Description:
A Sales Specialist will be responsible for originating new business as well as maintaining existing client relationships for the Burgiss suite of products. Travel will be required within the designated sales territory to meet with clients/prospects regarding new products as well as enhancements to existing products. The role entails positioning and closing sales with prospective clients, and upselling existing clients. Sales Specialists leverage their in-depth knowledge of the investment management process to identify needs, opportunities and selling our value proposition.
This role is highly visible, with involvement in all aspects of an account, including senior level relationship management, product demonstrations, contract negotiation, sales closing, and ongoing relationship management. In this role, individuals will work very closely with Sales Management, Relationship Management, Client Service, Product Management, Legal, and Sales Operations.
Compensation and title will be commensurate with experience.
What we offer you
- At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.
- Wherever you are located you will find benefits that can help ensure your health and financial security. While they vary by different locations, we offer a broad range of benefits that are part of the value you receive as an MSCI employee.
- Our flexible ways of working will allow you to maximize your potential, and we will empower you with the trust, accountability, and advanced technology to perform at your very best.
- You’ll find a purposeful approach to wellbeing to provide you with all the resources you need to be your best at work and in your personal life. Our ‘Here For You’ Employee Assistance Program is available for our employees globally, providing confidential emotional support, financial and legal advice free of charge.
Your key responsibilities
- Achieve targeted quarterly and annual new net sales goals
- Develop strategic sales plan for allocated sales territory and/or strong sales pipeline for each allocated country and industry segment
- Lead client engagement, needs assessment, and solution pitches
- High-level contact with clients/prospects and other major industry participants
- Maintain accurate records regarding account visits, client conversations, finalized contracts
- Work seamlessly with other departments (Client service, Research, Product Management, Legal, Billing) to ensure that all client requests and inquiries are managed appropriately
- Proactively solicit client feedback regarding new initiatives and future product development while also providing feedback from clients to internal partners
Specific Knowledge/Skills
- Proven record of successfully building and maintaining new relationships with sophisticated investors.
- Strong experience selling complex investment products and services to new clients
- Thorough understanding of the capital markets in general and private capital in particular; knowledge of and ability to leverage the decision-making process of private capital investors.
- Proven institutional sales closing skills and demonstrable track record in business development
Your skills and experience that will help you excel
- Direct sales experience in the asset management, financial services and/or fintech space
- Strong understanding of financial markets and the investment process
- Strong software skills and overall technical aptitude including comfort with systems for the
- analysis, reporting, storage and measurement of data.
- Excellence in both individual achievement as well as teamwork with a diverse set of departments
- Strong communication and negotiations skills
- Undergraduate Degree Required; Graduate level and/or a CFA or CAIA would be Advantageous