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 (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 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.

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership , Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

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.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it's used for, and how it's obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Sales Specialist - Wealth in New York, NY vacancy
  • $150k - $175k

     ...simple: we power breakthrough therapies that transform the lives of millions. RTW Investments is seeking a Private Wealth Analyst / Internal Sales Specialist whose primary responsibilities would be building and managing advisor relationships across wirehouses, private... 
    Suggested
    Work at office

    RTW Investments

    New York, NY
    4 days ago
  • $70k - $90k

     ...Sales Executives, Wealth Management Technology Position to fill: Sales Executives, Wealth Management Technology Industry: Data management and analytics solutions. Location: NYC Salary range: US $70-90k base + equity. Our client is a growing FinTech startup... 
    Suggested
    Full time

    TechTammina LLC

    New York, NY
    2 days ago
  • Apollon Wealth Management, LLC is seeking a Client Relationship Associate to provide vital support in wealth management services. The role entails assisting with client accounts, handling inquiries, and documenting tasks, while ensuring compliance with regulatory requirements... 
    Suggested

    Apollon Wealth Management, LLC

    New York, NY
    5 days ago
  •  ...global financial services firm in New York seeks a Client Specialist to enhance client wealth relationships and introduce wealth services. The ideal...  ...holds Series 7 and 63 licenses, and demonstrates strong sales abilities. Responsibilities include collaborating with bankers... 
    Suggested

    JPMorganChase

    New York, NY
    4 days ago
  • $80k - $100k

    Alta Wealth Partners is hiring a Remote Client Service Associate. The role involves managing client requests, supporting advisors, and handling various administrative tasks efficiently. Ideal candidates should have a minimum of 5 years in financial services, with strong... 
    Suggested
    Remote job

    Alta Wealth Partners

    New York, NY
    3 days ago
  • The Strategic Implementer is seeking a Client Service Associate to join their wealth management team remotely. The ideal candidate will have at least 5 years of financial services experience, with a strong client service background. Responsibilities include responding... 
    Remote job
    Work at office
    Flexible hours

    The Strategic Implementer

    New York, NY
    4 days ago
  •  ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...  ...payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all... 

    Chase

    Brooklyn, NY
    6 days ago
  •  ...Client Advisor offers comprehensive financial planning and advice to individuals and families 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 wide... 

    TwinThread

    New York, NY
    6 days ago
  • $100k - $250k

    National Accounts Director, Wealth Management Distribution New York, NY, United States Job Description This role is responsible for securing...  ...and designated home office relationship management. Work with sales leadership team to design and execute field directives to drive... 
    Home office

    Cantor Fitzgerald

    New York, NY
    2 days ago
  • $64.38k

    J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown West) Job Information Job Identification 210662144 Job Category Advisors Business Unit Consumer & Community Banking Posting Date 09/03/2025, 10:42 AM Locations 171 W 57th St, New York,... 
    Full time

    Aumni

    New York, NY
    4 days ago
  •  ...brand and engage clients to provide the best investment solutions for 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 wide... 

    Aumni

    New York, NY
    6 days ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Jackson Heights, NY Location: Jackson Heights, NY, United States. Schedule: Full time. Job Responsibilities Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity... 
    Full time

    JPMorgan Chase & Co.

    New York, NY
    5 days ago
  • $66.36k

    J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY Join to apply for the J.P. Morgan Wealth Management - Private Client...  .... Seniority Level Not Applicable Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr JPMorganChase
    Full time

    JPMorganChase

    Brooklyn, NY
    4 days ago
  • $150k

    PIMCO is seeking an Account Manager to join our U.S. Global Wealth Management team in Oklahoma. This role focuses on generating sales and cultivating relationships with financial advisors across various channels. You will manage client relationships and drive sales performance... 

    PIMCO

    Brooklyn, NY
    3 days ago
  •  ..., preparing documents, and handling confidential matters with discretion. Ideal candidates should have prior experience in private wealth, advisory, or family office settings, and must demonstrate exceptional organisation skills and sound judgement. The position allows... 
    Work at office

    Ladd & Co.

    New York, NY
    2 days ago
  •  ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing...  ...advance opportunities presented through a focused sales process. Generate new assets under management from Bank... 

    Chase

    New York, NY
    5 days ago
  •  ...looking for an Account Executive to drive our expansion in Switzerland. This role requires an experienced sales professional focused on building relationships in the wealth management industry. Key responsibilities include developing sales strategies for financial... 

    Addepar

    New York, NY
    3 days ago
  • Job Description One of our top software wealth management clients is looking for an Account Executive for their wealth platform to join...  ...Workforce Privacy Policy: Skills and Requirements 1-3 years of sales experience RIA experience Ability to thrive in a fast paced, dynamic... 

    Insight Global

    New York, NY
    3 days ago
  •  ...does not include immigration sponsorship. As a Wealth and Personal Banking (WPB) Life Insurance and Annuity Specialist, you’ll play a pivotal role in providing best‑in...  ...Proven experience in life insurance and annuity sales. Life license, FINRA Series6,63,65 or66 (in lieu... 
    Work experience placement

    HSBC

    New York, NY
    6 days ago
  • $70k - $80k

     ...Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging...  ...collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business... 
    Temporary work
    Work at office
    Flexible hours

    AllianceBernstein

    New York, NY
    3 days ago
  • Insight Global is seeking an Account Executive for their wealth platform in New York. The role involves connecting with prospective clients...  ...with suitable advisors. Candidates should have 1-3 years of sales experience, RIA experience, and a Bachelor's degree in finance or... 

    Insight Global

    New York, NY
    3 days ago
  • $90k - $110k

     ...trusted business partners who work closely with Senior Executives, Wealth Advisors, and cross-functional stakeholders. In collaboration...  ...culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business... 
    Temporary work
    Work at office
    Worldwide
    Flexible hours

    AllianceBernstein

    New York, NY
    2 days ago
  • $70k - $110k

    Asset & Wealth Management, Alternatives Capital Formation, Administrative Assistant, New York New York, NY, United States Job Description The Role Our Administrative Assistants provide high-quality, proactive administrative support within a fast-paced, team-oriented... 
    Full time
    Temporary work
    Part time
    Work at office
    Visa sponsorship

    Goldman Sachs Group, Inc.

    New York, NY
    2 days ago
  • $120k - $150k

     ...required and/or equivalent job experience. 7+ years relevant wealth management experience preferred. Spanish language a must; Professional...  ...global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to... 
    Work at office
    Local area

    Brown Brothers Harriman

    New York, NY
    5 days ago
  • Wealth Enhancement Group, LLC is seeking a Financial Advisor in New Jersey to manage client relationships, facilitate financial planning, and source prospective clients. The ideal candidate will have over 4 years of wealth management experience, strong analytical and communication... 

    Wealth Enhancement Group, LLC

    New York, NY
    6 days ago
  • Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact with clients, and offer investment solutions that meet their financial needs. Job Responsibilities... 

    J.P. Morgan

    New York, NY
    4 days ago
  • $200k - $275k

    Fortress Investment is looking for a Director/MD of National Accounts within its Private Wealth Solutions. The role demands expertise in asset management and a proactive approach to building relationships with key private wealth platforms. The successful candidate will... 

    Fortress Investment

    New York, NY
    3 days ago
  • $156.65k

    The New York Times is seeking a Principal Consultant for The Capital Markets Company in New York. This role demands expertise in wealth management, including financial planning, investment management, and market trend analysis. Candidates should have a Bachelor’s degree... 
    Remote job

    New York Times

    New York, NY
    6 days ago
  •  ...Trades Specialist It takes great people to achieve greatness. People with a sense of purpose...  ...of our Commercial Construction field sales team as a field based employee in your assigned...  ...career paths. Learn: Have access to a wealth of learning resources, including our Lean... 
    Local area

    Stanley Black & Decker

    New York, NY
    6 days ago
  • $110k - $185k

    Morgan Stanley is seeking a Sales Specialist in International Wealth Management to advise Financial Advisors and UHNW clients. The role requires knowledge of multi-currency products, effective relationship-building, and the ability to navigate FX markets. Key responsibilities... 

    Morgan Stanley

    New York, NY
    5 days ago

Do you want to receive more vacancies?

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