Sales Specialist - Wealth
$84.7k - $141.3kLSEG (London Stock Exchange Group)
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 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 Opportunity Employer 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 (London Stock Exchange Group)
$69k
...Job Description Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing...SuggestedRemote jobWork from homeFlexible hours$69k
...Genuine desire to help others by providing guidance and solutions Strong verbal communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications Laptop or desktop computer with a working camera...SuggestedRemote jobWork from homeFlexible hours- ...comprehensive financial planning and advice to clients, supporting their financial needs from initial savings to managing significant wealth. Responsibilities include building client relationships and offering personalized investment solutions, while fostering a culture...Suggested
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise supports a wide range of clients, from those just starting to save to those with significant wealth. You provide...Suggested
- ...Job DescriptionSales Specialists help customers bring their project ideas to life by offering a range of product options, providing samples... ...solutions—including installation and related services. Sales Specialists listen to customer needs, address concerns, and highlight...SuggestedLocal area
$60k
...clear path to becoming a Financial Advisor. Unlike traditional sales roles focused primarily on outbound prospecting, the majority of... ...: Financial Advisor Senior Financial Advisor Senior Wealth Manager This position offers a clear and structured path...- ...leading beauty company in Texas is looking for a Client Service Specialist for their Hair Color Bar. You will enhance client experiences... ...processes, generating revenue through services, and achieving sales goals. Candidates should have retail sales experience, preferably...Full time
- ...Job Description Job Description Start an amazing sales career with Trust Group! Paid training will be provided for Full Time Sales Representative position. Why is healthy competition important at Trust Group, Inc? If you ever grew up playing sports you understand...Full timeWork at office
- ...Nuveen is seeking a Third-Party Wealth Consultant in Frisco, TX. This role involves providing exceptional servicing to Third Party Advisors, ensuring operational support, and achieving service level objectives through inbound calls. Ideal candidates will have 2+ years...
- ...BDC / Internet Sales Specialist Black Gold Harley-Davidson (a proud member of the RideNow Powersports family) is looking for a high-energy, charismatic BDC / Internet Sales Specialist who is just as sharp in person as they are on the phone. At Black Gold, we don...Temporary work
$112k - $137k
Retirement Resource Center, LLC. is seeking a Wealth Client Relationship Manager in Frisco, TX. This role involves supervising a team and developing tailored financial strategies for clients to achieve their retirement goals. The ideal candidate will have over 5 years...$112k - $137k
TIAA is seeking a Wealth Client Relationship Manager in Frisco, Texas to supervise a professional team, build strong client relationships, and ensure the delivery of quality financial services. This role involves developing customized investment strategies and managing...- Wealth Management Client Relationship Manager page is loaded## Wealth Management Client Relationship Managerlocations: 3965 Dallas Parkway... ...overall book management strategy.* Provides client service and sales support as a part of the Wealth Management advisory team,...Work experience placementWork at office
$50k - $60k
...getting started! Do you want to see what this role is about? Check out our job preview video here! A Day in the Life of a Retail Sales Rep. - YouTube What We Offer Guaranteed base pay plus performance bonuses. Uncapped bonuses Benefits, PTO, 401K for...Full timePart timeLocal areaShift workWeekend work- TwinThread in McKinney, Texas, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse clientele. The successful candidate will leverage their experience in client acquisition and relationship management to grow a book of ...
- J.P. Morgan Chase is seeking a Private Client Advisor in Frisco, Texas. The ideal candidate has over 2 years of experience in financial services, focusing on building client relationships and providing personalized investment solutions. Responsibilities include financial...
$26.44 per hour
...Sales Development Representative Allen, TX; Remote Location: Hybrid (3 days in office per week) in Allen, TX or remote in AZ, AR, CA, CO, FL, GA, IL, IN, IA, MD, MI, MN, MO, NC, OH, OK, PA, SC, TN, TX, WA, VA About the Role Resi Media, LLC, a Pushpay company...Work at officeRemote work2 days per week3 days per week$23.08 per hour
...Job Description Job Description Inside Sales Representative Location: Allen, TX | Onsite COMPENSATION & SCHEDULE • $23.08/hr + uncapped commission • 8 hour shift Monday-Friday between 7am-6pm • Start Date: March 31, 2026 ROLE IMPACT The Inside...Monday to FridayShift work$23.08 per hour
...Job Description Job Description Inside Sales Representative / Leasing Advisor Location: Allen, TX | Onsite COMPENSATION & SCHEDULE • $23.08/hour • Monday–Friday schedule • Anticipated Start Date: February 24, 2026 ROLE IMPACT As an Inside Sales Representative...Work at officeMonday to Friday$50k - $55k
...Job Description Reporting to the Sales Development Manager, the Sales Development Representative holds a key position that requires a dynamic individual who is knowledgeable and passionate about sales development and is highly customer-focused and efficient. Responsibilities...Work at officeRelocation$112k - $137k
...Wealth Client Relationship Management The Wealth Client Relationship Management job supervises professional level employees and partners... ...Effectively Quantitative Analysis Retirement Planning Selling Sales TIAA Products/Services Acumen Wealth Management Compensation Base...Work experience placement- Bank of America, located in McKinney, Texas, is seeking candidates with a strong client service background to provide excellent service and manage client relationships. The role requires knowledge of investment products and relevant FINRA qualifications, including Series...Full time
$75k - $125k
...for our products and services has never been greater! Our Inside Sales Reps can make a real difference in people's lives. You'll work... ...Performance Bonuses with Company Growth Sharing Multipliers ~ Long Term Wealth Building ~ State-Of-The-Art Training Platforms ~ Annual...Self employmentLocal areaFlexible hours- Pushpay Holdings Limited is looking for a Sales Training and Enablement Specialist to enhance the performance of our sales team in Allen, Texas. This hybrid role requires developing effective training programs and onboarding processes for new Sales Representatives. Candidates...Work at officeRemote work
- Adidas is seeking a part-time Store Associate in Allen, Texas. This role requires creativity, confidence, and collaboration, along with flexible availability, including evenings and weekends. Candidates should have, or be pursuing, a high school diploma or GED, with retail...Part timeFlexible hoursAfternoon shift
- A retail company in Texas seeks a part-time Brand Ambassador to provide an exceptional shopping experience. As the face of the company, you'll engage with guests, educate them about products, and promote the AEO loyalty program. Ideal candidates will have a love for AE ...Part timeWeekend workAfternoon shift
$50k - $55k
...fostering an inclusive environment and offers opportunity for growth and advancement. Job Description The Sales Associate / Customer Engagement Specialist is a foundational role designed to launch high-potential talent into a career in commercial sales. This...Work at officeLocal areaWorldwide$50k - $80k
Renuity is seeking Retail Brand Ambassadors in Texas to interact with customers and promote home renovation services. Offering a compensation range of $50K to over $80K, this role includes full benefits for full-time employees. Candidates must be customer-friendly with ...Full time- ...Allen, Texas. This role emphasizes providing exceptional customer service and creating an inspiring shopping experience while meeting sales objectives. Responsibilities include assisting customers, maintaining store standards, and supporting operational tasks. The ideal...
- American Eagle Outfitters Inc. is seeking a part-time Brand Ambassador in Allen, TX. Your role will involve providing an excellent shopping experience, engaging with customers, and introducing loyalty programs. Candidates should love AE and Aerie products and enjoy interacting...Part timeFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Specialist - Wealth. Be the first to apply!



