Director, Relationship Management – Consultant Relations

S&P Global • New York, NY

1d • Hybrid

About The Position

The Partnerships & Solutions group at S&P Dow Jones Indices (SPDJI) is seeking a Director-level Relationship Manager to lead SPDJI’s engagement with the investment consultant community in a fast-paced, growth-oriented environment. This team operates with an enterprise perspective, proactively connecting current activities to the wider vision of the organization. It highly values innovative thinking, cross-functional collaboration, and strategic leadership to drive commercial growth and increase market acceptance of SPDJI’s solutions.

Requirements

• 12-15+ years of experience in institutional relationship management, business development, or client leadership within asset management, index/data providers, or related financial services, with a proven track record of measurable commercial impact.
• Demonstrated ability to build and sustain senior relationships with institutional investment professionals (e.g., CIOs, Heads of Research, Portfolio Strategists) and influence decision-makers across complex organizations, fostering consensus across groups with competing priorities.
• Strong understanding of the institutional investment process including asset allocation, manager research/due diligence, and risk frameworks, as well as how active vs. passive approaches are evaluated and implemented.
• Proven track record of developing and executing a multi-stakeholder client/segment strategy, translating it into coverage plans, account priorities, and outreach cadence.
• Exceptional executive presence and communication skills, with the ability to adapt communication style to different situations and effectively present externally (conferences, seminars, association events) to technical and non-technical audiences.
• Ability to operate as a strategic and hands-on leader, setting direction, prioritizing effectively, and driving near-term outcomes through disciplined execution, while coaching and empowering others to maximize their performance.
• Strong academic credentials including an undergraduate degree.
• This position requires travel up to 60% of the time.
• We require all external candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.
• This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Advanced degree and/or CFA designation.
• Advanced knowledge in a specialized field and broad knowledge of several related disciplines within a function.
• Demonstrated creativity and curiosity in bringing new thinking to create innovative, data-driven solutions with a long-term perspective in mind.
• High emotional intelligence, recognizing emotions, strengths, and weaknesses in themselves and others, and navigating these areas to create the best outcome.
• Strong time management skills, able to plan and manage competing priorities and the resources required to deliver on them, adapting and flexing as required.
• Experience with consultative relationship management with the investment consultant community and building credibility with research and field consultants.
• Ability to decipher market insights and general internal feedback to refine strategies.

Responsibilities

• Lead the firm-wide investment consultant engagement strategy to drive commercial growth, expand access, strengthen brand recognition, and increase the adoption and integration of SPDJI indices and data solutions within consultant research, due diligence, and asset-owner recommendations. This includes owning the strategy and senior relationships.
• Act as the primary relationship manager for investment consulting firms, ensuring overall engagement outcomes and managing data contracting and renewals.
• Represent S&P DJI externally as a subject matter expert, feeding insights back internally to inform messaging, marketing, product development, and service improvements.
• Provide credible index advocacy and technical expertise, explaining index mechanics, differentiating versus competitors, and supporting consultant RFPs/DDQs. Your ability to articulate market trends and deduce solutions with multiple sources of input will be crucial in this capacity.
• Drive measurable commercial impact by increasing consultant adoption of S&P DJI indices and data, translating consultant insights into revenue opportunities, and demonstrating influence on AUM, asset flows, new mandates, and benchmark recommendations.
• Partner cross-functionally and collaborate broadly with institutional sales teams (Asset Owner, DC, Asset Manager), Product Management, Index Investment Strategy, Client Services, and Marketing to align themes, messaging, and execution for investment consultants. This role leverages networks across functions and senior leadership to ensure strategic alignment and buy-in.
• Build and manage a strong consultant influencer network, maintaining disciplined CRM practices for pipeline/lead generation and account planning.
• Execute consistent outreach and thought leadership through seminars, webinars, and conferences with aligned messaging.

Benefits

• Health care coverage designed for the mind and body.
• Generous time off helps keep you energized for your time on.
• Access a wealth of resources to grow your career and learn valuable new skills.
• Competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Perks for your partners and little ones, too, with some best-in class benefits for families.
• Retail discounts to referral incentive awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Director