About the Role:

Grade Level (for internal use):

S&P Dow Jones Indices

The Role: Associate Director Direct Indexing and Model Portfolios Specialist

The Role:

We are seeking an Associate Direct Indexing and Model Portfolios Strategist to join our Commercial team at S&P Dow Jones Indices. As an Associate Director Direct Indexing and Model Portfolios Specialist you will focus on growing our indices in Direct Indexing and Models Portfolios across asset managers wealth managers technology platforms and other financial institutions. You will be responsible for developing and executing the strategy to drive flows into a strategic and diverse set of index solutions.

You are a proven financial sales professional with experience and contacts in wealth and investment management. You have working knowledge ofand prior experience in indexbased investing direct indexing/personalized indexing and model portfolio competitive landscape Unified and Separate Managed Accounts (UMA/SMA) platforms model portfolio management and technology enabled distribution. You have a passion for delivering client centric business models driving both the strategy and the of model portfolio and direct indexing initiatives. You will work together with an internal specialist and external strategist to direct sales identification and drive postlicense flows into S&P DJI indexbased solutions.

Whats in it for you:

You will report to the Director of Direct Indexing and Model Portfolios and will work closely with all parts of the S&P DJI organization including Client Coverage Product Research Marketing Legal etc. You will be an ambassador for S&P DJI and cultivate a highperformance culture of clientcentrism disciplined collaboration innovation and integrity. This is a highly visible role that is expected to interact withand form long standing relationships with centers of influence at asset management and wealth management firms in America. As Direct Indexing and Model Portfolios continues to gain momentum this is an exciting opportunity to be part of a dynamic and growing part of our organization.

Responsibilities:

Responsible for commercial growth of S&P Dow Jones Indices in Direct Indexing and Model portfolios including influencing flows strategic partnering business development and subject matter expertise.

• Work autonomously and collaboratively to drive indexbased solutions adoption across various financial services channels with a focus on wealth
• Deliver a clearly differentiated competitive position for S&P DJI in Direct Indexing and Model Portfolios. Maintain awareness of competitor strengths and weakness and uncover opportunities to gain market share.
• Strategically partner with distribution partners to develop implement and support a diverse set of index solutions
• Act as the Subject Matter Expert (SME) for direct indexing and model portfolios. Provide thought leadership and educational presentations internally and externally
• Continuously improving and support the current product offerings in the marketplace raising awareness of indexbased solutions to financial advisors
• Partner with S&P DJI commercial and product teams to develop and cultivate a pipeline of new index solution initiatives. Build strong relationships internally liaising with Sales Client Service IIS Marketing and Product teams to support new and existing client initiatives
• Drive business development across North America and support of the Direct Indexing and model portfolios commercial strategy across asset and wealth managers TAMPs Fintechs and other entrants into this rapidly growing space
• Some ravel across our North America region is required for this role (approximately 25 of the time)
• Support the go to market strategy maintain goal tracking reporting and communication.

What Were Looking For:

Basic Qualifications:

• Demonstrate advanced knowledge of direct indexing/personalized indexing indexbased investing and model portfolio competitive landscape
• Familiarity and prior experience supporting Unified and Separate Managed Accounts (UMA/SMA) Model Portfolios Investment Advisory Solutions platforms and RIA channel advisors
• Outstanding communication skills with ability to articulate complex concepts in concise and compelling fashion
• Proven track record of working collaboratively crossfunctionally within a matrix /dotted line structure
• Proven track record raising capital and driving sales goals via consultative sales tactics
• Selfmotivated curios and passionate about empowering those around them

Preferred Qualifications:

• Undergraduate degree required; CFA and/or MBA preferred (or progress to)
• Min 5 years in financial services ideally with experience in: sales portfolio strategy investment advisory investment consulting and RIA channel advisors
• Effective in networking with financial advisors across multiple channels with an experience covering RIAs COIs and senior level decision makers
• Prior experience with analytical tools including Zephyr/PSN FactSet CIQ Pro Aladdin Morningstar SPICE Salesforce advanced excel skill
• Dynamic selfmotivated team player with experience in consultative sales roles

Compensation/Benefits Information (US Applicants Only):

S&P Global states that the anticipated base salary range for this position is $145000 to $170000.Base salary ranges may vary by geographic location. In addition to base compensation this role is eligible for additional compensation such as an annual incentive bonus.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees visit to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

Return to Work:

Have you taken time out for caring responsibilities and are now looking to return to work As part of our Return to Work initiative Restart we are encouraging enthusiastic and talented returners to apply and will actively support your return to the workplace.