Director, Client Solutions Group, Mid-Atlantic

OSTTRA • Virtual, PA

10d • $124,192 - $194,755

About The Position

As the Director of Client Solutions Group Mid-Atlantic Region, you will play a pivotal role in executing strategies that enhance the adoption of S&P DJI's index-linked products. This position is critical in driving revenue growth through strategic engagement with wealth management and institutional clients across the region. 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 drive post-license flows into S&P DJI index-based solutions.

Requirements

• Demonstrate advanced knowledge of index-based investing, ETFs, SMAs, Funds, Insurance products and competitive landscape
• Familiarity and prior experience supporting investment product sales in wealth or asset management
• 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, curios and passionate about empowering those around them
• Bachelor’s degree in business, Finance, or a related field
• 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
• Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• MBA or CFA is a plus.

Responsibilities

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees