Talent.com
Associate Director, Client Solutions Group, Americas
Associate Director, Client Solutions Group, AmericasChicago Staffing • Chicago, IL, US
Associate Director, Client Solutions Group, Americas

Associate Director, Client Solutions Group, Americas

Chicago Staffing • Chicago, IL, US
5 days ago
Job type
  • Full-time
Job description

Associate Director, Client Solutions Group

We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P Dow Jones Indices. You will focus on executing strategies that enhance the adoption of S&P DJI's index-linked products. You will drive revenue growth through strategic engagement with asset management, wealth management and institutional clients across your region and provide support to senior members of the team for territory management. You will be part of a dynamic team, fostering a culture of excellence and collaboration, while building robust client relationships that align with our organizational goals. You are a proven financial sales professional with experience and contacts in wealth and investment management. You have working knowledge ofand prior experience in, index-based investing, ETFs, SMA and fund distribution. You have a passion for delivering client centric business models, and driving adoption of index-based solutions. You will work together with Directors and Senior Directors to support and drive post-license flows into S&P DJI index-based solutions.

Responsibilities and Impact :

  • Responsible for commercial growth of S&P Dow Jones Indices in Direct Indexing and Model portfolios including influencing flows, strategic partnering, business development, and subject matter expertise.
  • Report directly to the Head of Client Solutions Group, Americas, you will be responsible for regional initiatives that maximize product utilization and facilitate asset growth, ensuring that our solutions meet the evolving needs of our clients.
  • Work closely with all parts of the S&P DJI organization, including Client Coverage, Product, Marketing, etc.
  • You will be an ambassador for S&P DJI and cultivate a high-performance culture of client-centrism, disciplined execution, collaboration, innovation, and integrity.
  • This role is expected to interact withand form, long standing relationships with centers of influence at asset management and wealth management firms in America.
  • 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 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 new and existing client initiatives.
  • Drive business development across your region and support of the commercial strategy across asset and wealth managers.
  • Some travel across your North America region is required for this role (approximately 25% of the time).
  • Support the go to market strategy, maintain goal tracking, reporting and communication.

Compensation / Benefits Information :

S&P Global states that the anticipated base salary range for this position is $102,834 to $165,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please visit

spgbenefits.com / benefit-summaries

What We're Looking For :

  • Demonstrate advanced knowledge of direct indexing / personalized indexing, index-based investing and model portfolio competitive landscape.
  • Familiarity and prior experience supporting Unified and Separate Managed Accounts (UMA / SMA), Model Portfolios, Investment Advisory Solutions platforms and RIA channel advisors.
  • Outstanding communication skills with ability to articulate complex concepts in concise and compelling fashion.
  • Proven track record of working collaboratively cross-functionally within a matrix / dotted line structure.
  • Proven track record raising capital and driving sales goals via consultative sales tactics.
  • Self-motivated, curious and passionate about empowering those around them.
  • Additional Preferred Qualifications :

  • Undergraduate degree required; CFA and / or MBA preferred (or progress to).
  • Min 5 years in financial services, ideally with experience in : sales, portfolio strategy, investment advisory, investment consulting, with asset management of wealth.
  • Effective in networking with financial advisors across multiple channels.
  • Prior experience with analytical tools including Zephyr / PSN, FactSet, CIQ Pro, Aladdin, Morningstar, SPICE, Salesforce, advanced excel skill.
  • Dynamic, self-motivated team player with experience in consultative sales roles.
  • Right to Work Requirements :

    This role is limited to persons with indefinite right to work in the United States.

    About S&P Global Dow Jones Indices :

    At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500 and the Dow Jones Industrial Average. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies. S&P Dow Jones Indices is a division of S&P Global (NYSE : SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com / spdji.

    Our Mission :

    Advancing Essential Intelligence.

    Our People :

    We're more than 35,000 strong worldwideso we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

    Our Values :

    Integrity, Discovery, Partnership

    Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

    Benefits :

    We take care of you, so you can take care of business. We care about our people. That's why we provide everything youand your careerneed to thrive at S&P Global. Our benefits include :

  • 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-class benefits for families.
  • Beyond the Basics : From retail discounts to referral incentive awardssmall perks can make a big difference.
  • Global Hiring and Opportunity at S&P Global :

    At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets

    Create a job alert for this search

    Director Director • Chicago, IL, US

    Related jobs
    Client Director

    Client Director

    AIG • Chicago, IL, US
    Full-time
    Join us as a Client Director to play a highly influential role in protecting our clients and growing our business.Where you can make an impact : Client & Broker Engagement.At AIG, we are reimagining...Show more
    Last updated: 30+ days ago • Promoted
    Associate Director, Investment, OOH

    Associate Director, Investment, OOH

    Quad • Chicago Heights, IL, United States
    Full-time
    The Associate Director, OOH Investment provides leadership and strategic direction for assigned clients via our OOH investments. As the Associate Director, you will act as a steward of the assigned ...Show more
    Last updated: 4 days ago • Promoted
    Strategic Account Director - Growth & Client Partnerships

    Strategic Account Director - Growth & Client Partnerships

    Laughlin Constable • Chicago, IL, United States
    Full-time
    A leading marketing agency in Chicago is seeking an Account Director to drive client growth and retention.Candidates should have 7-10 years of account management experience, a strong marketing back...Show more
    Last updated: 16 hours ago • Promoted • New!
    Associate Partner, Strategic Growth

    Associate Partner, Strategic Growth

    Up Closets of North Cincinnati • Chicago, IL, United States
    Full-time
    VSA’s purpose is to design for a better human experience.As a strategy and design agency, we blend consumer insights and data with human-centered design to activate meaningful, motivating and measu...Show more
    Last updated: 30+ days ago • Promoted
    Associate Director - Analytics Consulting

    Associate Director - Analytics Consulting

    Tiger Analytics, LLC • Chicago, IL, United States
    Full-time
    Tiger Analytics is an advanced analytics consulting firm.We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data.Our consultants b...Show more
    Last updated: 1 day ago • Promoted
    Associate Director of Credentialing (Chicago)

    Associate Director of Credentialing (Chicago)

    Erie Family Health Centers • Chicago, IL, United States
    Full-time
    Join the Erie team! Motivated by the belief that healthcare is a human right, we provide high quality affordable care to support healthier people, families, and communities.Erie delivers holistic c...Show more
    Last updated: 11 days ago • Promoted
    Associate Director, Investment, OOH

    Associate Director, Investment, OOH

    Rise, a Quad Agency • Chicago, IL, United States
    Full-time
    Associate Director, Investment, OOH.Associate Director, Investment, OOH.Be among the first 25 applicants.The Associate Director, OOH Investment provides leadership and strategic direction for assig...Show more
    Last updated: 10 hours ago • Promoted • New!
    Associate Director, Global R&D Sourcing

    Associate Director, Global R&D Sourcing

    BeiGene • Chicago, IL, US
    Full-time
    R&D System Category Strategy Development Manager.BeOne continues to grow at a rapid pace with challenging and exciting opportunities for experienced professionals. When considering candidates, we lo...Show more
    Last updated: 5 days ago • Promoted
    Associate Director, Client Solutions Group, Americas

    Associate Director, Client Solutions Group, Americas

    S&P Global • Chicago, IL, US
    Full-time
    Associate Director, Client Solutions Group.We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P Dow Jones Indices. You will focus on executing strategies t...Show more
    Last updated: 8 days ago • Promoted
    Account Director – Global Client Partnerships

    Account Director – Global Client Partnerships

    Mintel • Chicago, IL, United States
    Full-time
    Account Director - Global Client Partnerships • Chicago, IL, United StatesMintel’s Consulting business is a core driver of growth and is directly connected to our strategic priority to build high-va...Show more
    Last updated: 30+ days ago • Promoted
    Associate Director, Client Strategy - Financial Services

    Associate Director, Client Strategy - Financial Services

    Morning Consult • Chicago, IL, United States
    Full-time
    Associate Director, Client Strategy.Morning Consult is a global decision intelligence company changing how modern leaders make smarter, faster, better decisions. The company pairs its proprietary hi...Show more
    Last updated: 11 days ago • Promoted
    Remote Associate Director, P&C Pricing & Analytics

    Remote Associate Director, P&C Pricing & Analytics

    Willis Towers Watson • Chicago, IL, United States
    Remote
    Full-time
    A leading insurance consulting firm is seeking an experienced Property & Casualty Associate Director to lead analytics teams and deliver innovative solutions for personal lines insurance clients.Th...Show more
    Last updated: 2 days ago • Promoted
    Associate Director, Investment, OOH

    Associate Director, Investment, OOH

    Quad / Graphics • Chicago, IL, US
    Full-time
    General Purpose of Job The Associate Director, OOH Investment provides leadership and strategic direction for assigned clients via our OOH investments. As the Associate Director, you will act as a s...Show more
    Last updated: 5 days ago • Promoted
    Associate Director - Analytics Consulting

    Associate Director - Analytics Consulting

    Tiger Analytics • Chicago, IL, United States
    Full-time
    Tiger Analytics is an advanced analytics consulting firm.We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data.Our consultants b...Show more
    Last updated: 3 days ago • Promoted
    Associate Director, Accelerator Operations

    Associate Director, Accelerator Operations

    Braven • Chicago, IL, US
    Full-time
    Quick Apply
    Associate Director, Accelerator Operations.In-Person in Atlanta (GA), Chicago (IL), or New York City (NYC) .Braven is a national nonprofit that prepares promising college students to sec...Show more
    Last updated: 28 days ago
    Associate Director, StrategyNewChicago, Illinois, United States; Los Angeles, California, United States; New York, New York, United States

    Associate Director, StrategyNewChicago, Illinois, United States; Los Angeles, California, United States; New York, New York, United States

    IPG Mediabrands • Chicago, IL, US
    Full-time
    If you are unsure, please review the list of IPG companies here.Show more
    Last updated: 30+ days ago • Promoted
    Associate Director of FP&A and Strategic Finance

    Associate Director of FP&A and Strategic Finance

    Fortitude Mining, LLC. • Chicago, IL, United States
    Full-time
    Associate Director of FP&A and Strategic Finance.Fortitude Mining, a standalone business spun out of Foundry's self‑mining division, is a wholly owned subsidiary of DCG. Headquartered in Rochester, ...Show more
    Last updated: 10 hours ago • Promoted • New!
    Associate Director, Investment

    Associate Director, Investment

    UNAVAILABLE • Chicago, IL, US
    Full-time
    Company Description With a history that dates back over 80 years, Starcom is a global communications planning and media leader. We are an agency still grounded in our founding principle that people...Show more
    Last updated: 10 days ago • Promoted