Associate Director, Client Solutions Group, Americas Pacific Northwest

OSTTRA

Not Interested
Bookmark
Report This Job

profile Job Location:

Chicago, IL - USA

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

About the Role:

Grade Level (for internal use):

12

The Team:

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 be part of a dynamic team fostering a culture of excellence and collaboration while building robust client relationships. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices our solutions are widely considered indispensable in tracking market performance evaluatingportfoliosand developing investment strategies.

Responsibilities and Impact

  • Reporting directly to the Head of Client Solutions Group Americas you will manage the Pacific Northwest territory by partnering directly with asset managements distribution teams key centers of influence within wealth managers and institutional clients
  • Drive business development across your region and support the commercial strategy across asset and wealth managers
  • Act as the Subject Matter Expert (SME) for SPDJI indices. Provide thought leadership and educational presentations across various audiences
  • Update activity in CRM and work with sales management on territory objectives
  • Partner with S&P DJI commercial and product teams to develop and cultivate a pipeline of contacts. Build strong relationships internally liaising with Sales Client Service Index Investment Strategy (IIS) Marketing and Product teams to support new and existing client initiatives

Compensation/Benefits Information:(This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $102387 to $ 175000. Final base salary for this role will be based on the individuals geographic location as well as experience level skill set training licenses and certifications.

In addition to base compensation this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees please clickhere.

What Were Looking For:

Required Qualifications:

  • 5 years industry experience as a proven consultative sales professional with experience and contacts in wealth and investment management
  • Demonstrate advanced knowledge of direct indexing/personalized indexing index-based 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
  • Exceptional communication skills and ability to articulate complex topics internally and externally
  • Must be self-motivated organized and have exceptional time management skills
  • Must be comfortable with moderate travel (> 25% of the time)
  • Undergraduate degree required; CFA and/or MBA preferred (or progress to)

Preferred Work location: Chicago IL or NYC NY

Right to Work Requirements:

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

About S&P Global Dow Jones Indices

At S&P Dow Jones Indices we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets we empower investors everywhere to make decisions with conviction. Were the largest global resource for index-based concepts data and research and home to iconic financial market indicators such as the S&P 500 and the Dow Jones Industrial Average. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices our solutions are widely considered indispensable in tracking market performance evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the worlds foremost provider of credit ratings benchmarks analytics and workflow solutions in the global capital commodity and automotive markets. With every one of our offerings we help many of the worlds leading organizations navigate the economic landscape so they can plan for tomorrow today. For more information visit In It For You

Our Mission:

Advancing Essential Intelligence.

Our People:

Were more than 35000 strong worldwideso were able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. Were committed to a more equitable future and to helping our customers find new sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity Discovery Partnership


Throughout our history the worlds leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do bring a spirit of discovery to our work and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global.

Our benefits include:

  • Health & Wellness: Health care coverage designed for the mind and body.

  • Flexible Downtime: Generous time off helps keep you energized for your time on.

  • Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

  • Invest in Your Future: Secure your financial future through competitive pay retirement planning a continuing education program with a company-matched student loan contribution and financial wellness programs.

  • Family Friendly Perks: Its not just about you. S&P Global has perks for your partners and little ones too with some best-in class benefits for families.

  • Beyond the Basics: From retail discounts to referral incentive awardssmall perks can make a big difference.

For more information on benefits by country visit: Hiring and Opportunity at S&P Global:

At S&P Global we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills experience and contributions. Our hiring practices emphasize fairness transparency and merit ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a domain or any other regionally based domains it is a scam and should be reported to. S&P Global never requires any candidate to pay money for job applications interviews offer letters pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines fraudulent domains and how to report suspicious activityhere.

Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity color religion sex sexual orientation gender identity national origin age disability marital status military veteran status unemployment status or any other status protected by law. Only electronic job submissions will be considered for employment.


Required Experience:

Director

About the Role:Grade Level (for internal use):12The Team: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 be part of a dynamic team fostering a culture of excellence and collaboration whi...
View more view more

Key Skills

  • Business Development
  • Information Technology
  • Oversight
  • Professional Development
  • Account Management
  • Client Relationships
  • Project Management
  • Strategic Initiatives
  • Ensure Compliance
  • Program Development
  • KPI
  • Product Development
  • Direct Reports
  • Strategic Development
  • Special projects

About Company

Company Logo

Elevate your data quality to the highest standard with S&P Global Enterprise Data Management - EDM - to positively impact and influence every process, report and decision your organization needs to make.

View Profile View Profile