Private Capital Solutions Sales Specialist

MSCI; Lombardia; In loco; EUR 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

A renowned financial services provider in Italy is seeking an experienced Sales Specialist to join their team. The successful candidate will be responsible for originating new business while maintaining strong relationships with institutional investors and family offices. Key responsibilities include meeting sales targets, developing strategic sales plans, and collaborating with multiple departments to address client needs. The ideal candidate should possess strong financial knowledge, proven sales experience, and fluency in English and Italian.

Servizi

Transparent compensation schemes

Flexible working arrangements

Comprehensive employee benefits

Collaborative workspaces

Learning and development opportunities

Competenze

• Proven track record in exceeding sales targets while engaging institutional clients.
• Experience in identifying client needs and providing tailored solutions.
• Demonstrable understanding of the investment management process.

Mansioni

• Originate new business and maintain client relationships for MSCI Private Capital products.
• Achieve targeted sales goals and develop strategic sales plans.
• Lead client engagement and address inquiries regarding products and solutions.
• Collaborate with various departments to manage client requests.

Conoscenze

Sales closing skills

Financial knowledge

Time management

Understanding of financial institutions

Teamwork

English proficiency

Italian proficiency

Formazione

Bachelor's Degree

MBA or Masters Degree

Descrizione del lavoro

Your Team Responsibilities

For over 40 years MSCI Private Capital (ex-Burgiss) has been at the forefront in delivering quality data, analytics and solutions to help private asset teams build their private capital portfolios with confidence.

Private assets are playing a growing role in institutional portfolios. That means investors need reliable insights throughout the investment process. At MSCI, we offer an in-depth look at private capital portfolios and investments, with analytics, benchmarking and investment decision support that allows clients to view funds by vintage, asset class, geography and a range of other metrics.

We are looking for a highly skilled, motivated, and service-oriented individual to join our sales team, focusing on selected segments within the institutional investor and family office community.

This Sales Specialist role will be responsible for originating new business as well as maintaining existing client relationships for MSCI Private Capital suite of products. Travel may be required within the designated sales territory 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 and opportunities.

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.

Your Key Responsibilities

• Achieve targeted quarterly and annual new net sales goals from clients
• Develop strategic sales plan for allocated sales territory
• Develop strong sales pipeline for each allocated country and industry segment
• Lead client engagement, needs assessment, and solution pitches for clients across your coverage territory
• High-level contact with clients/prospects and other major industry participants
• Address client inquiries regarding products and solutions
• 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
• Provide feedback from clients to Marketing, Sales, Research and Product Development group

Your skills and experience that will help you excel

• A track record of meeting and exceeding sales targets while selling to institutional clients
• Strong financial knowledge and experience
• Proven institutional sales closing skills and demonstrable track record in business development
• Superior time management skills with the ability to handle multiple projects
• Understanding of and in-depth experience dealing with major financial institutions, especially institutional investors
• Strong understanding of financial markets and the investment process
• Strong demonstrated institutional sales experience which includes having worked in financial services
• Excellence in both individual achievement as well as teamwork with a diverse set of departments
• Bachelor's Degree Required; MBA or Masters Degree preferred
• Excellence in spoken and written English and Italian is required.

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 [e-mail] 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.

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