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 of—and prior experience in, index-based 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 execution of model portfolio and direct indexing initiatives. You will work together with an internal specialist and external strategist to direct sales identification and drive post-license flows into S&P DJI index-based solutions.

What’s 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 high-performance culture of client-centrism, disciplined execution, collaboration, innovation, and integrity. This is a highly visible role that is expected to interact with—and 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 index-based 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 index-based 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, TAMP’s, Fin-techs 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 We’re Looking For:

Basic Qualifications:

• 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
• 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, curios and passionate about empowering those around them

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