Director, Client Solutions Group
S&P Global
full-time
Posted on:
Location Type: Hybrid
Location: Virtual • New Jersey • United States
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Salary
💰 $124,192 - $194,755 per year
Job Level
About the role
- 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.
- 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 and collaborate 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 client initiatives.
- Implement targeted initiatives to increase revenue wallet share through channel-specific strategies and proactive client engagement, ensuring optimal product utilization.
- Execute and log robust KPIs and ROI measures to track and influence index fund flows, ensuring that strategies are data-driven and aligned with organizational goals.
Requirements
- Bilingual proficiency in English and Spanish is required.
- Bachelor’s degree in business, Finance, or a related field; an MBA or CFA is a plus.
- Minimum of 7 years of experience in business development, investment consulting, or financial product sales particularly within asset management and/or wealth management.
- Proven track record of engaging with centers of influence and driving revenue growth.
- Strong analytical skills and the ability to leverage asset flows data and salesforce for informed decision-making.
- Effective in networking with financial advisors across multiple channels including RIAs, BDs, Independent advisors and insurance brokers.
Benefits
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business developmentinvestment consultingfinancial product salesanalytical skillsdata-driven decision-makingKPI executionROI measuresindex solutionsasset flows datasalesforce
Soft skills
client-centrismcollaborationinnovationintegrityrelationship buildingthought leadershipnetworkingautonomous workproactive engagementcommunication
Certifications
Bachelor's degreeMBACFA