Sr Strategist-Banking

PassFort; New York (NY); On-site; USD 119,000 - 173,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Parental leave

Paid time off

401(k) plan with company contribution

Life insurance

Disability insurance

Employee stock purchase plan

Tuition reimbursement

Job summary

Moody's in the Americas Banking Business Unit seeks an Associate Director, Senior Strategist to lead Research, Data, and Generative AI revenue enablement strategy. You will drive go-to-market execution, sales enablement, and institutional knowledge development.

You will develop curriculums for Banking sales, create GTM materials, partner with product and strategy teams, manage pipeline, and coordinate initiatives while advising clients and internal sellers on AI offerings.

Qualifications

• Strong customer-facing experience engaging a diverse mix of internal and external stakeholders.
• Deep banking industry knowledge with hands-on experience in banking institutions.
• Advisory or educational background able to simplify complex solutions for varied audiences.
• Proven project management skills coordinating go-to-market activities and timelines.
• Experience with Generative AI and data solutions in financial services; translate AI capabilities into customer strategies.
• Ability to scope proofs of concept and tailor solution packages for clients of different sizes.
• Strong pipeline management and deal triage skills to support revenue growth.
• Experience with AI and governance, leading responsible AI adoption across the organization.

Responsibilities

• Lead Research, Data, and Generative AI revenue enablement strategy for the Americas Banking Unit.
• Develop and deliver curriculum for Banking sales and Customer Success teams on AI, data, and research solutions.
• Create GTM materials to support Relationship Managers across account tiers.
• Partner with product and strategy teams to drive go-to-market activities and timely execution.
• Apply project management to track processes, monitor progress, and ensure deliverables.
• Manage pipeline tracking, support deal triage, and escalate opportunities as needed.
• Advise clients and internal sellers on solutions, scope PoCs, and qualify opportunities.
• Socialize institutional knowledge of Generative AI offerings within Banking for broader adoption.
• Engage diverse internal and external stakeholders to align priorities and drive customer success.

Skills

Customer-facing engagement

Banking industry knowledge

Advisory / educational background

Project management

Generative AI in financial services

PoC scoping

Pipeline management

AI risk governance

Education

Bachelor's degree in Finance, Business, Economics, or related field

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

• Strong customer-facing experience with the ability to engage a diverse mix of internal and external stakeholders, including sales teams, customer success managers, product partners, customers, and external partners
• Deep banking industry knowledge, including hands-on experience working with or within banking institutions and a clear understanding of how bankers leverage data, research, and analytics solutions
• Strong advisory, consultative, or educational background with the ability to simplify complex solutions and value propositions for less experienced sellers and diverse audiences
• Proven project management skills with experience coordinating go-to-market activities, tracking initiatives, and ensuring stakeholder deliverables are met on time
• Experience with Generative AI and data solutions within the financial services or banking ecosystem, with the ability to translate emerging AI capabilities into actionable customer strategies
• Demonstrated ability to scope proofs of concept and develop solution packages tailored to customers of varying sizes, from strategic and Tier 1 accounts to mid-market clients
• Strong pipeline management and deal triage skills, with the ability to appropriately elevate opportunities and support revenue growth across top, mid, and bottom-of-funnel activities
• Experience with artificial intelligence and with a track record of implementing advanced AI solutions to drive strategic transformation and operational efficiency. Strong experience using AI tools to lead innovation initiatives. Demonstrated leadership in managing AI-related risks, ensuring ethical governance, and fostering a culture of responsible AI adoption across the organization

Education

• Bachelor's degree in Finance, Business, Economics, or a related field required; advanced degree preferred

Responsibilities

The Associate Director, Senior Strategist leads Research, Data, and Generative AI revenue enablement strategy for the Americas Region Banking Business Unit, driving go-to-market execution, sales enablement, and institutional knowledge development.

• Develop and deliver a comprehensive curriculum for the Banking sales organization and Business Banking Unit, equipping Relationship Managers and Customer Success Managers with the tools and knowledge to effectively position Generative AI, data, and research solutions
• Create top-, mid-, and bottom-of-funnel marketing and pitch materials to support Relationship Managers in advancing, qualifying, and closing opportunities across all account tiers
• Partner closely with product and strategy teams to shepherd go-to-market activities, ensuring alignment and timely execution of key initiatives
• Apply strong project management skills to track and coordinate go-to-market processes, monitor initiative progress, and ensure stakeholder deliverables are completed on schedule
• Manage pipeline tracking to support deal triage and escalation, identifying critical opportunities that require senior involvement or strategic redirection
• Serve as a subject matter expert and advisor for both clients and internal sellers, helping identify appropriate solutions, scope proofs of concept, and further qualify opportunities
• Develop and socialize institutional knowledge and hands-on experience related to Generative AI offerings within Banking, bridging the gap between complex data products and customer-facing teams
• Engage a diverse mix of internal stakeholders (sales, customer success managers, product) and external audiences (customers, partners) to gather insights, align priorities, and drive customer success

About The Team

The Commercial Development and Revenue Enablement (CDRE) team aligns regional growth strategy by orchestrating across product, sales, and strategy with a customer-centric lens grounded in banking, advisory, delivery, and adoption. We provide leverage for the regional banking management team by aggregating knowledge and customer insights that are amplified across the Sales and Customer Engagement organization. The CDRE actively shapes pre-sales efforts, communicates credibility, and designs solution delivery for customers. Our priorities are regularly reassessed based on strategic direction, market trends, sales needs, product timelines, and key business targets. By joining our team, you will drive regional revenue growth at the intersection of data, research, and Generative AI, helping Moody's Banking customers unlock greater value through innovative, customer-first solutions.

For US-based roles only: the anticipated hiring base salary range for this position is $119,100.00 - $172,650.00, 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.

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.