Index Sales Specialist - Asset & Wealth Management

San Francisco, California
May 11, 2022
Jun 10, 2022
Industry Sector
Employment Type
Full Time

Your Team Responsibilities 

MSCI Index Sales Specialists are responsible for maintaining existing client relationships as well as new business development for MSCI products. Each person travels within their respective sales territory to meet with clients regarding new products as well as enhancements to existing products.  

The role entails educating, positioning and licensing MSCI’s global equity index data to current clients as well as prospective clientele. Sales Specialists use their knowledge of the investment management process, modern portfolio theory, and data distribution platforms (Bloomberg, Factset, Thompson, etc.) to identify solutions using MSCI tools for their clients. 

This role is a highly visible one, with involvement in all aspects of account management, including senior level relationship management, in-depth discussions regarding MSCI’s index methodology, commercial terms and contract negotiation, closing sales, and product setup and delivery. Education of the enhancements and evolution of how our indices are used by the investment community is ongoing. In this role, individuals will work very closely with MSCI Product Management, Global Client Service, Client Consultants, Marketing, Global Sales Colleagues, Legal Counsel and Finance Operations

What we will offer you:  Depending on your location of your role, you can expect …

Competitive fixed and variable compensation, holiday/vacation allowance & retirement savings plans/pensions
Employee Resource Groups to support you in and out of the office
A wide range of benefits including – healthcare, dental plans, risk insurances and (location dependent) – cycletowork schemes, gym benefits, retail discounts,
A purposeful approach to Wellbeing including training, support networks, membership to wellness platforms and vendors, and active local office communities
A specific and deliberate planning to the physical offices in which we work, and support for everyone spending periods of time working remotely or at home.   This approach mirrors our commitment to transparency and sustainability and puts the safety and wellness of our employees at the center of all we do.   We aim to provide productive and sustainable work environments and technology that encourages collaboration, creativity, and innovation. 

Total Relationship Management involving:

High level management contact
Strategic planning within territory and key accounts
New product placement
Identification of opportunities across other business segments
Ability to answer detailed client inquiries about MSCI products and methodologies
Strive to achieve or exceed targeted revenue goals
Proactively keep all clients up to date about MSCI products, announcements, projects, etc.
Work with other teams and departments to ensure that all client requests and inquiries are managed appropriately
Maintain accurate records regarding account visits, client conversations, finalized contracts, etc.
Proactively solicit client feedback regarding new initiatives and future product development
Provide feedback from clients to the Product Management Unit, Marketing, Sales Colleagues and Research
 Your skills and experience that will help you excel 

Bachelor’s Degree Required or equivalent experience; MBA, Master’s Degree and/or CFA charter holder strongly desired
7+ years of experience in the financial service industry
Minimum of 4 years direct sales experience with a proven record of achievement and accomplishment
Superior communication and time management skills with the ability to handle multiple detail-oriented projects
Strong sales closing skills
Strong analytical and quantitative skills
Understanding of/experience dealing with major financial institutions including Asset Managers, Hedge Funds, Broker Dealers, Pension Plans, and/or Consultants
Strong understanding of the global equity and fixed income markets
A self-starter and highly motivated; ability to work individually and within a team
Thorough understanding of the investment management process
Someone who enjoys intellectual and analytical challenges
How we’ll support you

Coaching and support from experts in your team
A performance and growth-oriented culture and values
Opportunities for continuous learning to aid progression
Goal based objectives and development plans
Transparent performance-based compensation schemes
Employee resource groups such as the Women’s Leadership Forum, MSCIPRIDE, Black Leadership Network and Eco-Groups. 
About MSCI and our teams:

MSCI is a market leader in Global Indexes, Smart Beta, ESG and Risk Management, and is at the forefront of the secular trends dominating the financial services landscape today.  We are committed to the future sustainability and transparency of the financial markets.  We create innovative products and services that allow our clients to make more informed investment decisions, and we provide investors with critical performance measurement and risk management data and analytics.  

Our values define the working environment we strive to create.  We are inclusive, we champion bold ideas, we always pursue excellence, and always act with integrity.  Personal accountability and responsibility are key to success, and we always work as a team to remain client centric.

MSCI is committed to developing a culture and workforce that reflects the clients and communities in which we operate. Increasing our diversity expands our talent pool which helps to accelerate innovation in all we do. We especially encourage members of historically underrepresented groups to apply, including women, ethnic minorities, and those in the LGBTQ community. 

MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, or any other characteristic protected by law.

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