Sales & Relationship Management, Investment Management Community

About the Role:

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 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.

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.
• Market Insight: Analyse the global competitive and regulatory landscape, understanding its implications for the Investment Management Community to inform strategic decisions and client engagements.
• 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
• Proactive Communication: Utilise the CRM system to initiate and maintain proactive communication across segments, ensuring seamless coordination and driving effective sales efforts.

Person Specification:

• Sales Experience: 3-5 years in financial services or investment management, demonstrating a track record in lead generation, impactful presentations, effective negotiations, and hitting sales targets with the Hedge Fund community.
• Financial Market Knowledge: Solid understanding of financial market ecosystems and post-trade processes, enabling you to navigate and address client needs effectively.
• 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.
• Solution-Oriented Mindset: Capacity to understand client workflows and requirements, positioning tailored solutions that meet their unique challenges and enhance satisfaction.
• Exceptional Communication: Excellent oral and written communication skills, facilitating clear and persuasive interactions with clients and colleagues alike.
• Team Player with Independence: Comfortable working both independently and as part of a collaborative team, demonstrating adaptability and initiative.
• Effective Prioritisation: Skilled in self-prioritising tasks and managing shifting objectives, ensuring focus on high-impact activities.
• Multitasking Ability: Proven ability to thrive in a fast-paced, dynamic environment, managing responsibilities to both internal and external stakeholders efficiently.
• Organisational and Analytical Skills: Strong organisational capabilities paired with analytical skills, allowing for effective data-driven decision-making.

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. 
Learn more at www.osttra.com.

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 you—and your career—need 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 awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)