CRM, aligned with the Banking Segment framework.
• Build and sustain strong client relationships by identifying needs and proposing solutions based on market and technical knowledge.
• Provide personalized customer service and product overviews.
• Understand client issues and business requirements.
• Represent Moody's at industry events as needed.
• Share market insights to enhance Moody's visibility internally and externally.
• Participate actively in team meetings and provide feedback.
• Report forecasts and pipeline updates to management.
• Travel to meet clients and prospects in person.

Qualifications:

• Bachelor's degree or equivalent; coursework in business, economics, finance, or marketing is a plus.
• 8+ years of B2B sales experience in banking and financial services.
• Experience in BSM/ALM sales and knowledge of banking finance/treasury is preferred.
• Strong understanding of the financial services industry, market dynamics, and customer drivers.
• Ability to present high-level and detailed product information.
• Proven success in managing complex sales cycles using consultative techniques.
• Excellent communication and presentation skills.
• Ability to interact with senior executives internally and externally.
• Capable of working independently and as part of a team, with high attention to detail.

Salary range for US-based roles: $143,300 - $207,650, dependent on experience and other factors. Compensation includes base salary, incentives, and a comprehensive benefits package, including health insurance, 401(k), paid leave, and more.

Moody's is an equal opportunity employer. All qualified applicants will receive consideration without discrimination based on protected characteristics. Reasonable accommodations are available upon request. For inquiries, contact [e-mail].

For San Francisco roles, criminal history considerations are in line with local ordinances. This position may be a promotional opportunity under the Colorado Equal Pay for Equal Work Act.

Additional information: EEO policy, your EEO rights, Pay Transparency, and Notice to NYC Applicants.

Candidates may be asked to disclose securities holdings as per company policy. Employment is contingent on compliance with this policy.