Jay Epstein

Background

About Jay Epstein

As a Global Markets Managing Director & Senior Relationship Manager, I possess 15+ years of dynamic Global Equities/Fixed Income sales & client solutions leadership (product, service & research) garnered via my career evolution at top financial institutions & Fintech leaders Moody’s Corp.(’25-current), GLMX (’24-‘25), BMO Capital Markets (’11-’22), Nomura (’09-’11), Citigroup Global Markets (’08-’09) & Lehman Brothers (’97-’08). I've forged deep relationships with large, sophisticated global investors & Fortune 500 clients, applying diverse banking product & services acumen & network relationships to execute $200M-to-$1BN client monetization strategies. I thrive in serving as an influential strategic advisor to Global Business/Product Heads, Executive Committees & external C-Suite teams. Senior Relationship Management Currently at Moody's, I direct the full cycle sales process & growth agenda for an asset management portfolio comprised of large, strategic clients across US & Canada, focused on expansion opportunities for integrative products & services across Enterprise Risk Tech Solutions, Research, Data & Analytics Services, MDM, automation & GenAI. At Fintech leader GLMX, I assumed a U.S. markets client leadership role, expanding a 15-key account global institutional client portfolio. Previously at BMO ('11-'22), I developed & deployed growth-fueled client development plans for a $1BN+ top-tier Global Institutional Investor portfolio of 100+ hedge funds, insurance co, asset managers & family offices, directing a team of 5 SRM’s in BMO's product suite monetization & cross-selling strategy. Client Strategy & Partner-Alliance At BMO Capital Markets, I served as the firmwide Client Coverage & Growth Strategist (’11-’22), architecting a harmonized, client connectivity & C-Suite/Exec. Sponsor model across Global Markets Sales, Trading, Financing & Corporate & Investment Bank, delivering a best-in-industry client experience. At Nomura Securities ('09-'11), I led the Americas Client strategy and built out the US platform, including sales, trading & research, leveraging international client relationships to generate product sales. COO Roles I served in COO roles ('02-'09) for Citigroup Global Markets Prime Finance & Lehman Brothers' 5BN+ Global/Americas Equities Sales organizations, overseeing global Product COO’s, and directing transformation initiatives supporting an 840+ member organization's operating model sustainability; org. structure/workforce optimization; and robust financial/PnL management & cost control.