The Regional Solutions Sales Specialist is a highly strategic and experienced professional responsible for driving revenue growth, deepening client relationships, and expanding market presence across a designated regional portfolio. This role requires a blend of deep financial product knowledge, exceptional client engagement skills, and a proven ability to lead complex solution sales, identify new business opportunities, and foster strong internal and external partnerships. The successful candidate will act as a key ambassador for the firm, influencing client strategy and contributing to the overall business direction within a highly regulated and competitive environment.

Responsibilities:

• Strategic Client Engagement & Relationship Management:
  • Cultivate and deepen strategic relationships with key global and regional clients, including C-suite executives and senior stakeholders, to understand their evolving needs and challenges.
  • Develop and execute client-focused strategies to enhance the firm's footprint and maximize client satisfaction and profitability across the portfolio.
  • Act as the primary senior escalation point for critical client matters, ensuring timely and effective resolution.

• Revenue Growth & Portfolio Optimization:
  • Drive significant revenue growth by identifying and capitalizing on cross-sell and up-sell opportunities across relevant product lines (e.g., Cash Management, Investor Services, and other Institutional Banking offerings).
  • Actively manage and optimize the client portfolio to ensure sustained profitability and efficiency.

• Market Leadership & New Business Development:
  • Serve as an influential ambassador and evangelist for the firm in the region, participating in industry forums, conferences, and thought leadership initiatives to bolster brand recognition.
  • Develop and execute a proactive "hunting license" strategy to identify, target, and acquire new strategic clients and underpenetrated segments, expanding the regional client base.
  • Maintain cutting-edge expertise in industry trends, competitive landscape, and regulatory changes to inform client discussions and solution development.

• Solution Development & Deal Leadership:
  • Lead complex, end-to-end solution sales processes, from initial client needs assessment through to deal closure, including managing RFP responses, crafting compelling client pitches, and recommending innovative and tailored financial solutions.
  • Collaborate closely with product management, implementations, and other specialist teams to ensure seamless delivery and revenue realization for closed deals.

• Internal Partnership & Influence:
  • Work in close partnership with banking partners and control functions (e.g., Legal, Compliance, Market & Credit Risk, Audit, Finance) to ensure robust governance, control infrastructure, and responsible financial practices.
  • Actively contribute to regional and global sales team strategies, sharing market insights and best practices with product development and sales management.

• Risk Management & Compliance:
  • Ensure all business activities adhere to internal policies, regulatory requirements (e.g., KYC, documentation), and the firm's Code of Conduct.
  • Proactively assess and manage transaction risk/reward, demonstrating sound ethical judgment and escalating control issues with transparency.

• Team & Self-Management:
  • Meet all sales management goals tied to pipeline management (CRM), deal review, and project kick-offs.
  • Prepare and deliver impactful client presentations and internal performance reports.

Qualifications:

• Experience:
  • Minimum 10 years of progressive experience in a global financial institution, with a proven track record in solution sales, strategic client relationship management, and new business acquisition.
  • Demonstrated success in leading complex financial product sales within institutional or corporate banking segments.
  • Strong credit analysis skills and experience in managing related aspects of client credit risk.

• Skills:
  • Good Communication & Negotiation: Exceptional written and verbal communication skills, with the ability to confidently engage and influence at all levels, including C-suite clients and senior internal stakeholders.
  • Strategic & Problem-Solving Acumen: Highly developed interpretive and problem-solving skills, with the ability to navigate complex client scenarios and internal matrix environments.
  • Client-Centric & Results-Oriented: A self-starter with a strong sense of ownership, execution focus, and a proven ability to deliver tangible results and drive client satisfaction.
  • Product & Industry Expertise: In-depth knowledge of global capital markets, with expertise in at least two key institutional product areas (e.g., Cash Management, Custody, Trade Finance, Lending) and a comprehensive understanding of the regulatory landscape.
  • Collaborative Leadership: Demonstrated ability to manage by influence, foster cross-functional collaboration, and contribute to team success in a dynamic, global setting.

• Education:
  • Bachelor's degree or equivalent experience.
  • Master’s degree in Finance, Economics, Business Administration, or a related field is "good to have" .

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Job Family Group:

Institutional Sales

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Job Family:

Solution Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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