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Sales & Relationship Management, Investment Management Community

Sales & Relationship Management, Investment Management Community

NY StaffingNew York, NY, US
2 days ago
Job type
  • Full-time
Job description

Sales & Relationship Management, Investment Management Community

Role Summary : As a Sales and Relationship Management Representative, you will play a key role in driving the success of client relationships within the Investment Management Community. You will oversee the entire sales lifecycle, from identifying and pursuing new business opportunities to analyzing data and trends, conducting lead prospecting, and managing existing client relationships to ensure satisfaction and retention. Your expertise in effectively presenting the OSTTRA value proposition will be essential, whether introducing new services or reinforcing the benefits of existing ones. You will also negotiate commercial terms with key decision-makers to maximize revenue potential. Collaborating with an experienced sales team and product specialists, you will engage with various departments across OSTTRA to deliver tailored solutions that meet client needs and foster long-term partnerships.

Key Accountabilities :

  • Drive Revenue Growth : Execute a strategic sales plan to enhance revenue generation from both existing and new clients, ensuring alignment with overall business objectives.
  • Client-Specific Strategies : Develop and implement tailored account plans that address the unique challenges and opportunities within client segments, fostering deeper relationships and enhanced service delivery.
  • Collaborative Strategy Development : Partner with Sales Leadership, Business Line Heads, Product Leads, and Marketing to create and execute strategies that effectively position OSTTRA's products and services, focusing on :
  • Expanding client acquisition and segment penetration.
  • Increasing the diversity of asset classes and products utilized by clients.
  • Enhancing overall and per-client transaction volumes on our platforms.
  • Market Insight : Analyze the global competitive and regulatory landscape, understanding its implications for the Investment Management Community to inform strategic decisions and client engagements.
  • Proactive Communication : Utilize the CRM system to initiate and maintain proactive communication across segments, ensuring seamless coordination and driving effective sales efforts.
  • Industry Representation : Actively represent OSTTRA at industry conferences, trade shows, and professional associations, showcasing our value proposition and expanding our network.

Person Specification :

  • Financial Market Knowledge : Deep understanding of financial market ecosystems and post-trade processes, enabling you to navigate and address client needs effectively.
  • Solution-Oriented Mindset : Capacity to understand client workflows and requirements, positioning tailored solutions that meet their unique challenges and enhance satisfaction.
  • Relationship Building : Strong ability to cultivate and maintain relationships with key decision-makers, fostering trust and collaboration for long-term partnerships.
  • Client Communication Skills : Ability to interpret and respond to client communications thoughtfully, balancing their needs with strategic sales objectives to drive results.
  • Exceptional Communication : Excellent oral and written communication skills, facilitating clear and persuasive interactions with clients and colleagues alike.
  • Effective Prioritization : Skilled in self-prioritizing tasks and managing shifting objectives, ensuring focus on high-impact activities.
  • Organizational and Analytical Skills : Strong organizational capabilities paired with analytical skills, allowing for effective data-driven decision-making.
  • Multitasking Ability : Proven ability to thrive in a fast-paced, dynamic environment, managing responsibilities to both internal and external stakeholders efficiently.
  • Team Player with Independence : Comfortable working both independently and as part of a collaborative team, demonstrating adaptability and initiative.
  • About OSTTRA : Candidates should note that OSTTRA is an independent firm, jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global provides recruitment services to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts. OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years : MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50 / 50 by S&P Global and CME Group. With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement. Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.

    What's In It For You? Benefits : We take care of you, so you can take care of business. We care about our people. That's why we provide everything youand your careerneed to thrive at S&P Global. Our benefits include :

  • Health & Wellness : Health care coverage designed for the mind and body.
  • Flexible Downtime : Generous time off helps keep you energized for your time on.
  • Continuous Learning : Access a wealth of resources to grow your career and learn valuable new skills.
  • Invest in Your Future : Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
  • Family Friendly Perks : It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
  • Beyond the Basics : From retail discounts to referral incentive awardssmall perks can make a big difference.
  • Recruitment Fraud Alert : If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment / delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

    Equal Opportunity Employer : S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race / ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.

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