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About the Role:

ROLE SUMMARY:

As a Sales and Relationship Management Representative, you will play a key role in driving the success of

client relationships within the Investment Management Community. You will oversee the entire sales

lifecycle, from identifying and pursuing new business opportunities to analysing data and trends,

conducting lead prospecting, and managing existing client relationships to ensure satisfaction and

retention.

Your expertise in effectively presenting the OSTTRA value proposition will be essential, whether

introducing new services or reinforcing the benefits of existing ones. You will also negotiate commercial

terms with key decision-makers to maximise revenue potential. Collaborating with an experienced sales

team and product specialists, you will engage with various departments across OSTTRA to deliver

tailored solutions that meet client needs and foster long-term partnerships.

KEY ACCOUNTABILITIES:

• Drive Revenue Growth: Execute a strategic sales plan to enhance revenue generation from both

existing and new clients, ensuring alignment with overall business objectives.

• Client-Specific Strategies: Develop and implement tailored account plans that address the

unique challenges and opportunities within client segments, fostering deeper relationships and

enhanced service delivery.

• Collaborative Strategy Development: Partner with Sales Leadership, Business Line Heads,

Product Leads, and Marketing to create and execute strategies that effectively position OSTTRA’s

products and services, focusing on:

• Expanding client acquisition and segment penetration.

• Increasing the diversity of asset classes and products utilized by clients.

• Enhancing overall and per-client transaction volumes on our platforms.

• Market Insight: Analyze the global competitive and regulatory landscape, understanding its

implications for the Investment Management Community to inform strategic decisions and client

engagements.

• Proactive Communication: Utilize the CRM system to initiate and maintain proactive

communication across segments, ensuring seamless coordination and driving effective sales

efforts.

• Industry Representation: Actively represent OSTTRA at industry conferences, trade shows, and

professional associations, showcasing our value proposition and expanding our network.

PERSON SPECIFICATION:

• Proven Experience: Demonstrated success with the Investment Management Community,

showcasing a robust track record in lead generation, impactful product presentations, effective

commercial negotiations, and exceeding sales targets.

• Financial Market Knowledge: Deep understanding of financial market ecosystems and

post-trade processes, enabling you to navigate and address client needs effectively.

• Solution-Oriented Mindset: Capacity to understand client workflows and requirements,

positioning tailored solutions that meet their unique challenges and enhance satisfaction.

• Relationship Building: Strong ability to cultivate and maintain relationships with key

decision-makers, fostering trust and collaboration for long-term partnerships.

• Client Communication Skills: Ability to interpret and respond to client communications

thoughtfully, balancing their needs with strategic sales objectives to drive results.

• Exceptional Communication: Excellent oral and written communication skills, facilitating clear

and persuasive interactions with clients and colleagues alike.

• Effective Prioritisation: Skilled in self-prioritising tasks and managing shifting objectives,

ensuring focus on high-impact activities.

• Organisational and Analytical Skills: Strong organisational capabilities paired with analytical

skills, allowing for effective data-driven decision-making.

• Multitasking Ability: Proven ability to thrive in a fast-paced, dynamic environment, managing

responsibilities to both internal and external stakeholders efficiently.

• Team Player with Independence: Comfortable working both independently and as part of a

collaborative team, demonstrating adaptability and initiative.

About OSTTRA

_Candidates should note that OSTTRA is an_ _independent firm,_ _jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global_ _provides recruitment services_ _to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts._

OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.

With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.

Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.

Learn more at www.osttra.com .

What’s In It For** **You?

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include:

+ Health & Wellness: Health care coverage designed for the mind and body.

+ Flexible Downtime: Generous time off helps keep you energized for your time on.

+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

+ Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

+ Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [email protected] . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/careers/Corp\_0525-Recruitment-Fraud-Alert.pdf) .

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to:  [email protected]  and your request will be forwarded to the appropriate person.

**US Candidates Only:** The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf

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20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)

**Job ID:** 321044

**Posted On:** 2025-11-04

**Location:** New York, New York, United States