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

Sales Specialist - Wealth

$84.7k - $141.3k

LSEG (London Stock Exchange Group)

As a Wealth Solutions Sales Specialist in the Americas you will be responsible for engaging North American based clients across our existing segment and for actively hunting and growing new business to achieve revenue targets. You will work in collaboration with Account Managers to find opportunities to deliver the full suite of LSEG products, with primary responsibility for front office workflow (desktop) solutions. You will lead on engagements aligned to Wealth Management client within your defined territory and work in close partnership with internal partners to proactively drive gross sales and revenue. You are responsible for developing your own opportunities and for growth within your territory. The Wealth business at LSEG offers a range of solutions across the wealth management spectrum. We power 4,000 firms, serve 180,000 advisors, connect 5 million investors, and process 35 million transactions per day, highlighting our global reach and impact. This role will report to the Director of Wealth Solutions Sales in the Americas, and will be part of the broader team committed to engaging customers and helping to deliver the full value proposition of the London Stock Exchange Group. Role Responsibilities Structure, negotiate and close deals. Excels in advancing opportunities through sales stages; exceeding close rate expectations by anticipating obstacles and late-stage delays, preventing them from disrupting sales. Manages administrative requests such as proposals, benchmark calculators and salesforce related tasks to progress against sales goals at pace and with efficiency Build and develop strong internal relationships with Account Managers and other key partners Develop the territory sales strategy to identify sales opportunities and achieve sales targets . Seeks new business or new product sales through new account acquisition and / or penetration of new buyer hubs and delivers against target in assigned territory Conduct high-efficiency, high-output prospecting ; collaborates effectively with lead-gen, account management, and other colleagues ensuring constant coverage of expansion opportunities and participation in customer life-cycle framework Provide Wealth insights and share Refinitiv / LSEG thought leadership with customers . Inspires confidence in customers through domain expertise. Integrates knowledge of industry trends and personal experience to deliver value to customer(s). Builds value connections within the client organization, demonstrating network to facilitate introductions and unlock previously inaccessible opportunities Deliver customer demonstrations on Wealth products to customers and prospects . Proactively thinks through customer workflows and how they can be impacted as a basis for solutions selling and cross-business deal making to enhance contract value Qualifications and Experience Required 5+ years of industry, sales or market experience selling desktop/fintech solutions Proven track record in a quota bearing sales environment Deep understanding of financial markets and a strong understanding of customers' business models and workflows Strong sales closer with world class, consultative selling and relationship skills Creative thinker and good sales ideation skills Excellent presentation skills (verbal & written) Strong listening skills Ability to organize and implement a sales plan Executive presence World class selling and relationship skills (identify, develop, & articulate proposition/ consultative selling) as a "hunter" Strong sales closer Career Stage Senior Associate Compensation/Benefits LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $84,700 - $141,300. 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. Equal Opportunity Employer 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. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Sales Specialist - Wealth in San Francisco, CA vacancy
  • $84.7k - $141.3k

     ...negotiate and close deals. Excels in advancing opportunities through sales stages; exceeding close rate expectations by anticipating...  ...opportunities and participation in customer life‑cycle framework Provide Wealth insights and share Refinitiv / LSEG thought leadership with... 
    Suggested
    Contract work
    Part time
    Internship

    LSEG

    San Francisco, CA
    4 days ago
  •  ...Fairygodboss is seeking a Vice President, Private Wealth Planner to provide customized wealth and financial planning advice. In this role, you will engage with clients, delivering a comprehensive financial plan and utilizing proprietary software to help clients achieve... 
    Suggested

    Fairygodboss

    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... 
    Suggested

    Neuberger

    San Francisco, CA
    3 days ago
  • $50.1k - $82.8k

     ...Alliance for Career Enhancement in San Francisco is seeking an individual to provide administrative and operational support in Wealth Sales & Service. Responsibilities include monitoring performance targets, building client relationships, and resolving client issues.... 
    Suggested

    Hispanic Alliance for Career Enhancement

    San Francisco, CA
    3 days ago
  • $32 - $43 per hour

     ...Wealth Client Specialist Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From...  ...needed. Responsibilities Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support... 
    Suggested
    Hourly pay
    Work at office

    First Citizens Bank

    San Francisco, CA
    4 days ago
  • Capital Group is seeking a Senior Sales Development Manager in San Francisco to enhance sales outcomes through a well-developed regional...  ...will have expertise in third-party distribution within the wealth management sector and possess critical designations like Series... 

    Capital Group

    San Francisco, CA
    4 days ago
  •  ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...  ...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
    5 days 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
    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
    3 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... 

    Goldman Sachs

    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
    4 days 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
    3 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
  • $90k - $110k

     ...Canadian Imperial Bank of Commerce is seeking a Client Service Manager in San Francisco. The role involves supporting Private Wealth management through exceptional service and requires strong client service experience, particularly with high-net-worth clients. The ideal... 

    Canadian Imperial Bank of Commerce

    San Francisco, CA
    1 day ago
  •  ...and Amsterdam. The Plaid Account Management team in the Banking & Wealth Segment leverages our deep technical, product, and industry...  ...collaborate with internal cross-functional counterparts such as Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering... 
    Contract work
    Work experience placement
    Local area

    Plaid

    San Francisco, CA
    3 days ago
  •  ...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

    Goldman Sachs

    San Francisco, CA
    3 days ago
  •  ...leads into high-value accounts. The role demands managing a full sales pipeline and conducting product demonstrations daily. Ideal...  ...years of sales experience, a high EQ, and a passion for fintech and wealth management. Frec offers a competitive salary, equity, and comprehensive... 
    Work at office

    Frec Markets, Inc.

    San Francisco, CA
    1 day 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... 

    JPMorgan Chase & Co.

    San Francisco, CA
    3 days ago
  • $90k - $110k

     ...Commerce (CIBC) is looking for a Client Service Manager in San Francisco. The role focuses on delivering exceptional service to Private Wealth clients and requires a bachelor's degree along with 5+ years of experience in the financial industry. You will manage client... 

    Canadian Imperial Bank of Commerce

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

    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 process Keep abreast of trends and strategies in wealth... 

    JPMorgan Chase

    San Francisco, CA
    4 days ago
  • 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...

    Fairygodboss

    San Francisco, CA
    3 days ago
  • $100k - $150k

    Bessemer Trust is seeking a Client Advisor in San Francisco to join a dynamic team dedicated to serving ultra-high net worth clients. This role involves maintaining client relationships, coordinating services across multiple departments, and managing investment activities...

    Bessemer Trust

    San Francisco, CA
    3 days ago
  • $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...  ...off helps keep you energized. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.... 
    Work at office
    Flexible hours
    2 days per week

    S&P Global

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

     ...Your Team Responsibilities: A Sales Specialist will be responsible for originating new business, to clients and prospects, as well as maintaining...  ...owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates. MSCI Inc. is an... 
    Contract work
    Flexible hours

    MSCI

    San Francisco, CA
    4 days ago
  • $125k - $160k

     ...alternative investment landscape. For over 14 years, Blackstone Private Wealth has delivered industry-leading strategies and education to...  .... The Private Wealth team is seeking a San Francisco-based Sales Professional to collaborate closely with field-based Sales team... 
    Work at office
    Local area
    Flexible hours

    Blackstone Restaurant

    San Francisco, CA
    1 day ago
  • $75k - $100k

     ...Description Citizens Private Wealth is seeking a proactive, highly organized Private Wealth Executive Assistant to provide dedicated support to a Managing Director, Wealth Manager, within our San Francisco office. This is a high‑impact role for a detail‑oriented professional... 
    Work at office
    Local area
    Work from home
    Flexible hours
    Shift work
    1 day per week

    Citizens

    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
    4 days ago
  • A leading global financial services firm is looking for a Financial Advisor to foster strong client relationships and deliver personalized investment solutions. Candidates should have at least 2 years of experience, with licenses in Series 7 and Series 66 being mandatory...

    JPMorgan Chase & Co.

    San Francisco, CA
    4 days ago
  • A well-established financial services firm is seeking a Client Service Representative to act as the primary point of contact for clients. The role involves managing client communications and account administration while maintaining professionalism and confidentiality. Ideal...

    Perfect Timing Personnel Services

    San Francisco, CA
    1 day 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
    3 days ago

Do you want to receive more vacancies?

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