Financial Sales Professional - Asset Liability Management

Moody's Investors Service; United States; Remote; USD 143,000 - 208,000; Full time

Job summary

An innovative firm seeks a driven BSM/ALM Sales Representative to spearhead sales efforts in the financial sector. This role emphasizes building strong client relationships while driving sales strategies aligned with company objectives. The ideal candidate will possess extensive experience in B2B sales, particularly within banking and financial services, and demonstrate a solid understanding of market dynamics. Join a collaborative team focused on delivering exceptional service and innovative solutions to clients. This is an exciting opportunity to make a significant impact in a dynamic industry, where your contributions will be valued and recognized.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Tuition Reimbursement

Parental Leave

Employee Stock Purchase Plan

Qualifications

• 8+ years in B2B sales focused on banking and financial services.
• Strong understanding of Balance Sheet Management and Asset Liability Management.

Responsibilities

• Drive sales of BSM/ALM products to banks and credit unions.
• Build and maintain relationships with prospective clients.

Skills

B2B Sales

Consultative Selling

Financial Services Knowledge

Communication Skills

Relationship Management

Education

Bachelor's Degree in Business or Finance

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 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.

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

Role:

This role is responsible for 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 region of the United States. Additionally, the BSM/ALM Sales Representative will maintain existing client relationships, along with identifying opportunities to cross-sell additional BSM/ALM products. Key activities include identifying and qualifying prospects through lead research and by leveraging existing client relationships through other product lines. Responsibilities include understanding and presenting our BSM/ALM value proposition and product set, along with managing the complete sales cycle. Based on complexity of the opportunity, you may utilize Solution Specialists, Industry Practice Leads and BSM/ALM business partners as support. A willingness to work in a team selling environment is required. Travel to meet clients in person is a highly valued and required component of the role.

Responsibilities:

• Build and execute on sales strategies to meet or exceed annual sales goals and targets that align with the company’s vision and objectives.
• Work with sales colleagues and other internal stakeholders to drive the sales process from beginning to end by identifying and qualifying prospects, initiating new sales activity and managing sales cycles to closure.
• Lead the development of business within assigned territories. Partner with Relationship Managers, Workflow Specialists, Industry Practice Leads, and Solution Specialists to develop clear, concise proposals and deliver targeted demos to prospective customers that address their needs.
• Collaborate with Product Management and Product Strategy to promote improvement in product quality and the development of new sources of revenue.
• Manage pipeline within CRM on a consistent basis, aligning with framework utilized across the Banking Segment.
• Build and maintain strong relationships with prospective clients by identifying gaps and recommending solutions leveraging market and technical knowledge.
• Provide insightful and client-specific customer service and product overviews.
• Assess the needs of the client by gaining an understanding of the specific issues facing the client based on their business requirements.
• Represent company at industry and company sponsored events, as required.
• Assist in the preparation and circulation of market insight to create awareness of Moody's expertise internally and externally.
• Participate fully in team meetings, providing valuable feedback
• Provide current forecasts and pipeline information to management.
• Position requires travel to meet clients and prospects in person.

Qualifications:

• Undergraduate/first-level degree (e.g., Bachelor’s degree) required, with coursework in business, economics, finance, marketing or related fields a plus.
• 8+ years’ experience working in direct business-to-business sales roles with a focus on serving banking and financial services.
• Balance Sheet Management or Asset Liability Management sales experience is preferred. Experience and knowledge with the Finance/Treasury side of banks/credit unions is desired.
• Solid understanding of different parts of the global financial services industry, including market dynamics and customers’ business drivers. Experience working at a bank or credit union is beneficial.
• Ability to present high-level information as well as detailed demonstrations of products & services.
• Demonstrated ability to lead complex sales cycles to successful conclusion through use of consultative selling techniques.
• Excellent verbal/written communication and presentation skills.
• Ability to interact with senior executives both internally and externally.
• Ability to work both independently and within a team environment, with focus and high attention to detail.

For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00 - $207,650.00, 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, a discounted employee stock purchase plan, and 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.

Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants.

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.