Asset Owner Sales Specialist

We are seeking to expand the Asset Owner & Consultant Coverage team. As the leading provider of investment decision support tools—including Indexes, Analytics, Sustainability & Climate data, and Private Assets data—MSCI continues to grow our footprint with the world’s largest asset managers, banks, hedge funds, asset owners, and corporations.

About the role

The Asset Owner Coverage team works closely with institutional investors in the US across public and private DB/DC pension funds, official institutions, sovereign wealth funds, endowments, foundations, and single-family offices. We keep our clients apprised of major market trends and best practices related to asset allocation, benchmarking, risk management, sustainable investment, and cross-asset allocations. The team collaborates across MSCI Research, Product, and Coverage teams across regions to leverage MSCI’s latest research, tools, and services—we aim to continually add value to our clients’ investment and operations processes.

MSCI Asset Owner Sales Specialists are responsible for maintaining existing client relationships and new business development for MSCI products. The successful candidate must balance sophisticated relationship management with the firm’s commercial objectives. Each person travels and conducts remote video-based calls within their respective territory to interact with clients regarding new products as well as enhancements to existing products.

Responsibilities

• Maintain and develop new business within the Eastern US territory.
• Drive sales, achieve revenue, and benchmark adoption targets through sophisticated relationship building, both internally and externally.
• Educate, position, and license MSCI’s global indexes, Sustainability and Climate tools to current clients and prospective clientele.
• Use knowledge of the investment management process, modern portfolio theory, and sustainability-driven insights to position MSCI solutions.
• Engage in strategic account management, including senior-level relationship management, in-depth discussions regarding MSCI’s Index, Sustainability and Climate methodologies, commercial and contract negotiation, closing sales, and product setup and delivery.
• Educate clients on enhancements and the evolution of MSCI’s indexes and sustainable investing products.
• Collaborate closely with MSCI Product Management, Global Client Service, Client Consultants, Marketing, Global Sales colleagues, Legal Counsel, and Finance Operations.
• Educate potential clients about cross-asset investment trends and how MSCI can enable investors to enhance their capabilities through our market-leading ESG Research, Climate, Index, Factor, Private Asset, and Analytics solutions.
• Consistently meet and exceed sales and business objectives.
• Identify opportunities and close sales to new prospects.
• Work with the wider sales group to achieve cross-segment opportunities across all Product lines at MSCI via synergies from information sharing and collaboration.
• Communicate suggestions to improve, customize, or create new products and solutions.
• Gather and share industry trends and competitive intelligence to senior management.
• Grow network and attend relevant industry events.

Requirements

• Bachelor’s Degree required or equivalent experience; MBA, Master’s Degree, and/or CFA charter holder strongly desired.
• 5+ years of experience in the financial service industry.
• Minimum of 4 years direct sales experience with a proven record of achievement and accomplishment.

Skills

• Excellent communication, networking, and interpersonal skills, with absolute personal and business integrity.
• Innovative, entrepreneurial, customer-oriented thinker with a strong consultative sales drive.
• A team builder and player with emotional and professional maturity.
• A good understanding of the institutional investment process, including risk management, active versus passive investing, asset allocation, and ESG integration.
• Someone who enjoys intellectual and analytical challenges.

Benefits

• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
• Flexible working arrangements, advanced technology, and collaborative workspaces.
• A culture of high performance and innovation where experimentation and new ideas are encouraged.
• Global Orientation program to kickstart your journey, followed by access to Learning@MSCI, AI Learning Center, LinkedIn Learning Pro, and tailored learning opportunities for ongoing skills development.
• Multi-directional career paths that offer professional growth and development through new challenges, internal mobility, and expanded roles.
• Eight Employee Resource Groups: All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

Pay

Salary range: $125,000 - $163,000 per year, plus eligibility for an annual bonus.