Sales Associate, Client Coverage Asset Management

About The Role
Grade Level (for internal use):
11

The Role:
Senior Associate, Client Coverage Asset Management

The Team:
The North American Client Coverage team is a sales team responsible for licensing of index data and intellectual property for S&P Dow Jones Indices. Additional responsibilities include establishing and building strong relationships with clients, prospecting for new index customers and managing and expanding the commercial footprint of S&P Dow Jones Indices within their prescribed territory. S&P DJI maintains relationships with investment banks, asset managers, ETF issuers, market data consumers and redistributors, insurance companies, proprietary trading firms, exchanges and other key market participants who rely upon our world-renowned indices, research, and commentary.

The Impact:
As a Sales Associate in Client Coverage, you are a skilled and driven salesperson responsible for building strong client relationships and driving revenue growth. Your expertise in identifying opportunities, understanding client needs, and delivering tailored solutions will directly contribute to our growth and success.

What's In It For You

• Be part of a goal-driven, innovative and growing firm with a well-established brand and compelling intellectual property and data.
• Receive comprehensive training on our systems, capabilities, and processes to set you up for long-term success as a sales professional. Collaborate with and learn from colleagues who are experts in sales, product management, channel management, and marketing.
• Build strong and lasting relationships with asset management industry leaders while partnering with our product management and sales specialists teams to work with clients.
• Capture and communicate "voice of the customer and critical competitive information that directs and enables the design of the next generation of index solutions.
• Gain in-depth knowledge of new products and stay at the forefront of innovation in index-based benchmarking and investments, during a transformative period in the evolution of indexing.
• Win in Core / Beta, Factors and Thematics, Multi-Asset Indexing, and Sustainability.
• Learn and develop advanced skills in partnership development and intellectual property deal structuring and negotiation.

Responsibilities
Develop and execute a new business plan for clients in your territory to:

• Develop expertise in understanding, articulating, and differentiating our index data packages. Identify client preferences for data access and uncover the full range of ways they intend to leverage our data.
• Contribute to team and global new business sales goals by prioritizing work and meeting or exceeding your annual individual sales targets. Understand and strive to achieve team milestones and KPIs.
• Expand the S&P Dow Jones Indices commercial footprint by strengthening existing client relationships and prospecting new licenses. Identify and engage key decision-makers, influence them to prefer S&P DJI solutions, and actively contribute to team initiatives such as go-to-market plans and client dossiers to generate opportunities, build pipeline, and drive a high closure rate.
• Identify and negotiate the license of new intellectual property (IP) opportunities for investment product usage by Asset Managers, Proprietary traders, Hedge funds, market makers, etc.
• Manage complex contract negotiation and execution; develop usage rights and appropriate commercial terms; collaborate with internal stakeholders (legal, product management, research, etc.) to protect our strong brand and deliver value to the company and our clients.
• Identify, evaluate and prosecute unlicensed IP/data usage in your territory
• Provide focused and excellent service to existing products/billing/client queries within assigned client base. Use our CRM system expertly and promptly to maintain opportunity pipelines, the details of meetings and other sales activities, and voice of the customer.
• Work effectively and seek to share goals and success with colleagues who are specialists (fixed income, sustainability, models and direct indexing) to provide insights to clients and better serve and support their needs
• Travel to meet with clients and represent S&P Dow Jones at industry events throughout our region.
• Periodically brief leadership on licensing activity and competitive landscape in asset management.
• Develop the sales skills and the client facing experience of junior members of our team and our inside sales team.

Basic Qualifications

• Proven leader in applying product knowledge, product design, and industry input to increase and differentiate our index licensing.
• Demonstrates results-oriented behaviors and actions related to agility, accountability, commitment, grit, and customer focus
• Successful in long cycle and abstract/conceptual sales, complex contract negotiation & intellectual property sales. Yet knows when and how to shift to a hands-on, proactive approach to achieving nearer-term revenue results
• Delivers to sales goals with ability to establish and build relationships. 5-10 years' experience in commercial roles in financial services demonstrating drive, grit, integrity, teamwork, and a strong will to win.
• Team player able to bring together all S&P Dow Jones Indices' resources in Product Management, Marketing, Channel, and Sales Specialist team to address client problems and opportunities. Specifically able to understand product ideas discussed with clients and bring in our PM and sales specialist experience to collaborate and design and then to promote education with marketing and channel teammates.
• Fluency in ETFs, mutual funds, SMAs, UITs and collective trusts.
• Awareness of key investment trends in asset management, including indexing, volatility, factor investing, sustainability and ESG, multi-asset class solutions, direct indexing, and other themes where indexing plays a critical role.
• Strong communication skills, writing, and public speaking, combined with a personable attitude and persuasive approach to effectively navigate and influence within a matrix organization.
• Bachelor's degree required; MBA, CFA or certification holders considered favorably

About S&P Global Dow Jones Indices
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500 and the Dow Jones Industrial Average. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit

What's In It For
You?
Our Mission
Advancing Essential Intelligence.

Our People
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values
Integrity, Discovery, Partnership
Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you—and your career—need to thrive at S&P Global.

Our Benefits Include

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit:

Global Hiring And Opportunity At S&P Global
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert
If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to:  and your request will be forwarded to the appropriate person.

US Candidates Only:
The EEO is the Law Poster  describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision -

40 - Sales (EEO-2 Job Categories-United States of America), SLSOUS Middle Professional Tier II-Ou Sales (EEO Job Group)

Job ID:
323663

Posted On:

Location:
Mexico City, Mexico