Private Capital Solutions Sales Specialist

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

Benefits offered by this job

Annual bonus

Comprehensive employee benefits

Flexible working arrangements

Learning opportunities

Job summary

A global finance company based in San Francisco is seeking a Sales Specialist. The role involves developing new business, maintaining client relationships, and requires at least 5 years of experience in sales within financial services. Candidates should possess strong communication skills, a solid understanding of financial markets, and competence in negotiating contracts. The position offers a competitive salary of $100,000 - $130,000 per year, with additional benefits and flexible working arrangements.

Qualifications

• Minimum 5 years of sales experience in the asset management, financial services, and/or fintech space.
• Experience with alternative assets is a plus.

Responsibilities

• Develop a strategic sales plan for the allocated territory.
• Maintain high-level contact with clients/prospects.
• Work with other departments to manage client requests.
• Solicit client feedback for future product development.

Skills

Sales experience in asset management

Strong understanding of financial markets

Strong software skills

Communication and negotiation skills

Teamwork

Education

Undergraduate degree

Graduate level degree

CFA or CAIA

Job description

Team Responsibilities

A Sales Specialist will be responsible for originating new business with clients and prospects, as well as maintaining existing client relationships for the MSCI suite of Private Capital Solutions products. The role involves meeting with clients/prospects regarding new and enhanced products, positioning and closing sales, and upselling existing clients. It requires leveraging in-depth knowledge of the investment management process to identify needs, opportunities and to communicate our value proposition. The position is highly visible and includes senior‑level relationship management, product demonstrations, contract negotiation, sales closing, and ongoing relationship management. The Sales Specialist will work closely with Sales Management, Relationship Management, Client Service, Product Management, Legal, and Sales Operations. Compensation and title will be commensurate with experience.

Key Responsibilities

• Develop a strategic sales plan for the allocated sales territory and/or a strong sales pipeline. Lead client engagement, needs assessment, and solution pitches.
• Maintain high‑level contact with clients/prospects and other major industry participants.
• Maintain accurate records regarding account visits, client conversations, and finalized contracts.
• Work seamlessly with other departments (Client Service, Research, Product Management, Legal, Billing) to ensure all client requests and inquiries are managed appropriately.
• Proactively solicit client feedback regarding new initiatives and future product development while also providing feedback from clients to internal partners.

Skills & Experience

Minimum 5 years sales experience in the asset management, financial services and/or fintech space.

• Strong understanding of financial markets and the investment process, with some experience with alternative assets.
• Strong software skills and overall technical aptitude, including comfort with systems for analysis, reporting, storage and measurement of data.
• Excellence in both individual achievement and teamwork across diverse departments.
• Strong communication and negotiation skills.
• Undergraduate degree required; graduate level and/or a CFA or CAIA would be advantageous.

Benefits

• Salary range: $100,000 - $130,000 per year plus eligible for annual bonus.
• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring financial security, health, and overall wellbeing.
• Flexible working arrangements, advanced technology, and collaborative workspaces.
• A culture of high performance and innovation where new ideas are experimented with and results are pursued.
• A global network of talented colleagues who inspire, support, and share expertise to innovate and deliver for our clients.
• Global Orientation program, Learning@MSCI platform, AI Learning Center, LinkedIn Learning Pro, and tailored learning opportunities for ongoing skill development.
• Multi‑directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
• Inclusive environment with 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.

Equal Employment Opportunity Statement

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.