Senior Associate Analytics Sales Specialist

MSCI • Chicago, IL

6d

About The Position

The Senior Associate Analytics Sales Specialist will support MSCI’s Americas Wealth Management coverage team in developing new revenue across the wealth market and growing and retaining existing wealth clients. The team serves RIAs, independent broker-dealers, enterprise wealth managers, fintech platforms, and private banks. The role builds qualified pipeline in assigned territories, helps clients realize measurable value from MSCI products, and shares market and client feedback with Product, Marketing, and Data teams to keep the wealth offering aligned with market needs.

The position combines outbound business development, discovery and qualification, pipeline generation, client relationship management, product adoption and expansion, and cross-functional collaboration. It involves engaging senior investment, product, technology, and home-office stakeholders and translating analytics into business value.

Requirements

• At least 5 years of experience in outbound prospecting, business development, or client coverage; SaaS, fintech, or financial-services experience is ideal.
• A record of meeting targets and the initiative to open new business relationships.
• Working knowledge of wealth management, private banking, or advisor technology, including portfolio management, proposal generation, and reporting platforms.
• Ability to engage CIOs and other sophisticated buyers and translate technical analytics into business value.
• Track record of understanding external-client and internal-stakeholder needs and ensuring work addresses those needs.
• Strong problem-solving, organizational, and time-management skills; ability to deliver projects on time and exercise sound judgment when using AI and data.
• Curiosity about improving work practices, practical process-improvement ideas, and willingness to test AI-enabled approaches.
• Collaborative communication across Marketing, Product, Data, and Sales, with a company-first mindset and ability to build networks beyond the immediate team.
• Direct and assertive communication while building lasting relationships; openness to different perspectives and support for colleagues.

Nice To Haves

• Familiarity with private markets and alternatives in wealth portfolios.
• Experience maintaining pipeline and activity records in Salesforce.

Responsibilities

• Prospect across wealth firms, including emerging fintechs, RIAs, large enterprise platforms, and private banks.
• Build prioritized target-account lists and account plans for assigned territories and segments.
• Research accounts’ technology stacks, investment processes, and gaps in analytics, risk, or private-asset capabilities.
• Conduct discovery conversations with CIOs, heads of investments, product and technology leaders, and home-office teams.
• Qualify opportunities based on stakeholders, use case, competition, and timing, then hand qualified opportunities to Sales with a clear path to close.
• Meet quarterly targets for qualified opportunities and generated pipeline, and maintain accurate, current Salesforce records.
• Build long-term relationships with investment, home-office, and technology teams through proactive outreach, portfolio consultations, and market insights.
• Drive adoption of MSCI Wealth Solutions, identify expansion opportunities across teams and platforms, and support renewals by demonstrating post-sale value.
• Partner with Marketing, Product, Data, and Sales on go-to-market plans, campaigns, and events.
• Share client and market feedback to inform product direction and competitive positioning.

Benefits

• Annual bonus eligibility.
• Comprehensive employee benefits tailored to location, supporting financial security, health, and wellbeing.
• Flexible working arrangements, advanced technology, and collaborative workspaces.
• Global Orientation program.
• Access to the Learning@MSCI platform, AI Learning Center, LinkedIn Learning Pro, and tailored learning opportunities.
• Professional growth and development through multi-directional career paths, new challenges, internal mobility, and expanded roles.
• Eight Employee Resource Groups supporting inclusion, belonging, and connection.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed