Proposition Sales Specialist - Wealth

LSEG (London Stock Exchange Group); San Francisco (CA); On-site; USD 87,000 - 145,000; Full time

Benefits offered by this job

401(k) savings plan with company match

Annual wellness allowance

Paid time-off

Medical/dental/vision options

Disability benefits

Job summary

LSEG (London Stock Exchange Group) is looking for an Associate Proposition Sales Specialist to focus on pre-sales activities for Wealth Management. This role involves driving new and existing customer opportunities, negotiating deals, and collaborating with internal teams.

The ideal candidate will possess strong Wealth Management knowledge, world-class selling skills, and a creative sales approach. Competitive compensation includes a base salary of $87,000 – $145,000 plus benefits.

Qualifications

• 1 to 2 years of industry, sales or market experience.
• Proven track record in a quota-bearing sales environment.
• Creative thinker with good sales ideation skills.

Responsibilities

• Structure, negotiate and close deals.
• Proactively identify pipeline opportunities.
• Develop a sales strategy for the territory.
• Deliver customer demonstrations on our Wealth Solutions.

Skills

Wealth Management understanding

Consultative selling skills

Presentation skills

Interpersonal skills

Sales plan execution

Job description

As a subject matter expert for pre‑sales and pursuit activities, the Associate Proposition Sales Specialist focuses on all sales (new, cross‑sell, up‑sell) for our Wealth Management business in a given territory, driving opportunities within both existing and new customers. The role leads on deals aligned to specific products and customer types, serves accounts within a defined territory, and works closely with internal stakeholders and Senior Regional Proposition Sellers to proactively drive gross sales and revenue.

Role Responsibilities

• Structure, negotiate and close deals
• Proactively identify pipeline opportunities
• Develop a sales strategy for the territory
• Deliver customer demonstrations on our suite of Wealth Solutions

Qualifications and Experience Required

• Strong Wealth Management understanding, including expert knowledge of financial markets and a deep understanding of customers' business model and workflow
• World‑class selling skills (identify, develop, & articulate proposition, consultative selling)
• Creative thinker with good sales ideation skills
• Exceptional presentation skills (verbal & written)
• Strong interpersonal skills
• Ability to organize and execute a sales plan
• 1 to 2 years of industry, sales or market experience
• Proven track record in a quota‑bearing sales environment

Compensation and Benefits

LSEG offers competitive compensation and benefits. The anticipated base salary for this position is $87,000 – $145,000, with variations by location and role-specific factors. The role is eligible for our Variable Incentive Compensation plan; target variable compensation will be commensurate with the posted career stage. In addition to base salary, the LSEG Benefits Program includes annual wellness allowance, paid time‑off, medical/dental/vision/health savings options, prescription drug plan, 401(k) savings plan with company match, basic life insurance, disability benefits, emergency backup dependent care, adoption assistance, commuter assistance, and more.

Career Stage

Senior Associate