Buyside Index Sales Specialist
$143,200–$238,800 year
On-siteNew York, United States
Job Summary
Lead strategic account management and drive growth for FTSE Russell indexes across mutual funds, ETFs, and direct indexing solutions. Develop and execute robust account plans to win new product launches, switch existing clients from competitors, and align index usage with investment objectives. Manage the sales pipeline for new index-linked funds and renewals while engaging directly with key decision-makers in asset management and wealth organizations. Collaborate internally with product, legal, and marketing teams to deliver new ideas and solicit feedback on future initiatives. Utilize Salesforce and SalesLoft to optimize outreach and handle complex commercial negotiations for licensing and unlicensed client usage.
Required Qualifications
- Proven experience in sales, ideally in index sales, strategic account management, wholesaling and / or other investment related business development roles
- Experience either working for or selling to US asset managers and / or wealth managers
- Deep knowledge of investment products, processes and the trends of the global investment industry including ETF usage, product development, direct indexing and wealth / retirement planning
- Strong hunting mentality and ability to quickly identify and pursue opportunities
- Ability to negotiate complex commercial deals pertaining to index licensing
- A strong and quantifiable sales track record
- Superior communication skills and ability to create materials and present to clients and internal stakeholders
- Ability to multitask and handle multiple demands/ projects
- Strong analytical skills
- Capable of working as part of a team and independently to reach team and individual targets respectively
- Motivated by and able to thrive in a targeted sales environment and comfortable in a rapidly changing organization
- Degree or equivalent in a Finance, Economics or Engineering related field
- MS Office, Excel, PowerPoint and Salesforce proficiency is a must
- Candidate will leverage Salesforce and other sales tools such as SalesLoft and other technologies to optimize client outreach and engagement
- Bachelor's Degree
- Ability to travel frequently to see clients
Desired Qualifications
- Specialisation and expertise within a product area
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