Financial Sales Professional - Asset Liability Management

Moody's Corporation; San Francisco (CA); Remote; USD 143,000 - 208,000; Full time

Job summary

An established industry player is seeking a Financial Sales Professional to drive sales of innovative Balance Sheet Management products. This role involves engaging with banks and financial institutions, developing strategies to exceed sales targets, and maintaining strong client relationships. The ideal candidate will possess extensive B2B sales experience, particularly in the financial services sector, and demonstrate exceptional communication skills. Join a dynamic team committed to fostering an inclusive environment where your contributions will make a significant impact on the company's success.

Qualifications

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

Responsibilities

• Develop and execute sales strategies to meet or exceed targets.
• Manage pipeline and relationships, providing excellent customer service.

Skills

B2B Sales

Relationship Building

Communication Skills

Presentation Skills

Market Insights

Education

Bachelor’s degree in Business

Coursework in Economics

Coursework in Finance

Job description

Financial Sales Professional - Asset Liability Management

Join to apply for the Financial Sales Professional - Asset Liability Management role at Moody's Corporation.

Location:

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

Line Of Business: SALES

Job Category: Sales & Marketing

Experience Level: Experienced Hire

At Moody's, we strive to create an inclusive environment where everyone feels welcome to be who they are—exchanging ideas, thinking innovatively, and listening to each other and customers.

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 others. We seek candidates who embody our values: investing in relationships, leading with curiosity, championing diversity, turning inputs into actions, and maintaining 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 US. Responsibilities include maintaining existing client relationships, cross-selling products, understanding and presenting our value proposition, and managing the full sales cycle. Travel is a key component of the role.

Responsibilities:

• Develop and execute sales strategies to meet or exceed targets.
• Collaborate with internal teams to drive the sales process from prospecting to closure.
• Develop business within assigned territories and partner with various teams to deliver proposals and demos.
• Manage pipeline and relationships, providing excellent customer service and solutions based on client needs.
• Represent Moody's at industry events and circulate market insights.
• Participate in team meetings and provide forecasts and pipeline updates.

Qualifications:

• Bachelor’s degree or higher, with coursework in business, economics, finance, or related fields preferred.
• 8+ years of B2B sales experience, especially in banking and financial services.
• Experience with BSM/ALM sales and knowledge of banking/credit union finance is preferred.
• Strong understanding of the financial services industry, market dynamics, and customer drivers.
• Excellent communication, presentation, and relationship-building skills.
• Ability to manage complex sales cycles and interact with senior executives.

Salary range for US-based roles: $143,300 - $207,650, plus incentives and benefits.

Moody’s is an equal opportunity employer. For accommodations or inquiries, contact [e-mail].

Additional Details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development