Asset Owner Sales Specialist

MSCI Inc; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

MSCI Inc. seeks an Asset Owner Sales Specialist to expand our U.S. Eastern territory. You will educate clients on MSCI’s Indexes, Sustainability and Climate tools and license offerings, managing relationships and driving revenue growth through strategic account activity.

The role combines senior-level relationship management with negotiation, product positioning and delivery setup, requiring strong knowledge of investment processes and ESG integration.

Qualifications

• 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.
• Strong understanding of investment management processes and ESG considerations.

Responsibilities

• Educate potential clients about cross-asset investment trends and MSCI solutions.
• Consistently meet and exceed sales and business objectives.
• Identify opportunities and close sales to new prospects.
• Collaborate with the wider sales group to drive cross-segment opportunities.
• Communicate product insights and market trends to senior management.
• Grow network and attend relevant industry events.

Skills

Communication skills

Networking

Interpersonal skills

Sales mindset

Education

Bachelor's degree or higher

MBA

CFA charter holder

Job description

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.

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

• 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