Wealth Indexing Solutions Specialist

MSCI; San Francisco (CA); On-site; USD 150,000 - 215,000; Full time

Benefits offered by this job

Annual bonus eligibility

Transparent compensation schemes

Flexible working arrangements

Career development opportunities

Comprehensive employee benefits

Job summary

MSCI is seeking a seasoned professional in San Francisco to enhance the adoption of MSCI indexes among wealth management clients. This role demands strong skills in client relations, a deep understanding of indexed products, and a track record in sales or relationship management.

The ideal candidate will have extensive experience in financial services, a Bachelor’s degree, and preferably advanced investment credentials. Flexibility in work arrangements and comprehensive benefits are provided.

Qualifications

• 8–12+ years of experience in financial services.
• Established relationships with wealth management professionals.
• Proficiency in leveraging data and analytics.

Responsibilities

• Drive awareness and growth of MSCI indexes in the wealth channel.
• Maintain senior-level relationships with investment professionals.
• Educate clients on index strategies and methodologies.
• Support the launch of Direct Index SMAs.
• Leverage AI tools for improved insights and efficiency.

Skills

Client-facing sales expertise

Understanding of indexed products

Excellent communication skills

Analytical rigor

Relationship management

Education

Bachelor’s degree

CFA, CAIA, or other advanced investment credential

Job description

MSCI is seeking a seasoned professional in San Francisco to enhance the adoption of MSCI indexes among wealth management clients. This role demands strong skills in client relations, a deep understanding of indexed products, and a track record in sales or relationship management.

The ideal candidate will have extensive experience in financial services, a Bachelor’s degree, and preferably advanced investment credentials. Flexibility in work arrangements and comprehensive benefits are provided.