Senior Associate — Wealth Solutions Sales Strategist

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

Benefits offered by this job

401(K) with company match

Wellness allowance

Paid time-off

Job summary

LSEG is seeking a Senior Associate in Wealth Solutions to structure and close deals, develop a territory sales strategy and proactively identify pipeline opportunities. You will deliver compelling demonstrations of Wealth Solutions to customers, building a robust pipeline and contributing to revenue growth.

The role emphasizes consultative selling, strong presentation and interpersonal skills, and a track record in quota-bearing environments.

Qualifications

• Strong wealth management understanding including expert understanding of financial markets and customers' business model workflow.
• World-class selling skills: identify, develop, and articulate proposition and consultative selling.
• Creative thinker with strong sales ideation.
• Exceptional presentation skills (verbal & written).
• Strong interpersonal skills and ability to organize and execute a sales plan.
• 1–2 years of industry, sales or market experience.
• Proven track record in a quota-bearing sales environment.

Responsibilities

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

Skills

Wealth management

Consultative selling

Creative thinking

Presentation skills

Interpersonal skills

Sales planning

Quota-bearing sales

Industry experience

Job description

LSEG is seeking a Senior Associate in Wealth Solutions to structure and close deals, develop a territory sales strategy and proactively identify pipeline opportunities. You will deliver compelling demonstrations of Wealth Solutions to customers, building a robust pipeline and contributing to revenue growth.

The role emphasizes consultative selling, strong presentation and interpersonal skills, and a track record in quota-bearing environments.