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

Private Capital Solutions Sales Specialist

$100k - $130k

MSCI Inc.

Team Responsibilities A Sales Specialist will be responsible for originating new business with clients and prospects, as well as maintaining existing client relationships for the MSCI suite of Private Capital Solutions products. The role involves meeting with clients/prospects regarding new and enhanced products, positioning and closing sales, and upselling existing clients. It requires leveraging in-depth knowledge of the investment management process to identify needs, opportunities and to communicate our value proposition. The position is highly visible and includes senior‑level relationship management, product demonstrations, contract negotiation, sales closing, and ongoing relationship management. The Sales Specialist will work closely with Sales Management, Relationship Management, Client Service, Product Management, Legal, and Sales Operations. Compensation and title will be commensurate with experience. Key Responsibilities Develop a strategic sales plan for the allocated sales territory and/or a strong sales pipeline. Lead client engagement, needs assessment, and solution pitches. Maintain high‑level contact with clients/prospects and other major industry participants. Maintain accurate records regarding account visits, client conversations, and finalized contracts. Work seamlessly with other departments (Client Service, Research, Product Management, Legal, Billing) to ensure all client requests and inquiries are managed appropriately. Proactively solicit client feedback regarding new initiatives and future product development while also providing feedback from clients to internal partners. Skills & Experience Minimum 5 years sales experience in the asset management, financial services and/or fintech space. Strong understanding of financial markets and the investment process, with some experience with alternative assets. Strong software skills and overall technical aptitude, including comfort with systems for analysis, reporting, storage and measurement of data. Excellence in both individual achievement and teamwork across diverse departments. Strong communication and negotiation skills. Undergraduate degree required; graduate level and/or a CFA or CAIA would be advantageous. Benefits Salary range: $100,000 - $130,000 per year plus eligible for annual bonus. Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where new ideas are experimented with and results are pursued. A global network of talented colleagues who inspire, support, and share expertise to innovate and deliver for our clients. Global Orientation program, View email address on click.appcast.io platform, AI Learning Center, LinkedIn Learning Pro, and tailored learning opportunities for ongoing skill development. Multi‑directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. Inclusive environment with eight Employee Resource Groups: All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum. Equal Employment Opportunity Statement MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email View email address on click.appcast.io and indicate the specifics of the assistance needed. Please note, this e‑mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. #J-18808-Ljbffr MSCI Inc.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Capital Solutions Sales Specialist in San Francisco, CA vacancy
  • $100k - $130k

    Msci- is hiring a Sales Specialist based in San Francisco, California. This role involves sourcing new business, managing client...  ...achieving sales goals specifically for the MSCI suite of Private Capital Solutions. The ideal candidate should have a minimum of 5 years of... 
    Private
    Flexible hours

    Msci-

    San Francisco, CA
    3 days ago
  • Overview We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution... 
    Private
    Work experience placement

    JPMorgan Chase & Co.

    San Francisco, CA
    2 days ago
  • $100k - $130k

    The Blackstone Group L.P. in San Francisco is seeking an Analyst for Institutional Client Solutions to support business development and cultivate relationships with family offices, RIAs, and foundations. The ideal candidate will have 2+ years of financial industry experience... 
    Suggested
    Full time

    The Blackstone Group L.P.

    San Francisco, CA
    3 days ago
  • $100k - $130k

    ## Institutional Client Solutions - Private Capital Group, AnalystApplylocations: San Franciscotime type: Full timeposted on: Posted Todayjob requisition...  ...think tank events, fund specific webinars, and other sales initiatives* Support and encourage a team-oriented model... 
    Private
    Local area
    Flexible hours

    The Blackstone Group L.P.

    San Francisco, CA
    3 days ago
  •  ...Responsibilities include serving as the main client contact, overseeing financial models, and ensuring compliance with risks in private capital markets. The ideal candidate will excel in communication and quantitative analysis, and the role offers competitive... 
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    4 days ago
  • $200k - $300k

     ...comprehensive wealth management solutions, personalized advice, and...  ...experienced and highly motivated Private Banker to join our dynamic...  ...including comprehensive knowledge of capital tables, and an established...  ...in presentations and sales pitches as needed. Appropriately... 
    Private
    Full time

    Citigroup Inc.

    San Francisco, CA
    3 days ago
  • $225k - $240k

    Practice Groups : Communications, Media & Technology & Private Capital Location : San Francisco Role : Engagement Manager Oliver Wyman...  ...migration shifts, developing innovative business models and product/solution offerings, and improving operational excellence. We serve the... 
    Private
    Work experience placement
    Work at office
    Shift work

    Building Automation Systems Supervisor - The Claremont Colle...

    San Francisco, CA
    2 days ago
  • $99.3k - $198.7k

     ...Digital Health Solutions Sales Executive Abbott is a global healthcare leader that helps people live more fully at all stages of life....  ...health care providers, from laboratories to public hospitals to private integrated delivery systems, to achieve revenue targets by... 
    Private
    Contract work
    Live in
    Remote work
    Worldwide

    Abbott

    San Francisco, CA
    25 days ago
  • $80k - $104k

     ...exceptional client experiences across the private markets landscape. This role exists to...  ...opportunities to connect clients with our integrated solutions—bringing transparency, clarity, and...  ...transitions, collaborating closely with Sales, Client Service, and Operations teams to... 
    Private
    Flexible hours

    MSCI

    San Francisco, CA
    4 days ago
  • JPMorgan Chase & Co. in San Francisco is seeking an experienced Investment Banking Associate for the Private Capital Solutions team. The role involves leading client relationships and overseeing financial projection models while managing risks in transactions. Ideal candidates... 
    Private

    Clough AMEC.

    San Francisco, CA
    3 days ago
  • A leading financial services firm in San Francisco is looking for a Sales Specialist to originate new business and maintain existing client relationships. This role requires a minimum of 5 years of sales experience in asset management or fintech and a strong understanding... 
    Private

    MSCI Inc

    San Francisco, CA
    3 days ago
  • $100k - $130k

    A global finance company based in San Francisco is seeking a Sales Specialist. The role involves developing new business, maintaining client relationships, and requires at least 5 years of experience in sales within financial services. Candidates should possess strong... 
    Private
    Flexible hours

    MSCI Inc.

    San Francisco, CA
    3 days ago
  • $77k - $202k

     ...Opportunity As part of the Deals team you can enhance working capital to improve financial performance and process effectiveness. As...  ...improvement support throughout various phases of transactions with Private Equity and Corporate clients. Responsibilities * Enhance... 
    Private
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $165k

     ...customers, ensuring they receive maximum value from our software solutions. As a critical member of the team, you will drive product...  ...candidates will have 4+ years of client-facing experience, particularly in venture capital or private equity. #J-18808-Ljbffr Carta
    Private
    Full time

    Carta

    San Francisco, CA
    1 day ago
  • $135.5k - $175.5k

     ...The Team: This role sits within our Corporate Market Sales Team in the Credit & Risk Solutions business and is focused on managing and expanding strategic...  ...workflows (customer credit, supplier risk, working capital management). Bachelor’s or master’s degree in Business... 
    Work at office
    Flexible hours
    2 days per week

    S&P Global, Inc.

    San Francisco, CA
    5 days ago
  • $130k - $170k

     ...Chief Of Staff, Capital San Francisco, California, United States TPG is a leading global alternative...  ...broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration... 
    Private
    Work experience placement
    Work at office
    Flexible hours

    TPG Careers Page

    San Francisco, CA
    4 days ago
  •  ...Assistant to the CEO of Global Venture Capital Firm Location: Hybrid | Split between SF...  ...complex domestic and international travel (private and commercial) Acting as a thoughtful...  ...You remain calm, discreet, and solutions‑oriented, even when plans change at the... 
    Private
    Work at office
    Flexible hours

    Career Group

    San Francisco, CA
    2 days ago
  • RaiseOS by Initio Capital | Earn More by Helping Founders Raise Capital Company: Initio...  ...Capital formation Investor relations Venture, private equity, or early-stage finance Advisors...  ...: Applications are reviewed on a rolling basis. #J-18808-Ljbffr TEEMA Solutions Group
    Private
    Remote work

    TEEMA Solutions Group

    San Francisco, CA
    4 days ago
  • $160.7k - $289.8k

     ...employees! Job Overview The Sr. Account Executive, Connectivity Product Sales is responsible for selling the T-Mobile 5G Advanced Network Solutions portfolio including Hybrid and Private Networks, MEC, Fixed Wireless Solutions, and SD Edge capabilities. This... 
    Private
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    San Francisco, CA
    1 day ago
  • $225k - $245k

     ...Development Manager, Venture Capital New York, NY; San Francisco...  ...everyone in venture capital, private equity and private credit....  ...private markets. Traditional ERP solutions don't work for Private Funds....  ...and work alongside our Sales and Marketing teams to activate... 
    Private
    Full time
    Work at office

    cartage.co

    San Francisco, CA
    4 days ago
  •  ...Principal Practice Groups: Consumer, Telco & Technology (CTT) & Private Capital (PC) Location: San Francisco, New York, Boston, Chicago,...  ...shifts, developing innovative business models and product/solution offerings, and improving operational excellence. We serve the... 
    Private
    Shift work

    Marsh & McLennan

    San Francisco, CA
    3 days ago
  • $60k - $185k

     ...flagship products including Capital IQ Solutions, Visible Alpha, Desktop...  ...revenue acquisition and exceed sales targets through new...  ...functional teams including Product Specialists, Marketing, Client Services...  ...Banking, Asset Management, Private Equity, Insurance, or... 
    Private
    Contract work
    Second job
    Live in
    Worldwide
    Flexible hours

    S&P Global

    San Francisco, CA
    3 days ago
  • $145k - $175k

     ...Magazine’s 2024 Fastest‑Growing Private Companies in the Pacific...  ...class investors such as Sequoia Capital, Google Ventures, Optum...  ...the Role As a member of our Solution Consulting team, you will operate...  ...Responsibilities Partner closely with sales, product, and operations... 
    Private

    Medallion

    San Francisco, CA
    2 days ago
  • $165k

     ...purpose-built for everyone in venture capital, private equity and private credit. Trusted by 6...  ...platform for private markets. Traditional ERP solutions don't work for Private Funds. Private...  ...collaborate with the team, product, sales, marketing and support to drive account... 
    Private
    Full time
    Contract work
    Work at office
    3 days per week

    Carta

    San Francisco, CA
    2 days ago
  • $225k - $275k

     ...innovative and fast-growing private cloud companies. With more than...  ...months, customers including Capital One, Lovable, Decagon, Polymarket...  ...We're looking for a Langfuse Solutions Architect who is already...  ...intersection of community, pre-sales, and technical advisory, and... 
    Private
    Local area
    Remote work
    Home office
    Flexible hours

    ClickHouse

    San Francisco, CA
    1 day ago
  •  ...embedded within the Investment Strategy & Capital Management team, driving design and...  ...rapidly iterate on them, and deliver quality solutions that power analytics, reporting, and...  ...foundational knowledge across fixed income, private equity, and private credit investment... 
    Private
    Work at office
    3 days per week

    Liberty Mutual Insurance Group

    San Francisco, CA
    4 days ago
  •  ...Senior Solutions Consultant MaintainX is the world's leading AI-...  ...Bessemer Venture Partners and Bain Capital Ventures, bringing our total...  ...ranking of the top 100 private cloud companies in the world....  ...prospective customers by working with sales staff and clients to... 
    Private
    Remote work

    MaintainX

    San Francisco, CA
    3 days ago
  •  ...exit), and are backed by Shaper Capital. Most of our engineers are...  ...CTO, and CEO to craft winning solutions and put structure around...  ...discovery & design workshops with private equity firms and enterprise...  ...Engineer, Deployment Strategist, Sales Engineer or Solutions... 
    Private
    Remote work

    Fractional AI

    San Francisco, CA
    3 days ago
  • $265k - $325k

     ...The opportunity    Ernst & Young Capital Advisors, LLC (EYCA) offers comprehensive...  ...delivering comprehensive investment banking solutions, M&A, debt and equity transaction...  ...transactions. Your coverage will include private and public middle-market enterprises, along... 
    Private
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    San Francisco, CA
    3 days ago
  •  ...SAIGroup. About SAIGroup SAIGroup is a private investment firm that has...  ...providing JazzX AI with long‑term capital, deep operating expertise, and...  ...applications but also offer practical solutions to real‑world challenges. Job Specification: Sales Executive (Hunter) - Mortgage... 
    Private
    Worldwide

    SAIGroup

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Capital Solutions Sales Specialist. Be the first to apply!