Financial Sales Professional - BSM and ALM

Moody's Investors Service; New York (NY); Remote; USD 115,000 - 165,000; Full time

Job summary

An established industry player is seeking a dynamic sales representative to drive the sales of Balance Sheet Management and Asset Liability Management products. This role involves building relationships with banks and financial institutions, executing sales strategies, and managing the complete sales cycle. You will collaborate with various teams to deliver tailored solutions and ensure client satisfaction. With a strong emphasis on teamwork and client engagement, this position offers the opportunity to make a significant impact in a collaborative environment. If you are passionate about sales and the financial services industry, this role is perfect for you.

Benefits

Medical insurance

Dental insurance

Vision insurance

Parental leave

Paid time off

401(k) plan

Life insurance

Disability insurance

Discounted employee stock purchase plan

Tuition reimbursement

Qualifications

• 8+ years in B2B sales, preferably in banking/financial services.
• Ability to lead complex sales cycles and present effectively.

Responsibilities

• Drive sales of BSM/ALM products to banks and financial institutions.
• Build and maintain strong client relationships and manage sales cycles.

Skills

Business-to-business sales

Consultative selling techniques

Communication skills

Relationship management

Market dynamics understanding

Education

Bachelor's degree in business or related fields

Tools

CRM software

Job description

Location(s):

• 7 World Trade Center, 250 Greenwich Street, New York, New York, 10007, US
• Remote - United States, US

Line Of Business: Banking OU(BANKING OU)

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 northeast corridor 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 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 the 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:

1. Build and execute on sales strategies to meet or exceed annual sales goals and targets that align with the company’s vision and objectives.
2. 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.
3. 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.
4. Collaborate with Product Management and Product Strategy to promote improvement in product quality and the development of new sources of revenue.
5. Manage pipeline within CRM on a consistent basis, aligning with the framework utilized across the Banking Segment.
6. Build and maintain strong relationships with prospective clients by identifying gaps and recommending solutions leveraging market and technical knowledge.
7. Provide insightful and client-specific customer service and product overviews.
8. Assess the needs of the client by gaining an understanding of the specific issues facing the client based on their business requirements.
9. Represent the company at industry and company-sponsored events, as required.
10. Assist in the preparation and circulation of market insight to create awareness of Moody's expertise internally and externally.
11. Participate fully in team meetings, providing valuable feedback.
12. Provide current forecasts and pipeline information to management.
13. Position requires travel to meet clients and prospects in person.

Qualifications:

1. Undergraduate/first-level degree (e.g., Bachelor’s degree) required, with coursework in business, economics, finance, marketing or related fields a plus.
2. 8+ years’ experience working in direct business-to-business sales roles with a focus on serving banking and financial services.
3. 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.
4. 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.
5. Ability to present high-level information as well as detailed demonstrations of products & services.
6. Demonstrated ability to lead complex sales cycles to successful conclusion through the use of consultative selling techniques.
7. Excellent verbal/written communication and presentation skills.
8. Ability to interact with senior executives both internally and externally.
9. 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 [$115,000 - $165,000, 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 but not 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, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, 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.