Asset Owner Sales Specialist

MSCI Inc.; New York (NY); On-site; USD 125,000 - 163,000; Full time

Benefits offered by this job

Annual bonus

Flexible work arrangements

Learning resources (MSCI Learning)

Job summary

MSCI Inc. is expanding its Asset Owner Coverage team in the Eastern US. The role focuses on maintaining existing client relationships and driving new business for MSCI’s indexes, sustainability, climate data, and private assets solutions.

You will educate clients, position solutions, and push for adoption with senior-level stakeholders. Ideal candidates bring a Bachelor’s degree (MBA/CFA preferred), 5+ years in financial services, and at least 4 years of direct sales experience with a track

Qualifications

• Bachelor’s degree or equivalent experience required; MBA, CFA strongly desired.
• 5+ years in the financial services industry.
• Minimum 4 years of direct sales experience with proven results.
• Strong understanding of institutional investment processes including risk management and asset allocation.

Responsibilities

• Maintain and develop new business within the Eastern US territory.
• Educate and position MSCI’s indexes, sustainability and climate tools to current clients and prospects.
• Lead strategic account management discussions with senior-level clients.
• Negotiate contracts and close sales; collaborate with Product, Marketing and Legal teams.
• Represent MSCI at industry events and gather competitive intelligence.

Skills

Excellent communication

Consultative sales

Relationship building

Understanding of investment process

Team collaboration

Education

Bachelor’s Degree

MBA

CFA charter (preferred)

Job description

Your Team Responsibilities

We are seeking to expand the Asset Owner & Consultant Coverage team. As the leading provider of investment decision support tools, including Indexes, Analytics, Sustainability & Climate data, and Private Assets data, MSCI continues to grow our footprint with the world's largest asset managers, banks, hedge funds, asset owners, and corporations.
The Asset Owner Coverage team works closely with institutional investors in the US across public and private DB/DC pension funds, official institutions, sovereign wealth funds endowments, foundations, and single-family offices. We keep our clients apprised of major market trends and best practices related to asset allocation, benchmarking, risk management, sustainable investment, and cross-asset allocations. The team collaborates across the MSCI Research, Product, and Coverage teams across regions to leverage MSCI’s latest research, tools, and services – we aim to continually add value to our clients’ investment and operations processes. MSCI Asset Owner Sales Specialists are responsible for maintaining existing client relationships and new business development for MSCI products. As such, the successful candidate must balance sophisticated relationship management with the firm’s commercial objectives. Each person travels and conducts remote video-based calls within their respective territory to interact with clients regarding new products as well as enhancements to existing products.

Your Key Responsibilities

As an MSCI Asset Owner Sales Specialist you are responsible for maintaining and developing new business within the Eastern US territory. The role also demands a consummate relationship builder, both internally and externally, to drive sales, achieve revenue, and benchmark adoption targets. The role entails educating, positioning, and licensing MSCI’s global indexes, Sustainability and Climate tools to current clients and prospective clientele. Sales Specialists use their knowledge of the investment management process, modern portfolio theory, and sustainability-driven insights to position MSCI solutions.
This role is a highly visible one, with involvement in all aspects of strategic account management, including senior level relationship management, in-depth discussions regarding MSCI’s Index, Sustainability and Climate methodologies, commercial and contract negotiation, closing sales, and product setup and delivery. Education of the enhancements and evolution of how our indexes and sustainable investing products are used by the investment community is ongoing. In this role, individuals will work very closely with MSCI Product Management, Global Client Service, Client Consultants, Marketing, Global Sales colleagues, Legal Counsel and Finance Operations.

• Educate potential clients about cross-asset investment trends and how MSCI can enable investors to enhance their capabilities through our market leading ESG Research, Climate, Index, Factor, Private Asset, and Analytics solutions.
• Consistently meet and exceed sales and business objectives
• Identify opportunities and close sales to new prospects
• Work with the wider sales group to achieve cross-segment opportunities across all Product lines at MSCI via synergies from information sharing and collaboration
• Communicate suggestions to improve, customize, or create new products and solutions
• Gather and share industry trends and competitive intelligence to senior management
• Grow network and attend relevant industry events

Your Skills And Experience That Will Help You Excel

• Excellent communication, networking and inter-personal skills, with absolute personal and business integrity
• Innovative, entrepreneurial, customer orientated thinker with a strong consultative sales drive
• A team builder and player with emotional and professional maturity
• A good understanding of the institutional investment process, including risk management, active versus passive investing, asset allocation, and ESG integration
• Bachelor’s Degree Required or equivalent experience; MBA, Master’s Degree and/or CFA charter holder strongly desired
• 5+ years of experience in the financial service industry
• Minimum of 4 years direct sales experience with a proven record of achievement and accomplishment
• Someone who enjoys intellectual and analytical challenges

What we offer you

• Salary range: $125,000 - $163,000 / year. Plus eligible for annual bonus.
• 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, AI Learning Center , 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 vision – to power better 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 strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

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.