Private Capital Solutions Growth Executive

MSCI Inc; San Francisco (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Salary range: $100,000 - $130,000 annually plus bonus

Comprehensive employee benefits

Flexible working arrangements

Access to ongoing skills development

Multi-directional career paths

Inclusive work environment with Employee Resource Groups

Job summary

A leading financial services firm in San Francisco is looking for a Sales Specialist to originate new business and maintain existing client relationships. This role requires a minimum of 5 years of sales experience in asset management or fintech and a strong understanding of the financial markets. The Sales Specialist will work closely with various departments to enhance product offerings and meet sales goals, contributing to the firm's vision of empowering better decision-making in the finance ecosystem.

Qualifications

• Minimum 5 years sales experience in asset management or fintech.
• Strong understanding of financial markets and investment processes.
• Experience with alternative assets is a plus.

Responsibilities

• Originate new business and maintain client relationships.
• Meet with clients regarding products and enhancements.
• Achieve targeted sales goals and develop strategic plans.
• Work with various departments to manage client requests.

Skills

Sales experience in asset management

Understanding of financial markets

Strong communication skills

Technical aptitude with software

Negotiation skills

Education

Undergraduate Degree

Graduate level and/or CFA or CAIA

Tools

CRM systems

Job description

A leading financial services firm in San Francisco is looking for a Sales Specialist to originate new business and maintain existing client relationships. This role requires a minimum of 5 years of sales experience in asset management or fintech and a strong understanding of the financial markets. The Sales Specialist will work closely with various departments to enhance product offerings and meet sales goals, contributing to the firm's vision of empowering better decision-making in the finance ecosystem.