Sales & Relationship Management, Investment Management Community

OSTTRA-posted 14 days ago
Full-time • Entry Level
New York, NY
1,001-5,000 employees
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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 analysing 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 maximise 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.

  • 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 utilised by clients. Enhancing overall and per-client transaction volumes on our platforms.
  • Market Insight: Analyse the global competitive and regulatory landscape, understanding its implications for the Investment Management Community to inform strategic decisions and client engagements.
  • Proactive Communication: Utilise 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.
  • 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 Prioritisation: Skilled in self-prioritising tasks and managing shifting objectives, ensuring focus on high-impact activities.
  • Organisational and Analytical Skills: Strong organisational 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.
  • 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 awards—small perks can make a big difference.
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