You will need to login before you can apply for a job. Vice President , Sustainable & Institutional Product Strategist - Fundamental Equities About this role Sustainable & Institutional Product Strategist Role Fundamental Equities (FE) is seeking a Vice President to join the Sustainable Product Strategy team to prioritise, promote and develop Fundamental Equity products and solutions, focusing on Sustainability & Transition, with our institutional client base: Representing FE capabilities commercially and reporting our Sustainable outcomes are key to growing this segment. This role encompasses all strategies across FE platform and will require an ability to adapt conversations to client needs and be able to talk about a broad range of markets and investment strategies. The successful candidate will need the technical abilities to understand complex Sustainable topics and manipulate sophisticated tools, as well as the commercial instinct to turn those into client-friendly messages. The role will also involve working with the FE Investment Solutions platform, which is set up to respond to clients and internal stakeholders' requests on customised investment solutions. In this capacity, the successful candidate will need platform knowledge and skilful stakeholder management to best represent FE capabilities in customised solutions. Key Responsibilities Institutional EMEA Strategy Lead Working with senior FE Product Strategists across our business to develop and drive our Institutional strategy push in EMEA. Representing the FE Platform to internal and external Institutional stakeholders in EMEA, to drive market share and business growth across the active FE product suite. Leading FE Global Consultant strategy to identify priority FE funds to be rated by key consultants. Collaborating with FE PS leads to equip ICB partners to represent FE investment capabilities to their clients, using sustainability as a key differentiator. Leading platform efforts using CRM and institutional databases to monitor commercials, drive pipeline conversion, improve product competitive positioning, and inform future product innovation. Institutional Sustainable Platform Lead Leveraging the FE Sustainable platform narrative to develop an Institutional narrative relevant for specific sub-segments and regions. Developing reporting best practice to bring Sustainable and Transition attributes to life when communicating to internal and external stakeholders. Developing a reporting framework on sustainability and transition engagement to best demonstrate FE's unique engagement abilities. Platform Solutions Contributing to the FE Solutions initiative, developing the governance model. Leveraging existing broad solutions framework to develop a Sustainable solutions framework. Demonstrating FE investment teams' ability to execute on customisation requests and deploy across Institutional distribution. Marketing our sustainable and transition solutions to distribution and clients. Key Requirements Knowledge/Experience and Qualifications: Educated to degree level essential; CFA preferred Extensive experience in a client service/business development role within the investment management industry Passion for, and deep knowledge of global equity markets Strong knowledge of sustainability and transition Thorough understanding of institutional client segments, industry trends and key differences in buying behavior Skills and Competencies: Strong presentation as well as oral and written communications skills Strong technical skills in Portfolio management analysis and Sustainability & Transition concepts. Presence, maturity and credibility to effectively represent internally and externally, and confidence in engaging with internal and external client base Ability to develop strong and trusting relationships Strong research, analytical and writing skills to clearly articulate sophisticated concepts, ideas, and processes Strong level of self-direction, ownership, organization and initiative; able to work independently to craft business development plans Integrity, strong work ethic and professional disposition Team-work oriented with proven ability to manage multiple objectives simultaneously. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
Feb 03, 2025
Full time
You will need to login before you can apply for a job. Vice President , Sustainable & Institutional Product Strategist - Fundamental Equities About this role Sustainable & Institutional Product Strategist Role Fundamental Equities (FE) is seeking a Vice President to join the Sustainable Product Strategy team to prioritise, promote and develop Fundamental Equity products and solutions, focusing on Sustainability & Transition, with our institutional client base: Representing FE capabilities commercially and reporting our Sustainable outcomes are key to growing this segment. This role encompasses all strategies across FE platform and will require an ability to adapt conversations to client needs and be able to talk about a broad range of markets and investment strategies. The successful candidate will need the technical abilities to understand complex Sustainable topics and manipulate sophisticated tools, as well as the commercial instinct to turn those into client-friendly messages. The role will also involve working with the FE Investment Solutions platform, which is set up to respond to clients and internal stakeholders' requests on customised investment solutions. In this capacity, the successful candidate will need platform knowledge and skilful stakeholder management to best represent FE capabilities in customised solutions. Key Responsibilities Institutional EMEA Strategy Lead Working with senior FE Product Strategists across our business to develop and drive our Institutional strategy push in EMEA. Representing the FE Platform to internal and external Institutional stakeholders in EMEA, to drive market share and business growth across the active FE product suite. Leading FE Global Consultant strategy to identify priority FE funds to be rated by key consultants. Collaborating with FE PS leads to equip ICB partners to represent FE investment capabilities to their clients, using sustainability as a key differentiator. Leading platform efforts using CRM and institutional databases to monitor commercials, drive pipeline conversion, improve product competitive positioning, and inform future product innovation. Institutional Sustainable Platform Lead Leveraging the FE Sustainable platform narrative to develop an Institutional narrative relevant for specific sub-segments and regions. Developing reporting best practice to bring Sustainable and Transition attributes to life when communicating to internal and external stakeholders. Developing a reporting framework on sustainability and transition engagement to best demonstrate FE's unique engagement abilities. Platform Solutions Contributing to the FE Solutions initiative, developing the governance model. Leveraging existing broad solutions framework to develop a Sustainable solutions framework. Demonstrating FE investment teams' ability to execute on customisation requests and deploy across Institutional distribution. Marketing our sustainable and transition solutions to distribution and clients. Key Requirements Knowledge/Experience and Qualifications: Educated to degree level essential; CFA preferred Extensive experience in a client service/business development role within the investment management industry Passion for, and deep knowledge of global equity markets Strong knowledge of sustainability and transition Thorough understanding of institutional client segments, industry trends and key differences in buying behavior Skills and Competencies: Strong presentation as well as oral and written communications skills Strong technical skills in Portfolio management analysis and Sustainability & Transition concepts. Presence, maturity and credibility to effectively represent internally and externally, and confidence in engaging with internal and external client base Ability to develop strong and trusting relationships Strong research, analytical and writing skills to clearly articulate sophisticated concepts, ideas, and processes Strong level of self-direction, ownership, organization and initiative; able to work independently to craft business development plans Integrity, strong work ethic and professional disposition Team-work oriented with proven ability to manage multiple objectives simultaneously. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
About Global Client Group The Global Client Group (GCG) covers Distribution, Consultant Relations, Relationship Management, Global Client Services, and Learning & Development, and aims to deliver a 'One Nuveen' experience to our global client base. The GCG is focused on establishing new relationships within the Institutional and Wealth channels while deepening relationships with existing clients. Nuveen targets the largest sources of investment capital around the world. Our teams are global, with in-market presence in the Americas, Europe, and Asia Pacific regions. About Global Client Services Global Client Services (GCS) covers Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services (a.k.a. RFP), and Business Transformation, and is involved in nearly every facet of the client life cycle. The GCS strategy is to build a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience. Position Summary Nuveen is in the early stages of establishing its Global Wealth/Retail business, building on its market-leading brand in the US market. The Vice President, Wealth Client Services position is a critical part of the building process, and is responsible for partnering with Distribution, Product, Technology, Operations, Legal/Compliance and Investments to implement scalable EMEA Wealth servicing capabilities and deliver an exceptional client experience to support Nuveen's growth aspirations in the channel. Primary Responsibilities Play a lead role in onboarding new distribution partners, inclusive of FinTech platform, including negotiation and execution of distribution agreements in partnership with Product and Distribution Engage and manage relationships with platform providers such as All Funds to ensure Nuveen funds are represented and accessible to interested prospects and clients Manage inbound client requests and work with Distribution to satisfy all client queries Understand dynamics between Nuveen and its Transfer Agent, develop deep operational and technical knowledge of the associated processes, and manage any escalations as necessary (e.g., account opening escalation from an advisor) Represent Nuveen's UCITS platform and associated data across external (e.g., Bloomberg, Lipper, FundInfo, Morningstar) and internal (e.g., RFP) databases Work with Product and Legal/Compliance to understand the evolving regulatory environment and its impact on Nuveen's EMEA Wealth business, and manage related projects and communications (internal and external) Identify opportunities to improve the client servicing and data management processes and partner with Business Transformation to drive implementation Support Distribution and Product teams where necessary with marketing and regulatory documentation Over time, build a wealth client servicing team to support continued growth and provide in-country servicing. Experience/Capabilities Minimum of 8 years of experience in the investment management industry Experience in EMEA wealth/wholesale/retail distribution or client service and a strong operational mindset and approach Excellent end-to-end generalist problem solving skills and ability to identify and analyze issues; ability to think/plan strategically and act tactically Deep sense of accountability and strong interest in building a function from the ground-up Collaborative engagement style and ability to communicate effectively with stakeholders at all levels and across the region Strong internal and external client service orientation Sharp attention to detail Italian, German and/or French language skills a plus _ Company Overview Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives.Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.For more information about the firm please visit our website at Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: Email: Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here . For Applicants of Nuveen residing in Europe and APAC, please click here . For Applicants of Greenwood residing in Brazil (English), click here . For Applicants of Greenwood residing in Brazil (Portuguese), click here . For Applicants of Westchester residing in Brazil (English), click here . For Applicants of Westchester residing in Brazil (Portuguese), click here .
Dec 19, 2022
Full time
About Global Client Group The Global Client Group (GCG) covers Distribution, Consultant Relations, Relationship Management, Global Client Services, and Learning & Development, and aims to deliver a 'One Nuveen' experience to our global client base. The GCG is focused on establishing new relationships within the Institutional and Wealth channels while deepening relationships with existing clients. Nuveen targets the largest sources of investment capital around the world. Our teams are global, with in-market presence in the Americas, Europe, and Asia Pacific regions. About Global Client Services Global Client Services (GCS) covers Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services (a.k.a. RFP), and Business Transformation, and is involved in nearly every facet of the client life cycle. The GCS strategy is to build a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience. Position Summary Nuveen is in the early stages of establishing its Global Wealth/Retail business, building on its market-leading brand in the US market. The Vice President, Wealth Client Services position is a critical part of the building process, and is responsible for partnering with Distribution, Product, Technology, Operations, Legal/Compliance and Investments to implement scalable EMEA Wealth servicing capabilities and deliver an exceptional client experience to support Nuveen's growth aspirations in the channel. Primary Responsibilities Play a lead role in onboarding new distribution partners, inclusive of FinTech platform, including negotiation and execution of distribution agreements in partnership with Product and Distribution Engage and manage relationships with platform providers such as All Funds to ensure Nuveen funds are represented and accessible to interested prospects and clients Manage inbound client requests and work with Distribution to satisfy all client queries Understand dynamics between Nuveen and its Transfer Agent, develop deep operational and technical knowledge of the associated processes, and manage any escalations as necessary (e.g., account opening escalation from an advisor) Represent Nuveen's UCITS platform and associated data across external (e.g., Bloomberg, Lipper, FundInfo, Morningstar) and internal (e.g., RFP) databases Work with Product and Legal/Compliance to understand the evolving regulatory environment and its impact on Nuveen's EMEA Wealth business, and manage related projects and communications (internal and external) Identify opportunities to improve the client servicing and data management processes and partner with Business Transformation to drive implementation Support Distribution and Product teams where necessary with marketing and regulatory documentation Over time, build a wealth client servicing team to support continued growth and provide in-country servicing. Experience/Capabilities Minimum of 8 years of experience in the investment management industry Experience in EMEA wealth/wholesale/retail distribution or client service and a strong operational mindset and approach Excellent end-to-end generalist problem solving skills and ability to identify and analyze issues; ability to think/plan strategically and act tactically Deep sense of accountability and strong interest in building a function from the ground-up Collaborative engagement style and ability to communicate effectively with stakeholders at all levels and across the region Strong internal and external client service orientation Sharp attention to detail Italian, German and/or French language skills a plus _ Company Overview Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives.Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.For more information about the firm please visit our website at Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: Email: Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here . For Applicants of Nuveen residing in Europe and APAC, please click here . For Applicants of Greenwood residing in Brazil (English), click here . For Applicants of Greenwood residing in Brazil (Portuguese), click here . For Applicants of Westchester residing in Brazil (English), click here . For Applicants of Westchester residing in Brazil (Portuguese), click here .
Acord (association For Cooperative Operations Research And Development)
State Street Corporation Details Posted: 08-Dec-22 Location: London, United Kingdom Type: Full Time Salary: Open Internal Number: Who we are looking for With over half of the world's top 100 money managers as customers and over $25 trillion in assets on the CR IMS, Charles River has a great reputation across customers in the EMEA region. The company's SaaS-based, leading edge technology platform has been well received and the firm is seeing a number of significant uptake from existing customers as well as attracting new named customers who see it as the best in class. CRD is seeking to recruit a Sales Manager to work with an assigned territory in EMEA to both grow the existing Client base (new business) and extend the footprint within existing Clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales Manager to focus on understanding the customer's strategy and business to create and execute on a plan that results in deployment of Charles Rivers' solutions to address the customer's strategic business objectives. This is an especially exciting time to join Charles River following its acquisition by State Street and the extensive new front-to-back opportunities this provides. Why this role is important to us The team you will be joining is a part of Charles River Development that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. What you will be responsible for As Sales Manager you will be responsible for: A mix of New Business Sales and existing customer Account Management The entire sales and account management process from inception. This includes research, identification and 'upselling' CRD modules and services in existing customer accounts, prospecting, relationship building, negotiation and contract closure, adopting a consultative/solution sales methodology. The primary objectives are comprehensive market penetration through growth of the CRD customer base and customer retention through driving add-on modules and services (lead by SaaS) sales and extending the usage of the application. Systematic prospecting and lead generation across the designated territory and vertical markets within the 'buy-side'. Selling the value proposition around a comprehensive SaaS solution to new and existing customers Consultative and strategic management of the entire sales process- organising and running presentations/workshops, owning and contribution to RFI/P and tender process, solution demos/pilots, commercial proposals and presentations. Working throughout prospective customer organisation to understand the organisation, the players, decisions makers, build high level relationships, clearly understand business and technical requirements and prescribe commensurate messaging and value proposition. Clear articulation of CRD advantages to best position CRD as a strategic partner and ultimately close business. Working through objections, pricing and contract issues to close deals Working with CRD Client Managers to leverage penetration within existing CRD customer accounts. Working closely with teams across State Street to jointly position the value proposition of our combined technology and services Development of relationships with key industry partners including consultants and complementary service providers to broaden CRD's reputation and ultimately leverage sales opportunities. What we value You must have an understanding and application of strategic selling, solution selling (e.g. Miller Heiman, SPIN, etc) and demonstrated success against quota in a highly competitive environment. You will have a record of overachievement against targets. Knowledge and experience selling solutions, enterprise software and large consulting projects to the financial services industry preferably in investment or Wealth management (buy-side) You must understand the culture and language of the sector as well as the issues facing Charles River's customers. You will have proven experience of developing accounts and relationships from "one of many" to key trusted advisor status Education & Preferred Qualifications University degree preferably in a technology or finance discipline is essential. Fluency in English (oral and written) and excellent communication skills essential. Fluency in French Additional requirements A keen awareness of the political dynamics within the customer base Experience of growing existing accounts - some active and others spending money but not fully committed. Experience selling complex systems which require the sales person to really understand the solution in detail and not superficially. Ability to understand key concepts, observations and articulate CRD and the CRIMS value proposition. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at Create a Job Alert for Similar Jobs Connections working at State Street Corporation More Jobs from This Employer
Dec 13, 2022
Full time
State Street Corporation Details Posted: 08-Dec-22 Location: London, United Kingdom Type: Full Time Salary: Open Internal Number: Who we are looking for With over half of the world's top 100 money managers as customers and over $25 trillion in assets on the CR IMS, Charles River has a great reputation across customers in the EMEA region. The company's SaaS-based, leading edge technology platform has been well received and the firm is seeing a number of significant uptake from existing customers as well as attracting new named customers who see it as the best in class. CRD is seeking to recruit a Sales Manager to work with an assigned territory in EMEA to both grow the existing Client base (new business) and extend the footprint within existing Clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales Manager to focus on understanding the customer's strategy and business to create and execute on a plan that results in deployment of Charles Rivers' solutions to address the customer's strategic business objectives. This is an especially exciting time to join Charles River following its acquisition by State Street and the extensive new front-to-back opportunities this provides. Why this role is important to us The team you will be joining is a part of Charles River Development that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. What you will be responsible for As Sales Manager you will be responsible for: A mix of New Business Sales and existing customer Account Management The entire sales and account management process from inception. This includes research, identification and 'upselling' CRD modules and services in existing customer accounts, prospecting, relationship building, negotiation and contract closure, adopting a consultative/solution sales methodology. The primary objectives are comprehensive market penetration through growth of the CRD customer base and customer retention through driving add-on modules and services (lead by SaaS) sales and extending the usage of the application. Systematic prospecting and lead generation across the designated territory and vertical markets within the 'buy-side'. Selling the value proposition around a comprehensive SaaS solution to new and existing customers Consultative and strategic management of the entire sales process- organising and running presentations/workshops, owning and contribution to RFI/P and tender process, solution demos/pilots, commercial proposals and presentations. Working throughout prospective customer organisation to understand the organisation, the players, decisions makers, build high level relationships, clearly understand business and technical requirements and prescribe commensurate messaging and value proposition. Clear articulation of CRD advantages to best position CRD as a strategic partner and ultimately close business. Working through objections, pricing and contract issues to close deals Working with CRD Client Managers to leverage penetration within existing CRD customer accounts. Working closely with teams across State Street to jointly position the value proposition of our combined technology and services Development of relationships with key industry partners including consultants and complementary service providers to broaden CRD's reputation and ultimately leverage sales opportunities. What we value You must have an understanding and application of strategic selling, solution selling (e.g. Miller Heiman, SPIN, etc) and demonstrated success against quota in a highly competitive environment. You will have a record of overachievement against targets. Knowledge and experience selling solutions, enterprise software and large consulting projects to the financial services industry preferably in investment or Wealth management (buy-side) You must understand the culture and language of the sector as well as the issues facing Charles River's customers. You will have proven experience of developing accounts and relationships from "one of many" to key trusted advisor status Education & Preferred Qualifications University degree preferably in a technology or finance discipline is essential. Fluency in English (oral and written) and excellent communication skills essential. Fluency in French Additional requirements A keen awareness of the political dynamics within the customer base Experience of growing existing accounts - some active and others spending money but not fully committed. Experience selling complex systems which require the sales person to really understand the solution in detail and not superficially. Ability to understand key concepts, observations and articulate CRD and the CRIMS value proposition. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at Create a Job Alert for Similar Jobs Connections working at State Street Corporation More Jobs from This Employer
State Street Corporation Details Posted: 08-Dec-22 Location: London, United Kingdom Type: Full Time Salary: Open Internal Number: Who we are looking for With over half of the world's top 100 money managers as customers and over $25 trillion in assets on the CR IMS, Charles River has a great reputation across customers in the EMEA region. The company's SaaS-based, leading edge technology platform has been well received and the firm is seeing a number of significant uptake from existing customers as well as attracting new named customers who see it as the best in class. CRD is seeking to recruit a Sales Manager to work with an assigned territory in EMEA to both grow the existing Client base (new business) and extend the footprint within existing Clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales Manager to focus on understanding the customer's strategy and business to create and execute on a plan that results in deployment of Charles Rivers' solutions to address the customer's strategic business objectives. This is an especially exciting time to join Charles River following its acquisition by State Street and the extensive new front-to-back opportunities this provides. Why this role is important to us The team you will be joining is a part of Charles River Development that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. What you will be responsible for As Sales Manager you will be responsible for: A mix of New Business Sales and existing customer Account Management The entire sales and account management process from inception. This includes research, identification and 'upselling' CRD modules and services in existing customer accounts, prospecting, relationship building, negotiation and contract closure, adopting a consultative/solution sales methodology. The primary objectives are comprehensive market penetration through growth of the CRD customer base and customer retention through driving add-on modules and services (lead by SaaS) sales and extending the usage of the application. Systematic prospecting and lead generation across the designated territory and vertical markets within the 'buy-side'. Selling the value proposition around a comprehensive SaaS solution to new and existing customers Consultative and strategic management of the entire sales process- organising and running presentations/workshops, owning and contribution to RFI/P and tender process, solution demos/pilots, commercial proposals and presentations. Working throughout prospective customer organisation to understand the organisation, the players, decisions makers, build high level relationships, clearly understand business and technical requirements and prescribe commensurate messaging and value proposition. Clear articulation of CRD advantages to best position CRD as a strategic partner and ultimately close business. Working through objections, pricing and contract issues to close deals Working with CRD Client Managers to leverage penetration within existing CRD customer accounts. Working closely with teams across State Street to jointly position the value proposition of our combined technology and services Development of relationships with key industry partners including consultants and complementary service providers to broaden CRD's reputation and ultimately leverage sales opportunities. What we value You must have an understanding and application of strategic selling, solution selling (e.g. Miller Heiman, SPIN, etc) and demonstrated success against quota in a highly competitive environment. You will have a record of overachievement against targets. Knowledge and experience selling solutions, enterprise software and large consulting projects to the financial services industry preferably in investment or Wealth management (buy-side) You must understand the culture and language of the sector as well as the issues facing Charles River's customers. You will have proven experience of developing accounts and relationships from "one of many" to key trusted advisor status Education & Preferred Qualifications University degree preferably in a technology or finance discipline is essential. Fluency in English (oral and written) and excellent communication skills essential. Fluency in French Additional requirements A keen awareness of the political dynamics within the customer base Experience of growing existing accounts - some active and others spending money but not fully committed. Experience selling complex systems which require the sales person to really understand the solution in detail and not superficially. Ability to understand key concepts, observations and articulate CRD and the CRIMS value proposition. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at Create a Job Alert for Similar Jobs Connections working at State Street Corporation More Jobs from This Employer
Dec 13, 2022
Full time
State Street Corporation Details Posted: 08-Dec-22 Location: London, United Kingdom Type: Full Time Salary: Open Internal Number: Who we are looking for With over half of the world's top 100 money managers as customers and over $25 trillion in assets on the CR IMS, Charles River has a great reputation across customers in the EMEA region. The company's SaaS-based, leading edge technology platform has been well received and the firm is seeing a number of significant uptake from existing customers as well as attracting new named customers who see it as the best in class. CRD is seeking to recruit a Sales Manager to work with an assigned territory in EMEA to both grow the existing Client base (new business) and extend the footprint within existing Clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales Manager to focus on understanding the customer's strategy and business to create and execute on a plan that results in deployment of Charles Rivers' solutions to address the customer's strategic business objectives. This is an especially exciting time to join Charles River following its acquisition by State Street and the extensive new front-to-back opportunities this provides. Why this role is important to us The team you will be joining is a part of Charles River Development that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. What you will be responsible for As Sales Manager you will be responsible for: A mix of New Business Sales and existing customer Account Management The entire sales and account management process from inception. This includes research, identification and 'upselling' CRD modules and services in existing customer accounts, prospecting, relationship building, negotiation and contract closure, adopting a consultative/solution sales methodology. The primary objectives are comprehensive market penetration through growth of the CRD customer base and customer retention through driving add-on modules and services (lead by SaaS) sales and extending the usage of the application. Systematic prospecting and lead generation across the designated territory and vertical markets within the 'buy-side'. Selling the value proposition around a comprehensive SaaS solution to new and existing customers Consultative and strategic management of the entire sales process- organising and running presentations/workshops, owning and contribution to RFI/P and tender process, solution demos/pilots, commercial proposals and presentations. Working throughout prospective customer organisation to understand the organisation, the players, decisions makers, build high level relationships, clearly understand business and technical requirements and prescribe commensurate messaging and value proposition. Clear articulation of CRD advantages to best position CRD as a strategic partner and ultimately close business. Working through objections, pricing and contract issues to close deals Working with CRD Client Managers to leverage penetration within existing CRD customer accounts. Working closely with teams across State Street to jointly position the value proposition of our combined technology and services Development of relationships with key industry partners including consultants and complementary service providers to broaden CRD's reputation and ultimately leverage sales opportunities. What we value You must have an understanding and application of strategic selling, solution selling (e.g. Miller Heiman, SPIN, etc) and demonstrated success against quota in a highly competitive environment. You will have a record of overachievement against targets. Knowledge and experience selling solutions, enterprise software and large consulting projects to the financial services industry preferably in investment or Wealth management (buy-side) You must understand the culture and language of the sector as well as the issues facing Charles River's customers. You will have proven experience of developing accounts and relationships from "one of many" to key trusted advisor status Education & Preferred Qualifications University degree preferably in a technology or finance discipline is essential. Fluency in English (oral and written) and excellent communication skills essential. Fluency in French Additional requirements A keen awareness of the political dynamics within the customer base Experience of growing existing accounts - some active and others spending money but not fully committed. Experience selling complex systems which require the sales person to really understand the solution in detail and not superficially. Ability to understand key concepts, observations and articulate CRD and the CRIMS value proposition. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at Create a Job Alert for Similar Jobs Connections working at State Street Corporation More Jobs from This Employer
Description About this role About BlackRock Fixed Income BlackRock's Fixed Income team offers an array of fixed income products designed to meet specific client risk and return profiles. Within our active business, there are two core investment processes, systematic and fundamental. Our systematic active business which applies cutting-edge quantitative strategies seeks to generate alpha for clients from macro, security selection and relative value opportunities. The fundamental business applies fundamental investment styles and strategies to generate alpha for clients across Sterling, Euro, USD, Emerging Markets and Global portfolio groups. This role is for a Product Strategist for the Fundamental Fixed Income team on the Securitized Assets investment platform. The Product Strategy team is responsible to providing a link between the investment team and various client groups and internal stakeholders. The team is also responsible for the development and commercialization of Fixed Income products for Institutional and Retail investors, overseeing the distribution and management to various sales channels, including investment consultants, bank platforms as well as existing clients and prospects. The universe of products includes comingled products and customized separate managed accounts (SMA). The team is also centrally involved in the firm's thought leadership agenda and publishes periodically market insights and product focus pieces. Critical to the success of the Product Strategy team is the maintenance of strong relationships with the Institutional Client Business (ICB), and iShares & Wealth (iSW) Sales groups, who are responsible for managing and developing BlackRock's client relationships. Job Purpose/Background: BlackRock's Fundamental Fixed income team is looking for a Vice President in Fixed Income Product Strategy to support and promote the European Asset-Backed Securities (ABS) business. The European ABS team is an integral part of BlackRock's Fundamental Fixed Income platform and contributes to the diversification and alpha generation across various actively managed fixed income portfolios. The London-based team is embedded in BlackRock's Global Fixed Income platform and manages several client SMA's and is responsible for sourcing asset-backed securities for the firm's global fixed income platform. As an intermediary between the European ABS portfolio management team and key internal stakeholders, including the Consultant Relations Group for EMEA, this individual's main focus will be supporting and promoting the firm's European ABS investment capabilities. This includes working closely with marketing and other key stakeholders with a clear mandate and focus on commercial activities, both sales and defence. The successful candidate will possess deep knowledge of the asset-backed securities market in EMEA and other complementary securitized instruments structured abroad. In addition, a firm understanding of market trends, global economics and monetary policy would be a plus. The successful candidate will possess exceptional commercial skills, the ability to create and deliver on sales targets, and pivot to defence where appropriate. Strong communication skills are a must and the ability to form trusted relationships with other European fixed income team members, and sales partners will also be key. Key Responsibilities: Develop and execute on an external commercial strategy for the team, build and deliver on strategic growth plans Work alongside portfolio managers to represent the European ABS Team to external and internal stakeholders Deepen internal relationships with EMEA sales teams to pursue commercial opportunities and identify potential gaps in product range based on overarching industry trends Present the team's investment capabilities and market views to existing and potential clients, act as a senior spokesperson for the team Develop and build a framework for providing regular market information and education to end clients, to improve familiarity with the asset class and become a trusted partner Engage with internal and external stakeholders on EMEA's securitization rules and figure as a subject expert on the regulatory landscape for EMEA's ABS market Build and improve narrative around ESG integration in investment process Drive forward future product innovation particularly around ongoing ESG requirements Be responsive to client requests and queries and streamline existing client reporting requirements Knowledge/Experience Required: Strong understanding of the asset management industry and capital markets, particularly in securitized assets as well as fixed income Robust knowledge of European ABS Excellent commercial skills and track record Strong understanding of the EU Securitization Regulation ESG knowledge alongside European regulation (SFDR, labels) an advantage Skills/Qualifications: A successful candidate will have: Solid interpersonal skills and ability to quickly form meaningful working partnerships Strong written, verbal and interpersonal communication skills to clearly articulate fixed income concepts, ideas, and processes. Fluency in written and spoken English, European language skills an advantage Excellent presentation skills Team player and a collaborative and cooperative approach to tasks Disciplined organisation skills Ambitious work ethic and professional disposition Strong quantitative skills Post graduate qualifications favourable (CFA, MBA). IMC preferred Strong knowledge of Excel and PowerPoint essential; Bloomberg and other market data systems useful. Working knowledge of Aladdin, or other investment management tools, an advantage Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Dec 08, 2021
Full time
Description About this role About BlackRock Fixed Income BlackRock's Fixed Income team offers an array of fixed income products designed to meet specific client risk and return profiles. Within our active business, there are two core investment processes, systematic and fundamental. Our systematic active business which applies cutting-edge quantitative strategies seeks to generate alpha for clients from macro, security selection and relative value opportunities. The fundamental business applies fundamental investment styles and strategies to generate alpha for clients across Sterling, Euro, USD, Emerging Markets and Global portfolio groups. This role is for a Product Strategist for the Fundamental Fixed Income team on the Securitized Assets investment platform. The Product Strategy team is responsible to providing a link between the investment team and various client groups and internal stakeholders. The team is also responsible for the development and commercialization of Fixed Income products for Institutional and Retail investors, overseeing the distribution and management to various sales channels, including investment consultants, bank platforms as well as existing clients and prospects. The universe of products includes comingled products and customized separate managed accounts (SMA). The team is also centrally involved in the firm's thought leadership agenda and publishes periodically market insights and product focus pieces. Critical to the success of the Product Strategy team is the maintenance of strong relationships with the Institutional Client Business (ICB), and iShares & Wealth (iSW) Sales groups, who are responsible for managing and developing BlackRock's client relationships. Job Purpose/Background: BlackRock's Fundamental Fixed income team is looking for a Vice President in Fixed Income Product Strategy to support and promote the European Asset-Backed Securities (ABS) business. The European ABS team is an integral part of BlackRock's Fundamental Fixed Income platform and contributes to the diversification and alpha generation across various actively managed fixed income portfolios. The London-based team is embedded in BlackRock's Global Fixed Income platform and manages several client SMA's and is responsible for sourcing asset-backed securities for the firm's global fixed income platform. As an intermediary between the European ABS portfolio management team and key internal stakeholders, including the Consultant Relations Group for EMEA, this individual's main focus will be supporting and promoting the firm's European ABS investment capabilities. This includes working closely with marketing and other key stakeholders with a clear mandate and focus on commercial activities, both sales and defence. The successful candidate will possess deep knowledge of the asset-backed securities market in EMEA and other complementary securitized instruments structured abroad. In addition, a firm understanding of market trends, global economics and monetary policy would be a plus. The successful candidate will possess exceptional commercial skills, the ability to create and deliver on sales targets, and pivot to defence where appropriate. Strong communication skills are a must and the ability to form trusted relationships with other European fixed income team members, and sales partners will also be key. Key Responsibilities: Develop and execute on an external commercial strategy for the team, build and deliver on strategic growth plans Work alongside portfolio managers to represent the European ABS Team to external and internal stakeholders Deepen internal relationships with EMEA sales teams to pursue commercial opportunities and identify potential gaps in product range based on overarching industry trends Present the team's investment capabilities and market views to existing and potential clients, act as a senior spokesperson for the team Develop and build a framework for providing regular market information and education to end clients, to improve familiarity with the asset class and become a trusted partner Engage with internal and external stakeholders on EMEA's securitization rules and figure as a subject expert on the regulatory landscape for EMEA's ABS market Build and improve narrative around ESG integration in investment process Drive forward future product innovation particularly around ongoing ESG requirements Be responsive to client requests and queries and streamline existing client reporting requirements Knowledge/Experience Required: Strong understanding of the asset management industry and capital markets, particularly in securitized assets as well as fixed income Robust knowledge of European ABS Excellent commercial skills and track record Strong understanding of the EU Securitization Regulation ESG knowledge alongside European regulation (SFDR, labels) an advantage Skills/Qualifications: A successful candidate will have: Solid interpersonal skills and ability to quickly form meaningful working partnerships Strong written, verbal and interpersonal communication skills to clearly articulate fixed income concepts, ideas, and processes. Fluency in written and spoken English, European language skills an advantage Excellent presentation skills Team player and a collaborative and cooperative approach to tasks Disciplined organisation skills Ambitious work ethic and professional disposition Strong quantitative skills Post graduate qualifications favourable (CFA, MBA). IMC preferred Strong knowledge of Excel and PowerPoint essential; Bloomberg and other market data systems useful. Working knowledge of Aladdin, or other investment management tools, an advantage Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.