Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Sales Specialist - Wealth

$84.7k - $141.3k

LSEG

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 report to the Director of Wealth Solutions Sales in the Americas, and will be part of the broader team committed to engaging customers and helping to deliver the full value proposition of the London Stock Exchange Group. Role Responsibilities Structure, negotiate and close deals. Excels in advancing opportunities through sales stages; exceeding close rate expectations by anticipating obstacles and late-stage delays, preventing them from disrupting sales. Manages administrative requests such as proposals, benchmark calculators and salesforce related tasks to progress against sales goals at pace and with efficiency Build and develop strong internal relationships with Account Managers and other key partners Develop the territory sales strategy to identify sales opportunities and achieve sales targets. Seeks new business or new product sales through new account acquisition and / or penetration of new buyer hubs and delivers against target in assigned territory Conduct high-efficiency, high-output prospecting; collaborates effectively with lead‑gen, account management, and other colleagues ensuring constant coverage of expansion opportunities and participation in customer life‑cycle framework Provide Wealth insights and share Refinitiv / LSEG thought leadership with customers. Inspires confidence in customers through domain expertise. Integrates knowledge of industry trends and personal experience to deliver value to customer(s). Builds value connections within the client organization, demonstrating network to facilitate introductions and unlock previously inaccessible opportunities Deliver customer demonstrations on Wealth products to customers and prospects. Proactively thinks through customer workflows and how they can be impacted as a basis for solutions selling and cross‑business deal making to enhance contract value Qualifications And Experience Required 5+ years of industry, sales or market experience selling desktop/fintech solutions Proven track record in a quota bearing sales environment Deep understanding of financial markets and a strong understanding of customers’ business models and workflows Strong sales closer with world class, consultative selling and relationship skills Creative thinker and good sales ideation skills Excellent presentation skills (verbal & written) Strong listening skills Ability to organize and implement a sales plan Executive presence World class selling and relationship skills (identify, develop, & articulate proposition/ consultative selling) as a “hunter” Strong sales closer Career Stage Senior Associate Compensation/Benefits Information LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $84,700 - $141,300. 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. Equal Employment Opportunity 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. #J-18808-Ljbffr LSEG

Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Sales Specialist - Wealth in Chicago, IL vacancy
  • $84.7k - $141.3k

    LSEG is seeking a Wealth Solutions Sales Specialist in Chicago, IL, to engage clients and achieve revenue targets. The ideal candidate has 5+ years in fintech sales, excellent consultative selling skills, and a deep understanding of financial markets. The anticipated base... 
    Suggested

    LSEG

    Chicago, IL
    1 day ago
  • $97.5k - $162.5k

     ...customers, handling a portfolio of Asset and Wealth Managers that subscribe to LSEG solutions...  ...your portfolio of LSEG customers, from sale to onboarding and expansion. You will...  ...Partner with Account Managers, Implementation Specialists, Product Managers and Customer Support,... 
    Suggested
    Contract work
    Work experience placement

    LSEG (London Stock Exchange Group)

    Chicago, IL
    3 days ago
  • $80k - $160k

    ASSET & WEALTH MANAGEMENT A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize...  ..., exceptional interpersonal skills and interest in a career in sales? We are looking for a professional with strong communication... 
    Suggested
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group

    Chicago, IL
    2 days ago
  •  ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a... 
    Suggested

    Chase

    Oak Lawn, IL
    3 days ago
  • $175k - $250k

    CRD Careers (Independent Recruiters) is seeking a Financial Investment Sales Executive/Wealth Management Advisor in Chicago. This is an opportunity to leverage your experience in financial services sales to develop new client relationships with affluent clients. The role... 
    Suggested

    CRD Careers (Independent Recruiters)

    Chicago, IL
    5 days ago
  • Old National Bank is seeking a Client Service Specialist to provide essential support to Wealth Advisors and Trust Officers in Chicago, Illinois. This role involves handling client inquiries, maintaining accurate records, and facilitating new account openings while ensuring... 

    Old National Bank

    Chicago, IL
    5 days ago
  • A leading global financial services firm in Chicago seeks a Private Client Advisor for Chase Wealth Management. The role focuses on providing comprehensive financial planning and investment solutions tailored to individual and family clients. Candidates must possess at... 

    JPMorgan Chase & Co.

    Chicago, IL
    3 days ago
  • JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry... 

    JPMorganChase

    Chicago, IL
    4 days ago
  • $52.8k - $79.2k

     ...Executive Assistant - Wealth Management Global Sales The Executive Assistant for Wealth Management's Global Sales organization provides essential administrative support to the Head of Global Sales and sales leadership team and contributes to the growth of the business... 
    Work at office
    Monday to Friday
    Flexible hours

    Northern Trust

    Chicago, IL
    1 day ago
  •  ...internal wholesaler), you will be working within Goldman Sachs Asset & Wealth Management, driving client engagement, and positioning our...  ...markets, exceptional interpersonal skills, and an interest in a sales career. Regional Consultants sit within our Independent Advisor... 

    The Goldman Sachs Group, Inc.

    Chicago, IL
    3 days ago
  • $52.8k - $79.2k

    A leading financial institution is seeking an Executive Assistant for their Wealth Management Global Sales team. The role provides essential administrative support to the Head of Global Sales, manages complex calendars, and coordinates travel arrangements. Candidates should... 
    Work at office

    Northern Trust Corp

    Chicago, IL
    4 days ago
  • $60k - $80k

    Focus Partners Wealth seeks a Client Service Specialist in Chicago to deliver exceptional service to advisory teams and clients. The role involves managing operational requests and requires 3+ years in the RIA industry, familiarity with custodians like Charles Schwab,... 

    Focus Partners Wealth

    Chicago, IL
    3 days ago
  • $47.52k

    J.P. Morgan Wealth Management - Private Client Advisor - Chicago O'Hare / Cook County Northwest Oak Brook, IL, United States Job Information...  ...payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions -... 
    Full time

    TwinThread

    Oak Brook, IL
    4 days ago
  • $60k - $85k

    A wealth management firm is seeking a Client Service Specialist in Chicago to serve as the main point of contact for clients. Responsibilities include coordinating client requests, scheduling meetings, and managing client documentation through systems like Salesforce. Ideal... 

    Corient

    Chicago, IL
    4 days ago
  • $74.2k - $126.2k

     ...plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. This partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests... 
    Work experience placement
    Work at office
    Remote work
    Work from home
    Flexible hours

    Northern Trust

    Oak Brook, IL
    1 day ago
  • $74.2k - $126.2k

    Northern Trust is seeking an individual for their Wealth Management Sales Practice in Chicago, Illinois. The role involves conducting outreach for sales leads, writing RFPs, and conducting prospect research. Ideal candidates should possess strong communication skills and... 

    Northern Trust

    Chicago, IL
    5 days ago
  • $150k - $250k

     ...delegated investment and OCIO solutions, and specialist investment capabilities to help clients...  ...investment challenges. Within the US Wealth market, WTW acts as an investment engine...  ...and satisfaction. Partner closely with Sales Directors to originate and close new opportunities... 
    Temporary work
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Chicago, IL
    1 day ago
  •  ...based in Chicago is seeking an Account Executive for their Private Wealth Management Summit team. The successful candidate will secure...  ...finance sector. This in-office position requires 2-3 years of B2B sales experience and offers competitive compensation, including a base... 
    Work at office

    Marcus Evans Group

    Chicago, IL
    2 days ago
  • Willis Towers Watson is seeking a Key Account Executive for the US Wealth team. This senior role is critical for expanding WTW Investments' key relationships in the wealth management sector. Responsibilities include managing a defined portfolio of priority accounts and... 

    Willis Towers Watson

    Chicago, IL
    1 day ago
  • $75k

     ...the company’s success. As a Premiere Client Advisor within PNC Wealth Management, you will be based in Niles, IL. Job Description Consults...  ...of business; owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities... 
    Temporary work
    Work experience placement

    PNC

    Niles, IL
    1 day ago
  • $50 per hour

     ...Broker Dealers (Institutional, Prime and Retail), Custodian and Wealth Management Firms. Primary Responsibilities Build pipeline opportunities...  ...in Securities Processing technology with prior experience in sales, consulting and roll-out of products. Able to readily... 

    Tata Consultancy Services

    Chicago, IL
    3 days ago
  • $147k - $260k

    Overview The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra...  ...Generate new assets under management through a focused sales process Keep abreast of trends and strategies in wealth... 

    JPMorgan Chase

    Chicago, IL
    1 day ago
  • The position is responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role...
    Remote work
    Monday to Friday
    Shift work
    Weekday work

    Inspira Financial Trust, LLC

    Oak Brook, IL
    3 days ago
  •  ...Overview Wealth & Retirement Protection Integrated Financial Strategist | Tax Mitigation Specialist | Attorney | MBA | Entrepreneur | Agency Owner Rubin... Rubin Financial Group | Remote Sales | Commission-Based | Independent Contractor Rubin Financial Group is a national... 
    For contractors
    Remote work

    RUBIN FINANCIAL GROUP

    Chicago, IL
    1 day ago
  • About the Role: Sales Specialist - Credit Risk Solutions (Corporate Market) Join our Corporate Market Sales Team within Credit & Risk Solutions...  ...energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new... 
    Immediate start
    Flexible hours

    S&P Global

    Chicago, IL
    3 days ago
  • TwinThread is looking for a Private Client Advisor to join their Oak Brook team. You will deliver personalized investment solutions, cultivate relationships with clients, and provide comprehensive financial planning. A minimum of 2 years as a Financial Advisor is required...

    TwinThread

    Oak Brook, IL
    5 days ago
  • JPMorganChase is hiring a Private Client Advisor in Chicago to provide financial planning and investment advice to clients. This role focuses on enhancing client relationships and ensuring a superior investor experience. Ideal candidates have at least 2 years of financial...

    JPMorganChase

    Chicago, IL
    1 day ago
  • A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. The role requires a strong focus on client relationships and the ability to provide tailored investment solutions. Candidates...

    JPMorganChase

    Chicago, IL
    1 day ago
  • A leading financial institution in Chicago seeks an experienced Client Manager to drive business growth and manage client relationships. The successful candidate will have over 12 years in private banking, exceptional interpersonal skills, and the ability to influence decision...

    Bank of America

    Chicago, IL
    2 days ago
  • An established industry player is seeking a Client Service Associate to enhance client experiences in a hybrid role. This position is crucial for coordinating between advisors and clients, ensuring service excellence through strong organizational skills and attention to...
    Work experience placement

    Corps Team

    Chicago, IL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Sales Specialist - Wealth. Be the first to apply!