Director, Client Solutions Group, Mid-atlantic

GOCal

Base: $175,000–$220,000; bonus/equity: eligible fo...
Consultative sales in wealth management
Knowledge of index-based investing and etfs
Experience with sma and fund distribution
You will manage the Mid Atlantic territory by partnering directly with asset management’s distribution teams and key centers of influence within wealth managers and institutional clients

Job Summary

  • You will manage the Mid Atlantic territory by partnering directly with asset management’s distribution teams and key centers of influence within wealth managers and institutional clients.
  • This role offers a competitive base salary range of $175,000–$220,000, eligibility for an annual incentive plan, and additional S&P Global benefits.
  • S&P Global is committed to fostering a connected and engaged workplace with a culture of integrity, discovery, and partnership.

Matching Summary

You will manage the Mid Atlantic territory by partnering directly with asset management’s distribution teams and key centers of influence within wealth managers and institutional clients.

Salary

Base: $175,000–$220,000; Bonus/Equity: Eligible for annual incentive plan; Benefits: Additional S&P Global benefits

Skills & Requirements

Must-have

  • Consultative sales in wealth management
  • Knowledge of index-based investing and ETFs
  • Experience with SMA and fund distribution
  • Strong client relationship management
  • Data-driven strategy execution
  • Extensive travel (>50%)

Nice-to-have

  • Thought leadership and educational presentations
  • Collaboration with internal commercial and product teams
  • Advanced knowledge of direct and personalized indexing
  • Networking with RIAs, BDs, and insurance brokers
  • Organized with exceptional time management
  • Culture of excellence and collaboration

Key Requirements

  • Minimum 7 years industry experience
  • Undergraduate degree required
  • CFA and/or MBA preferred or in progress
  • Indefinite right to work in the United States
  • Self-motivated with exceptional communication skills

Work Rights

Indefinite right to work in the United States

Tailored Resume

Cover Letter