Sales Specialist

MSCI Inc.; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

Join a leading financial services company as a Sales Specialist responsible for driving sales and maintaining key client relationships. You will leverage your strong sales background and understanding of the investment process to deliver tailored solutions to clients. This role offers a competitive salary, flexible working arrangements, and the chance to grow in a dynamic, supportive environment.

Benefits

Transparent compensation schemes

Flexible working arrangements

Access to advanced technology

Global Orientation program

Learning and development opportunities

Diverse employee resource groups

Qualifications

• Minimum 8 years sales experience in asset management or fintech.
• Strong understanding of financial markets and alternative assets.
• Undergraduate Degree required; CFA/CAIA beneficial.

Responsibilities

• Originating new business and maintaining client relationships.
• Achieve quarterly and annual sales goals.
• Work with various departments to manage client requests.

Skills

Sales experience

Strong communication skills

Negotiation skills

Understanding of financial markets

Technical aptitude

Teamwork

Education

Undergraduate Degree

Graduate level or CFA/CAIA advantageous

Job description

Join to apply for the Sales Specialist role at MSCI Inc.

Join to apply for the Sales Specialist role at MSCI Inc.

Your Team Responsibilities

A Sales Specialist will be responsible for originating new business, to clients and prospects, as well as maintaining existing client relationships for the MSCI suite of Private Capital Solutions products. This role requires you to meet with clients / prospects regarding new products as well as enhancements to existing products. The role entails positioning and closing sales with prospective clients, and upselling existing clients. Sales Specialists leverage their in-depth knowledge of the investment management process to identify needs, opportunities and selling our value proposition. This role is highly visible, with involvement in all aspects of an account, including senior level relationship management, product demonstrations, contract negotiation, sales closing, and ongoing relationship management. In this role, individuals will work very closely with Sales Management, Relationship Management, Client Service, Product Management, Legal, and Sales Operations. Compensation and title will be commensurate with experience.

Your Key Responsibilities

Achieve targeted quarterly and annual new net sales goals

• Develop strategic sales plan for allocated sales territory and / or strong sales pipeline. Lead client engagement, needs assessment, and solution pitches
• High-level contact with clients / prospects and other major industry participants
• Maintain accurate records regarding account visits, client conversations, finalized contracts
• Work seamlessly with other departments (Client service, Research, Product Management, Legal, Billing) to ensure that all client requests and inquiries are managed appropriately
• Proactively solicit client feedback regarding new initiatives and future product development while also providing feedback from clients to internal partners

Your Skills And Experience That Will Help You Excel

Minimum 8 years sales experience in the asset management, financial services and / or fintech space

• Strong understanding of financial markets and the investment process with some experience with alternative assets.
• Strong software skills and overall technical aptitude including comfort with systems for the analysis, reporting, storage and measurement of data.
• Excellence in both individual achievement as well as teamwork with a diverse set of departments
• Strong communication and negotiations skills.
• Undergraduate Degree Required; Graduate level and / or a CFA or CAIA would be Advantageous.

About MSCI

What we offer you

• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
• Flexible working arrangements, advanced technology, and collaborative workspaces.
• A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
• A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
• Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
• Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
• We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

MSCI Inc. is an equal opportunity employer. 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 parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email [emailprotected] and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

To all recruitment agencies

MSCI does not accept unsolicited CVs / Resumes. Please do not forward CVs / Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs / Resumes.

Note on recruitment scams

We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

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