Overview: The Relationship Manager (RM I) has responsibility for selling BBH Fintech services to US asset managers. Activity includes lead generation, relationship building, discovery and ultimately closing business. The primary focus will be prospective clients although opportunity will exist with existing clients. The primary contacts at the client and prospect organization will be senior level operations managers, Chief Operating Officers, Chief Investment Officers and Fund Treasurers.
BBH Fintech delivers modular solutions to asset managers for their middle office functions. Service include trade messaging, corporate action workflow tools, investment accounting, collateral management and trade matching and support.
Responsibilities: Sales and Revenue Generation
- Grow revenue with assigned clients or prospects.
- Effectively manage a sales territory of approximately 100 firms through proactive engagement that includes cold calling, relationship building and the ability to exchange thought leadership
- Develop internal relationships across other lines of business.
- Adhere to routine CRM requirements that include meeting summaries, key contacts and pipeline updates.
- Ability to work in a team based sales environment that requires collaboration across various subject matter experts.
- Ability to lead team by influencing without authority
Qualifications: - BS/BA required, or equivalent work experience.
- MBA is a plus.
- A minimum of five years in a client facing, institutional sales role.
- Proven sales model that addresses steps from lead generation to closing.
- Strong initiative to learn product details
- Strong initiative to manage sales process
- Understanding of securities servicing/middle office investment support
- Travel Required
Grade-9
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We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
Full time
Boston
