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Relationship Manager - Asset Management Clients

ExperiencedNo visa sponsorship
Moody's logo

at Moody's

Other

Posted a month ago

No clicks

Moody's is seeking an experienced Relationship Manager to drive growth within the asset management client segment in the United States and Canada. You will manage a portfolio of large, strategic clients, lead full lifecycle sales, and up-sell across Moody's suite of products and services, leveraging proprietary data and analytical tools. The role requires strong relationship management, navigation of complex decision processes, and collaboration with internal partners, with up to 40% travel.

Compensation
$113,200 – $162,400 USD

Currency: $ (USD)

City
Not specified
Country
United States, Canada

Full Job Description

At Moody's, we unite the brightest minds to turn todays risks into tomorrows opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they arewith the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moodys is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, were advancing AI to move from insight to actionenabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. 

Skills & Competencies

  • 7+ years of experience selling into large asset managers or other complex solutionselling situations
  • Ability to sell using a needs/solutionsbased approach
  • Ability to influence key decision makers throughout the full sales cycle
  • Strong presentation and negotiation skills, with outstanding client relationship management experience
  • Strong oral and written communication skills
  • Creative problemsolving skills with the ability to diagnose issues and develop solutions
  • Ability to multitask and meet short deadlines
  • Ability to work independently and within a team environment, with strong focus and attention to detail

Education

  • Bachelors degree in Finance, Economics, Accounting, or a related area required

Responsibilities

This Relationship Manager role is pivotal for driving growth within our asset management client segment. You will manage a portfolio of large, strategic clients across the United States and Canada, applying expertise to develop and nurture longterm relationships. In this role, you'll play a central part in implementing Moodys strategy to empower asset managers to leverage proprietary data and analytical toolshelping them mitigate risk, identify alpha, and navigate an evolving investment environment across the Private Credit ecosystem, particularly as it intersects with GenAI technologies. As a key contributor to the sales team, you will leverage your deep understanding of the asset management industry to upsell and crosssell Moodys comprehensive suite of products and services, collaborating closely with internal partners to deliver holistic client solutions.
  • Manage full lifecycle sales processes, including identifying and initiating new opportunities through prospecting and existing client relationships
  • Conduct sales presentations and negotiate contracts
  • Illustrate a deep understanding of client decisionmaking approaches, priorities, and requirements
  • Manage sales cycles and coordinate with Domain Sales Specialists, Solution Specialists, and Industry Practice Leads as needed
  • Provide accurate forecasts and pipeline updates to management
  • Meet established revenue targets while strengthening and expanding customer relationships
  • Generate new revenue from research, products, and service solutions, while defending and growing existing revenue streams
  • Represent the company at industry and companysponsored events
  • Travel up to 40%

About the Team

We strive to be a worldclass sales organization with our customers needs at the center of everything we do. Our client base spans banks, financial institutions, insurance companies, asset managers, government institutions, corporates, and professional services firms. As the bridge between our product teams and customers, we cultivate mutually rewarding relationships that enable us to deliver the right solution for every client challenge. We are a motivated, curious, and highly collaborative teamletting our passion drive our business forward.

For US-based roles only: the anticipated hiring base salary range for this position is $113,200.00 - $162,400.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moodys also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

Moodys is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moodys also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moodys Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Relationship Manager - Asset Management Clients

Compensation

$113,200 – $162,400 USD

City: Not specified

Country: United States, Canada

Moody's logo
Other

a month ago

No clicks

at Moody's

ExperiencedNo visa sponsorship

Moody's is seeking an experienced Relationship Manager to drive growth within the asset management client segment in the United States and Canada. You will manage a portfolio of large, strategic clients, lead full lifecycle sales, and up-sell across Moody's suite of products and services, leveraging proprietary data and analytical tools. The role requires strong relationship management, navigation of complex decision processes, and collaboration with internal partners, with up to 40% travel.

Full Job Description

At Moody's, we unite the brightest minds to turn todays risks into tomorrows opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they arewith the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moodys is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, were advancing AI to move from insight to actionenabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. 

Skills & Competencies

  • 7+ years of experience selling into large asset managers or other complex solutionselling situations
  • Ability to sell using a needs/solutionsbased approach
  • Ability to influence key decision makers throughout the full sales cycle
  • Strong presentation and negotiation skills, with outstanding client relationship management experience
  • Strong oral and written communication skills
  • Creative problemsolving skills with the ability to diagnose issues and develop solutions
  • Ability to multitask and meet short deadlines
  • Ability to work independently and within a team environment, with strong focus and attention to detail

Education

  • Bachelors degree in Finance, Economics, Accounting, or a related area required

Responsibilities

This Relationship Manager role is pivotal for driving growth within our asset management client segment. You will manage a portfolio of large, strategic clients across the United States and Canada, applying expertise to develop and nurture longterm relationships. In this role, you'll play a central part in implementing Moodys strategy to empower asset managers to leverage proprietary data and analytical toolshelping them mitigate risk, identify alpha, and navigate an evolving investment environment across the Private Credit ecosystem, particularly as it intersects with GenAI technologies. As a key contributor to the sales team, you will leverage your deep understanding of the asset management industry to upsell and crosssell Moodys comprehensive suite of products and services, collaborating closely with internal partners to deliver holistic client solutions.
  • Manage full lifecycle sales processes, including identifying and initiating new opportunities through prospecting and existing client relationships
  • Conduct sales presentations and negotiate contracts
  • Illustrate a deep understanding of client decisionmaking approaches, priorities, and requirements
  • Manage sales cycles and coordinate with Domain Sales Specialists, Solution Specialists, and Industry Practice Leads as needed
  • Provide accurate forecasts and pipeline updates to management
  • Meet established revenue targets while strengthening and expanding customer relationships
  • Generate new revenue from research, products, and service solutions, while defending and growing existing revenue streams
  • Represent the company at industry and companysponsored events
  • Travel up to 40%

About the Team

We strive to be a worldclass sales organization with our customers needs at the center of everything we do. Our client base spans banks, financial institutions, insurance companies, asset managers, government institutions, corporates, and professional services firms. As the bridge between our product teams and customers, we cultivate mutually rewarding relationships that enable us to deliver the right solution for every client challenge. We are a motivated, curious, and highly collaborative teamletting our passion drive our business forward.

For US-based roles only: the anticipated hiring base salary range for this position is $113,200.00 - $162,400.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moodys also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

Moodys is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moodys also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moodys Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.