Wealth Advisory Sales Specialist

MSCI is an independent provider of research-driven insights and tools for institutional investors. We have deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with our clients.

You will be calling on key personnel an decision makers at Wealth Advisory firms including Wire Houses, Regional Brokers, Private Bank/Wealth, ETF Investment Strategists and Registered Investment Advisors to influence strategy by demonstrating the strength of MSCI indexes. You will be part of a leading index provider to the ETF industry, with more ETFs tracking our indexes than any other index provider.

* Expand awareness and use of MSCI indexes, including investment products based upon our indexes. * Develop relationships with senior investment professionals including CEOs, CIOs, strategists, asset allocation committees, portfolio managers, and ETF research analysts. * Candidate should be solutions-oriented and have a strong understanding of the global markets, investment strategy, and the uses of indexes in the investment process (asset allocation, benchmarking, portfolio attribution, reporting, etc.) * Answer detailed client inquiries about MSCI products and methodologies. * Proactively solicit client feedback regarding new initiatives and future product development. * Provide feedback from clients to Product Management, Marketing, Sales Colleagues and Research. * This role will require close work/alignment with other groups within MSCI including Research, Marketing, and Client Coverage. * Coordinate and structure presentation materials for client meetings and marketing campaigns. * Create “benchmark wins” including moves to MSCI based funds and MSCI data sales within target client base. * Manage client relationship processes, including maintaining client lists, documenting client interaction and meeting performance metrics. * Regular travel will be required. * Position reports directly to the Americas Head of Index Wealth Advisory.

* Bachelor’s Degree Required or equivalent experience; MBA, Master’s Degree and/or CFA charter holder a plus. * 6-8 years of experience in the financial service industry. * Minimum of 3 years direct sales experience with a proven record of accomplishment. * Superior communication and time management skills. * Strong analytical and quantitative skills. * Thorough understanding of the investment management process. * Strong understanding of the global equity and fixed income markets. * A self-starter and highly motivated; ability to work individually and within a team. * Enjoys intellectual and analytical challenges. * A strategic and collaborative, client-centric mindset. * Team player focused on group performance.