Indexed Investing - Wealth Specialist
As a key member of FTSE Russell’s Americas Index Sales organization, you will lead initiatives that drive growth across in FTSE Russell’s product licensing and asset based fee business in the wealth segment. This high visibility role focuses on cultivating and expanding relationships with all parts of the wealth ecosystem including ETF sponsors, professional ETF allocators like wealth management firms and model portfolio providers across various channels. You will be responsible for educating clients on our market-leading index methodologies and expanding adoption of indexed investing in various product wrappers.
Your Key Responsibilities
Manage and deepen day-to-day relationships with ETF sponsors, wealth management home offices, model portfolio providers and other strategic partners.
Expand the usage and adoption of FTSE Russell indexes across ETFs and ETPs.
Serve as a subject matter expert on FTSE Russell index methodologies.
Lead client education initiatives through presentations, thought leadership and strategic content delivery tailored to investment professionals (e.g., CIOs, product creators, asset allocation teams).
Collaborate with internal teams on market research, product positioning, sales strategy and execution.
Respond to detailed client inquiries regarding index methodologies.
Pitch new investment ideas for index-linked products across our full suite of FTSE Russell indexes including factors, thematic, sustainable, crypto, real-estate, infrastructure and private asset solutions
Engage collaboratively and strategically with clients on their key investment objectives and position our indexes to meet those needs
Skills, Requirements & Competencies
10-15 years of experience in the financial services industry with a focus on ETFs, SMAs, indexing and wealth management.
Deep understanding of the ETF and SMA product landscape and competitive positioning.
Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management
Proven experience in sales and relationship management, ideally in index sales, wholesaling and / or other investment related business development roles
Established relationships amongst passive issuers preferred
Experience either working for or selling to US asset managers and / or wealth managers
Deep knowledge of investment products, processes and the trends of the global investment industry including ETF usage, product development, and wealth / retirement planning
Experience working cross-functionally in a global organization.
Superior communication, presentation and interpersonal skills with a client-centric mindset.
Motivated by and able to thrive in a targeted sales environment and comfortable in a constantly evolving organization.
Ability to travel 50% of the time.
Degree or equivalent experience in a Finance, Economics or Engineering related field
MS Office, Excel, PowerPoint and Salesforce proficiency is a must
Compensation/Benefits Information:
LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $133,100 - $221,900.Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Variable Incentive Compensation plan. Target variable compensation will be commensurate with the posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG’s Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.
LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.
If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.
Top Skills
What We Do
LSEG (London Stock Exchange Group) is a diversified international markets infrastructure business —earning our clients’ trust for over 300 years. That legacy of customer-focused excellence ensures that you can rely on our expertise in capital formation, intellectual property and risk and balance sheet management.
As global leaders in financial indexing, benchmarking and analytic services, we offer unrivalled access to international capital markets. Our high-performance technology solutions enable companies worldwide to access funds for growth and development. And with our Data & Analytics, Capital Markets and Post Trade divisions, we provide a comprehensive, integrated suite of trusted financial market infrastructure services that help our customers pursue—and achieve—their ambitions.
You can count on our open access model for unparalleled partnership, flexibility, stability, and support across all of our businesses. That’s how we make a difference— ensuring people can meet their potential—worldwide.
