Job Description

MORE ABOUT THIS JOB

INVESTMENT BANKING

Our division works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial sponsors, and governments and are team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas.

TRANSACTION BANKING

We aim to build a modern and digital-first transaction banking solution to serve our clients. Our business combines the strength, heritage, and expertise of a 150-year-old firm with the agility and entrepreneurial spirit of a tech start-up. Our goal is to provide a best-in-class digital product that helps clients to succeed by giving them a holistic view of their business. Through the use of modern technology built on the cloud, we are the alternative to legacy platforms. Were a team of diverse experts helping our clients to build the future of their Treasury.

The Product & Sales Strategy Associate role is responsible for defining aspects of the product & sales strategy for the Transaction Banking business. This person will work closely with all Transaction Banking teams including Product, Operations, Engineering and Sales to identify and analyze product opportunities to meet client needs. Understanding of client challenges/opportunities and industry trends will be required as inputs into the strategic product roadmap. This person will also work closely with TxB Sales to refine TxBs sales strategy and optimize sales force effectiveness.

The Team

The TxB Product & Sales Strategy team sets the strategic direction of Transaction Bankings business. Key areas of focus include sales strategy, partnerships, international expansion, and new product development.

Basic Qualifications

Bachelors Degree or military experience
At least 3 years of experience in strategy consulting, investment banking, business and/or technology strategy, or related field
Client facing experience managing complex senior stakeholder relationships
Experience managing projects with many moving parts
Financial modeling experience and strong quantitative background to support data-informed decision making

Collaborative, team player attitude with the ability to navigate and influence the organization

Excellent attention to detail and ability to act on detailed feedback

Excellent communication, organizational, time management and planning skills

Preferred Qualifications

Strong interest in and knowledge of payments and enterprise sales & technology
Exceptional communication skills- someone who is an engaging storyteller and is at ease presenting to executives

Creative problem solver

Blend of both strategic and tactical thinking- someone who can identify and prioritize opportunities in highly ambiguous contexts, and then organize thematic work areas in deep detail, thus aligning long term vision with iterative execution

Track record of driving business strategy and partnerships

Success in navigating corporate environments or startups

Ability to generate ideas, identify and drive the development of new business

Strong working relationships with clients, colleagues and cross-functional partners