Index Sales Specialist

MSCI Inc. • San Francisco, CA

3d • $100,000 - $130,000

About The Position

We are seeking to expand MSCI’s Index Client Coverage Team in the Western United States with a commercially driven and results-oriented individual with financial services sales experience. The Index Sales Specialist will play a critical role in driving MSCI’s index business across key states in the Western U.S. The individual will be responsible for developing and maintaining strong relationships with institutional investors, asset managers, banks, and other financial institutions. This role combines sales, business development, product expertise, and client engagement to grow MSCI’s footprint in this strategic region. Success requires a consummate relationship builder, both internally and externally, to drive sales and achieve revenue targets. The individual will work closely with all parts of MSCI, including Client Service, Marketing, Legal, Finance, Research, and Product Management.

Requirements

• 4+ years of experience in financial services, preferably in client coverage within Index, ETF, or Data sales.
• Strong passion for business development, client prospecting, and account management.
• Proven track record of achieving sales targets and managing complex client relationships.
• Entrepreneurial, client-focused, and collaborative approach with relentless drive to deliver results.
• Ability to thrive in a fast-paced, matrixed environment; strong interpersonal and teamwork skills.
• Excellent communication and presentation skills in English.
• Strong analytical mindset and ability to understand technical products and market trends.
• Good understanding of capital markets and investment processes.
• Bachelor’s Degree in Finance, Economics, or Business Administration.

Nice To Haves

• Master’s Degree, MBA, or CFA designation is a plus.

Responsibilities

• Develop and execute a sales strategy to grow MSCI’s Index franchise across the Western U.S.
• Identify and pursue new business opportunities with asset managers, wealth managers, banks, broker-dealers, pension funds, insurance companies, and other financial institutions.
• Build and maintain trusted relationships with key decision-makers and influencers within client organizations.
• Collaborate with internal stakeholders (Research, Product Management, Client Service, Legal) to deliver tailored index solutions.
• Manage the full sales cycle and ensure contract renewals and run-rate retention.
• Represent MSCI at client meetings, conferences, and industry events.
• Provide client feedback to help shape product development and strategic initiatives.

Benefits

• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
• Flexible working arrangements, advanced technology, and collaborative workspaces.
• A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
• A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
• Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center , LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
• Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
• We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees