97 sales specialist wealth workflows jobs found

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. Position Summary As a subject matter expert in Wealth Management Workflows & sales activities, you will work with Account Managers and other internal partners focusing on all sales (new, cross-sells, up-sells) for the Wealth proposition in ASEAN with both existing and new customers. You will lead on deals aligned to the Wealth proposition and serve accounts within the ASEAN market. The role works in close partnership with internal partners to proactively drive gross sales and revenue. Role Responsibilities Structure, negotiate and close deals Proactively identify pipeline opportunities Implement the sales strategy for the Wealth proposition within the market Assist internal...

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. Position Summary As a subject matter expert in Wealth Management Workflows & sales activities, you will work with Account Managers and other internal partners focusing on all sales (new, cross-sells, up-sells) for the Wealth proposition in ASEAN with both existing and new customers. You will lead on deals aligned to the Wealth proposition and serve accounts within the ASEAN market. The role works in close partnership with internal partners to proactively drive gross sales and revenue. Role Responsibilities Structure, negotiate and close deals Proactively identify pipeline opportunities Implement the sales strategy for the Wealth proposition within the market Assist internal...

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change.   Position Summary As a subject matter expert in Wealth Management Workflows & sales activities, you will work with Account Managers and other internal partners focusing on all sales (new, cross-sells, up-sells) for the Wealth proposition in ASEAN with both existing and new customers. You will lead on deals aligned to the Wealth proposition and serve accounts within the ASEAN market. The role works in close partnership with internal partners to proactively drive gross sales and revenue.   Role Responsibilities Structure, negotiate and close deals Proactively identify pipeline opportunities Implement the sales strategy for the Wealth proposition within the...

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change.   Position Summary As a subject matter expert in Wealth Management Workflows & sales activities, you will work with Account Managers and other internal partners focusing on all sales (new, cross-sells, up-sells) for the Wealth proposition in ASEAN with both existing and new customers. You will lead on deals aligned to the Wealth proposition and serve accounts within the ASEAN market. The role works in close partnership with internal partners to proactively drive gross sales and revenue.   Role Responsibilities Structure, negotiate and close deals Proactively identify pipeline opportunities Implement the sales strategy for the Wealth proposition within the market...

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. Position Summary An exciting opportunity for joining our APAC team to help us with our Wealth Advisory & Buyside Workflows solutions! We are looking for an experienced individual with experience in solution selling to wealth customers, helping us drive new sales revenue across Korea by selling our Workflow solutions. You will work with Account Managers and Solution Consultants on all sales (new, cross-sells, up-sells) in Korea. You will lead on deals aligned to the Wealth proposition. The role works in close partnership with internal partners to proactively drive gross sales and revenue.   Responsibilities Proactively drive pipeline creation and...

As a Wealth Solutions Sales Specialist in the Americas you will be responsible for engaging North American based clients across our existing segment and for actively hunting and growing new business to achieve revenue targets.  You will work in collaboration with Account Managers to find opportunities to deliver the full suite of LSEG products, with primary responsibility for front office workflow (desktop) solutions. You will lead on engagements aligned to Wealth Management client within your defined territory and work in close partnership with internal partners to proactively drive gross sales and revenue.  You are responsible for developing your own opportunities and for growth within your territory. The Wealth business at LSEG offers a range of solutions across the wealth management spectrum. We power 4,000 firms, serve 180,000 advisors, connect 5 million investors, and process 35 million transactions per day, highlighting our global reach and impact.  This role will...

Data and Analytics Division We are a global leader in data and analytics, providing a broad range of investment solutions and indices, trading workflow, capital market and wealth advisory, and risk intelligence. We work as a partner to our customers in every major global market. Our ambition is to shape the future of our industry to serve our customers and markets better. We’ll do that by building an inclusive culture that aims to connect, create opportunity and deliver excellence.  The Sales Specialist   will be tasked with executing our strategy for long term balanced growth through their understanding of market and competitive dynamics and driving Sales execution. As part of our Northern European Sales Team, you will hunt for new prospects and opportunities with new and existing  customers within Sweden and Finland. We are looking for hungry global commercial individuals based in Stockholm, looking to meet and exceed their targets with genuine effort. You will work...

About the Role: Grade Level (for internal use): 10 S&P Global Market Intelligence The Role: Sales Specialist, Credit & Risk Solutions The Location: Tokyo, Japan The Team S&P Global Market Intelligence’s Credit & Risk Solutions (C&RS) business unit powers credit and risk management workflows by bringing together cutting-edge analytics, differentiated data, technology and workflow solutions to help our customers stay ahead of the competition, pinpoint risk exposures and spot the right opportunities in an unpredictable market environment. Our capabilities span Credit, Market and Operational Risk, including, but not limited to; Credit Ratings and Research from S&P Global Ratings; quantitative and informed judgment Probability of Default and Loss Given Default scoring models, software for managing Market Risk, Counterparty Credit Risk, Regulatory Risk Capital, derivative valuations adjustments (XVA), Buy Side Risk, and; 3rd Party/vendor...

About the Role: Grade Level (for internal use): 08 The Role: Specialist I, Commercial Contract Support (Temporary) The Team: The Contract Support Team is responsible for providing Contract Management support for the Commercial Team here in Manila. What’s in it for you: Contract Support responsibilities include providing assistance to sales with data entry and administrative activities supporting the up-front new sale and renewal management process.  Ensure the timely and accurate processing of contracts post client acceptance of commercial proposal. Responsibilities: Perform contract data entry into SFDC  for Platts quote creation of large subscriptions and manage opportunity as part of the quote process This role is responsible for all global orders, new, amendments and renewals, with an emphasis on Global majors, Strategic Customers, Large Regional Customer & highly complex orders for order resolution Track status of cases to ensure...

About the Role: Grade Level (for internal use): 10 S&P Global Commodity Insights   The Role: The AI Sales Specialist supports new sales, revenue growth and retention for S&P Global Commodity Insights AI Ready Data by ensuring a positive client experience throughout the entire sales cycle, effective implementation post sale and seamless hand-off to S&P Commodity Insights Support Team during the customer journey of engaging with S&P Global Commodity Insights AI Ready Data Product.  This job is perfect for an individual keen to work in sales and specialize in our suite of Machine-to-Machine suite of S&P Global Commodity Insights products. The successful candidate will be expected to use the product expertise to facilitate success of existing sales opportunities and use their understanding of the technology and data landscape to generate new business strategies and opportunities within Machine-to-Machine product space. Input into marketing, sales...

About the Role: Grade Level (for internal use): 12 About the the Role: Senior Sales Specialist  – Credit & Risk Solutions – Financial Institutions   The Team: This is an exciting opportunity to join the C&RS Sales Team, a focused and dynamic team focused on growing the C&RS business including Credit Solutions ( RatingsDirect and RatingsXpress ), Risk Solutions (Credit Analytics, RiskGauge , Scorecards and Analytical Services) and Third Party Risk (KY3P and Supplier Risk Indicators).     The C&RS Sales Team are supported by a team of Pre Sales Engineers to provide deep subject matter expertise to support renewal and new business conversations.    Responsibilities and Impact: The C&RS business has a strategic plan to be a $1Billion business globally by 2026 and is a significant contributor to the overall growth of the Market Intelligence (MI) Division. C&RS has senior executive...

About the Role: Grade Level (for internal use): 07 The Role: Data Associate, MI Salesforce Master Data  The Team: Our team governs processes and controls to ensure the highest quality customer master data that is trusted, timely, accurate, and consistent. The team consists of highly trained and motivated professionals on our tools, processes, and workflows who strive to deliver superior client experience and includes overseeing every aspect of the data lifecycle: creating, preparing, using, storing, archiving, and deleting data, in accordance with an organization’s established data governance principles for promoting data quality and integrity. You will closely coordinate with teams such as client buying experience, CRM Operations, Order Management, Fulfillment, Marketing, and Finance teams to ensure effective data governance reporting and analytics.     The Impact : Our internal client data is used by stakeholders in Finance, Commercial (Sales and Marketing), OTC...

About the Role: Grade Level (for internal use): 12 Sales Specialist – Credit Solutions (CS) Preference of Location, in order: Amsterdam, London. The Team: The CS Sales Team will be a focused and dynamic team responsible for renewing and growing the suite of Ratings content products and solutions which contribute solid high single digit growth annually. These include RatingsDirect, RatingsXpress & CreditPro. The team will have a book of business to renew and grow with responsibility within Northern Europe. The team will have exposure and responsibility to interact with prospects and clients across commercial segments including Investment Managers, Investment Banks, Private Equity firms, Commercial Banks, Insurance Companies and Corporations, demonstrating how the Ratings content products can underpin their Credit and other workflows. The CS Sales Team are supported by a team of Pre Sales Engineers to provide deep subject matter expertise to support...

About the Role: Grade Level (for internal use): 12 The Team: This is an exciting opportunity to join the C&RS Sales Team, a focused and dynamic team focused on growing the C&RS business including Credit Solutions ( RatingsDirect and RatingsXpress ), Risk Solutions (Credit Analytics, RiskGauge , Scorecards and Analytical Services) and Third Party Risk (KY3P and Supplier Risk Indicators).     The C&RS Sales Team are supported by a team of Pre Sales Engineers to provide deep subject matter expertise to support renewal and new business conversations.    Responsibilities and Impact: The C&RS business has a strategic plan to be a $1Billion business globally by 2026 and is a significant contributor to the overall growth of the Market Intelligence (MI) Division. C&RS has senior executive commitment to invest where needed to fuel this growth.     We are looking for Sales Specialists who can focus on th e...

About the Role: OSTTRA India The Role: Marketing Technology & Salesforce Specialist The Team: The OSTTRA Technology team is composed of Capital Markets Technology professionals, who build, support and protect the applications that operate our network.  The technology landscape includes high-performance, high-volume applications as well as compute intensive applications, leveraging contemporary microservices, cloud-based architectures. The Impact: Together, we build, support, protect and manage high-performance, resilient platforms that process more than 100 million messages a day. Our services are vital to automated trade processing around the globe, managing peak volumes and working with our customers and regulators to ensure the efficient settlement of trades and effective operation of global capital markets. What’s in it for you: We are looking for highly motivated technology professionals who will strengthen our specialisms, and champion...

Nasdaq is a financial technology company, rewriting the future of global economies and markets by unlocking capital and opportunities through their technology, innovation, and expertise. With industry-shaping insights, unrivaled intel, and cutting-edge financial technology at our fingertips, we don’t chase the opportunities of tomorrow — we create them. Located in modern offices in Times Square, we look to recruit individuals with the passion to thrive in a highly dynamic and entrepreneurial environment. We have a results-oriented culture that demands excellence, agility, and the desire to move quickly and precisely to seize opportunities. The Nasdaq MarketSite Events Team role supports and collaborates with our business partners internally to manage and execute listed and newly listed company and client events and meetings in our Client Experience Center. Reporting to an Event Manger, this role will have a strong focus planning, managing, and executing $5B - $10B market cap...

About the Role: Grade Level (for internal use): 10 Sales Specialist, Credit & Risk Solutions (C&RS) The Team:  This is an exciting opportunity to join the Northern Europe C&RS Sales Team, a focused team focused on growing (Whitespace and Greenfield) the C&RS business including Credit Solutions (RatingsDirect and RatingsXpress), Risk Solutions (Credit Analytics, RiskGauge, Scorecards and Analytical Services) and Third Party Risk Solutions (Supplier Risk Indicators).    The C&RS Sales Team are supported by a team of Pre Sales Engineers to provide deep subject matter expertise to support new business conversations.   Responsibilities and Impact:  The C&RS business has a strategic plan to be a $1Billion business globally by 2026 and is a significant contributor to the overall growth of the Market Intelligence (MI) Division. C&RS has senior executive commitment to invest where needed to fuel this growth.    We are looking...

About the Role: Grade Level (for internal use): 11 The Team : Financial Risk Analytics (FRA) provides innovative products and solutions designed to help financial institutions and asset managers effectively measure and manage their counterparty credit risk, market risk, regulatory capital, and derivative valuation adjustments. Utilizing advanced analytics and technology—including a fully vectorized pricing library, Machine Learning, and a scalable Big Data stack—FRA’s solutions are tailored for a diverse range of clients, from tier-one banks to niche firms. Our offerings can be deployed in the cloud or operated as a service, enabling clients to optimize their internal resources while addressing evolving risk and regulatory requirements. Financial Risk Analytics is part of the Risk & Valuations Services (RVS) business unit of S&P Global Market Intelligence Responsibilities and Impact: As a Product Specialist in Financial Risk Analytics (FRA), you will...

About the Role: Grade Level (for internal use): 13 About the the Role: Senior Sales Specialist – Credit & Risk Solutions – Financial Institutions  The Team: This is an exciting opportunity to join the C&RS Sales Team, a focused and dynamic team focused on growing the C&RS business including Credit Solutions (RatingsDirect and RatingsXpress) and Risk Solutions (Credit Analytics, RiskGauge, Scorecards and Analytical Services) .  Responsibilities and Impact: We are looking for Sales Specialists who can focus on the Financial Institutions segment and deliver returns on those investments.  We are at the forefront of solving new challenges for clients as the market and regulatory landscape continues to change. For example;    Understanding Credit Risk, in particular in the aftermath of recent Bank collapses in the US and Europe.   Providing tools and a nalytics that underpin large global corporations moving toward...

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change.   Position Summary This is an opportunity for a business-savvy salesperson to join a growing regional North APAC team covering the LSEG Data & Feeds Solutions i.e. Real-Time Data, and Pricing and Reference Services.  As a subject matter authority across Financial data and its application across buy side and sell side clients, you will collaborate with Account Managers and Customer Consultants focusing on all sales (new, cross-sells, up-sells) for the Mainland China territory with both existing and new customers. This Sales Specialist role will lead deals aligned to the Data & Feeds proposition and serve accounts within a defined territory. The role works in...

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. Position Summary This is an exciting, position for a senior salesperson to join a growing cross-regional APAC team! The role specializes in leading and structuring sales of software and data products focused on Digital Wealth Solutions for Retail Investors and Advisors – with a very strong focus on Banks, Brokerage, Fin-tech and Wealth Management firms. We target a wide range of personas who require data, analytics, and engagement tools on their digital platform. As a "hunter" in pre-sales and pursuit activities, you will join a team and we will act alongside Account Managers focusing on all sales (new, cross-sells, up-sells) for the Digital Wealth business in the Greater China region...

To sell the LSEG Workspace platform to the front, middle, and back office of financial and corporate institutions.  The position will develop existing account relationships, cultivate new business, and cross- and up-sell other LSEG products and services.  Subsequently, expanding the LSEG Fixed Income and Equities communities covering rates, credit, exchange traded, and over-the-counter instruments. Essential Day to Day Responsibilities: Drive community adoption of the LSEG Workspace platform in the Fixed Income and Equities marketspace in the US & Canada - leading to sustained, consistent sales of recurring revenue to achieve annual sales target. Proactively work to develop and execute sales strategies for accounts, such as to introduce new value workflow propositions including competitive displacement programs at new and existing accounts in collaboration with Account Managers.  Target and drive large scale enterprise-wide renewals and new opportunities related to...

About the Role: Role Summary: As a Sales Associate, you will be responsible for providing support throughout the entire sales cycle from analysing data/trends, go-to-market implementation, project management, lead prospecting, and account management. You’ll work with an experienced sales team, sales management, product specialists and collaborate with cross divisional teams as required.  Key Accountabilities: Analyse data, trends and results to support sales strategy and revenue generation Prospect, generate leads and build a pipeline of new business opportunities Collaborate with cross functional teams to identify new opportunities Represent our company and solutions to prospects, customers, and partners Assist with sales campaigns and client event management Assist with other projects as assigned  Meet (and exceed) monthly KPIs Person Specification: Understanding of the financial services sector essential Ability to work both independently and as part of a...

About the Role: Grade Level (for internal use): 08 About the Role: As a key member of the Marketing Department, you will play a crucial role in producing and supporting the execution of in-person events, virtual events, and webinars for S&P Global Market Intelligence. Your work will help showcase our essential intelligence and deliver a best-in-class attendee experience for a global audience of customers and prospects. The ideal candidate will have experience managing all aspects of event operations, including in-person, virtual events, and webinars. Strong communication, project management, organizational skills, and cross-functional collaboration are essential, along with the ability to work European hours when necessary. The Team: The Global Events team supports the Marketing organization in driving customer engagement, influencing the revenue pipeline, and building the S&P Global Market Intelligence brand. Through innovative marketing programs,...