Proposition Sales Specialist - Wealth
$87k - $145kLSEG
Role Responsibilities Structure, negotiate and close deals Proactively identify pipeline opportunities Develop a sales strategy for the territory Deliver customer demonstrations of Wealth Solutions Qualifications and Experience Required Strong Wealth Management understanding including: expert understanding of financial markets and strong understanding of customers' business model workflow World class selling skills (identify, develop, & articulate proposition / consultative selling) Creative thinker and good sales ideation skills Exceptional presentation skills (verbal & written) Strong interpersonal skills Ability to organize and execute a sales plan 1 to 2 years of industry, sales or market experience Proven track record in a quota-bearing sales environment Career Stage Senior Associate Compensation and Benefits Information Base salary: $87,000 - $145,000 (may vary by geographic location, city, and state). Eligible for a variable incentive compensation plan. Individual salary will reflect job-related knowledge, skills, and experience. Benefits include: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan with company match, basic life insurance, disability benefits, emergency backup dependent care, adoption assistance, commuter assistance, and more. Equal Employment Opportunity & Accommodations LSEG is committed to supporting emotional, physical, financial, and societal well-being. We provide a range of support from healthcare and retirement planning to paid volunteering days and consumer discounts. We also make reasonable accommodations for applicants and employees with disabilities. If an accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your recruiter know, so we can ensure you perform at your best. 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. We comply with applicable laws and can accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr LSEG
$87k - $145k
As a subject matter expert to pre-sales and pursuit activities, the Associate Proposition Sales Specialist role will focus on all sales (new, cross-sells, up-sells) for our Wealth Management business in a given territory driving opportunities within both existing and new...SuggestedFull timePart timeInternship$95k - $115k
...Client-Facing Sales Professional BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and Mutual Funds to Alternatives...SuggestedPart timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week$206.4k - $240k
...offices in New York, Washington D.C., London and Amsterdam.Our Sales team combines deep product and industry knowledge and is focused... ...bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset...SuggestedWork experience placementWork at officeLocal area- ...seeking a New Business Representative to help expand our Banking & Wealth footprint with banks, credit unions, wealth-tech platforms, and... .... You’ll need 1-3 years in pipeline development or SaaS/Fintech sales, with proven ability to engage financial stakeholders, use CRM...Suggested
$32 - $43 per hour
...and lending to investments, insurance, and wealth planning, the First Citizens Wealth team... ...communities we serve. The Wealth Client Specialist (WCS) role supports Fiduciary Officers... ...Responsibilities Service & Support - Uncovers sales opportunities through analysis, reporting...SuggestedHourly payWork at office$25 - $44 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$207k - $311k
...OpportunityAre you a strategic thinker with a passion for driving sales growth within the Managed Service Provider (MSP) landscape? If... ....Enable partner stakeholders by educating on Nutanix value proposition and use cases.Focus on long-term strategy while handling tactical...Temporary workWork at officeLocal areaRemote workRelocation package$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding Areas Join to apply for the J.P. Morgan... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions -...- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net... ...Generate new assets under management through a focused sales processKeep abreast of trends and strategies in wealth management...
- Goldman Sachs in San Francisco is seeking dedicated administrative support for Top Private Wealth Advisors. The ideal candidate will manage complex calendars, coordinate meetings, and handle confidential information with discretion. The role requires at least 5 years of...
$135.5k - $175.5k
...internal use):13 The Team: This role sits within our Corporate Market Sales Team in the Credit & Risk Solutions business and is focused on... ...you energized for your time on.Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills....Full timeSecond jobLive inWork at officeWorldwideFlexible hours2 days per week- ...and technology.Job DescriptionJob Title: Sales Executive Fund Administration... ...pitches that clearly articulate SS&C's value proposition and competitive differentiation.Stay abreast... ...financial markets, investment management, wealth management, insurance, or alternative...Ongoing contractFull timeContract workWork at office
$88.1k - $134.4k
...This position will collaborate with MSD sales teams and simultaneously build independent... ...accounts.The ProteinXI Technical Sales Specialist owns territory strategy, pipeline... ...immunoassays).Clearly articulate value propositions tied to throughput, data richness, workflow...Full timeTemporary workHome officeFlexible hoursNight shift$142.8k - $193.2k
Application deadline: Aug 4, 2026As a Data & AI Sales Specialist in one of the fastest-evolving areas of cloud technology, you'll drive growth... ...consensus across organizations, developing compelling value propositions, and navigating both technical and commercial challenges....Local areaFlexible hours$108k - $160k
A leading financial technology company in San Francisco is seeking an experienced Account Executive to drive sales growth in wealth management. The ideal candidate will have experience in software sales, particularly in the finance industry, and a proven track record of...$150k - $250k
...business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth... ...potential candidate to help grow our Sales Ultra High Net Worth team serving this client... ...). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and...Temporary work$32 - $43 per hour
First Citizens Bank is seeking a Wealth Client Specialist to support fiduciary officers within the Wealth Division. This position involves handling service-related activities and establishing excellent client partnerships. The ideal candidate will have a Bachelor's Degree...Hourly pay- ...Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You... ...junior team members. You will collaborate with internal specialists, generate client reports, and help drive business development...
$32 - $43 per hour
First Citizens Wealth in San Francisco is seeking a Wealth Client Specialist to support Fiduciary Officers and enhance client service. You will handle service-related... ...school diploma along with relevant experience in sales or customer service. This position offers a...Hourly pay- Job Summary & Responsibilities: Provides dedicated administrative support to Top Private Wealth Advisors within the growing San Francisco Region of Private Wealth Management Philadelphia in a dynamic and fast-paced team environment Maintains complex and extremely detailed...Work at office
- Private Wealth Client Relationship Manager - Bank of America Corporation, San Francisco, CA Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Contract workWork experience placementWork at officeImmediate startWork from homeHome officeShift workDay shift
- Job Description The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and... ...Generate new assets under management through a focused sales process Keep abreast of trends and strategies in wealth...
$77.55k - $189.35k
...industry, including Banking, Insurance, and Wealth & Asset Management. As a Commercial... ...01-5,000 employees)Enterprise Corporate Sales (5,000+ employees)Responsibilities:Develop... ...prospectingShare the Salesforce value proposition with existing and prospective customers...Full timeWork at officeRemote workFlexible hours$70k - $90k
Outbound Channel Sales Specialist - Latin America (Spanish Required) This is a hybrid (40% remote and 60% onsite) role in San Francisco,... ...apps called Odoo apps that form an ERP solution. Our unique proposition of integrated apps that work seamlessly together allows users...Full timeImmediate startRemote workWork from homeHome officeFlexible hours$91.3k - $146.1k
...market presence. Manage efforts to achieve increased organic sales growth through trade expansion by collaborating with field and... ...person and video meetings to present features, benefits, and value propositions of civil/stowage products, ensuring clear and audience-...For contractorsLocal areaNight shift$150k
...the vast financial possibilities their wealth affords, leveraging the formidable capabilities... ...the full JPMorgan Private Client value proposition, attracting and nurturing client... ...re proud to lead the U.S. in credit card sales and deposit growth and have the most-used...Temporary workWork at officeImmediate start- A leading financial services firm in California seeks a Private Client Advisor to provide personalized financial planning. In this role, you will build relationships, offering comprehensive solutions to clients' needs. You will demonstrate integrity and a deep understanding...
- ...to manage affluent clients’ banking relationships and generate growth through referrals and sourcing channels. You will work with specialists to address complex financial needs while guiding clients to self-service options and maintaining strict regulatory compliance....Weekend workAfternoon shift
- J.P. Morgan Chase is seeking a Financial Advisor in San Francisco, California. You'll be responsible for delivering personalized investment solutions and fostering a culture of diversity while building client relationships. Ideal candidates have at least two years of financial...
$100k
An independent investment advisory firm is seeking a professional for their San Francisco office. This role focuses on client service and account maintenance, requiring proficiency in handling client accounts, generating reports, and managing private investments. Ideal ...Work at office
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