Associate Director, Client Solutions Group, Americas

S&P Global

5+ Years | New York, New York, United States (On Site) | Full Time | 1 day ago

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Job Summary

S&P Dow Jones Indices is seeking an Associate Director for its Client Solutions Group, Americas. This role focuses on driving revenue growth by enhancing the adoption of S&P DJI's index-linked products through strategic engagement with asset management, wealth management, and institutional clients. The individual will execute regional initiatives to maximize product utilization, facilitate asset growth, and build robust client relationships, working closely with various internal teams.

Must Have

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.
Self-motivated, curious and passionate about empowering those around them.
Responsible for commercial growth 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.
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, providing thought leadership and educational presentations.
Partner with S&P DJI commercial and product teams to develop and cultivate a pipeline of contacts.
Drive business development across your region and support of the commercial strategy across asset and wealth managers.

Good to Have

Undergraduate degree required; CFA and/or MBA preferred (or progress to).
Minimum 5 years in financial services, ideally with experience in: sales, portfolio strategy, investment advisory, investment consulting, with asset management of wealth.
Effective in networking with financial advisors across multiple channels.
Prior experience with analytical tools including Zephyr/PSN, FactSet, CIQ Pro, Aladdin, Morningstar, SPICE, Salesforce, advanced excel skills.
Dynamic, self-motivated team player with experience in consultative sales roles.

Perks & 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: Perks for your partners and little ones, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards.

Job Description

About the Role:

Grade Level (for internal use): 12

The Team:

We are seeking an Associate Director, Client Solutions Group to join our Commercial team. You will focus on executing strategies that enhance the adoption of 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 index-based solutions.

Responsibilities and Impact:

Reporting 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 organization, including Client Coverage, Product, Marketing, etc. You will be an ambassador 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 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. 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 indices. Provide thought leadership and educational presentations internally and externally.
Partner with 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 $ 165,000. 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.
Self-motivated, curious and passionate about empowering those around them.

Additional Preferred Qualifications:

Undergraduate degree required; CFA and/or MBA preferred (or progress to).
Min 5 years in financial services, ideally with experience in: sales, portfolio strategy, investment advisory, investment consulting, with asset management of wealth.
Effective in networking with financial advisors across multiple channels.
Prior experience with analytical tools including Zephyr/PSN, FactSet, CIQ Pro, Aladdin, Morningstar, SPICE, Salesforce, advanced excel skills.
Dynamic, self-motivated team player with experience in consultative sales roles.

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include:

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.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.

US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf