Sales Specialist – Wealth

LSEG (London Stock Exchange Group)

Wealth Solutions Sales Specialist responsible for client engagement and revenue growth in North America. Collaborating with Account Managers to provide LSEG products and insights.

Posted 4/21/2026full-timeLos Angeles • California, Illinois, New York • 🇺🇸 United StatesMid-LevelSenior💰 $84,700 - $141,300 per yearWebsite

About the role

Key responsibilities & impact

Engage North American based clients across existing segment and actively hunt for new business
Collaborate with Account Managers to deliver LSEG products
Lead engagements aligned to Wealth Management clients within your defined territory
Develop your own opportunities and growth within your territory
Structure, negotiate and close deals
Manage administrative requests related to sales goals
Build and develop strong internal relationships
Develop territory sales strategy to identify sales opportunities
Conduct high-efficiency prospecting and collaborate effectively
Provide Wealth insights and share Refinitiv / LSEG thought leadership
Deliver customer demonstrations on Wealth products

Requirements

What you’ll need

5+ years of industry, sales or market experience selling desktop/fintech solutions
Proven track record in a quota bearing sales environment
Deep understanding of financial markets and a strong understanding of customers' business models and workflows
Strong sales closer with world class, consultative selling and relationship skills
Creative thinker and good sales ideation skills
Excellent presentation skills (verbal & written)
Strong listening skills
Ability to organize and implement a sales plan
Executive presence
Strong sales closer
Career Stage: Senior Associate

Benefits

Comp & perks

Annual Wellness Allowance
Paid time-off
Medical
Dental
Vision
Flex Spending & Health Savings Options
Prescription Drug plan
401(K) Savings Plan and Company match
Basic life insurance
Disability benefits
Emergency backup dependent care
Adoption assistance
Commuter assistance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales strategyconsultative sellingquota bearing salesprospectingcustomer demonstrationsfintech solutionsfinancial marketssales plan implementationrelationship managementdeal negotiation

Soft Skills

strong sales closercreative thinkingpresentation skillslistening skillsorganizational skillsexecutive presencecollaborationcommunicationrelationship buildingbusiness acumen