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 (London Stock Exchange Group)

As a subject matter expert for pre‑sales and pursuit activities, the Associate Proposition Sales Specialist focuses on all sales (new, cross‑sell, up‑sell) for our Wealth Management business in a given territory, driving opportunities within both existing and new customers. The role leads on deals aligned to specific products and customer types, serves accounts within a defined territory, and works closely with internal stakeholders and Senior Regional Proposition Sellers to proactively drive gross sales and revenue. Role Responsibilities Structure, negotiate and close deals Proactively identify pipeline opportunities Develop a sales strategy for the territory Deliver customer demonstrations on our suite of Wealth Solutions Qualifications and Experience Required Strong Wealth Management understanding, including expert knowledge of financial markets and a deep understanding of customers' business model and workflow World‑class selling skills (identify, develop, & articulate proposition, consultative selling) Creative thinker with 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 Compensation and Benefits LSEG offers competitive compensation and benefits. The anticipated base salary for this position is $87,000 – $145,000, with variations by location and role-specific factors. The role is eligible for our Variable Incentive Compensation plan; target variable compensation will be commensurate with the posted career stage. In addition to base salary, the LSEG Benefits Program includes annual wellness allowance, paid time‑off, medical/dental/vision/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. Career Stage Senior Associate #J-18808-Ljbffr LSEG (London Stock Exchange Group)

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Proposition Sales Specialist - Wealth in San Francisco, CA vacancy
  •  ...Associate Proposition Sales Specialist As a subject matter expert to pre-sales and pursuit activities, the 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... 
    Suggested

    London Stock Exchange Group

    San Francisco, CA
    2 days ago
  • $84.7k - $141.3k

     ...Wealth Solutions Sales Specialist In The Americas As a Wealth Solutions Sales Specialist in the Americas you will be responsible for engaging...  ...engaging customers and helping to deliver the full value proposition of the London Stock Exchange Group. Role Responsibilities... 
    Suggested
    Contract work
    Part time
    Internship

    London Stock Exchange Group

    San Francisco, CA
    1 day ago
  • $380k

     ...a Strategic Account Executive (Asset & Wealth Management) at Anthropic, you will join...  ...organizations. You will leverage deep A&WM sales expertise to grow revenue while becoming...  ...you will continuously sharpen our value proposition, sales motion, and market positioning... 
    Suggested
    Work at office
    Visa sponsorship
    Flexible hours

    Anthropic

    San Francisco, CA
    3 days 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
    4 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... 
    Suggested

    Anthropic

    San Francisco, CA
    4 days 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... 

    Neuberger

    San Francisco, CA
    14 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

    San Francisco, CA
    14 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... 
    Work at office

    Morgan Stanley

    San Francisco, CA
    1 day ago
  • JPMorgan Chase Bank, N.A. is seeking a Client Specialist in San Francisco, CA, to offer sophisticated wealth management services to High Net Worth and Ultra High Net...  ...role emphasizes new business generation through sales and collaboration with wealth advisors. The ideal... 

    JPMorgan Chase Bank, N.A.

    San Francisco, CA
    1 day ago
  • $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 -... 

    JPMorganChase

    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
    14 hours 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
    14 hours 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
    5 days 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
    14 hours ago
  • A major financial services firm located in San Francisco is seeking a Private Wealth Executive Assistant to provide dedicated support to a Wealth Manager. This role requires strong administrative skills and the ability to manage complex tasks including scheduling, correspondence... 
    Flexible hours

    Citizens

    San Francisco, CA
    14 hours 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
    5 days 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
    1 day ago
  • $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

    First Citizens

    San Francisco, CA
    4 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
    3 days ago
  • $75k - $300k

     ...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
    2 days ago
  •  ...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... 

    Chase

    San Bruno, CA
    3 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
    1 day ago
  • Dormont Manufacturing Co is hiring a Wealth Client Relationship Manager in San Francisco. In this role, you will partner with Wealth Management Advisors to enhance client relationships and implement financial solutions. The ideal candidate has a minimum of 2 years of experience... 

    Dormont Manufacturing Co

    San Francisco, CA
    14 hours ago
  • $63k - $88k

    $63K - $88K Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with...  ..., Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting... 
    Work experience placement

    Dormont Manufacturing Co

    San Francisco, CA
    14 hours ago
  • Job Description 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... 
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    San Francisco, CA
    3 days ago
  • $85k - $95k

     ...Electrical Utility Sales Specialist We are looking for a highly-motivated sales professional to join our North American sales team! As...  ...drive two-way communications, clearly articulate our value proposition, and engage the end-customer in jointly addressing their business... 
    Full time
    Temporary work
    Local area
    Remote work
    Flexible hours

    Emerson Electric

    San Francisco, CA
    2 days ago
  • $50k

     ...Sales Development Representative Roger is an AI platform that frees home health clinicians from paperwork so they can focus on what...  .... 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
    14 hours 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
    4 days ago
  • $80k - $90k

     ...Sales Development Representative Hybrid - San Francisco area, California Sales Development Representatives are part of a purpose...  ...demeanor on the phone Ability to articulate product value proposition with any level of detail or brevity Bachelor's degree preferred... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours
    2 days per week

    Shopmonkey

    San Francisco, CA
    2 days 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
    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!