Wealth Segment Lead EMEA

MSCI; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A leading financial services firm in Greater London is seeking an experienced Wealth Management Executive to support strategy execution and client engagement. The ideal candidate will have over 10 years of expertise in Wealth Management, strong product management skills, and the ability to build relationships within the Wealth ecosystem. Responsibilities include supporting leadership, developing training materials, and driving regional marketing strategies. The role offers competitive benefits and a collaborative work environment.

Benefits

Transparent compensation

Flexible working arrangements

Comprehensive employee benefits

Career development opportunities

Global orientation program

Qualifications

• Minimum 10 years of experience in Wealth Management.
• Understanding of Wealth Management sector and its ecosystem.
• Strong technical experience with quantitative analytics and indexes.
• Proven track record in global Wealth Management business development.
• Ability to apply consulting techniques for client complexity.

Responsibilities

• Support Wealth Segment leadership in strategy execution.
• Act as key client segment relationship manager.
• Identify product gaps and provide insights to leadership.
• Develop training material for MSCI functions.
• Support development of marketing plans for EMEA.

Skills

Wealth Management expertise

Technical multi-asset class experience

Product management

Strong networking abilities

Consulting techniques

Tools

Quantitative analytics tools

ESG knowledge

Job description

Your Team Responsibilities

• Support the Wealth Segment leadership team with developing and executing the strategy for the Wealth client segment via collaborative efforts across MSCI ensuring all stakeholders are aligned and have helped shape
• Support product and commercial development by working across all product lines and functional areas such as Client Coverage, Finance, Marketing, Legal, Corporate Strategy, Research and Technology.
• Ensure client centricity powers all internal efforts and shines through externally to clients raising our relevance in the client segment and their confidence in us.

Your Key Responsibilities

• This role will focus on the MSCI Wealth business in the EMEA
• Support the Wealth Segment leadership team by acting as the key client segment relationship manager, working across all functional areas to grow our business with Wealth Managers and the broader Wealth ecosystem that includes Asset Managers distributing into Wealth and platforms.
• Work with the Coverage Pre‑Sales and Product functions to identify regional nuances and product gaps, provide Wealth Segment leadership with insights and work across MSCI product lines to ensure product prioritisation is aligned with client demand. Additionally the role holder will act as a product champion to ensure Coverage and Pre‑Sales functions are continually kept up‑to‑date on the evolution of the MSCI product offering for Wealth Managers.
• Work closely with Coverage on client targeting, client engagement including product demos and overall mobilising of sales efforts via a highly effective and organised consultative sales process
• Help drive the research agenda with new ideas and topics and strengthen our thought leadership in Wealth
• Develop training material to help expand knowledge of the Wealth Segment across MSCI functions
• Support the development of regional specific marketing plans helping us raise our relevance in the Wealth market for the EMEA region
• Support the Development of the segment strategy and participate in senior level meetings to present strategy business updates and obtain feedback on overall plan
• Identify and help onboard appropriate partners and grow relationships across the WealthTech space

Your skills and experience that will help you excel

1. As a prerequisite the successful candidate will be widely considered an expert within Wealth Management having a minimum 10 years Wealth experience and hence an in‑depth understanding of the Wealth Management sector. Although may have a background from a Wealth Management or report under the CIO perhaps with a focus on asset allocation and / or risk most likely she / he will not have spent their entire career making investment decisions. More likely she / he has undertaken multiple different senior roles within Wealth and thoroughly understands not just the inner workings of a Wealth Manager but how Wealth fits into the broader FS ecosystem.

2. Although not necessarily a quant she / he will have strong technical multi‑asset class experience and ideally a deep understanding of quantitative analytics tools, indexes and ESG.

3. Extensive experience in product and general management with a balance of product creation and commercial realisation i.e. building businesses through identifying market opportunities, developing products and executing on business strategy.

4. Proven track record of being instrumental in the development of a successful global Wealth Management business.

5. Large network within the Wealth space and the ability to build new relationships to position MSCI for growth in this area.

6. Experience with applying consulting techniques to solve client complexity relating to target state architecture and operating model design as it relates to Wealth Technology.

7. Private Assets experience is nice to have.

About MSCI

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.

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 kick‑start your journey followed by access to our 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 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 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.