Associate Director, Client Solutions Group, Americas: Southeast

About the Role

Grade Level (for internal use):

12

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, evaluating portfolios and developing investment strategies.

• Reporting directly to the Head of Client Solutions Group, Americas, you will manage the Southeast territory by partnering directly with asset management’s 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

(This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $102,387 to $175,000 . Final base salary for this role will be based on the individual’s 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  () .

• 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)
• Bilingual:
  English and Spanish (highly preferred)

Preferred

Work location:

NYC, NY

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

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. We’re 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 world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of…