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

Skills Required
Powerpoint, Microsoft Office, Word