Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Sales Director leading Energy Transition and Sustainability Solutions for Financial Institutions in Japan. Driving market penetration and client engagement in the energy sector with internal cross-team collaboration.
Responsibilities
- Identify and engage new potential clients in the financial services sector focused on energy transition and sustainability initiatives.
- Collaborate with internal teams to develop client-specific relationship strategies, create tailored solutions and proposals that meet client requirements, and manage the end-to-end sales cycle.
- Contribute to the development of commercial strategy specific to the market requirements of the territory and client base.
- Achieve sales targets and contribute to the overall growth of the ETSS portfolio.
- Develop and maintain relationships with external stakeholders to remain on top of sector and thematic market trends.
- Stay updated on industry regulations, technologies, and best practices related to energy transition and sustainability.
- Represent S&P Global externally as an expert in energy transition & sustainability, specifically within the financial sector.
Requirements
- Fluent in Japanese and English
- Bachelor’s degree in business, finance, environmental science, or a related field.
- At least 10 years of client-facing experience, with a strong understanding of how to manage an end-to-end sales cycle independently including client planning, running prospecting campaigns, building client relationships, diagnosing client needs, pitching relevant tailored solutions, and successfully closing out contracts.
- Proven experience in sales, preferably in the realm of data, analytics, services, SaaS to the financial services sector, and focused on Energy Transition and sustainability.
- Strong understanding of energy transition concepts and technologies.
- Working experience in Japanese financial institutions, thorough understanding of organization structure and processes are advantageous.
- Ability to collaborate with multiple internal stakeholders across various functions, regions and divisions within a complex organization.
- Highly organized, business-oriented, with excellent communication skills and a strong affinity for revenue generation.
- Appetite for immersive learning to become technically proficient in S&P’s suite of ETSS products and how they meet persona-specific needs.
- Strong discipline around sales process including creating and developing pitches to clients, managing the sales cycle and internal CRM reporting.
- Exceptional communication and negotiation skills.
Benefits
- 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.
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