About the Role:

Grade Level (for internal use):

The Team:

We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P Dow Jones Indices. You will focus on executing strategies that enhance the adoption of S&P DJI's index-linked products. You will drive revenue growth through strategic engagement with asset management, wealth management and institutional clients across your region and provide support to senior members of the team for territory management. You will be part of a dynamic team, fostering a culture of excellence and collaboration, while building robust client relationships that align with our organizational goals.

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, ETFs, SMA and fund distribution. You have a passion for delivering client centric business models, and driving adoption of index-based solutions. You will work together with Directors and Senior Directors to support and drive post-license flows into S&P DJI index-based solutions.

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Responsibilities and Impact:

You will Report directly to the Head of Client Solutions Group, Americas, you will be responsible for regional initiatives that maximize product utilization and facilitate asset growth, ensuring that our solutions meet the evolving needs of our clients.  You will work closely with all parts of the S&P DJI organization, including Client Coverage, Product, Marketing, 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 role is expected to interact with—and form, long standing relationships with centers of influence at asset management and wealth management firms in America.

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. 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 SPDJI indices. Provide 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. 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 your region and support of the commercial strategy across asset and wealth managers.
• Some travel across your 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.

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 $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 click here.

What We’re Looking For:

Basic Required 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
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