Bulge Bracket Investment Banks

Posted 6 days ago

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**Senior Associate - Sales Origination, Trade & Working Capital, Global Trade Sales Originator** Support Primary Sales Manager, drive sales outcomes for Trade & Working Capital (T&WC) products. Develop and execute client account plans, contribute to new business growth through financial analysis and pitch material preparation. Collaborate with commercial banking, credit, and risk teams. Requires 3+ years sales/relationship management experience, foundational knowledge of T&WC products (Receivables Finance, Supply Chain Finance), and ability to build effective partnerships. Jersey City, NJ.

Compensation: Not specified
City: Not specified
Country: United States

Full Job Description

Location: Jersey City, NJ, United States

Join our sales origination team where you will support the primary sales manager for specific accounts.

As a Senior Associate Sales Origination within Trade & Working Capital, you will support client engagements to identify and address needs through Trade & Working Capital solutions, contributing to successful sales outcomes. You'll assist in client account planning, market execution, and help coordinate between Trade & Working Capital and its clients. Working closely with senior team members, you will help support client targeting and relationship building, while contributing to new business development through financial analysis and idea preparation for client discussions.

Trade & Working Capital (T&WC) is a strategic growth business within Payments. The line of business structures and executes both Core Trade and Structured Working Capital solutions for clients. Products/Structures include Supply Chain Finance, Receivables Finance, Sales Finance, Inventory Finance, Export Agency Finance, Letters of Credit, Trade Loans, and Bills of Exchange / Promissory Notes.

Job Responsibilities:

Partner with Commercial Banking teams to support engagements with clients to identify opportunities for Trade & Working Capital solutions, especially Receivables and Supply Chain Finance, contributing to sales outcomes and client value optimization
Support the execution of structured off balance sheet facilities, coordinating with clients, credit, risk, legal, middle office, and product management
Assist in client account planning and go-to-market execution, including coordination with Product partners, Commercial Bankers, Payment Sales, and Investment Bank Client Executives
Act as a key point of contact supporting communication between Trade & Working Capital and its clients, ensuring alignment across functions for sales opportunities
Contribute to business development efforts by preparing analyses and supporting pitch materials for client discussions with executives such as CFOs, Treasurers, and CPOs
Monitor client needs and market trends, escalating insights and contributing ideas to support the T&WC innovation agenda

Required qualifications, skills and capabilities:

3+ years of Sales, Relationship Management, or relevant financial services experience
Foundational knowledge of the Trade and Working Capital Finance product set, including Receivables Finance and Supply Chain Finance
Experience supporting client relationships, with an understanding of key decision makers, business objectives, and client needs
Ability to build effective partnerships with internal stakeholders, including bankers and product partners
Understanding of how clients utilize products and the ability to identify value-added solutions

Lead origination efforts and manage trade and working capital finance strategies

Full Job Description

Location: Jersey City, NJ, United States

Join our sales origination team where you will support the primary sales manager for specific accounts.

Job Responsibilities:

Partner with Commercial Banking teams to support engagements with clients to identify opportunities for Trade & Working Capital solutions, especially Receivables and Supply Chain Finance, contributing to sales outcomes and client value optimization
Support the execution of structured off balance sheet facilities, coordinating with clients, credit, risk, legal, middle office, and product management
Assist in client account planning and go-to-market execution, including coordination with Product partners, Commercial Bankers, Payment Sales, and Investment Bank Client Executives
Act as a key point of contact supporting communication between Trade & Working Capital and its clients, ensuring alignment across functions for sales opportunities
Contribute to business development efforts by preparing analyses and supporting pitch materials for client discussions with executives such as CFOs, Treasurers, and CPOs
Monitor client needs and market trends, escalating insights and contributing ideas to support the T&WC innovation agenda

Required qualifications, skills and capabilities:

3+ years of Sales, Relationship Management, or relevant financial services experience
Foundational knowledge of the Trade and Working Capital Finance product set, including Receivables Finance and Supply Chain Finance
Experience supporting client relationships, with an understanding of key decision makers, business objectives, and client needs
Ability to build effective partnerships with internal stakeholders, including bankers and product partners
Understanding of how clients utilize products and the ability to identify value-added solutions

Lead origination efforts and manage trade and working capital finance strategies

Trade & Working Capital - Global Trade Sales Originator- Senior Associate

Full Job Description

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Full Job Description

SIMILAR OPPORTUNITIES

Trade & Working Capital - Global Trade Sales Originator - Vice President

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Trade Operation Senior Associate I