Senior Manager, New Business Development

Indexed Investing - Wealth Specialist 

As a key member of FTSE Russell’s Americas Index Sales organization, you will lead initiatives that drive growth across in FTSE Russell’s product licensing and asset based fee business in the wealth segment. This high visibility role focuses on cultivating and expanding relationships with all parts of the wealth ecosystem including ETF sponsors, professional ETF allocators like wealth management firms and model portfolio providers across various channels.  You will be responsible for educating clients on our market-leading index methodologies and expanding adoption of indexed investing in various product wrappers.  

 
Your Key Responsibilities 
 

• Manage and deepen day-to-day relationships with ETF sponsors, wealth management home offices, model portfolio providers and other strategic partners. 

• Expand the usage and adoption of FTSE Russell indexes across ETFs and ETPs. 

• Serve as a subject matter expert on FTSE Russell index methodologies. 

• Lead client education initiatives through presentations, thought leadership and strategic content delivery tailored to investment professionals (e.g., CIOs, product creators, asset allocation teams). 

• Collaborate with internal teams on market research, product positioning, sales strategy and execution. 

• Respond to detailed client inquiries regarding index methodologies. 

• Pitch new investment ideas for index-linked products across our full suite of FTSE Russell indexes including factors, thematic, sustainable, crypto, real-estate, infrastructure and private asset solutions 

• Engage collaboratively and strategically with clients on their key investment objectives and position our indexes to meet those needs 

 Skills, Requirements & Competencies 

• 10-15 years of experience in the financial services industry with a focus on ETFs, SMAs, indexing and wealth management. 

• Deep understanding of the ETF and SMA product landscape and competitive positioning. 

• Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management 

• Proven experience in sales and relationship management, ideally in index sales, wholesaling and / or other investment related business development roles 

• Established relationships amongst passive issuers preferred 

• Experience either working for or selling to US asset managers and / or wealth managers 

• Deep knowledge of investment products, processes and the trends of the global investment industry including ETF usage, product development,  and wealth / retirement planning 

• Experience working cross-functionally in a global organization. 

• Superior communication, presentation and interpersonal skills with a client-centric mindset. 

• Motivated by and able to thrive in a targeted sales environment and comfortable in a constantly evolving organization