Director, Client Solutions Group, Mid-atlantic

S&P Dow Jones Indices

Mid-atlantic, US
$175,000–$220,000; annual incentive plan; comprehe...
Client relationship management
Index-based investing knowledge
Etf and sma expertise
The goal of the Client Solutions Group is to influence asset flows and revenue across S&P Dow Jones Indices (SPDJI) index-linked solutions and products

Job Summary

  • The goal of the Client Solutions Group is to influence asset flows and revenue across S&P Dow Jones Indices (SPDJI) index-linked solutions and products.
  • You will manage the Mid Atlantic territory by partnering directly with asset management’s distribution teams, key centers of influence within wealth managers and institutional clients.
  • S&P Global provides a comprehensive benefits package including health & wellness, flexible downtime, continuous learning, and investment in your future.

Matching Summary

The goal of the Client Solutions Group is to influence asset flows and revenue across S&P Dow Jones Indices (SPDJI) index-linked solutions and products.

Salary

$175,000–$220,000; Annual incentive plan; Comprehensive S&P Global benefits

Skills & Requirements

Must-have

  • Client relationship management
  • Index-based investing knowledge
  • ETF and SMA expertise
  • Consultative sales professional
  • Drive revenue growth

Nice-to-have

  • Thought leadership
  • Data-driven strategies
  • Collaborative team player
  • Curiosity and discovery spirit

Key Requirements

  • Minimum 7 years industry experience
  • Proven consultative sales track record
  • Experience and contacts in wealth and investment management
  • Working knowledge of index-based investing, ETFs, SMA and fund distribution
  • Demonstrate advanced knowledge of direct indexing/personalized indexing
  • Familiarity with UMA/SMA, Model Portfolios, Investment Advisory Solutions platforms
  • Effective networking with financial advisors
  • Exceptional communication skills
  • Self-motivated, organized, exceptional time management
  • Comfortable with extensive travel (>50%)
  • Undergraduate degree required
  • Right to work in the United States

Work Rights

Indefinite right to work in the United States

Tailored Resume

Cover Letter