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Senior Sales Executive; Financial Services; AML, Compliance, Fraud
Location: New York, NY or Reston, VA or San Francisco, CA or Boston, MA

Major solutions firm is hiring a Senior Sales Executive to develop and close multi-million dollar deals within target markets and accounts.  By coupling consultative selling techniques with strong domain knowledge, the Sales Executive will distinguish themselves though their ability to define, manage and drive professional sales campaigns.  The Sales Executive desired is high-energy and committed to winning business quickly.

Key Job Responsibilities:

·       Manage and close major (excess of $1m) sales deals within the Financial Services Sector (Banking, Mutual Funds, Brokerage, Credit/Debit Card, and Insurance verticals).

·       Incorporate Team Selling model to achieve high-value, high-margin, software-centric sales.

·       Build, maintain and develop a quality pipeline.

·       Work within the Partners & Alliances network, as part of a “sell with” strategy.

·       Clearly articulate and represent firm’s positioning to all relevant parties, including clients, prospects and Alliance partners.

·       Combine sales hunting techniques for new accounts, with effective harvesting and farming of current clients.

·       Participate and contribute to the on going execution and periodic reviews of firm’s “Go To Market” strategy.

·       Identify, define, and resolve presales, sales and positioning of the firm’s product suite issues.

·       Participate in functional and cross functional teams.

·       Establish the organization culture to ensure that the targets are met and the DOIT (Decisive, Openness, Innovation and Teamwork) principles are reinforced.

·       Willingness and ability to be take responsibility for the creation and communication of winning sales bids while minimizing the impact on the pre-sales support organization.

Individual Specifications & Related Job Experience:

·         Successful track record of selling large, high-margin deals with large software components vs. pure services.

·         Experienced in all aspects of Bid Management.

·         Experienced in driving “complex” sales campaigns vs. responding to a set of next steps, which includes designing, articulating and applying “competitive” sales plans.

·         Comfortable negotiating with clients up to and including C and Board level executives.

·         Experienced in selling into Financial Services organizations such as Banks, Mutual Funds, Brokerage Firms and Insurance Companies.

·         Familiar with the issues that Financial Institutions face regarding Financial Crime and, Anti-Money Laundering and Compliance is a plus.

·         Well networked within target markets – capable of opening doors and setting appointments with key “decision” makers.

·         Proven ability to “understand” the competition.

Qualification/Skills:

·         Minimum of 5 years of experience in sales/business development environment within Financial Services.

·         Self motivated but also comfortable working as part of a team.

Key Metrics/Expectations:

·       Estimated sales quota for a 12-month period of  $3M to $4M.

·       Expected revenue mix of 50% License, 50% Services.

·       Reports to VP of Sales for the Americas.

Must be authorized to work in the US. Sorry but no sponsorship or relocation assistance is provided.

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Senior Sales Executive; Enterprise Software, .Net, J2EE
Location: New York or New Jersey or Connecticut

Dynamic opportunity to join a Global Software Solutions firm as a Senior Sales Executive for enterprise software solutions sold to Information Technology clients.

My client is hiring an experience sales professional who comprehends technology trends, understands the business value of advanced enterprise software solutions, and has a proven track record closing enterprise software sales business to C level Information Technology professionals in the investment community. There is much opportunity for professional growth within the firm.

Senior Sales Executive:

• Will represent a suite of innovative technical solutions that enable Microsoft technology to be developed onto other platforms
• Should be an innovative, customer oriented thinker; able to identify and secure market niche opportunities 
• Must have experience partnering with business partners 
• Will deliver high-level detailed strategic presentations and proposals
• Should have a University degree 
• Must have a technical aptitude and an understanding of the financial industry
• Must be interested in growing professionally into a management role  

Must be authorized to work in the U.S.  Sorry, no sponsorship or relocation assistance is available.

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Implementation Professionals; Commercial Lending Software; Financial
Location: New York, NY

Due to significant growth in sales, my client is hiring Implementation Professionals who have from 1 to 3 years experience in commercial lending. This position requires 80-100% travel.

My client has a reputation as the industry's premier provider of commercial lending software. Their products and solutions support high-end wholesale and commercial lending banks worldwide.

Implementation Professionals are responsible for the activities necessary to aid clients in the implementation of software products. This process requires significant client contact over extended periods of time. While personnel with diverse skills are necessary to provide this service, the following are common to all positions:  

• Goal-oriented

• Quick learner

• Articulate

• Professional presentation

• Active listener

• Self-starter

• Commitment to continuous learning and skill development.

Minimum Requirements:

• 1 to 3 years commercial banking experience with commercial loan operations experience.

• Basic knowledge of MS Word, MS Excel, MS Project and E-Mail/GroupWare.

• Understanding of basic, fundamental accounting principles.

• Analytical skills including procedural, research, and accounting. 

Preferred Skills: 

• Basic project management skills. 

• Experience with multi-currency accounting and operations.

• Software implementation experience as follows:

  • parameter setting/system administration set up

  • data mapping

  • conversion (experience with large-scale systems conversions strongly preferred).

  • development of test approaches/testing

  • specifications for reports

• Familiarity with commercial lending products including derivatives.

• University Degree.

Experience:

1 to 3 years commercial banking experience with commercial loan operations experience.

Must be authorized to work in the US. Sorry but no sponsorship or relocation assistance is available.

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Partner Sales Executive - EMEA; London based; Derivatives
Location: London, England

Responsibilities:

·         Build partner relationships within the EMEA territory that service and sell to hedge funds, banks, asset managers, government and insurance institutions.

·         Develop and oversee strategic sales strategy to help direct sales penetrate this market space with partners.

·         Direct the sales strategy for assigned territory for two channels: vendor partners, and strategic partners.

·         Maintain and grow assigned territory based vendor partnership sourcing and relationship management.

·         Cold call, negotiate contracts, and close deals. 

·         Maintain current knowledge of derivatives markets, hedge funds, competitors and client activities for product development purposes.

·         Provide product requirements feedback from partners to development

Experience and skills required:

·         5-7 years of progressive “hands on” sales experience in derivative software products.

·         5-7 years experience in identifying, building and maintaining software vendor partnerships.

·         Must have a proven track record of successfully managing partner relationships and achieving revenue and/or profit goals.

·         Expert knowledge of investment and risk management strategies deployed by both buy-side (investors) and sell-side (investment banks) firms.

·         Able to perform market analysis/research, identify target markets and trends, and develop a sales strategy to penetrate those markets.

·         Possess a strong, active rolodex that is comprised of decision-making executives within the partner channel's dealing with financial services industry in the EMEAs.

·         Possess a strong drive, leadership, intellectual skills, a high level of enthusiasm, strong integrity, customer service and negotiating skills.

·         University degree or equivalent experience.

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Direct Sales - Hong Kong based; Derivatives
Location: Hong Kong or Taiwan or Macao

To develop and close software transactions with customers located Hong Kong, PRC, Taiwan, Macao. In specific, the sale of specialized pricing and risk management software for structured products across the Credit, Interest Rate, Equity and FX derivative asset classes to financial institutions. This role will require direct marketing, presentations, software demonstrations and contract (pricing and legal) negotiations. May require up to 30 - 50% travel time. Fluency in English is mandatory. Ability to communicate in all native tongues of the territory plus in Japanese is a plus.

Primary responsibilities:

·         Direct sales of company products to all strata of financial institutions located in Hong Kong, PRC, Taiwan, and Macao. Sales to include training and back-up support for all hedge funds, banks, asset managers, government and insurance institutions.

·         Develop and oversee strategic sales strategy. 

·         Develop contacts and build relationships with financial institutions, hedge funds, banks etc. in the Hong Kong, PRC, Taiwan, and Macao.

·         Negotiate contracts, and close deals. 

·         Maintain current knowledge of derivatives markets, hedge funds, competitors and client activities for product development purposes.

·         Provide product requirements feedback from clients and partners to development.

·         Achieve personal sales and when applicable team quota.

Experience and skills required:

·         5-7 years of progressive “hands on” direct sales experience in derivative software products.

·         1-2 years experience at a financial institution (trader, enterprise/investment sales or end user).

·         Must have a proven track record of success in managing a territory and achieving revenue and/or profit goals.

·         Expert knowledge of investment and risk management strategies deployed by both buy-side (investors) and sell-side (investment banks) firms.

·         Able to perform market analysis/research, identify target markets and trends, and develop a sales strategy to penetrate those markets.

·         Possess a strong, active rolodex that is comprised of decision making executives within the financial services industry. 

·         Possess a strong drive, leadership, intellectual skills, a high level of enthusiasm, strong integrity, customer service and negotiating skills.

·         University degree or equivalent experience.

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Practice Leader; AML, Compliance, Risk, Fraud, Insurance
Location: Boston, MA

Global Software Solutions firm is hiring an experienced Practice Leader to develop and build-out the firm’s new emerging Value-Added Consulting practice.  The Practice Leader will  define, package, and sell a variety of Consulting Products. These “packaged” service engagements will include recommendations for improvement in several key areas such as business strategy, systems architecture and operational efficiency.

Qualified candidate will have a broad skill set coupled with an entrepreneurial style.  Success will be largely based on candidate’s ability to leverage personal experience and expertise in the areas of Compliance, Fraud, Anti-Money Laundering and/or Financial Crime. Practice Leader will define a set of standard offerings, successfully marketing them and building out the delivery staff. Will generate content-rich IP that distinguishes firm from its competitors, while driving revenue.

Responsibilities:

IP Content & Packing - VAS Product Offerings

• Work with product engineering, marketing and sales to create a range of content-rich material that demonstrates firm’s knowledge and business experience in one or more critical market segments.
• Design, develop, and market consulting engagements to assist clients with their definition and/or use of the firm’s solutions.
• Represent firm in market communications through industry conference presentations, analyst briefings and “point of view” positioning papers.

Sales

• Champion the sale of VAS Product Offering.
• Build a sustainable VAS business that augments and supports firm’s strategy.
• Participate in sales calls and client meetings.
• Define competitive strengths as well as ways to position firm.
• Evangelize products within the firm, clients, and industry analysts.
• Support management to identify trends and new product opportunities.

Consulting

• Deliver and/or assist Professional Services in delivering a suite of “value-added” consulting services.
• Actively develop relationships within the customer base that can be leveraged into additional product and service sales.

Required Qualifications and Skills 

• 10 years experience in Financial Services, preferably in the Investment Banking, Retail Banking, Fraud &/or Insurance sector(s). 
• Operational experience in the financial crime sector, either as a consultant or practitioner. Experience combating fraud or ensuring regulatory compliance is a strong advantage.
• Strong technical background with an understanding of the issues and processes required to deliver high quality, enterprise, software applications.
• Strong leader with a high level of energy and passion to promote products to all stakeholders.
• Residing in Boston, MA, but willing to travel to support sales and client engagements.
• University degree.

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Product Manager; AML, Fraud, Risk, Compliance
Location: Boston, MA

Global Solutions firm, a leading provider of financial crime solutions to the global financial services industry, is hiring an experienced Product Management professional to play a critical role in managing the product life cycle from strategic roadmap planning through to tactical implementation activities.

Firm’s solutions enable organizations to detect and combat financial crime, reduce their operational losses, and address the industry’s ever-changing compliance and regulatory requirements. Firm provides a portfolio of financial crime solutions, which includes products for Fraud Detection & Prevention, Anti-Money Laundering (AML) and Name Matching.

Key Responsibilities:  

• Research market needs and regulatory trends, monitor industry innovations and perform competitive analysis.
• Build and maintain a product roadmap that outlines product development programs, schedules and commitments taking into account input and priorities across key stakeholder communities both internal and external.
• Lead Business Analysts in translating roadmap requirements into detailed functional specifications.
• Direct Engineering to prioritize product additions / enhancements and to balance schedule, features, and resources.
• Manage priorities within Engineering, Business Analysts and Quality teams to ensure that delivered products conform to required specifications.
• Work with the Technical Documentation team to manage the delivery of product documentation for internal, customer and partner organizations.
• Provide expert product support to Sales and Marketing covering market trends, product strategy, roadmap communication and collateral generation support, RFP response support, product demonstration support, white paper generation and web site content creation.
• Represent firm in market communications through industry conference presentations, analyst briefings and “point of view” positioning papers.
• Provide expert support to Professional Services in the areas of solution definition, scoping and project execution risk management.
• Manage the complete product lifecycle from requirements to introduction to retirement.
• Evangelize products within the company, customers, industry analysts and prospective customers.

Required Qualifications and Skills: 

• Proven track record, at least 5 years experience, in a software vendor product management role, having demonstrated an ability to deliver innovative and successful enterprise software applications through a disciplined and creative product management process.
• At least 10 years experience in Financial Services, preferably in the Investment Banking, Retail Banking Fraud or Insurance sector(s). 
• Operational experience in the financial crime sector, either as a consultant or practitioner, in combating Fraud or ensuring regulatory compliance.
• Strong technical background with an understanding of the issues and processes required, delivering high quality enterprise software applications.
• Strong leader with a high level of energy and passion to promote products to all stakeholders.
• Located in Boston but willing to travel to support sales and customer engagements.
• Experienced in working in a virtual environment with Product Engineering in separate locations.
• University degree.

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Senior Sales Executive; Commercial Lending, Mid Tier Banks
Location: New York, NY

Lucrative opportunity to join global financial software solution provider. Client wants to hire an experienced sales professional to join its New York sales team, focusing on the Loan Market.  This is a new business sales position with a focus on expanding sales into mid tier banks. Ideal candidate would be a sales professional with considerable knowledge and experience in the commercial lending processes and technology. 

Responsibilities:

·         Generate leads through cold calling, networking and various other prospecting techniques.

·         Determine qualified leads through evaluation of prospect requirements and development of a concise understanding of prospects’ decision-making processes and criteria.

·         Development of relationships with key “C” level decision makers.   

·         Proactively own the entire sales process. 

·         Must be able to work with resources and develop winning sales campaigns.

·         Must be a self-starter and have initiative in developing a sales strategy to attack this market segment.

·         Must possess an outgoing personality and have excellent written and verbal communication skills.

·         Must be familiar with classic selling techniques and strategies.

Requirements:

·         Must be conversationally fluent within the domain of financial technology, specifically commercial lending sector.

·         5+ years successful track record in selling sophisticated financial applications to financial institutions or working directly in mid market target market.

·         Must thrive in a new business sales role.

·         Should be acutely aware of the importance of details.

·         Must be comfortable with standard software license agreements and the key issues associated with them. 

·         Focus on qualitative selling. 

·         Must have a University degree.

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Financial Consultant; Financial, Derivatives, Capital Markets
Location: New York, NY

Global Financial Solutions firm specializing in trading, risk management and processing solutions is hiring financial consultants to work with clients throughout the whole life cycle of their solutions: pre-sales, system presentation, installation, implementation, training, updates, hot line, and assistance.

Activity is split into three business areas:

• Micro-analysis, encompassing all front office and risk management issues related to interest rates, commodities, equities, credit and foreign exchange.

• Integrated Trading Solutions for trading rooms with integrated activities (interest rates and foreign exchange and/or equities).

• Processing (cradle-to-grave processing of trades down to accounting and payments).

Financial Consultants must have:

• Good background in applied mathematics, finance or accounting.

• Must be reasonably comfortable in a technical environment.

• Good sense of client contact is essential. 

• Bachelor’s degree is required.

• Knowledge of capital markets finance is necessary. 

• Experience with application support, middle or back office, prime brokerage or accounting is good. Individual with 3-4 years of prime brokerage work experience is excellent.

• Having been an Assistant Controller or Controller, Junior Trader or Corporate Sales Trader, Assistant Trader or Trader Assistant, Risk Manager or Risk Manager Analyst or Associate, or Corporate Finance Specialist is desirable.

• Must have experience with either Swaps, Fixed Income, Options, Derivatives or FX.

Financial knowledge is acquired during the first months and strengthened throughout the first two years.

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Senior Sales Executive; Commercial Lending
Location: New York, NY

Dynamic opportunity to join leading financial software solution provider with representatives and clients worldwide. Client wants to hire an experienced sales professional to join its New York sales team, which focuses on the Loan Market.  This is a new business sales position with a focus on expanding sales into the mid-market.  Ideal candidate would be a sales professional with considerable knowledge and experience in the commercial lending processes and technology. 

Responsibilities:

• Achieve annual new account license revenue target.  
• Generate leads through cold calling, networking and various other prospecting techniques.
• Determine qualified leads through evaluation of prospect requirements and development of a concise understanding of prospects’ decision-making processes and criteria.
• Development of relationships with key decision makers within prospect organizations.  
• Must proactively own the entire sales process and be able to handle multiple responsibilities simultaneously.
• Must be able to work with resources and develop winning sales campaigns.
• Must be a self-starter and have initiative in developing a sales strategy to attack this market segment.
• Must possess an outgoing personality and have excellent written and verbal communication skills.
• Must be familiar with classic selling techniques and strategies.

Requirements:

·         Must be conversationally fluent within the domain of financial technology, specifically commercial lending sector.

• 5+ years successful track record in selling sophisticated financial applications to financial institutions or working directly in mid market target market.
• Must thrive in a new business sales role.
• Must work well with little direction. 
• Should be acutely aware of the importance of details.
• Must be comfortable with standard software license agreements and the key issues associated with them. 
• Focus on qualitative selling. 
• Travel is required.
• Must have a University degree.

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Solutions Specialist; Market Risk, Derivatives
Location: New York, NY

Comprehensive, real-time credit and market risk solutions firm is hiring a Solutions Specialist to work with banks, asset managers, hedge funds and insurance companies. Clients use firm’s solutions and collateral management tools at both desk and enterprise level, combined with web-based delivery, to provide a consistent view of market and credit risk, enabling rapid credit updates and trading decisions.

Solutions Specialist acts as a subject matter expert and guides   clients using a consultative approach. Qualified candidate provides technical resource to the sales executives and are regularly involved in high-level presentations with numerous C-level attendees. 

Responsibilities:

·         Provide thought, leadership and expertise on market drivers and requirements.

·         Work closely with Product Managers on product strategy and direction, providing market feedback into product development.

·         Act as internal and external product evangelist.

·         Understand client’s risk landscape and design solutions made up of multiple products, working across multiple business units.

·         Present the business and technical features of the product suite to potential and existing customers. 

·         Support Sales Executives with live product demonstrations that meet specific customer requirements.

·         Perform customer requirement analysis and produce functional specifications.

·         Respond to customer RFI’s.

·         Produce technical proposals based on customer RFP’s and formally respond to these documents

·         Liaise with technical staff to achieve proof of concept systems within the pre-sales cycle.

·         Post contract technical and relationship hand-over to implementation staff.

·         Provide product training to employees and customers.

Requirements:

·         5-10 years of Market Risk, Risk Management and Derivatives knowledge and experience.

·         Quantitative educational background. University degree.

·         Pre-sales experience within the current competitive landscape or:

·         Technical expertise coupled with commercial acumen within a ‘super-user’ account (existing client).

·         Consultative approach along with a deep understanding of the technology, coupled with the business processes it supports.

·         Strong team player with a flexible attitude to the variety of tasks within this role and the tight time-scales to which potential and existing clients expect.

·         Willingness to travel 30%.

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Senior Sales Executive; Operational Risk Management
Location: New York, NY

Exciting opportunity to join the world's leading provider of enterprise risk solutions for Basel II, market risk, credit risk, operational risk and collateral management as a Senior Sales Executive. Solutions enable financial institutions to effectively understand and manage their financial risk. Qualified candidate will develop and execute a sales plan focusing on Operational Risk.

Responsibilities:

• Identify prospects and source new leads within an assigned territory and named accounts
• Establish contact with appropriate prospect executives
• Build professional relationships with prospects and grow existing accounts
• Drive a sales campaign within designated accounts
• Manage response to RFI's and RFP's
• Coordinate appropriate resources (Professional Services and Executive staff) as part of the sales process for demonstration.
• Negotiate client contracts and licenses
• Ensure and maintain customer satisfaction with clients
• Work with colleagues in other territories to achieve global sales
• Work with members of client services team and support staff to develop an execution plan

Skills:

• Experience with long, complex sales cycles and relationship-building
• Background in Operational Risk Management is required
• Background with Compliance and/or Sarbanes-Oxley is a plus
• 4+ years of direct sales experience in Finance or with a Financial Software firm
• 2+ years of experience with Operational Risk Management.
• Travel as necessary
• Must have a University degree         

Must be authorized to work in the US. Sorry but no sponsorship is available.

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Senior Sales Executive; Financial or Pharmaceutical, Enterprise Software
Location: New York, NY

Rapidly growing, highly profitable Enterprise Software Solutions Provider, selling content-management solution to Fortune 500 Financial Services and Pharmaceutical firms, is hiring a Senior Sales Executive. Qualified candidate will have experience selling to “C” level decision makers within the Financial Services or Pharmaceutical verticals.

Primary responsibilities include:

• Presentations and demonstrations of solutions
• Consultative discussions relating to business issues and how client’s products will resolve them.
• Up-selling and continuing to penetrate accounts

Qualifications:

• 3 years of proven sales track record into the Financial Services or Pharmaceutical verticals. 
• Knowledge of the Financial Services or Pharmaceutical verticals is a plus.
• Network within asset management and private banking firms or pharmaceutical vertical is a plus.
• University degree

Firm offers an excellent salary and benefits package as well as an opportunity for advancement.

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Senior Sales Executive; Derivatives, Risk Management, STP
Location: New York, NY

Global Financial Solutions firm is hiring a Senior Sales Executive for new business development. Qualified candidate will be a true hunter with solutions sales experience, to represent a complex suite of products into Risk Management, IT and operations areas within the financial services. This is not a shrink-wrapped product and involves a consultative sales approach. Product provides enterprise wide credit and market risk management and operations solutions for financial services institutions. A strategic sales executive who can work with all level of decisions makers will be highly successful. Having good exposure to Murex, Algorithmics, and Risk Metrics types of solutions is desirable. Having a University degree is necessary. 

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Sales Executive*
Location: New York & Boston

Global Provider of financial solutions for the Financial Services industry that address every aspect of compliance, anti money laundering and fraud, is hiring a Senior Sales Executive. Qualified candidate will develop and close multi-million dollar deals by coupling consultative sales techniques with strong financial services sales experience. The Senior Sales Executive will define, manage and drive professional sales campaigns.

Responsibilities:

• Manage and close deals in excess of $1m within the Financial Services Sector; Banking, Mutual Funds, Brokerage, Credit/Debit Card, and Insurance.  
• Achieve high-value and high-margin software-centric sales deals. 
• Clearly articulate and represent firm's positioning to all relevant parties, clients, prospects and Alliance partners. 
• Combine sales hunting techniques for new accounts, with relationship building and farming of current clients. 
• Participate and contribute to the on going execution and periodic reviews of firm's Go To Market strategy. 

 Skills: 

• 5-10 years experience in a sales and business development within Financial Services with Banks, Mutual Funds, Brokerage Firms and Insurance firms. 
• Knowledge of back office functions, systems, and soft ware integration is a plus.
• Experience selling analytics and work flow is a plus.
• Consultative sales experience.
• Proven track record selling large, high-margin solutions, with large software components.  
• Experienced in all aspects of bid management with C level decision makers and board level executives. 
• University degree.

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Senior Sales Executive; Enterprise Risk Management
Location: Chicago & New York

My client is globally recognized as the market-leader of enterprise risk management systems. Its products support market, credit and operational risk management for the world's top tier financial institutions. The firm is hiring a Senior Sales Executive to develop new revenue streams for its Risk Management Tools to the Investment Banking community.

A thorough knowledge of Capital Markets is key to success. Qualified candidates will have a 3-5 year verifiable track record selling financial software to “C” level decision makers within the financial community. Current experience focused on operational risk solutions and/or knowledge of market and credit risk is a plus. A University degree is required. 

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Senior Sales Executive; FX, Options, Derivatives
Location: New York, Midwest, Canada

Lucrative opportunity to join a successful, global financial solutions firm, as a Senior Sales Executive. Qualified candidate will call on business executives and trading managers to position the firm’s front-to-back office solutions for Exotic Option Traders, Heads of Trading Desks, Funds Managers and Corporate Treasurers. 

Key Responsibilities

• Create and maintain executive level contacts in the target organizations;
• Define and execute short, medium, and long term business strategies;
• Meet sales targets and financial revenue goals;
• Keep accounts fully informed on all industry developments. Facilitate high-level strategy presentations on products, services, and technologies to key decision makers;
• Maintain clear records of activities: Account Plans, Pipeline, Sales Forecast, Call Plans and Monthly Sales Reports.

Required Skills and Education:

• 5-10 years successful experience selling to senior executives in the financial community;
• Sales professional, experienced in Pipeline Management, objection handling and strong closing skills;
• Solid understanding of the Financial Markets. 
• Experience selling to Head of Trading desk is an distinct advantage;
• University degree; business, technology or finance orientation is a plus.

Firm offers competitive salary, comprehensive benefits, great work environment, complete training and numerous opportunities for career and professional advancement. 

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Senior Sales Executive; Back Office Banking
Location: New York, NY

Global Financial Solutions Firm is hiring a Senior Sales Executive to join its sales team in New York.

Responsibilities:

·         Achieve annual license revenue target. It is expected that 25% achievement will derive from existing accounts, 75% from new accounts.  

·         Generate leads through cold-calling, networking and other prospecting techniques.

·         Determine qualified leads through evaluation of prospect requirements against product offerings.

·         Conduct analysis of a prospect’s decision-making processes and criteria.

·         Develop relationships with decision-influencing, senior executives within both prospects and existing client organizations.  

·         Proactively own the entire sales process.

 Requirements:

·         Must be conversationally fluent within the domain of financial technology for back-office banking.

·         Have 3-5 years successful track record selling financial applications to international financial institutions.

·         Able to manage sales cycles that are typically six months to one year in duration.

·         Must work well both individually and as part of a team to deliver results.

·         Should be detail-oriented and be able to handle multiple responsibilities simultaneously.

·         Must be conversant with commercial terms involved in standard software license agreements, and associated issues. 

·         University Degree.

·         Travel as required.

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Senior Sales Executive; Back Office Treasury Operations; FX, Money Market, Derivatives
Location: New York, NY, & Chicago, IL

Global Financial Solutions firm seeks to expand its prospective client list and continue to penetrate the Treasury marketplace. Product is an ASP service for electronic communication of post trade process. Sales cycle is short and return is lucrative.     

Responsibilities:

·         Initiate and manage the full sales cycle to C level decision makers in new banking, corporate and buy side clients, also keeping them informed of products’ new developments. 

·         Assist with project definitions for third party and consultancy sales, to optimize opportunities through partnerships.

·         Complete market research to provide accurate product and system, key personnel and strategy profiles of allocated banks, corporations and buy side firms for future development of their systems and competitor products, personnel and activities, to keep clients informed of firm’s position within the marketplace.

·         Establish and maintain contact with Product Center and Marketing Department to gain additional market and product information. Initiate and coordinate management of joint marketing and sales initiatives to ensure consistent delivery and representation of firm into the market place.

 Required Skills:

• 5-10 years of proven sales track record into the Treasury FX operational areas of banks, corporations and buy side firms; or 5-10 years of FX, Money Market, Derivatives back office operations and good customer interaction skills with a desire to sell.
• Understanding of Treasury operations; middle and back office; FX, Money Market, Derivatives. 
• University Degree.

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Sales Executive; Trading Systems, Capital Markets, Derivatives
Location: New York, NY

My client, a global leader in software development for trading, risk management and processing is hiring a results oriented, Sales Executive with 3-5 years of experience. The role includes the development, closing and ongoing management of complex, enterprise software sales. Qualified candidate will have strong knowledge of the Capital Markets and Derivatives sectors and will have successfully sold trading systems. Having an MBA degree is a plus but an undergraduate degree is required. Mastery of one or two languages aside from English is appreciated. Firm is highly competitive and offers a base salary and commission schedule commensurate with experience and the market place.

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Sales Executive; Insurance Accounting Software
Location: Georgia

Global Solutions Firm is hiring a Sales Executive to be responsible for all sales of financial accounting software products and services within the insurance market sector. Qualified candidate will prospect, qualify and close sales of financial accounting software and all related maintenance, training and other consulting services.

Qualifications

• University degree.
• 5-7 years of proven track record of successful software sales experience in a related industry.
• General accounting and financial reporting knowledge within the insurance vertical is a plus. 
• Experience should include a solid working knowledge of operating systems, databases, and Microsoft products.  
• Successful candidate must be a seasoned sales professional with proven experience dealing with C level decision makers.

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Sales Executive; Fixed Income, Interest Rate, Credit Derivatives, ABS
Location: Jersey City, NJ

Global Financial Solutions Firm is hiring a Sales Executive to plan, qualify, execute and drive winning sales campaigns for a suite of software solutions for the Structured Finance community.

Qualified candidate will identify, qualify, manage and coordinate the entire sales process and work as a team player to efficiently utilize and deploy the firm’s resources. 

Requirements:

• 5+ years of direct sales experience with Fixed Income, Interest Rate and Credit Derivatives, and a knowledge of structured finance.
• Proven successful track record in large solutions-based sales, repeatedly meeting and exceeding sales quotas.
• Ability to focus on, understand and frame the customer’s requirements within the context of the firm’s solution.
• Willingness to maintain and ensure a high level of integrity in all aspects of the sales process.

Must be a citizen or hold a valid visa. Sorry but no sponsorship is available at this time.

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Sales Executive; Fixed Income
Location: New York, NY

Global Financial Solutions Firm is hiring a Sales Executive to sell and provide Fixed Income option expertise to existing and prospective clients. Qualified candidate will identify new business opportunities for the various products associated with an asset class across the specific and assigned territories. 

Responsibilities:

·         Achieve annual business targets as set by the Global Head of Sales and Regional Sales Manager.

·         Work with Account Management Team members to generate new business from the currently installed revenue base and prospect for new business from banks, hedge funds, and other financial institutions.

·         Timely and regularly update all activity within the firm’s database.

·         Work closely with the Product Managers and Client Support Group to ensure clear understanding of the firm’s products and their strategic direction.

·         Remain up to date on market trends and business development opportunities.

·         Manage and provide continuity in the sales process from initial contact of prospect to successful negotiation of contract and signing.

·         Regularly attend industry conferences to interact and network with prospective clients.

 Qualifications:

·         University Degree

·         Knowledge of the Fixed Income option market.   

·         3-5 years sales experience in client facing role in Financial Services industry. 

·         Proficient in Microsoft applications, Outlook, Word and Excel

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Sales Executive
Location: New York, NY

My client, a leading provider of Compliance solutions to the Financial Industry is currently seeking a Sales Executive.

Requirements:

• Experience selling Financial Services Applications to users

• New York Based and must know the Street

• Have sold Financial Services Enterprise Wide Solutions

• Understand Financial Services Industries

• Have done C Level Selling

• Have a successful track record of sales

• Experience in selling less known software brands

• Have done big ticket, long sales cycle deals

Position Reports Global Head of Financial Services

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Senior Sales Executive; Commercial Lending, Credit Risk, Mid Tier Banks
Location: NYC, NY State, MA, NE, CT, ME, VT, RI, NJ, PA, VA, DC, MD, DE

Exciting opportunity to join a Major Financial Solutions firm as a Senior Sales Executive. The ideal candidate will have experience selling commercial lending or credit risk software and/or solutions to mid tier banks.

Successful candidate will have a proven track record of demonstrated sales experience and credible demonstration of meeting and exceeding sales targets in excess of USD $1.5 M. 

Candidates with prior work history in banks or similar financial institutions where he/she has held a lending officer or credit risk officer or relationship manager role with a proven track record of sales to small and medium financial institutions will also be considered.

Having a University degree is a plus.

One must be authorized to work in the US. Sorry but not sponsorship is available at this time.

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Professional Services Client Service Manager; Banking Software
Location: New York, NY

Global Financial Solutions Firm is hiring a Professional Services Client Service Manager to coordinate and control client operational relationships to ensure high client satisfaction levels, client reference ability, and maximum revenue generation.

The Role

• Ensure that clients are receiving appropriate, high quality service by managing and monitoring the operational relationship between the firm and assigned clients.
• Keep abreast of assigned client’s activities relating to their usage of firm’s products and services and pro-actively provide this information to colleagues as needed. 
• Work closely with other departments to ensure clients’ needs are understood internally and that client commitments are satisfied.  Identify areas where clients’ needs are not being satisfied and recommend appropriate remedial action.
• Build and maintain relationships with clients through regular communications, including visits to client sites and appropriate client entertainment.
• Identify revenue opportunities – services, funded development, new ILF, and coordinate delivery of services where appropriate.  Involve other areas  (services, sales) as needed.
• Monitor service levels relating to production support issues.  Ensure open issues are regularly reviewed with the client.  Act as an escalation point for the client on critical issues.  Escalate issues internally when necessary.
• Act as a general escalation point for assigned clients
• Help prepare and deliver client satisfaction surveys and user conferences
• Keep abreast of contractual and financial agreements between firm and assigned clients, including RLF agreements.  Work closely with sales, finance, and services groups to ensure timely and accurate invoicing and assist with collections when necessary. 
• Act as a liaison for the product development centers and clients for enhancement projects.  Ensure proper communication channels are open so that the development teams receive required information to complete the project and ensure the client is fully briefed on deliverables. Work closely with services and development groups to ensure necessary deployment support / training is arranged upon delivery of enhancements to clients.
• Work with clients to provide requested information in areas of vendor management and compliance.  Involve sales, commercial operations, or other relevant departments as necessary.

Experience

• Minimum five years experience in developing, supporting, selling or using banking software with at least two year in a client-facing role.

Skills required

• Assertiveness:  Confidence to state own views clearly without damaging relationships
• Market Awareness:  Knowledge of Banking processes, needs and requirements and how they are or would be best met with firm’s products or new technology
• Organizational Awareness:  Understand different lines of business and the political and cultural sensitivities within an organization
• Skilled at asking key questions that help clients to discover their needs, at building trust by communicating effectively with clients about issues, at developing and presenting convincing recommendations that address key client objectives, at setting appropriate expectations with clients and managing  them throughout the project life cycle
• Influence:  Ability to gain agreement to plans and ideas by promoting and focusing on common goals and win-win results
• Product Awareness:  Knowing line of products and services offerings; how they differentiate from those of competitors and the benefits to clients
• Product Knowledge:  Technical and functional understanding of firm’s line of products and services offerings
• Objection Handling:  Identifies issues and disagreements, brings it out, takes positive steps to solve it to facilitate collaborative resolution and strengthen working relationships
• Presentation Skills:  Effectively presents information in a manner that is clear, fluent, and to the point demonstrates ability to adapt communication to different audiences and engage the audience
• Working under pressure:  Manage own behavior and control emotions, think clearly and remain positive when faced with negative responses, actions or difficult situations
• Written Communications:  Being able to create written materials with objectivity, conciseness and clarity and medium of communication tailored for delivery and targeted  audience.  This may apply to a variety of mediums e.g. report writing, business planning, policy writing.
• Project Management:  Being able to define project requirements, scoping of project, planning activities, risk and issue management, manage resources allocated, measure project progress, and determine corrective actions to ensure successful project implementation.

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Pre-Sales Specialist; Fl, Interest Rate, Credit Derivatives
Location: Jersey City, NJ

Global Financial Solutions firm is seeking a Pre-Sales Specialist with financial services market expertise. Qualified candidate will be responsible for pre-sales functional and technical support. Specialist will act as the technical and product expert sales liaison between the firm and prospects for all products, with primary responsibility for articulating product value-proposition within the context most relevant to the client.

Requirements:

• Knowledge of Fixed Income, Interest Rate and Credit Derivatives  is required. Knowledge of structured finance is highly desired.
• 2 - 6 years experience with a financial software company.
• Ability to understand the customer's business requirements and translate these requirements into the context of solution.
• "Hands-on" technical skills are required to support the pre-sales technical environment and sales efforts. This will include maintaining the sales support database and demo environment and proficiency with Microsoft Office Suite and Power Point.
• Experience with UNIX and Oracle environments and with reporting tools is a plus.
• Ability and willingness to travel to support sales activity and participate in 3-4 trade shows per year.
• Fluency in or working knowledge of French, German or Italian would be a plus.

Must be a US citizen or hold a working visa. Sorry but no sponsorship is available at this time.

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Business Developer - IT Project Consulting Sales; Financial
Location: New York, NY

Public, Global Software Solutions Firm is currently hiring an experienced Head of Professional Services for the North American market. Duties will include:

·         The overall management and development of the North American based service operation. 

• The successful support of the business winning cycle, working on both new engagements as well as pull through opportunities with existing clients.
• Managing the profitable delivery of the product based client engagements.

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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North American Head of Professional Services; Financial; Anti Money Laundering, Fraud, Compliance
Location: Boston, MA

Public, Global Software Solutions Firm is currently hiring an experienced Head of Professional Services for the North American market. Duties will include:

·         The overall management and development of the North American based service operation. 

• The successful support of the business winning cycle, working on both new engagements as well as pull through opportunities with existing clients.
• Managing the profitable delivery of the product based client engagements.

 Role

The Head of Professional Services, North America will lead major, highly complex, high risk or extremely specialized programs or bids that will lead to significant revenue opportunities within the Financial Services sector.

 Qualified candidate will be required to manage the scope of effort, terms of engagement and services delivery so as to:

• Minimize risk;
• Gain customer satisfaction;
• Maximize revenue and margins in support of achieving business goals;
• Emphasis will be placed on continually implementing and improving processes and procedures to improve overall delivery success measured in time, quality, cost and customer satisfaction.

The Head of Professional Services, North America, represents the Services team for both pre and post sale activities. Candidate will recruit, train, develop and maintain professional staff for departments and work with finance and management on revenue recognition, forecasting, budgeting, and business planning. 

A key requirement of the role will be the ability to balance the use of resources to maximize utilization, minimize risk and optimize effective delivery costs.

Responsibilities include:

• Actively participate in the sales campaigns to demonstrate delivery capability to clients through leading the overall solution design, program shaping and business case creation; 
• Support business development activity through project scoping, providing cost and effort estimates for the sales organization, and participating in pre-sales prospect engagements;
• Actively manage customer expectations and expand or gain access to new business opportunities;
• Ensure that all proposed engagements meet profitability targets;
• Develop strong relationships with existing and potential clients to ensure success of current activities;
• Deliver client programs in accordance with agreed scope, acceptance criteria, time, financial and quality measures and manage contractual arrangements;
• Utilize and champion agreed delivery methodologies and tools and ensure compliance with firm’s delivery governance requirements;
• Coordinate all consulting projects with the use of both internal resources and, delivery partners to assist customers to successfully implement firm’s products and to streamline work processes on live projects;
• Ensure that contracted deliverables are met on time with acceptable quality and that project risks are mitigated;
• Develop and manage alternate delivery partner channels to supplement the capacity of the internal delivery team and ensure that any and all delivery partners are suitably qualified, trained and quality driven to meet the expectations of the firm and its clients;
• Work as an effective member of both the North American and Global Services Management teams to ensure the achievement of the company’s business goals;
• Work as part of multi-disciplinary, cross-functional and cross geographical teams on various management initiatives, supporting the firm’s strategic development; 
• Support annual budget planning process for the business working with cross functional teams to establish the Service’s budget, establish cost base, develop forecasts for utilization, revenue and margin targets and manage agreed parameters; 
• Produce accurate revenue and margin forecasts of future performance and report and act on variance against forecasts;
• Work with clients to identify potential product roadmap and enhancement synergies;
• Track relevant technology trends and directions;
• Identify innovative approaches to solutions and services that enhance the customer's experience and/or improve the profitability and quality of service delivery;
• Advise, support and consult with the marketing team in the development and promotion of marketing material and new service offerings;
• At least 5 years in a senior consulting role, delivering major software product based work programs into the Financial Services sector;-
• Strong financial acumen with previous budget responsibility in a Consulting Services capacity; 
• Previous P&L responsibility within a Professional Services organization; 
• Proven track record of supporting the business winning cycle in a Consulting or Product based environment; 
• Expert level program and project management experience in delivering enterprise software solutions within the Financial Services sector; 
• Excellent team and individual management skills;
• Excellent background in leading Professional Services - ideally delivering services around complex software solutions into the Financial Services sector;
• University degree, preferably MBA or MBS;
• Experience working with complex data and analytics projects, not with shrink wrapped software solutions;
• Knowledge of financial fraud and financial regulatory environments is a plus;
• Living in MA;
• Willingness to travel as is necessary. 

Must be authorized to work in the US. Sorry but no sponsorship is available at this time.

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Financial Advisor, Private Client Services
High Net Worth, Wealth Management 
Location: New York, NY

A leader in the financial services industry, which manages investments for private families and individuals, seeks top-notch professional for their Wealth Management Group. They manage some $75 billion for a private clientele that includes some of the nation’s most prominent families and individuals.

This outstanding opportunity exists for a professional with a proven track record of success in their area of expertise. If you are looking to make a significant career move, our client, a leading asset management firm is looking for Best Athletes to join their Private Client Services, Wealth Management group as a trusted Financial Advisor after completing their intensive training program.

The Wealth Management Group focuses on:

• Working with each client-and, if desired, with his or her other professional advisors-to develop a wealth management plan for each investment vehicle and for the entire family portfolio.
• Managing each portfolio with attention to its tax status and purpose.
• Systematically rebalancing each vehicle and the whole portfolio to retain the desired risk level and return potential.
• Continuously monitoring all investment plans and results, adjusting them when necessary.

Qualifications:

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Institutional Sales, SVP Corporate and Endowment & Foundation Markets
Location:  New York, NY

The successful candidate is responsible for selling financial products to the Corporate and Endowment & Foundation markets nationwide.  He/She will generate leads for new business, initiate and manage contact with prospective clients and referral sources and close new relationships in the corporate market.  Once the new business is closed, the Sales Manager will remain involved as the senior relationship manager, focused on ensuring client satisfaction.

He/She will manage the business development process, involving other professionals at the appropriate times:  generate leads for business; qualify prospective clients; initiate contacts with prospective clients or their representatives; meet with prospects and consultants to present the company, its services and its investment professionals and to obtain information relevant to the business relationship with the client; close the relationship and transition the assets to the company.

Position Responsibilities:

·         Understand the market segment, the drivers of success in the corporate market in order to meet the annual sales goal.

·         Prepare accurate and current new business and prospect reports.

·         Develop contacts with consultants, in coordination with the consultant relations team, to generate referrals of prospective clients.

·         Recognize new business opportunities and develop promotional materials and activities to realize these opportunities.

·         Plan, organize and participate in Company-sponsored events, such as investment conferences.

·         Demonstrate the capacity to present effectively in all segments of the corporate or Endowment & Foundation markets (especially focusing on the middle market or Sub - $1BB market) to manage the largest and most complex prospects and to gain entry into new opportunities through his/her own initiative.

·         Perform the duties of relationship manager for all assigned relationships.

 Position Requirements:

·         Bachelor’s degree or graduate degree in relevant area. 

·         Demonstrated record of success in sales of asset management/wealth management products and services to the institutional marketplace. 

·         CFA is preferred.

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VP - Equity Risk and Performance Analysis
Location:  New York, NY

One of the largest asset managers in the world offers a wide range of products and services, including a large family of fixed income, equity and multi-asset class funds as well as alternative investment products – hedge funds, private equity and fund-of-funds for individual and institutional investors.

Firm is looking to fill a Vice President level position, based in New York, in the Equity Analysis group. Group is responsible for the application of a wide range of risk and performance analysis tools to provide insight into the investment and portfolio construction process for portfolio managers, senior management and clients.

The candidate will:

·         Perform custom analyses relating to risk and performance across full range of equity products on behalf of risk management, portfolio managers, and senior management.

·         Work closely with Research and IT in developing and expanding the current set of analyses.

·         Balance strong, innovative problem solving skills with the practical ability to implement workable solutions to problems in a fast-paced environment.

·         Deliver state of the art analytics in a timely and efficient manor for maximum impact on the organization.

 The candidate should have:

·         Masters degree in finance or related quantitative field.

·         5+ years work experience in the financial services industry or related (such as analytical software vendor).

·         Sound knowledge of the analytic methodologies used for performance and risk analyses such as Brinson, factor analysis, PCA

·         Experience with vendor systems – FactSet, Northfield, APT, Wilshire, Barra

·         Programming experience in VBA, FactSet, SQL, MatLab, SAS are a plus

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Sr. AVP - Alternative Investments Risk Analyst
Location:  New York, NY

One of the largest asset managers in the world offers a wide range of products and services, including a large family of domestic and international bond, equity and multi-asset class funds for individual and institutional investors. Funds of private equity and hedge funds are offered through Alternative Investment Partners unit. Manages approximately $431 Billion in AUM.

Firm is seeking to fill a Senior Associate/Vice President level position, based in New York, in the Alternative Investments Risk Group, part of the Global Risk and Analysis group.   The group provides the investment risk assessment in the due diligence process for new hedge funds, the measurement and monitoring of performance and investment risk for alternative funds and the hedging of the seed capital.

The candidate should have: 

·         Masters level degree, concentration in Finance or in a quantitative discipline;

·         3+ years work experience in the financial industry;

·         IT experience is a plus;

·         Alternative Investment Strategies and Risk management methodologies;

·         Strong programming skills such as VBA, SQL, MS Access, SAS, Bloomberg DDE and MS Office automation are considered a plus.

 The candidate will:

·         Automate processes geared towards capturing evolving risk profiles. As such the analyst is expected to master in a short time existing risk analytics (e.g. APT risk module and optimizer module, RiskMetrics, etc). Ability to develop interfaces to existing applications;

·         Produce Risk analysis and perform risk monitoring for existing Alternative Investments funds;

·         Assist in the evaluation of risk assessment for new hedge funds and leveraged investment strategies.

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Sales Professional
Location: Chicago, IL

Financial firm is seeking experienced Sales professionals to join its Client Coverage Organization in Chicago.   Sales Associates are responsible for maintaining existing client relationships as well as new business development for all firm products. Each sales person travels within their respective sales territory to meet with clients regarding new products as well as enhancements to existing products. The sales person is involved with all aspects of an account including: senior level relationship management, product demonstrations, contract negotiation, sales closing, product setup and delivery.  Successful candidate will work very closely with global client service, client consultants, marketing, product management, and finance / billing departments.

Responsiblities:

·         Total Relationship Management involving:

·         High Level Management Contact

·         Strategic Planning with an Account

·         New product placement

·         Answer detailed client inquiries about firm products and methodologies

·         Achieve targeted revenue goals

·         Inform all clients about firm’s products, announcements, projects, etc.

·         Work with other departments (client service, legal, contracts, billing, etc) to ensure that all clients requests / inquiries are managed appropriately

·         Maintain accurate records regarding account visits, client conversations, finalized contracts, etc.

·         Proactively solicit client feedback regarding new initiatives and future product development

·         Provide feedback from clients to Marketing, Sales, Research and Product Development groups

Desired Experience and Qualifications:

·         Minimum of 1-3 years sales experience with a proven record of accomplishment. 5-10 years of experience in the financial service industry

·         Superior communication and time management skills with the ability to handle multiple projects

·         Strong sales closing skills

·         Strong analytic and quantitative skills

·         Understanding of / experience dealing with major international institutions including Asset Managers, Hedge Funds, Broker / Dealers, Pension Plans, and Consultants

·         Strong understanding of the global equity and fixed income markets

·         A self starter and highly motivated; ability to work individually and within a team

·         Thorough understanding of the Investment Management Process

·         Bachelor’s Degree Required plus MBA, Masters Degree and./ or CFA charter holder

·         Extensive travel to client sites.

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Senior Sales Executive; Financial, Investment Management Process
Location: San Francisco, CA

Global Financial Services Firm is hiring highly skilled, driven, fast paced, and service oriented Senior Sales Executives to join its high profile and dynamic sales team. 

Sales Executives will maintain existing client relationships as well as develop new business for all of the firm’s products. Each Sales Executive travels within their respective sales territory (predominantly in North America) to meet with clients regarding new products as well as enhancements to existing products. The qualified candidates will be involved with all aspects of an account including: senior level relationship management, product demonstrations, contract negotiation, sales closing, product setup and delivery. These Sales Executives will work very closely with global client service, client consultants, marketing, product management, finance and billing departments.

Skills: 

·         Strong sales closing, analytic and quantitative skills.

·         Understanding of and experience dealing with major international institutions including Asset Managers, Broker Dealers, Pension Plans, Hedge Funds, Bulge Bracket Firms and Consultants.

·         Strong understanding of the financial markets.

·         Thorough understanding of the Investment Management Process.

·         1-3 years of sales experience with a proven track record of accomplishment.

·         5-10 years of work experience in the financial service industry.

·         University degree is required. Holding an MBA, Masters Degree and/or CFA charter holder is a plus.

·         Travel as is necessary.

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Equity Research Analyst -Client Service Solution Specialist
VP, Associate Level - Research Analytics, Investment Research or Investment Banking Equity/Fixed Income Research: buy or sell side
Location: New York, NY

Dynamic opportunity to join premier investment firm supporting their proprietary framework for financial analysis for Equity and Fixed Income Research. This product  gives investors better tools to assess the anticipated performance of an enterprise. It provides investors with the following: forecasting measures; extensive metrics for comparisons; flexibility to combine data elements and create user-defined metrics for customized analytics; transparency to see components of every calculation; the ability to make rapid, meaningful comparisons across companies, industries and geographies.

Responsibilities:

• Create solutions for clients. These solutions would be on specific client requests or on a proactive basis in terms of what the clients may want.
• Work with the Product and GVAT teams to provide specific solutions.
• Communicate and act as an interface between Product Group and both external and internal clients for new product rollouts, upgrades, and other initiatives.
• Good understanding of Client's need for the solutions and how it can be used in their investment decision process. Be a solution provider to the client.
• Communicate and escalate exceptions to management related to internal or external clients.
• Generate ideas for new applications and solutions from client's perspective.
• Relate to client's environment.
• Advocate constructive suggestion to improve the company's offering.
• Become a thought leader for other members of the team in Modelware.  

Requirements:  

• Masters in Business Administration, Finance or Accounting
• Strong analytical skills
• Understanding of Equity / Fixed Income Research: buy or sell side
• Experience in Research Analytics, Investment Research or Investment Banking
• Excellent communication and presentation skills.
• At least 6+ years of relevant work experience

Must be authorized to work in the U.S.  Sorry, no sponsorship available at this time.

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Business Development Manager - 
Loan Syndication
Location: New York, NY

An exciting opportunity to become the Business Development Manager of a global company with cutting edge and state of the art technology. Will build and maintain strong relationships with existing and prospective customers, and keep well informed on regulatory trends and changes within the industry, business and organization.

Business Development Manger will be responsible for the development and execution of the Product Business Strategy, including:

• Definition of product position, competition, competitive advantage and unique value proposition.

• Creation of strategic product business development plan to achieve the product sales targets by identifying opportunities and developing customer-specific sales plans.

• Work with sales professionals, account managers and product specialists to target and close specific account opportunities, and manage the customer engagement. 

Successful candidate must have Loan business experience, with exposure to Middle Markets, Commercial Lending, Loan Syndication and Trading.
BA in Finance or Accounting, CPA/MBA is desirable but not required.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

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Equity Research Analyst
US, Canada, Latin American Equity Markets 
Location: Princeton, NJ and New York, NY

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Portfolio Manager, Hedge Fund
Location: New York City, NY

Join a leading Alternative Investments firm responsible for structuring and marketing alternative investments to customers with assets under management approaching $100 billion. The company is a leader in alternative investments - an increasingly important investment class for institutional and high net worth clients around the world. Their fast growing multi-strategy hedge fund seeks a top notch Portfolio Managers. This is a very attractive opportunity for quick advancement and to participate in the management of very large portfolios applying state of the art quantitative techniques. This is an excellent opportunity for an individual with impressive mathematical ability and solid industry experience to make his/her mark with a world class fund. Our client seeks to attract and retain the best talent in the business.

Top notch Portfolio Managers are needed to manage a multi-billion dollar market-neutral equity portfolios.  Responsibilities include pricing, trading and hedging portfolios, as well as developing and executing strategies. Candidates should have 5+ years experience trading and managing a balanced portfolio in Equities, Foreign Currency and Commodities. Must have the ability to model appropriate hedge ratios and experience using various hedging tools. Competitive base salary and bonuses tied into P& L.

Must be authorized to work in the U.S.  Sorry, no sponsorship available at this time.

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Business Analyst - Derivatives & Capital Markets Accounting
Location: Greenwich, NY

Financial Solutions firm seeks an experienced Business Analyst  with an emphasis on derivative / capital markets products and hedge (IAS39) accounting. Analyst will develop the software and provide backup to secondary support level personnel.  Will be involved in all aspects of the software development cycle (requirements definition, project estimating, functional design, system test and quality assurance).    

Responsibilities:

• Define user requirements & use these to create functional specifications.
• Liaise with technical counterparts to ensure correct technical and functional flow/design.
• Create test cases to ensure the system processes according to functional specifications and execute tests to ensure functional requirements are met.
• Provide functional guidance to programmers to resolve issues.
• Provide implementation support and training to clients.
• Support the sales effort by demonstrating the product and addressing questions.
• Provide backup support to resolve functional problems reported by clients.

Skills required:

The following skills are essential:

• 3-5 years business and/or system experience.
• Strong analytical skills.
• Detailed and practical experience in the interpretation and implementation of IAS39 / FAS133 protocols
• Practical experience, gained in either a financial institution or software vendor, of accounting for one or more of the following products: Swaps, Swap options, Credit derivatives, Caps and floors, FRA's, Fixed Income, MBS, Over the counter options, Exchange traded options, Financial futures, Repos
• Experience working in / developing for, one of the following business areas: Middle Office / Accounting, Financial futures, Back Office / Settlements

A distinct advantage for this position would be:

• CPA accreditation 

• Knowledge of software development cycle 

• Experience working with a software vendor or financial institution.

Must be authorized to work in the U.S.  Sorry, no sponsorship available at this time.

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Marketing Manager - Fixed Income, Financial Software
Location: New York, NY

Dynamic opportunity to join an innovative industry leader, providing the most cost effective and user-friendly web-based FX derivatives pricing system in the market place. Client seeks a Sales Director for the Americas to manage the pipeline of a team selling directly into traders, sales staff, risk managers and controllers.  Client seeks a professional with experieince building a large sales team with a short sales cycle, selling into banks, brokerage houses and hedge funds.  Competitive base salary plus highly lucrative commission structure.   

Must be authorized to work in the U.S.  Sorry, no sponsorship available at this time.

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Client Services Consultant - Fixed Income, Financial Software
Fixed Income Instruments, The Bond Market, Derivatives
Location: New York, NY

Dynamic opportunity to join a leading provider of analytics and portfolio management software to  financial institutions who trade and invest in the bond market. Our client seeks a Client Services Consultant who will help build and maintain relationships with their customers. Their software is currently used by hundreds of traders, analysts, portfolio managers and risk managers at leading Broker/Dealers. Their products provide all the tools necessary for the proper valuation and risk management of all fixed income securities including CMOs, ABS, CMBS, CDOs, MBS, Treasuries, Agencies, Corporates, and Derivatives.  

Job Function:

Consultants will provide high-end analytical support, work together with internal staff to develop solutions to customer problems, discuss trade ideas and portfolio strategies, provide product demonstrations and on-going training and solicit customer. Will be involved with all aspects of the fixed income markets.

Qualifications:

Ideal candidates will have a high quantitative aptitude; the ability to communicate complex analytical concepts in an easy to understand manner; and strong relationship management/sales skills.  We seek personable individuals with a sincere interest in both software and the financial markets. Prior fixed income financial software experience (as a user, analyst or consultant) is desired, but not mandatory.  Knowledge of fixed income instruments, the bond market, derivatives and/or options pricing models required. MBA or BA/BS/ BBA in Finance, Economics, Mathematics, Engineering or related discipline with strong quantitative skills. 

Must be authorized to work in the U.S.  Sorry, no sponsorship available at this time.

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Product & Marketing Manager; Treasury
Location: Montvale, NJ

My client, a financial solutions firm, is hiring a Product & Marketing Manager with Product Marketing and People Management experience within the Wholesale Banking industry.    

Candidate will:

• Maintain and communicate a solid understanding of the Treasury market along with its segmentation, key business issues and revenue opportunities.  
• Develop value propositions and strategic and tactical product/program marketing programs.       
• Develop value propositions and strategic and tactical product/program marketing programs. 
• Maintain an up-to-date analysis of competitive offerings and activities and changes in market opportunities. 
• Take responsibility for and provide overall management of product set.
• Ensure that consistent processes and procedures (especially PMP) are in place and adhered to across the product set.
• Ensure that investment prioritization and trade-offs are made, up-to-date product roadmaps are produced and maintained and third party relationships are managed effectively.
• Liaise with Sales Management to ensure the propositions are marketed and sold appropriately and consistently. 
• Understand root causes of revenue variances for the products and implement action to capitalize on opportunities and address shortfalls

Must be authorized to work in the U.S.  Sorry, no sponsorship available at this time.

To submit resume and apply via our
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Account Manager - Hedge Fund Administration
Hedge Fund Accounting, Client Relationship Management, CPA
Location: White Plains, NY; Stamford, CT

A leading Investment Bank is in the process of launching a new fund administration business to provide accounting and shareholder services to Hedge Fund clients.  The Account Manager role will have a direct impact on the success of the business as this individual will serve as the primary contact to clients.  The position requires strong communication, accounting and relationship management skills. Client prefers CPA or 5+ years of hedge fund accounting experience.  Extensive knowledge of hedge fund and hedge fund investor level accounting.  Strong understanding of Hedge Fund structures.  Strong interpersonal and communication skills.  Understanding of client needs and requirements and identifying opportunities to utilize firm resources to achieve client satisfaction..  Ability to deal with all levels of a client's organization and our firm's large support structure.

Responsibilities:

• Provide new business implementation and pre-launch support
• Single point of contact for Hedge Fund clients.
• Assist conversion team with new client set ups
• Act as a conduit between clients and their custodians
• Review and understand organizational and governing documents of the funds
• Ensure compliance with established daily fund accounting procedures and controls
• Coordinate valuation signoff process
• Review and approve valuations prior to distribution to clients and investors
• Coordinate year end audit with client and independent auditors
• Idea generation and ongoing assessment and improvement of the operational service model.

Must be authorized to work in the U.S.  Sorry, no sponsorship available at this time.

To submit resume and apply via our
Online Response Form Click Here NOW!

Vice President, Institutional Client Development/Sales Asset Management East Coast Sales 
Location: Based in New York

Will be responsible for sales of all Asset Management products in the Mid Atlantic / Eastern US, including separate accounts and funds, to taxable and tax free institutional investors including corporations, public funds, foundation, endowments and other markets. Position Responsibilities:

• Sell, service and close on new business for asset management in the Mid Atlantic / Eastern US
• Document new clients including contracts and know your customer requirements
• Series 7 registration
• Understand all al company products and services.
• Understand needs of taxable and tax free institutional asset management clients.
• New York location preferred with the ability to travel 50% of the time in the Mid Atlantic / Eastern US.

Requirements:

• Direct sales experience in financial service products, especially asset management and mutual funds.
• Customer and prospect contacts in the Eastern US.
• BA or MBA in economics, business, finance and or marketing.
• Ability to pass the Series 7.
• General Knowledge of other bank products such as custody, securities lending, etc.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

To submit resume and apply via our
Online Response Form Click Here NOW!

Desired Experience & Qualifications: 

• Superior communication and time management skills with the ability to handle multiple projects
• Strong sales closing skills.
• Understanding of / experience dealing with major international institutions including Asset Managers, Broker / Dealers, Pension Plans, and Consultants
• An understanding of the global equity and fixed income markets
• A self starter and highly motivated; ability to work individually and within a team
• Thorough understanding of the Investment Management Process
• Minimum of 2-3 years sales experience with a proven track record
• MBA Degree Required; CFA Preferred
• Must be willing to travel 40%

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

To submit resume and apply via our
Online Response Form Click Here NOW!

Research Analyst
Industry: Networking, Outsourced Consumer Electronics Manufacturing in Business Development, Sales, Strategic Planning Regions: Boston, California, Texas, New York, and Asia

Dynamic opportunity exists for Research Analyst with professional experience and relationship in the industries they follow. Technical knowledge and industry contacts are essential characteristics of the company's Channel Research model. Have access to an extensive network of knowledgeable and influential industry contacts. A key requirement in hiring a new analyst is their network of industry contacts. Have finger on what the pulse of companies and industry sectors is doing on a daily/monthly basis. Sources of information and data include business partners, systems integrators, distributors, retailers, and sales reps, as well as chief information officers of other companies and other buyers of technology. The firm's research products are particularly valuable in light of recently adopted SEC regulations that bar selective disclosure.

Relevant background could have been in Industry specific Networking or Outsourced Consumer Electronics Manufacturing as a seasoned professional with practical experience in Strategic Planning, Business Development, Operations Management, or Sales Practice Management with a global perspective.

The Company's research, sales and trading professionals operate as a highly cohesive, focused team of professionals in the Boston headquarters with satellite locations throughout the world.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

To submit resume and apply via our
Online Response Form Click Here NOW!

Business Development - 
Revenue Management Solutions with Commercial Banking
Location: New York, NY

Financial Services Firm seeks a Business Developer for Revenue Management Solutions with Commercial Banking. Will develop, support sales, and manage delivery, including STP. This is a senior contributor role. Will be responsible to close new business with an annual order value target of $4M+.

Requirements: 

• Develop and execute solution Value Propositions and Go To Market strategies.

• Experience with a range of Commercial, Corporate, Capital Markets and Institutional Banking billing environments.

• Experience selling OSB based Solutions into Financial Services companies.

• Proven ability to develop large opportunities from lead identification to closure.

• Ability to sell consultative-approach in solving client business problems.

• Extensive experience in bringing Operational Support & Billing solutions to market, leading and supporting sales and business development activities, and overseeing solution design and delivery within financial industry.

• Able to articulate solution features, benefits and implementation strategies.

• Able to demonstrate the ability to manage/coordinate technical delivery teams.

• Able to perform some travel.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

To submit resume and apply via our
Online Response Form Click Here NOW!

Business Development SWIFT NET SOLUTIONS; 
Commercial Banking
Location: New York, NY

Financial Services Firm seeks a Business Developer for SWIFT NET SOLUTIONS within Commercial Banking. Will develop, support sales and manage delivery including MA-CUG and introduction of Shared Service Delivery facility. This is a senior contributor role. Will be responsible to close new business with annual order value target of 4M+.

Requirements:

• Develop and execute solution Value Propositions and Go to Market strategies.
• Sell SWIFT-based Solutions into financial firms.
• Develop large opportunities from lead identification to closure.
• Perform against quotas .
• Able to perform some travel.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

To submit resume and apply via our
Online Response Form Click Here NOW!

Institutional Research Sales Buyside Clients 
Location: New York and Boston

Dynamic opportunity to grow research revenue from the institutional marketplace and have outstanding earning potential. Market and Sell research derived from Company's exclusive partners in selected industries. Set up meetings with PM's and Analyst, conduct roadshows with our analysts. Cover all accounts on distribution with daily and weekly research calls. Assist in identifying future research partnerships.

Qualifications & Responsibilities:

• Strong sales and marketing skills.

• An extensive buy-side client list, and semi-portable book of business.

• Some knowledge selling research in our core sector coverage areas. (Healthcare, Energy, Retail, Autos, Industrials)

• At least 5 years experience in the brokerage/independent research business.

• Must have Series 7, and Series 63

• Some regional coverage, including selling to both hedge fund clients as well as active managers.

• Motivated to make daily research calls and to work with other reps to back-up and call their accounts when they are traveling.

• Open to extensive traveling with research providers.

• Have the ability to set up roadshows for research providers, as well as cold and warm call accounts that do not have an understanding about Company's research offering.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

To submit resume and apply via our
Online Response Form Click Here NOW!

Senior, Seasoned Sales Executive; Banking
Location: New York, NY

Global Financial Software firm seeks Senior, Seasoned, Sales Executive for new Business Development. Looking for a professional with 3 or more years of experience selling financial software into the banking industry. Will call on executives in order to meet defined sales and revenue targets. Must have a University degree, successful experience selling complex, large, software solutions, a thorough understanding of the financial markets, keen networking ability, analytical skills and the ability to strategize and execute sales plans and presentations successfully.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

Sales Executive; Hedge Funds
Location: New York, NY

Major participant in global markets is hiring a Sales Executive to support the continued development of its current client base and generate new revenue. Firm is a major provider of leading edge, integrated client solutions. Seeks a seasoned professional with 2-5 years (or more) of experience selling either Credit Derivatives, Government Bonds, Derivatives on Fixed Income or Foreign Exchange into hedge funds. Candidates can apply with or without a client book. Offering a formidable pay structure with healthy opportunity for advancement.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

Product Manager- Corporate and Fund Management Treasury Market; Business Analyst
Location: Westchester, NY

Major Financial Firm seeks Product Manager with treasury experience. Will be ultimate point of escalation for new product functionality. Analyze and understand functional requirements, objectives, and desired features. Advise team on new solutions. Write functional requirement specifications. Monitor and document post-implementation. Develop training materials. Guide customers in implementation of functionality. Provide detailed business requirement specifications, process definition outlines and flows. Maintain and update application-specific documentation. Develop, coordinate, and implement plans to test business and functional processes and quality assurance testing. Lead functional acceptance testing of patches and upgrades and document processes. Work with Development and Product Project Managers to prepare time and cost estimates. Lead functional implementation and upgrade of modules, and interface design.

Requirements: 

• Corporate and Fund Management Treasury Market background.

• International payment process.

• Bank cash management system offering.

• Treasury management vendor systems.

• FX and money market operations.

• Lead effective product functionality meetings.

• Effectively identify and resolve functional issues.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

Foreign Exchange Sales/Sales Trader 
Location: New York, NY

A major participant in the global markets is hiring a Foreign Exchange Sales/Sales Trader. The firm is a top leader in volume trading with a solid presence on the major securities and future exchanges worldwide. The Foreign Exchange Sales Professional needs to bring transferable/captive business with margin weighted book. The client is offering a formidable pay structure and healthy opportunity for future advancement. This is a dynamic opportunity to join a global provider of alternative investments in the FX markets.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

Foreign Exchange and Derivatives Sales, Middle Markets
Location: New York, NY

Major International Bank listed on Euronext, London and New York Stock Exchanges is hiring 2 Foreign Exchange and Derivatives Sales professionals, to handle Middle Market clients. Seasoned professionals with 2-6 years of experience in middle market, foreign exchange and/or money markets will support the continued development of the bank's client base, generate new revenue, and execute Foreign Exchange and Derivatives trades.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

Product Manager/Asset Management - Equity Markets
Location: New York Based

Dynamic opportunity for Product Manager with Asset Management experiences to join global investment services firm. Position requires strategic product management and product pricing experience/educational background, excellent communication skills, and strong knowledge of equity markets. The individual must be of a caliber to progress rapidly in the organization.

• Product management for assigned products (new product launch plans/execution, budget development/control, etc). This includes driving the revenues of the assigned product(s), controlling costs and as a result increasing the profitability of products.

• Annual business planning/budgets and execution

• New product business and launch plans and execution

• Championing the product throughout the organization

• Communication of product benefits and features throughout the organization and to clients.

Qualifications:

• MBA

• 2-3 years post-MBA work experience,

• Asset management experience

• Product management/marketing, client services experience

• Team-player with the maturity and presence to lead product focused multifunctional teams, and present to senior management and clients.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

Client Service Relationship Management - 
Fixed Income, Risk Management, Derivatives, Research and Index Products, Financial Industry Experience
Location: New York, NY

Join a renowned leader in the financial industry. Experienced financial professionals needed who will be dedicated to servicing the needs of company's clients globally. They work closely with the regional Sales Representatives in developing and maintaining relationships. Through unique telecom applications, the team is available 24 hours a day, 5 days a week to answer questions covering index performance, constituent changes and methodology issues. Working with global sales, marketing, and product development.

• Answer detailed client inquiries about the companies products and methodology

• Participate in client visits and proactively follow up on issues raised by clients

• Ensure clients are provided with their subscription products

• Analyze market performance and index data for our clients on a reactive and a pro-active basis

• Maintain client relationships by ensuring any relevant information on clients is shared with them

• Provide feedback from clients to the company's Marketing, Product Management, Research and Index Production

• Act as point of contact for routine press inquiries and data requests.

Desired Experience & Qualifications:

• Superior communication skills, both written and verbal

• Understanding of/experience with dealing with major international financial institutions 3-5 years experience in Financial Services . Area of specialist knowledge (i.e. fixed income; risk management; derivatives, etc.)

• A solid understanding of the global financial markets

• A self starter and highly motivated, ability to work individually and within a team

• Strong time management skills with the ability to handle multiple projects

• Good computer skills including knowledge of spreadsheet applications and familiarity with the internet

• Languages: a second language is not necessary but strongly desired

Education: Minimum BA degree; advanced degree preferred.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

Specialty Institutional Equity Research Sales
Location: New York, NY

Global Leader in Equity Research and Investment Banking is hiring a Specialty Institutional Equity Research Sales Professional. Dynamic opportunity to join firm with an outstanding reputation in providing in-depth independent global equity research, integrated capital market support and top tier equity underwriting and advisory services to leading investors and financial institutions worldwide. Existing research team is ranked among the top tier, who works with more than 400 financial institutions in the world's major capital markets. Firm is interested in an individual with experience selling into global institutional managers, pension funds, mutual and unit trust managers, insurers, bank investment departments, hedge funds and private client asset managers. Product line includes bank products, GSE products, thrift products, insurance products, and credit card products.

Must be authorized to work in the U.S. Sorry, no sponsorship available at this time.

Portfolio Manager
Location: New York, NY

Manage a group of portfolios invested in bonds/equities according to policy and client objectives particularly investment accounts of a complex nature.  Assist Department Head in providing counsel and advice to other investment officers, both senior and junior, with respect to investment processes, policies and procedures.  Sets a superior professional example.  Meet regularly with others involved in determining investment policy to review overall investment policies via several committee assignments and assist Department Head in determining such policies.  Actively participate in assisting business development officers in selling and closing new accounts and in seeking additions to current accounts.  Remains knowledgeable about quantitative investment techniques and portfolio management analytical tools as they apply to personal portfolios, and implement such techniques and tools in the portfolio management process.  Remain knowledgeable about complex derivatives, alternative investment, and tax-efficient investment strategies.  Serve as a public spokesperson for personal portfolio investment process and actively seek and participate in public speaking engagements.

Requirements:  

Position requires an MBA Degree with a concentration in Finance; Chartered Financial Analyst (C.F.A.).  Seven to ten years of experience in personal portfolio sales and management.  Excellent oral and written communication skills.  Knowledge of financial markets, OCC regulations and stock and bond research/portfolio management, committee assignments, asset allocation and investments, including derivatives and alternative investments.

Must be authorized to work in the U.S.  Sorry, no sponsorship available at this time.

To submit resume and apply via our
Online Response Form Click Here NOW!

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