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.
In addition to base compensation, this role is eligible for an annual incentive plan and additional S&P Global benefits.
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
Base: $175,000–$220,000; Bonus/Equity: eligible for an annual incentive plan; Benefits: eligible to receive additional S&P Global benefits
Skills & Requirements
Must-have
Client relationship management
Index-based solutions adoption
Subject Matter Expert for SPDJI indices
Drive revenue growth
Consultative sales professional
Nice-to-have
Thought leadership and educational presentations
Data-driven strategies
Curiosity and shared belief
Collaborative team environment
Key Requirements
Minimum of 7 years’ industry experience
Experience and contacts in wealth and investment management
Working experience and knowledge of index-based investing, ETFs, SMA and fund distribution
Proven track record of influencing and driving revenue growth
Advanced knowledge of direct indexing/personalized indexing
Familiarity with UMA/SMA, Model Portfolios, Investment Advisory Solutions platforms
Must be comfortable with extensive travel (>50% of the time)