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S&P Global · 2 months ago

Director, Client Solutions Group, Mid-Atlantic

New Jersey, US

Full-time

Onsite

Mid, Senior Level

$124K/yr - $195K/yr

7+ years exp

S&P Global is a leading provider of credit ratings, benchmarks, analytics, and workflow solutions. The Director of Client Solutions Group will enhance the adoption of S&P DJI's index-linked products and drive revenue growth through strategic engagement with wealth management and institutional clients in the Mid-Atlantic region.

AnalyticsBusiness IntelligenceCreditEnterprise SoftwareFinanceFinancial ServicesInformation ServicesMarket Research

Culture & Values

No H1B

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

Qualification

Index-based investingFinancial product salesWealth management experienceETFsSMAFund distributionAnalytical skillsNetworking skillsCommunication skillsCollaborationSelf-motivated

Required

Bachelor's degree in business, Finance, or a related field; an MBA or CFA is a plus

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

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.