Indexed Investing Specialist

MSCI Inc; San Francisco (CA); On-site; USD 150,000 - 215,000; Full time

Benefits offered by this job

Salary range: $150,000 - $215,000 per/

Annual bonus eligibility

Comprehensive benefits package

Flexible working arrangements

Learning & development resources

Job summary

MSCI Inc. in the San Francisco Bay Area seeks a senior client-coverage professional to drive adoption of MSCI indexes within wealth management. You will educate on market cap, factor, ESG indexes and partner across MSCI to advance subscriptions and analytics opportunities.

This role focuses on expanding MSCI’s presence in the Western United States wealth segment and strengthening strategic relationships with investment, product, and due diligence teams.

Qualifications

• Bachelor’s degree required; CFA/CAIA or other advanced investment credential strongly preferred.
• 8–12+ years of experience in financial services with exposure to indexed products.
• Demonstrated success in client-facing sales or relationship management roles.
• Established relationships with home office investment teams and model portfolio builders.
• Strong understanding of index construction, benchmarking, asset allocation, and attribution.
• Commercially driven with a consultative sales approach and track record of growth.
• Excellent communication to translate complex methodology for senior audiences.
• High analytical rigor with performance data and investment analytics.
• Proficiency in leveraging AI-enabled tools and data platforms.
• Strong organizational discipline and ability to work independently.

Responsibilities

• Drive awareness, adoption, and growth of MSCI indexes across ETFs, Direct Index SMAs, and wealth-linked solutions.
• Develop and maintain senior-level relationships with CIOs, asset allocators, PMs, and product leads.
• Educate clients on MSCI’s index capabilities, methodology, construction rules, and applications.
• Partner with ETF sponsors and asset managers to support product positioning and engagement.
• Support and influence launches and expansions of Direct Index SMAs on UMA/advisory platforms.
• Identify and originate opportunities to broaden MSCI’s footprint and refer analytics opportunities.
• Respond to detailed client inquiries on index methodology, performance, and implementation.
• Leverage data, analytics, and AI tools to enhance insights and coverage efficiency.

Skills

Sales experience

Relationship management

Wealth management

Index construction

Asset allocation

Performance analytics

Communication skills

Analytical rigor

AI-enabled tools

Education

Bachelor’s degree

CFA/CAIA preferred

Job description

Your Team Responsibilities

The Americas Wealth Indexed Investing Coverage team is responsible for driving adoption and deepening engagement of MSCI indexes across wealth management home offices, model portfolio providers, and other professional indexed investors. The team educates clients on the role MSCI indexes play within ETFs, Direct Index SMAs, and other index-linked solutions, while partnering across MSCI to identify and advance subscription and analytics opportunities.

This role will focus on expanding MSCI’s presence within the Western United States wealth segment and strengthening strategic relationships across investment, product, and due diligence functions.

Your Key Ressponsibilities

• Drive awareness, adoption, and commercial growth of MSCI indexes across ETFs, Direct Index SMAs, and other index-linked investment solutions within the wealth channel.

• Develop and maintain senior-level relationships with CIOs, asset allocation committees, portfolio managers, due diligence teams, and product leaders at leading wealth management firms and model portfolio providers.

• Educate clients on MSCI’s market capitalization, factor, thematic, ESG, and custom index capabilities, clearly articulating methodology, construction rules, and investment applications.

• Partner with ETF sponsors and asset managers to support product positioning and home office engagement tied to MSCI-based strategies.

• Support and influence the launch and expansion of Direct Index SMAs on UMA and advisory platforms.

• Identify and originate opportunities to broaden MSCI’s footprint, referring subscription and analytics opportunities to appropriate coverage partners.

• Respond to detailed client inquiries on index methodology, construction, performance characteristics, and implementation considerations.

• Leverage data, analytics, and emerging AI-enabled tools to enhance client insights, improve coverage efficiency, and support more informed investment conversations.

Your skills and experience that will help you excel

• Bachelor’s degree required; CFA, CAIA, or other advanced investment credential strongly preferred.

• 8–12+ years of experience in financial services, with significant exposure to indexed products, ETFs, model portfolios, asset allocation, or wealth platform distribution.

• Demonstrated success in client‑facing sales or relationship management roles within wealth management or asset management.

• Established relationships with home office investment teams and model portfolio builders at leading wealth management organizations.

• Strong understanding of index construction, benchmarking, asset allocation, portfolio attribution, and the practical uses of indexes in investment decision‑making.

• Commercially driven with a consultative sales approach and a consistent record of achieving growth objectives.

• Excellent communication skills, with the ability to translate complex methodology into clear, decision‑oriented messaging for senior audiences.

• High degree of analytical rigor and comfort working with performance data and investment analytics.

• Proficiency in leveraging AI‑enabled tools and data platforms to improve productivity, generate insights, enhance client preparation, and support scalable coverage models.

• Strong organizational discipline and the ability to operate independently within a high‑performance team environment.

About MSCI

What we offer you

• Salary range: $150,000 - $215,000 / 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.