Buyside Index Sales Specialist

LSEG•New York, NY

4d•$143,200 - $238,800•Hybrid

About The Position

This role is for a senior contributor to the strategic buy-side team within the Americas Index Sales organization. The specialist will lead critical relationships with the goal of growing the usage of FTSE Russell indexes across client investment products and solutions such as mutual funds, ETFs, SMAs, and CITs. The candidate will be responsible for creating and implementing clear account strategies to identify new opportunities, including launching new products linked to FTSE Russell indexes and transitioning existing products from other index providers. Internal collaboration is expected across sales, Index Research, Product, Legal, and Marketing teams, as well as with LSEG account managers. The role also involves collaborating with index sales teams focused on wealth, asset owner, sell-side, and insurance channels. The candidate will serve as the primary contact for FTSE Russell clients, managing both strategic engagement and day-to-day account management.

Requirements

Proven experience in sales, ideally in index sales, strategic account management, wholesaling, and/or other investment-related business development roles.
Experience working for or selling to US asset managers and/or wealth managers.
Deep knowledge of investment products, processes, and global investment industry trends, including ETF usage, product development, direct indexing, and wealth/retirement planning.
Strong hunting mentality and ability to quickly identify and pursue opportunities.
Ability to negotiate complex commercial deals related to index licensing.
Ability to travel frequently to meet clients.
A strong and quantifiable sales track record.
Superior communication skills and ability to create materials and present to clients and internal stakeholders.
Ability to multitask and handle multiple demands/projects.
Strong analytical skills.
Capable of working both independently and as part of a team to achieve targets.
Motivated by and able to thrive in a targeted sales environment and comfortable in a rapidly changing organization.
Proficiency in MS Office, Excel, PowerPoint, and Salesforce is a must.
Candidate will leverage Salesforce and other sales tools such as SalesLoft and other technologies to optimize client outreach and engagement.
Bachelor's Degree

Nice To Haves

Specialisation and expertise within a product area.

Responsibilities

Build and maintain strong relationships with key decision-makers across asset management organizations.
Grow and develop accounts through strategic account planning and pitching new investment ideas for index-linked products (e.g., ETFs, mutual funds, direct indexing) across FTSE Russell indexes (equity, factors, fixed income, thematic, sustainable, crypto, real-estate, and private asset solutions).
Engage with clients on strategic priorities and collaborate with FTSE Russell product teams on new ideas for client delivery.
Promote the use of FTSE Russell indexes in various aspects of the investment process, including performance measurement, fund creation, investment research, and strategy development.
Collaborate strategically with clients on their investment objectives across asset classes and position FTSE Russell indexes to meet these needs and drive new sales.
Deliver market intelligence, distribution, and marketing insights.
Solicit client feedback on new initiatives, research, and future product development.
Develop and implement strategic account plans to advance FTSE Russell opportunities and align with broader LSEG relationships.
Develop and manage a sales pipeline for new index-linked funds and index switch opportunities across client product lines, including ETFs, direct indexing, and retirement products.
Engage on contractual requirements for new business and renewals, and resolve unlicensed client index usage.