Private Capital Solutions Sales Specialist

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

Your Team Responsibilities: A Sales Specialist will be responsible for originating new business, to clients and prospects, as well as maintaining existing client relationships for the MSCI suite of Private Capital Solutions products. This role requires you to meet with clients/prospects regarding new products as well as enhancements to existing products. The role entails positioning and closing sales with prospective clients, and upselling existing clients. Sales Specialists leverage their in-depth knowledge of the investment management process to identify needs, opportunities and selling our value proposition. This role is highly visible, with involvement in all aspects of an account, including senior level relationship management, product demonstrations, contract negotiation, sales closing, and ongoing relationship management. In this role, individuals will work very closely with Sales Management, Relationship Management, Client Service, Product Management, Legal, and Sales Operations. Compensation and title will be commensurate with experience

Achieve targeted quarterly and annual new net sales goals · Develop strategic sales plan for allocated sales territory and/or strong sales pipeline. Lead client engagement, needs assessment, and solution pitches · High-level contact with clients/prospects and other major industry participants · Maintain accurate records regarding account visits, client conversations, finalized contracts · Work seamlessly with other departments (Client service, Research, Product Management, Legal, Billing) to ensure that 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

Your skills and experience that will help you excel: 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 the analysis, reporting, storage and measurement of data. · Excellence in both individual achievement as well as teamwork with a diverse set of departments · Strong communication and negotiations skills. · Undergraduate Degree Required; Graduate level and/or a CFA or CAIA would be Advantageous.

What we offer you

• Salary range: $100,000 - $130,000 / 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.

To all recruitment agencies

MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

Note on recruitment scams

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