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 OSTTRAs
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 OSTTRAis an independentfirm jointly owned by S&P Global and CME Group. As part of the joint venture S&P Global providesrecruitmentservices to OSTTRA - however successful candidates will be interviewed and directly employed by OSTTRA joiningour global team of more than 1200 posttrade 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.

Whats In It For You

Benefits:

We take care of you so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed 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: Its 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 awardssmall perks can make a big difference.

For more information on benefits by country visit: Fraud Alert:

If you receive an email from a domain or any other regionally based domains it is a scam and should be reported to. 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 activityhere.