Associate Director, Client Solutions Group, Americas at S&P Global

Chicago, Illinois, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Proven financial sales professional with experience and contacts in wealth and investment management
Working knowledge of—and prior experience in—index-based investing, ETFs, SMA and fund distribution
Passion for delivering client centric business models and driving adoption of index-based solutions
Demonstrate advanced knowledge of direct indexing/personalized indexing, index-based investing
Ability to work autonomously and collaboratively
Willingness to travel across North America region (approximately 25% of the time)

Responsibilities

Execute strategies to enhance adoption of S&P DJI's index-linked products and drive revenue growth through strategic engagement with asset management, wealth management, and institutional clients
Provide support to senior members of the team for territory management
Responsible for commercial growth in Direct Indexing and Model portfolios, including influencing flows, strategic partnering, business development, and subject matter expertise
Report directly to the Head of Client Solutions Group, Americas, and lead regional initiatives to maximize product utilization and facilitate asset growth
Work closely with all parts of the S&P DJI organization, including Client Coverage, Product, Marketing, etc
Act as an ambassador for S&P DJI and cultivate a high-performance culture of client-centrism, disciplined execution, collaboration, innovation, and integrity
Interact with and form long-standing relationships with centers of influence at asset management and wealth management firms in America
Drive index-based solutions adoption across various financial services channels with a focus on wealth
Deliver a clearly differentiated, competitive position for S&P DJI, maintain awareness of competitor strengths and weaknesses, 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 SPDJI indices, providing thought leadership and educational presentations internally and externally
Partner with S&P DJI commercial and product teams to develop and cultivate a pipeline of contacts, building strong relationships internally with Sales, Client Service, IIS, Marketing, and Product teams
Drive business development across the region and support the commercial strategy across asset and wealth managers
Support the go-to-market strategy, maintain goal tracking, reporting, and communication

Skills

Key technologies and capabilities for this role

Financial SalesWealth ManagementInvestment ManagementIndex-Based InvestingETFsSMAFund DistributionDirect IndexingModel PortfoliosBusiness DevelopmentClient Relationship ManagementRevenue Growth

Questions & Answers

Common questions about this position

What is the employment type for this role?

This is a full-time position.

Is this role remote or does it require office presence?

This information is not specified in the job description.

What skills and experience are required for this position?

Candidates need to be proven financial sales professionals with experience in wealth and investment management, working knowledge of index-based investing, ETFs, SMA, and fund distribution.

What is the company culture like for this team?

The team fosters a dynamic environment with a culture of excellence, collaboration, client-centrism, disciplined execution, innovation, and integrity.

Who does this role report to and what support is provided?

The role reports directly to the Head of Client Solutions Group, Americas, and involves working closely with Directors, Senior Directors, and teams like Client Coverage, Product, and Marketing.

S&P Global

Provides financial information and analytics services

About S&P Global

S&P Global provides financial information and analytics to a wide range of clients, including investors, corporations, and governments. The company offers services such as credit ratings, market intelligence, and indices, which help clients understand and navigate the global financial market. S&P Global's products work by utilizing advanced data analytics and research to deliver insights that assist clients in making informed decisions and managing risks. Unlike many competitors, S&P Global has a diverse range of divisions, including S&P Global Ratings and S&P Dow Jones Indices, which allows it to cater to various financial needs. The company's goal is to support clients in driving growth while also committing to corporate responsibility and positive societal impact.

New York City, New YorkHeadquarters

1917Year Founded

IPOCompany Stage

Data & Analytics, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Unlimited Paid Time Off

Professional Development Budget

401(k) Company Match

Family Planning Benefits

Employee Discounts

Risks

Integration challenges with new acquisitions like ProntoNLP may cause operational issues.

Increased competition from AI-driven platforms like Brooklyn Investment Group.

Dependence on volatile credit ratings market could impact revenue stability.

Differentiation

S&P Global integrates advanced AI tools for superior financial analytics capabilities.

The company offers comprehensive ESG solutions, meeting growing sustainability demands.

S&P Global's diverse divisions provide a wide range of financial services globally.

Upsides

Acquisition of ProntoNLP boosts data analytics and sentiment scoring capabilities.

Rising demand for ESG data enhances S&P Global's market position.

Expansion into India strengthens S&P Global's research and insights offerings.

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