West Coast Wealth Indexed Investing Lead

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

Benefits offered by this job

Salary range: $150,000 - $215,000 per/

Annual bonus eligibility

Comprehensive benefits package

Flexible working arrangements

Learning & development resources

Job summary

MSCI Inc. in the San Francisco Bay Area seeks a senior client-coverage professional to drive adoption of MSCI indexes within wealth management. You will educate on market cap, factor, ESG indexes and partner across MSCI to advance subscriptions and analytics opportunities.

This role focuses on expanding MSCI’s presence in the Western United States wealth segment and strengthening strategic relationships with investment, product, and due diligence teams.

Qualifications

• Bachelor’s degree required; CFA/CAIA or other advanced investment credential strongly preferred.
• 8–12+ years of experience in financial services with exposure to indexed products.
• Demonstrated success in client-facing sales or relationship management roles.
• Established relationships with home office investment teams and model portfolio builders.
• Strong understanding of index construction, benchmarking, asset allocation, and attribution.
• Commercially driven with a consultative sales approach and track record of growth.
• Excellent communication to translate complex methodology for senior audiences.
• High analytical rigor with performance data and investment analytics.
• Proficiency in leveraging AI-enabled tools and data platforms.
• Strong organizational discipline and ability to work independently.

Responsibilities

• Drive awareness, adoption, and growth of MSCI indexes across ETFs, Direct Index SMAs, and wealth-linked solutions.
• Develop and maintain senior-level relationships with CIOs, asset allocators, PMs, and product leads.
• Educate clients on MSCI’s index capabilities, methodology, construction rules, and applications.
• Partner with ETF sponsors and asset managers to support product positioning and engagement.
• Support and influence launches and expansions of Direct Index SMAs on UMA/advisory platforms.
• Identify and originate opportunities to broaden MSCI’s footprint and refer analytics opportunities.
• Respond to detailed client inquiries on index methodology, performance, and implementation.
• Leverage data, analytics, and AI tools to enhance insights and coverage efficiency.

Skills

Sales experience

Relationship management

Wealth management

Index construction

Asset allocation

Performance analytics

Communication skills

Analytical rigor

AI-enabled tools

Education

Bachelor’s degree

CFA/CAIA preferred

Job description

MSCI Inc. in the San Francisco Bay Area seeks a senior client-coverage professional to drive adoption of MSCI indexes within wealth management. You will educate on market cap, factor, ESG indexes and partner across MSCI to advance subscriptions and analytics opportunities.

This role focuses on expanding MSCI’s presence in the Western United States wealth segment and strengthening strategic relationships with investment, product, and due diligence teams.