GPB Deposit & Custody Sales Support Lead
Join our dynamic GPB Deposit & Custody Sales Support team as a Senior Associate. Drive impactful sales initiatives across global regions. Collaborate with leaders to deepen client relationships and deliver strategic solutions.
Job Summary:
As a Sr Associate in Wealth Management Solutions GPB Deposit & Custody Sales Support team, you lead a team of analysts supporting banker/advisor sales for core banking. You drive deposit and custody sales enablement across USPB, EMEA, and IPB platforms. You partner with stakeholders to deliver client reviews, initiatives, and senior-ready materials.
Job Responsibilities:
- Support regional Deposit Sale Managers (DSM) to deepen client relationships with core banking
- Position and price deposits as an asset class and provide treasury services support for Private Bank institutional clients (Family Offices, Foundations, Private Equity Firms, etc)
- Create quarterly decks for market huddles and market updates
- Develop and understand competitors' deposit products and positioning across markets
- Collaborate with the DSM to identify appropriate treasury solutions, perform cost benefit analysis, provide competitive pricing and run profitability model while supporting the sales pipeline
- Assist DSM with client call preparation by creating review materials, pitchbooks and account plans
- Collaborate with internal partners to ensure successful implementation, accurate product/pricing
Required qualifications, capabilities and skills
- 7+ years of experience within financial services, supporting the banking business
- Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
- Superior verbal and written communication skills with the ability to mobilize internal resources
- Attention to detail with ability to operate independently and manage a team by clearly defining priorities and focus areas
- Foundational knowledge of deposit and treasury solutions products & pricing philosophy
- Proficiency in Microsoft Office (PowerPoint, Advance Excel and Word)
Preferred qualifications, capabilities and skills
Strategic and analytical thinker with a drive towards execution and results
Influencing skills to manage a variety of stakeholders from different functions
Team player who proactively shares knowledge and information within and outside the function