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

Proposition Sales Specialist - Wealth

$87k - $145k

LSEG

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Proposition Sales Specialist - Wealth in San Francisco, CA vacancy
  • $84.7k - $141.3k

     ...As a Wealth Solutions Sales Specialist in the Americas you will be responsible for engaging North American based clients across our existing segment...  ...customers and helping to deliver the full value proposition of the London Stock Exchange Group. Role Responsibilities... 
    Suggested
    Contract work
    Part time
    Internship

    LSEG (London Stock Exchange Group)

    San Francisco, CA
    2 days ago
  • $380k

     ...Strategic Account Executive (Asset & Wealth Management) Anthropic's mission is to create...  .... You'll leverage deep A&WM sales expertise to grow revenue while becoming...  ..., you'll continuously sharpen our value proposition, sales motion, and market positioning for... 
    Suggested
    Work at office
    Visa sponsorship
    Flexible hours

    Colorwave

    San Francisco, CA
    17 hours ago
  •  ...exceptional support to our clients. This role involves building trusted relationships and assisting Financial Advisors and Private Wealth Advisors with a range of client requests. The successful candidate should have strong interpersonal skills, be knowledgeable about... 
    Suggested
    Work at office

    Morgan Stanley

    San Francisco, CA
    1 day ago
  • $80k - $100k

     ...Associate / Senior Client Associate to deliver top-notch operational support and client service. This role involves liaising with wealth advisors and assisting with a high-net-worth client portfolio, ensuring comprehensive management of client accounts and interactions... 
    Suggested

    Neuberger

    San Francisco, CA
    17 hours ago
  • $100k - $130k

     ...Sales Specialist A Sales Specialist will be responsible for originating new business, to clients...  ..., opportunities and selling our value proposition. This role is highly visible, with...  ...market sponsors and investors, hedge funds, wealth managers, banks, insurers and... 
    Suggested
    Contract work
    Flexible hours

    MSCI

    San Francisco, CA
    17 hours ago
  •  ...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... 

    Plaid

    San Francisco, CA
    2 days ago
  •  ...of frontier AI within the world's leading asset management and wealth management firms. Your role will involve building strategic relationships...  ...revenue. The ideal candidate should possess enterprise sales experience in the asset management sector, with a capability to... 

    Anthropic

    San Francisco, CA
    17 hours ago
  • $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... 
    Hourly pay
    Work at office

    First Citizens Wealth

    San Francisco, CA
    2 days ago
  • Morgan Stanley in San Francisco is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams. You will cultivate client relationships, process requests, and ensure information and documentation stay current. Responsibilities include onboarding... 

    Morgan Stanley

    San Francisco, CA
    1 day ago
  • $70.32k

     ...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... 

    JPMorgan Chase

    San Francisco, CA
    1 day ago
  • $160k

     ...including a $72 million Series C, to expand our impact and scale our mission worldwide. Role The Insurance & Wealth Solutions Team at Empathy drives enterprise sales, by partnering with life insurance carriers, wealth managers, retirement organizations, financial advisory... 
    Contract work
    Work at office
    Remote work
    Worldwide
    Flexible hours

    Empathy

    San Francisco, CA
    1 day ago
  • $83k - $88k

    A financial advisory firm in San Francisco seeks an Associate Wealth Advisor to enhance client relationships through comprehensive financial planning. Responsibilities include developing personalized investment strategies, maintaining client databases, and collaborating... 

    Focus Partners Wealth

    San Francisco, CA
    1 day ago
  • 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... 

    Goldman Sachs

    San Francisco, CA
    1 day ago
  • $157k - $285k

     ...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 Bank, N.A.

    San Francisco, CA
    1 day ago
  • $62.5k - $87.5k

     ...Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client...  ...in overall book management strategy. Provides client service and sales support as a part of the Wealth Management advisory team,... 
    Work experience placement

    Dormont Manufacturing Company

    San Francisco, CA
    1 day ago
  • $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

    First Citizens Wealth

    San Francisco, CA
    2 days ago
  • Goldman Sachs Group, Inc. is seeking an experienced administrative professional to support their Private Wealth Advisors in San Francisco. This role requires handling complex calendars, coordinating high-level meetings, and managing confidential client information. Ideal... 
    Work at office
    Immediate start

    Goldman Sachs Group, Inc.

    San Francisco, CA
    4 days ago
  • The Goldman Sachs Group in San Francisco is seeking an experienced Administrative Assistant to support Top Private Wealth Advisors in a fast-paced team. The role requires managing senior calendars, coordinating meetings and travel, and handling highly confidential client... 

    The Goldman Sachs Group

    San Francisco, CA
    4 days ago
  • 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 work
    Work experience placement
    Work at office
    Immediate start
    Work from home
    Home office
    Shift work
    Day shift

    Itlearn360

    San Francisco, CA
    2 days ago
  • $65k - $110k

     ...Private Wealth Management Administrative Assistant 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... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs, Inc.

    San Francisco, CA
    2 days ago
  •  ...Sales Executive Fund Administration Services This role is responsible for identifying...  ...that clearly articulate SS&C's value proposition and competitive differentiation. Stay...  ...financial markets, investment management, wealth management, insurance, or alternative... 
    Contract work
    Work at office

    SS&C Technologies Holdings

    San Francisco, CA
    2 days ago
  •  ...Sales Development Representative at Slope As one of our key hires within GTM, you will be at the forefront for growth at Slope,...  ...Develop a strong understanding of the Slope product suite and value proposition. Drive awareness for Slope through identifying and... 

    Slope

    San Francisco, CA
    17 hours ago
  • $70k - $100k

     ...Sales Development Representative Clearstory is looking for a high energy and dynamic Sales Development Representative, with Construction...  ...new people every single day and explain the Clearstory value propositions. ~ The courage to challenge the status quo when logic and... 
    For contractors
    Work at office
    Immediate start

    Clearstory.build

    San Francisco, CA
    2 days ago
  • $167.5k - $251.2k

     ...Sales Development Representative At TE, you will unleash your potential working with people from diverse backgrounds and industries...  ...contracts. ~ Skilled at communicating and leveraging value propositions. ~ Ability to understand the big picture, uncover customer... 
    Worldwide
    Overseas
    Afternoon shift

    TE Connectivity

    San Francisco, CA
    2 days ago
  • $50k

     ...home health. Job Overview We are searching for an exceptional Sales Development Representative who lives for the hunt and thrives in...  ...hygiene. Product Expertise: Master Roger's AI platform value proposition, articulating how it saves clinicians time and improves patient... 
    Flexible hours

    Roger Healthcare

    San Francisco, CA
    4 days ago
  •  ...Sales Development Representative At Vanta, our mission is to help businesses earn and prove trust. We believe that security should...  ...management Develop a deep understanding of Vanta's value proposition and products to effectively communicate their benefits to prospects... 
    Work experience placement
    Work at office
    Immediate start
    Remote work
    Flexible hours
    3 days per week

    Vanta

    San Francisco, CA
    3 days ago
  • $65k - $75k

     ...just work a list Who We're Looking For You've come out of a sales environment SDR, BDR, agency, RPO and you know how to build and...  ..., confident on calls, able to articulate a complex value proposition quickly You can start within 23 weeks and are already based... 
    Immediate start
    Remote work
    Flexible hours

    Chapter 2

    San Francisco, CA
    8 days ago
  • $30 - $37 per hour

     ...Sales Development Representative, Mavens At Komodo Health, our mission is to reduce the global burden of disease. We believe that...  ...deep working knowledge of your assigned territory and the value proposition of Mavens offerings within it. You will accomplish these... 
    Hourly pay
    For contractors
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Komodo Health

    San Francisco, CA
    3 days ago
  • $75k - $300k

     ...message the job poster from RUBIN FINANCIAL GROUP Wealth & Retirement Protection Integrated Financial Strategist | Tax Mitigation Specialist | Attorney | MBA | Entrepreneur | Agency Owner Rubin… Rubin Financial Group | Remote Sales | Commission-Based | Independent Contractor... 
    Full time
    For contractors
    Remote work
    Work from home
    Flexible hours

    RUBIN FINANCIAL GROUP

    San Francisco, CA
    17 hours ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in San Francisco, CA. This role involves delivering comprehensive financial planning and advice to a diverse range of clients. You will be responsible for building client relationships, providing personalized investment...

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day ago

Do you want to receive more vacancies?

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