The ‘must haves’ that will be core to your role:
- Excellent English language editorial/writing skills which allow you to develop a strong story that is commercially orientated
- An interest in learning or deepening your understanding of Securities Services
- Attention to detail
- Excellent communication skills
- An analytical mindset and ability to prioritise
- Experience juggling multiple demands where you had to leverage your exceptional time management skills
- Working experience with Word, Excel and PowerPoint
The nice to haves – but not essential:
- Securities Services/Financial Services knowledge
- Experience of working on sales proposal/pitching documents including RFPs and DDQs
- Experience of Qvidian
- Experience synthesising complex product and/or solutions into easy to understand content and messages
- An innovative eye for upgrading content and the style in which it’s delivered
- Any experience in sales/operations/implementation world
- Brand guardianship experience
Personal qualities that will stand you in good stead in this working environment:
- Collaborative nature/team player
- Determination
- Patience
- Willingness to ask for assistance
- Resilience
- Desire to constantly be learning and improving
Running a sales proposal or DDQ or pitch includes some or all of the following:
- Driving or participating in project planning sessions with a focus on:
- Agreeing client solutions and key benefits messaging
- Determining SME participation
- Creating a project plan including providing clarity on timings and deliverables with the key contributors – including but not limited to sales enablement team, sales, product management, operations, subject matter experts and senior management
- Management of projects end to end (or engagement on) driving everyone involved to meet the client deadline - often requiring significant amounts of coordination
- Developing answers/content to ensure client questions are answered – potentially including re-writing/editing information received from other departments and liaising with SMEs to ensure the questions are answered in full and in line with agreed solution/messaging
- Ensure brand integrity across all content and documents
In addition you will be involved in strategic projects to support the broader team goals including but not limited to:
- Content development and improvement
- Data analysis to support business/segment growth strategies
- Senior management reporting
- Driving innovation – i.e. looking at new ways of presenting information/solutions/content or leveraging current tools in better ways
- Process improvements to support developing best practices
We are a team built of various levels of expertise and experience covering Securities Services and beyond. Our success is contingent on us delivering both individually and as a team and we work hard to share the workload and support our colleagues whenever necessary. You will also have:
- The opportunity to build deep knowledge of the Securities Services Business
- Support of an engaged and close team – our success is built on a cohesive team spirit
- Clear development plans to support your career aspirations
- The chance to use your skills to directly impact the business goals
Salary: Competitive salary and benefits package offered and aligned to experience.
Institutional SalesInstitutional Sales SupportFull timeBoston Massachusetts United States$74,390.00 - $103,810.00
Anticipated Posting Close Date:
Jul 24, 2024View the " " poster. View the .
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