Client Director, Business Development – Index

Evalueserve; United States; On-site; USD 150,000 - 350,000; Full time

Job summary

Evalueserve's Risk & Quant Solutions (RQS) leads advisory and execution for top banks, asset managers, and hedge funds, focusing on indices, quants, and risk management. You will set and implement the sales strategy for RQS prospects and allocated accounts, building executive relationships to anchor long-term engagements.

Strong track record in selling to Fortune 1000 financial services clients and expertise in market fundamentals across FX, fixed income, equity or commodities are essential.

Qualifications

• 10+ years proven experience meeting or exceeding multi-million-dollar quotas selling solutions to Fortune 1000 companies in outsourcing or offshore knowledge services.
• Track record selling to the Financial Services sector (CIO IBD office; trading and structuring desks of banks, index providers).
• Expert in market fundamentals and at least one asset class: FX, Fixed income, Equity or Commodities.
• Ability to articulate and understand end-to-end structuring in banking and asset management.
• Experience selling to C-suite including trusted long-held relationships and revenue growth.

Responsibilities

• Set and execute the sales strategy for potential RQS prospects and allocated accounts.
• Leverage advisory relationships with senior and C-level client executives to anchor long-term engagements.
• Understand Evalueserve’s solutions and products to identify target audiences.
• Attend client meetings with Sales/Ops to expand reach and elevate relationships.
• Connect-the-dots about clients’ programs to identify new opportunities for Evalueserve.
• Understand competitive landscape and gather inputs on competition.
• Lead and mentor teams within a matrixed organization on major initiatives.

Skills

Relationship building

Executive communication

Sales strategy

Financial services sales

Job description

Risk & Quant Solutions (RQS) is our fastest-growing line of business, servicing top global investment banks, asset managers, and hedge funds. We support clients across front, middle, and back-office functions, specializing in Index, Quants, Portfolio Management, and Risk Management leading major domain and transformation initiatives with our clientele.

Evalueserve's Index and Quant team, part of RQS, excels in developing and independently verifying global financial and custom indices. Leveraging technology, we deliver significant value through timely and accurate services across asset-classes viz equities, derivatives, fixed income, and commodities. We also extend services in the areas of portfolio management, analytics and reporting. Our role has expanded to include comprehensive technology support, addressing resource allocation challenges for maintaining and enhancing index platforms. We provide scalable, reliable solutions that prioritize compliance, operational accuracy, and long-term sustainability, empowering financial institutions to navigate market complexities with confidence.

Key Responsibilities

• You will be responsible for setting and executing the sales strategy for potential RQS prospects as well as your allocated accounts.
• Leverage and build advisory relationships with senior and C-level client executives that anchor long-term sustainable engagements with Evalueserve that are focused on strategic and priority areas.
• Understand Evalueserve’s solutions and products to be able to identify the target audience.
• Attend client meetings along with other Sales/Ops team members (as necessary), both as coaching opportunities and to expand Evalueserve reach by elevating relationships.
• Connect-the-dots about clients’ internal programs, competitive dynamics etc. to identify new opportunities for Evalueserve.
• Understand the competitive landscape and gather necessary inputs on the competition.
• Lead, coach, and mentor teams, as well as work productively within a matrixed organization, on the ongoing major initiatives.

Core Competencies

• Experience in positioning and selling technology in new customers and new market segments by proactively growing customer relationships within an account while expanding their understanding of the customer’s business.
• Strong written and oral communication skills, articulation skills, listening skills, team playing skills, and interpersonal skills. Able to articulate views crisply and convincingly and adapt style to have the greatest impact on a given audience.
• Experience in identifying, developing, negotiating, and closing large-scale deals in a collaborative environment.

Required Qualifications

• 10+ years proven experience in meeting or exceeding multi-million-dollar quotas selling solutions to Fortune 1000 companies in selling outsourcing and/or offshore knowledge services.
• A track record selling to the Financial Services (CIO IBD office; with special focus on trading and structuring desks of banks, index providers, stock exchanges).
• Expert in market fundamentals and at least one asset class FX, Fixed income, Equity or Commodities.
• Be able to articulate and understand nuances of structuring process end to end in both banking and asset management.
• Experience selling to “C” suite including trusted long held and valued relationships, and proven revenue growth and value contribution in a corporate environment.