About the Role:

Grade Level (for internal use):

Job Description

Title: Director, Wealth Benchmarks Product Management
 

The Impact:  S&P Dow Jones Indices (SPDJI) serves the financial services industry as a leader in providing indices used for investment products and portfolio benchmarking. Our indices underpin leading Exchange Traded Funds (ETFs), exchange-traded derivatives (ETDs), structured products, OTC instruments, and play a crucial role in the investment landscape.

The Team: The Product Management team oversees a diverse set of index products, including iconic benchmarks across asset classes such as the S&P 500 and iBoxx family of fixed income indices, in addition to Sector, Style, and Sustainability indices. The Product Management team sets strategic priorities to drive revenue growth. This team is integral to the S&P DJI division, providing client solutions, insights, thought leadership, and driving product strategy and financial health.

The Role:  We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This role involves product development, financial monitoring, and providing indexing and operational solutions to clients. The Director will play a key role in ensuring the commercial success of Wealth Benchmarks.

Key Responsibilities:

• Execute product development strategy, focusing on a suite of indexing solutions designed for Wealth Management.
• Conduct market research and competitive analysis to support new product initiatives and strategic sales efforts.
• Meet with current and potential clients to understand market needs and gather product innovation ideas.
• Own tactical execution of the product roadmap including new index development, onboarding new clients and improving operational processes.
• Support the business through analysis and content creation for thought leadership materials (blogs, white papers, videos)
• Collaborate with the Research and Design team on index design.
• Plan and coordinate competing priorities and resources required to deliver on team objectives and key results using an AGILE framework.
• Identify growth opportunities and contribute towards developing a robust pipeline for expansion of existing indices and index launches.
• Collaborate across Product Management team members and wider internal stakeholders to support both product and global initiatives.
• Take direction from senior product management leadership and collaborate closely on projects with other product managers across the organization.

What’s In It For You

The investment industry is in the midst of a tremendous structural shift brought about by technological changes and the shift from active to passive investing. This position sits center to this evolution.

The role provides exposure to multiple products across the Wealth Management industry such as asset managers, financial advisors, wirehouses and other financial technology and data players. This is an exciting opportunity to be a part of an iconic and leading benchmark provider, bringing independent, transparent, innovative index solutions to the global investment community.

The role will allow the Senior Analyst to have impactful exposure to multiple groups within S&P DJI (Index Governance, Index Management & Production, Marketing and Communications, Research & Design, Client Coverage, and others). You will join a high performing team where you will have the opportunity to learn from local and international colleagues. 

Qualifications

• Undergraduate degree required, master’s degree in a relevant field or progress towards a CFA Charter holder status a plus 8+ years of relevant work experience

• Experience with model portfolios, particularly in the Wealth Management space
• Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management
• Familiarity with the Asset Management and Wealth Management landscape, model portfolios/portfolio theory
• Current or past experience working in wealth and/or investment management with a focus on portfolio construction
• Self-driven with strong research and innovation skills
• Strong multi-tasking capabilities is a must for this dynamic role that touches on every aspect of the index life-cycle
• Strong analytical and quantitative skills are essential, comfortable working with large datasets
• Excellent written and verbal communication skills; candidate will eventually deliver high quality presentations both internally and externally to clients
• The position requires interacting with sophisticated clients and the candidate should demon