Manager - Relationship Management

hace 4 semanas

San José, Costa Rica Moody'S Investors Service A tiempo completo

Service focused individual responsible for providing sales support for the RM team.
The Sales Support functions will work closely with experienced Sales Professionals (AMs/RMs/HoRMs) supporting their activity to increase mandates and revenue in their assigned territory(ies), region(s) and/or line of business.
In small/less complex markets, managers may have more specific responsibilities to support a specific portfolio of issuers under the responsibility and supervision of the HoRMs.
Scope:

- Will be part of a team that provides crucial sales support to ensure premium delivery of customer service.
In situations where managers are providing support to a designated portfolio of small/less complex territories, they will do so under the direct and supervision of HoRM who will retain primary responsibility for the overall portfolio.
Actual portfolio size will be dependent on needs of the territory / segment and can vary across regions.
- Works autonomously with low supervision by Head of RM, RM or AM.
- Support (AMs/RMs/HoRM) in defining and revisiting individual account strategic plan on key elements such as outreach, issuance coverage, revenue.
- Prepare materials for existing customers / prospect meetings and support follow-up items post meetings
- Will project-manage, Request for Proposals/Tender responses: collect data and documents from various internal stakeholders, including the Lines of Business, Legal, Finance, etc; draft R equest F or P roposals /Tender responses; manage deadlines and inputs throughout the entire process, including submission logistics
- Will be responsible to p rovide support to produce relevant Issuer Value Statements data, charts, and other information
- Support the senior members of the team in monitoring market development and trends including coverage information, manage lead generation, identify targets and cross selling opportunities,
- Provide support on bespoke product request approvals
- Will be responsible to actively contribute on projects, regulatory tasks, marketing Campaigns etc.
- Responsible to provide support for event/conference planning, pre-conference/ pre-meeting preparation
- Responsible for responding to GMO inquiries.
- Have oversight of the Withdrawal process (documentation support).
- Will be responsible for running complex reports and queries in Sales Force and overall data quality accuracy and completeness in Sales Force.
- Work closely with key internal stakeholders e.g.
legal, billing team, compliance etc.
to resolve any issues
- Will be required to attend client meetings together with Sr. RM staff from time to time.
- Will be responsible to on-board Associate staff and where appropriate provide guidance on day-to-day tasks
- Will be able to support other than their usual territory on an ad-hoc basis

Capabilities
- Very good communication skills, strong writing skills and time management skills; language skills
- Well versed in Powerpoint and able to produce good quality promotional material (presentations, pre-meeting fact sheets etc.).
- Understand main financial instruments, key characteristics and dynamics of capital and credit markets in her or his market segment / territory
- Able to read financial statements to identify financial needs and understand the financial strategy of each firm
- Good product proficiency (fluent in our product suite)
- Excellent understanding of Moody's service suite, contracts and general conduct of business
- Ability to work under tight deadlines
- Highly organised with ability to multi-task
- Ability to work effectively with a geographically diverse and multi-cultural team
- Team player

Academic Qualifications / Work Experience
- Minimum of Undergraduate / First Level degree (or equivalent) preferably in finance, accounting, business or economics.
- Some years of experience in the financial services industry in a business development, sales or client relationship role.
Regional Organization

Moody's is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
Moody's Investors Service is among the world's most respected and widely utilized sources for credit ratings and research.
Our opinions and analysis on a broad range of credit obligors and obligations are valued around the world for their insight and rigor.
At MIS, our workplace culture supports our mission to be the Agency of Choice for our customers, employees and future employees.
Our Culture focuses on Excellence and embodies behavioral qualities such as Integrity, Responsiveness, Collaboration, Respect and Passion.
Our people are our core asset and we look beyond outcomes to ensure that behaviors and interactions matter.

  • Relationship Manager C12

    hace 1 semana

    San José, San José, Costa Rica Citi A tiempo completo

    The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.The Relationship Manager also serves as an...

  • Relationship Manager C12

    hace 2 semanas

    San José, Costa Rica Citi A tiempo completo

    The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Manager also serves as an...

  • Relationship Manager C12

    hace 7 días

    San José, Costa Rica Citi A tiempo completo

    The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Manager also serves as an...

  • Relationship Manager C12

    hace 3 semanas

    San José, Costa Rica Citi A tiempo completo

    The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.The Relationship Manager also serves as an...

  • Strategic Partner Relationship Manager

    hace 5 días

    San José, San José, Costa Rica Cloudera A tiempo completo

    About the RoleWe are seeking an exceptional Strategic Partner Relationship Manager to join our team at Cloudera. As a key member of our partner ecosystem, you will play a vital role in fostering strategic relationships with our partners.**Responsibilities:**Manage partnerships with Level 1 and/or Level 2 obligations to ensure exceptional customer...

  • Influencer Relationship Manager Cr

    hace 3 semanas

    San José, San José, Costa Rica Premier Media A tiempo completo

    Hello, Influencer Relationship ManagersMy name is Tomer Hen, and I am a serial entrepreneur with over 15 years of experience in the Digital Marketing industry.During this time, I've spearheaded notable campaigns with leading brands, including MasterCard, Amazon, and Audible among bootstrapped E-Commerce brands.Our company owns a few food & supplement brands...

  • Manager - Relationship Management

    hace 1 semana

    San José, Costa Rica ZM Financial Systems A tiempo completo

    Collaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together.- - Moody’s Investors Service is among the world’s most respected and widely utilized sources...

  • Manager - Relationship Management

    hace 1 semana

    San José, Costa Rica Moody's Investors Service A tiempo completo

    Service focused individual responsible for providing sales support for the RM team. The Sales Support functions will work closely with experienced Sales Professionals (AMs/RMs/HoRMs) supporting their activity to increase mandates and revenue in their assigned territory(ies), region(s) and/or line of business. In small/less complex markets, managers may have...

  • Manager - Relationship Management

    hace 4 semanas

    San José, Costa Rica Zm Financial Systems A tiempo completo

    Collaboration = InnovationOne leads to the other.At Moody's, we believe good teamwork gives us an edge.We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges.Join us and let's move the world forward together.-- Moody's Investors Service is among the world's most respected and widely utilized sources for credit...

  • Investment Relationship Manager

    hace 4 días

    San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo

    OverviewFisher Investments and its affiliates have developed a specialized approach focused on delivering exceptional service to high-net-worth private clients since 1995. As an Investment Relationship Manager, you will be responsible for forming relationships with US-based clients and providing operational support to help them navigate their financial...

  • Business Relationship Lead

    hace 3 semanas

    San José, San José, Costa Rica Smith+Nephew A tiempo completo

    Life Unlimited.At Smith+Nephew we design and manufacture technology that takes the limits off living.The business relationship Lead (BRL) has shared ownership with the Functional Delivery Lead for both business strategy and business value results.The BRL helps the Business Relationship Manager (BRM) manage stakeholder relationships and serves as a single...

  • Hrss Relationship Manager

    hace 4 semanas

    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    HRSS Relationship Manager (C12) is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to provide operations support services in coordination with the Operations - team.The overall objective of this role is to ensure the seamless delivery of operations support services in...

  • Senior Relationship Manager

    hace 4 semanas

    San José, Costa Rica Exante A tiempo completo

    **About EXANTE**EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology.Our proprietary trading platform enables direct market access to 1M financial instruments from a single multi-currency account, including stocks, ETFs, bonds, futures, and options.We are a...

  • Relationship Manager

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Company DescriptionExperian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses, and society.We are thrilled to share that **FORTUNE has named Experian one of the 100 Best Companies to work for**.In addition, for the last five years, we've been named in the **100...

  • Relationship Manager-fasttrack Manager

    hace 2 semanas

    San José, Costa Rica Microsoft Corporation A tiempo completo

    FastTrack Microsoft 365 continues to experience incredible growth as the company focuses on its productivity cloud strategy and enabling secure remote work for its customers. The FastTrack team drives this strategy and is looking for individuals that share in the passion to drive business value and customer success using Microsoft 365 and related...

  • Relationship Manager-Fasttrack Manager

    hace 1 semana

    San José, San José, Costa Rica Microsoft Corporation A tiempo completo

    FastTrackMicrosoft 365 continues to experience incredible growth as the company focuses on its productivity cloud strategy and enabling secure remote work for its customers.The FastTrack team drives this strategy and is looking for individuals that share in the passion to drive business value and customer success using Microsoft 365 and related...

  • Relationship Growth Specialist

    hace 7 días

    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job DescriptionWe are seeking an experienced Account Manager to join our team in Costa Rica. This permanent home-based role requires a sales professional with a proven track record of managing, growing, and retaining business relationships.About ExperianExperian is a leading global information services company, committed to creating opportunities for...

  • Global Relationship Expert

    hace 4 días

    San Francisco, Heredia, Costa Rica British American Tobacco A tiempo completo

    **About the Role**We are seeking a highly skilled Global Relationship Expert to join our team in Finance Business Relationship within the Controllership Area.The main objective of this team is to enhance and secure the partnering relations between GBS Finance & Procurement with end markets, through efficient and effective means of communication.This role...

  • IT Service Management Project Manager

    hace 5 días

    San José, Costa Rica Cornerstone Building Brands A tiempo completo

    **Job Description**: The Project Manager is responsible for delivery of project management deliverables and artifacts in alignment with defined corporate Project Management policies and procedures, ensuring compliance with appropriate enterprise governance, and performing project and program management functions to ensure project scope alignment and benefits...

  • Case Management Specialist

    hace 4 días

    San José, San José, Costa Rica Legal Management Group A tiempo completo

    About the RoleWe are seeking a highly skilled Medical Case Manager to join our team at the Legal Management Group. In this role, you will be responsible for managing and overseeing the day-to-day operations of assigned cases, ensuring that all necessary documentation and paperwork is completed in a timely and accurate manner.Key Responsibilities Manage and...