Banamex - Director de Planeación Financiera

Provide sales support coverage across all PFSS products globally, focusing on the creation and maintenance of RFP, RFI, and DDQ responses. Coordinate with subject matter experts to ensure standard responses are current and accurate. Ensure information in responses aligns with business goals and client needs. Support onboarding through cross-functional coordination and optimize processes through root cause analysis.

10+ years of experience in sales support and/or marketing. Advanced knowledge of the Investor Services and/or traditional asset manager business. Proficient in Microsoft Office, especially Excel. Bachelor's degree required, Master's degree preferred.