Remote, US
47 days ago
Solutions Specialist - Asset and Liability Management
Job Description

Experience Level: Experienced Hire

Categories:

Sales & Marketing

Location(s):

Remote - United States, US

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. 

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. 

Balance Sheet Risk Management Solutions Specialist

Job Description:

A Moody’s Solutions Specialist interprets and defines customer needs to align their business objectives with Moody's products’ capabilities and value. This responsibility is accomplished by conducting in-depth customer meetings (via video conference or in-person) and providing product collateral to support sales strategies. Solutions Specialists will also routinely collaborate with prospective customers and internal teams to gather sample data to prepare and then ultimately present bespoke proof-of-concept analysis.

Working in conjunction with a frontline sales team, this Solutions Specialist will actively manage the evaluation stage of the sales process for balance sheet risk management solutions and serve as the technical advisor for Moody’s product suite that includes: OnlineALM, Liquidity Stress Testing, Capital Stress Testing, Internal Assumption Analyzer, Investment Portfolio Analyzer, and OnlineBudgeting.

In order to prepare, present, and promote the sale of these Moody’s solutions, this Solutions Specialist position will be responsible for understanding customer needs in balance sheet management disciplines such as: asset liability management, interest rate risk, liquidity stressing, capital stressing, forecasting, and behavioral assumptions analysis (e.g., loan prepayments, deposit decays/betas). The Solutions Specialist will assist with customer facing demonstrations and workshops by clearly articulating underlying methodologies, software logic, and the ultimate customer benefits. Additionally, Solutions Specialists will also be responsible for interfacing with product management, support, implementation, and customer success teams to ensure customer satisfaction.

Key Responsibilities:

Understand prevailing trends and best practices in balance sheet management disciplines at financial institutions, primarily commercial banks and credit unions. Be able to articulate that to customer with credibility and confidence.Meet with customers to demonstrate subject matter expertise in multiple disciplines including asset liability management, interest rate risk, liquidity stressing, capital stressing, forecasting, and behavioral assumptions analysis.Articulate in-depth product benefit discussions as they relate to Moody's OnlineALM, Liquidity Stress Testing, Capital Stress Testing, Internal Assumption Analyzer, Investment Portfolio Analyzer, and OnlineBudgeting products.Participate in customer facing meetings and demonstrations of the above products to align strategies and determine business and methodological requirements necessary to win new business. Provide ongoing ad-hoc support for existing customers to help ensure their needs are met to help ensure renewal.Work closely with the frontline sales team to provide detailed product collateral and information for business proposals.Document customer feedback regarding product experience and desired enhancements.

Qualifications:

ALM (asset and liability management) background.Customer facing experience and comfort leading sales calls.Sales mentality, a commercial mindset; a drive to win new customers.Bachelor’s Degree in Finance, Banking, Accounting, Business Administration, or similar field. Minimum of 3-5 years of experience in a balance sheet management discipline role.Strategic and analytical mindset; ability to recognize market opportunities. Ability to work independently under minimal supervision. Excellent written and verbal communication skills. Ability to work in a high-pressure deadline-oriented environment.Ability to comprehend and apply abstract concepts. Ability to work productively and collaboratively in a team environment. Friendly demeanor and comfort with meeting many new customers. Public speaking experience is a plus. Experience with complex sales cycles is a plus. Ability to travel up to 30%.

For US-based roles only: the anticipated hiring base salary range for this position is [[$98,000 - [[$185,000, 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. Moody’s 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.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Moody’s 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 Moody’s 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.

For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet

Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee’s tenure with Moody’s.

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