Director, Client Solutions Group, Mid-Atlantic at S&P Global

New Jersey, 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
Advanced knowledge of index-based investing, ETFs, SMAs, Funds, Insurance products, and competitive landscape
Familiarity and prior experience supporting investment product sales in wealth or asset management
Outstanding communication skills with ability to articulate complex concepts in concise and compelling fashion
Proven track record of working collaboratively cross-functionally within a matrix/dotted line structure
Proven track record raising capital and driving sales goals via consultative sales tactics
Self-motivated, curious, and passionate about empowering those around them

Responsibilities

Execute regional initiatives to maximize product utilization and facilitate asset growth, ensuring solutions meet client needs
Work closely with S&P DJI teams 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
Work autonomously and collaboratively to 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/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 Subject Matter Expert (SME) for S&P DJI indices; provide thought leadership and educational presentations internally and externally
Partner and collaborate with S&P DJI commercial and product teams to develop and cultivate a pipeline of contacts; build strong internal relationships with Sales, Client Service, IIS, Marketing, and Product teams
Implement targeted initiatives to increase revenue wallet share through channel-specific strategies and proactive client engagement
Execute and log robust KPIs and ROI measures to track and influence index fund flows, ensuring data-driven strategies aligned with organizational goals

Skills

Financial Sales

Wealth Management

Investment Management

Index-Based Investing

ETFs

SMA

Fund Distribution

Client Relationship Management

Revenue Growth

Strategic Engagement

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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