Strategic Asset Management Client Partner

Moody's; New York (NY); On-site; USD 136,000 - 197,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Parental leave

Paid time off

401(k) with company match

Life insurance

Disability insurance

Accident insurance

Employee stock purchase plan

Tuition reimbursement

Job summary

Moody's is seeking a seasoned sales professional to drive growth within the United States and Canada asset management sector. You will manage key client relationships, originate new opportunities, and lead strategic discussions to expand revenue across Moody's data, analytics, and technology solutions.

The role requires deep client insight, strong negotiation skills, and the ability to engage executive stakeholders. Travel up to 40% is expected as part of delivering complex, high-value solutions.

Qualifications

• 10+ years of experience selling into large asset managers or other complex solution-selling environments.
• Ability to sell using a needs- and solutions-based approach and align offerings to client objectives.
• Proven ability to influence key decision makers throughout the full sales cycle.
• Strong presentation and negotiation skills with outstanding client relationship management experience.
• Strong oral and written communication skills with the ability to engage executive-level stakeholders.
• Creative problem-solving skills with the ability to diagnose issues and develop effective solutions.
• Ability to work independently and within a team environment with strong focus and attention to detail.
• Demonstrated proficiency in artificial intelligence concepts, with hands-on experience using AI tools to streamline workflows and enhance operational efficiency. Proven ability to implement AI-powered solutions to solve business challenges. Demonstrates a growing awareness of AI risk management and a commitment to responsible and ethical AI use.

Responsibilities

• Drive growth and deepen strategic client relationships within the asset management segment across the United States and Canada.
• Manage a portfolio of large strategic asset management clients and develop long-term relationships that support revenue growth and client retention.
• Identify, prospect, and originate new business opportunities while expanding existing client relationships through cross-sell and up-sell initiatives.
• Conduct sales presentations, lead commercial discussions, and negotiate contracts with key stakeholders.
• Demonstrate deep understanding of client investment priorities, decision-making processes, and business requirements across the Private Credit ecosystem.
• Collaborate with sales specialists, solution experts, and industry practitioners to deliver comprehensive client solutions.
• Maintain accurate forecasts, pipeline data, and sales activity updates for management reporting purposes.
• Meet established revenue targets while defending, retaining, and expanding existing revenue streams across products and services.
• Represent the organization at industry conferences, client events, and company-sponsored programs while traveling up to 40%.

Skills

Asset manager sales

Needs-based selling

Executive influence

Presentation & negotiation

Communication

Problem solving

Independent & collaborative

AI concepts familiarity

Education

Bachelor's degree in Finance/Economics/Accounting or related field

Job description

Moody's is seeking a seasoned sales professional to drive growth within the United States and Canada asset management sector. You will manage key client relationships, originate new opportunities, and lead strategic discussions to expand revenue across Moody's data, analytics, and technology solutions.

The role requires deep client insight, strong negotiation skills, and the ability to engage executive stakeholders. Travel up to 40% is expected as part of delivering complex, high-value solutions.