Proposition Sales Specialist - Wealth
$87k - $145kLondon Stock Exchange Group
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 customers. You will lead on deals aligned to specific products and customer types as well as serve accounts within a defined territory. The role works in close partnership with internal stakeholders as well as 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 their territory Deliver customer demonstrations on our suite of Wealth Solutions Qualifications and Experience Required Strong Wealth Management understanding including a) expert understanding of financial markets b) 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 People are at the heart of what we do and drive the success of our business. Our culture of connecting, creating opportunity and delivering excellence shape how we think, how we do things and how we help our people fulfil their potential.At LSEG we embrace diversity and actively seek to attract individuals with unique backgrounds and perspectives. We break down barriers and encourage collaboration, enabling innovation and rapid development of solutions that make a difference. Our workplace generates an enriching and rewarding experience for our people and customers alike. Our vision is to build an inclusive culture in which everyone feels driven to reach their potential.We know that real personal growth cannot be achieved by simply climbing a career ladder – which is why we encourage and enable a wealth of avenues and interesting opportunities for everyone to broaden and deepen their skills and expertise.LSEG are committed to supporting emotional, physical, financial and societal wellbeing. Our tailored benefits are a key part of this commitment and we offer colleagues 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 make your recruiter aware, we want to ensure you perform at your best.As a global organisation spanning 70 countries and one rooted in a culture of growth, opportunity, diversity and innovation, LSEG is a place where everyone can grow, develop and fulfil your potential with purposeful careers.Please take a moment to read this privacy notice carefully, as it describes what personal information the 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.Career Stage:Senior AssociateCompensation/Benefits Information:LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $87,000 - $145,000.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.SummaryLocation: USA-Los Angeles-1100 Glendon Avenue; USA-Chicago-311 S Wacker Drive (Suite 1200); USA-San Francisco-595 Market Street; USA-Allen-700 Central ExpresswayType: Full time
$87k - $145k
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...Suggested$200k - $225k
...and exceptional service.At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are... ...planning. With the support of our local team of specialists and national resources, you will identify...SuggestedFull timeLocal areaFlexible hours- Castlewatch Wealth seeks a qualified Client Relationship Manager in Glendale, CA, to support advisors and deliver an exceptional client experience. The role involves preparing for meetings, handling service requests, processing applications, and maintaining accurate records...SuggestedWork at officeRemote work
- Gerber Kawasaki Wealth & Investment Management in Santa Monica is seeking an experienced Client Services Associate to support Financial Advisors and clients throughout the account lifecycle. This role requires a highly organized, tech-savvy professional who can navigate...Suggested
- ...Member Service Representative - Skyla Wealth Job Location: 100 W Walnut Street Pasadena, CA 91124 Pay Range: $24.36 - $27.41 Working at Skyla Credit Union Skyla offers a supportive, inclusive culture while providing opportunities for growth, learning, and career...Suggested
- ...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...
- Manhattan West Enterprise Company is seeking a Client Associate to join our Wealth Management team. You will provide administrative and operational support to Financial Advisors, onboard new clients, and manage day-to-day client requests from our Century City, Los Angeles...Work at office
- ...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
$75k - $80k
...outdoor living products. With over 445 Sales Centers in 12 countries and a team with... ...Distributors.Why join POOLCORP?We offer a wealth of opportunities for career growth and advancement... ...for selling POOLCORP’s value proposition to our customers across all segments including...Full timeSummer workRelocationFlexible hours- Goldman Sachs, Private Wealth Management in Los Angeles, seeks an Administrative Assistant to provide comprehensive support to top Private Wealth Advisors. You will manage calendars, travel logistics (domestic/international), prepare documents, and handle confidential...
- Goldman Sachs is seeking an Administrative Assistant for the Private Wealth Management team in Los Angeles, CA. This on-site role supports senior Private Wealth Advisors by managing calendars, travel, expenses, and confidential information with discretion. The ideal candidate...
$150k - $175k
...presentations and oversee any manual reporting coordination; Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner; Participate in client meetings and assist with client inquiries and...Work at officeLocal area- UBS in Los Angeles is seeking a Client Associate to support the Private Wealth Management desk. You will help Financial Advisors by handling day-to-day operations, maintaining client information, and delivering a seamless client experience for high-net-worth clients. This...
$35 - $37.5 per hour
Overview Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors... ...management strategy. Ensures delivery of client service and sales support as part of the Wealth Management advisory team, focusing...Work experience placement- Boston Staffing Partners is seeking a Wealth Client Services Manager in Los Angeles, CA. This full-time, hybrid position will act as the primary contact for high-net-worth clients, coordinating account activities, supporting financial advisors, and ensuring a high level...Full time
- ...a consultative, relationship-driven approach aimed at aligning career goals with high-quality opportunities. Role Description The Wealth Client Services Manager is a full-time, hybrid role based in Los Angeles, CA, with flexibility for partial work from home. In this...Permanent employmentFull timeContract workTemporary workWork at officeWork from home
$24.04 per hour
...Membership Sales Specialist With more than 125 years of trusted service, AAA has built a reputation for reliability, advocacy, and value... ...approach Explain membership benefits, pricing, and value propositions to drive immediate enrollments Serve as a brand...Hourly payFull timeLocal areaImmediate startRemote workFlexible hoursAfternoon shift1 day per week$65k - $110k
...Administrative Assistant Goldman Sachs, Asset & Wealth Management Private Wealth Management | Los Angeles, CA Job Summary & Responsibilities: Provides dedicated administrative support to Top Private Wealth Advisors within the growing Los Angeles Region of...Full timeTemporary workPart timeWork at office$35 - $37.5 per hour
...Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors... ...management strategy. Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing...Work experience placementWork at office$115k - $160k
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...Contract workWork at officeWork from homeHome officeShift workDay shift$26 - $28 per hour
...JOB TITLE: Sales Development Representative LOCATION: Los Angeles, CA (Onsite) REPORTS TO: Sales Development Representative Manager... ...SMB dental practices to successfully position the Sunbit value proposition and set meetings. The SDR role will be based out of our Los...Hourly pay$115k
...Sales Development Representative Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and...Full timeInternshipWork at officeImmediate start- JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients, ensuring a superior investor experience. Key responsibilities include customer relationship management, digital education for ...
$2,529.28 - $6,656.91 per month
...As a member of a sales team, the Sales Development Representative is responsible for prospecting net new business, within a defined... ...and vetting new business opportunities and developing value propositions. Essential Functions • Targets new business opportunities...Hourly payMinimum wageFull timeContract workWork at officeLocal areaNight shift- ...Position Title: Sales Development Representative (SDR) Location: Remote, USA This position is 100% remote, with up to 20% travel... ...activities. ~ Communicate Cloudelligent’s value propositions effectively, addressing customer pain points and demonstrating...Full timeRemote work
$77k - $90k
...Sales Development Representative At OpenComp, we believe people are a company's greatest asset, which is why it's so critical... ...with sales to define outbound campaigns around specific business propositions or market awareness and align customer requirements during the...Immediate startShift work$65k - $75k
...Sales Development Representative, Pro Playa Vista, CA About Crexi Crexi is reimagining commercial real estate with an AI-powered... ...Maintains expert-level knowledge of Crexi's Pro product value proposition and competitive landscape, and helps peers sharpen their...Local area$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- Fairygodboss is hiring a Financial Advisor based in Lynwood, California. The role focuses on building client relationships and delivering tailored investment solutions while championing diversity and integrity within the bank's culture. The ideal candidate will have at ...
- JPMorganChase in Los Angeles is seeking a Financial Advisor to help provide personalized investment solutions to clients. The ideal candidate will have at least 2 years of financial services experience, focusing on relationship management and a strong understanding of financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Proposition Sales Specialist - Wealth. Be the first to apply!
- sales consultant sales representative Los Angeles, CA
- executive sales consultant Los Angeles, CA
- senior sales representative Los Angeles, CA
- b2b sales representative - entry level Los Angeles, CA
- independent sales representative Los Angeles, CA
- inside sales representative Los Angeles, CA
- technology sales representative Los Angeles, CA
- internet sales consultant Los Angeles, CA
- roofing sales representative Los Angeles, CA
- wholesale sales representative Los Angeles, CA


