Job Details
About the Role:
Grade Level (for internal use):
13The Role: Director, Client Coverage: Digital Wealth, Platforms and Model Portfolios
The Location: Frankfurt or London
The Role:
We are seeking a senior individual to join our Commercial team at S&P Dow Jones Indices and to help drive and expand our footprint in the European Digital Wealth space. As Director, Platforms and Model Portfolios, with a primary focus on Germany and a secondary focus on the UK, you will focus on growing our indices and brand across the Digital wealth ecosystem with all variants of Fund/ETF Platforms as well as Model Portfolios across asset managers, wealth managers, associated technology platforms and other financial institutions. You will also be responsible for taking a key role in both developing and executing the sales and business development strategy in support of driving annual revenues with our key account partners, assets under management in our Index linked ETF ranges and for a diverse set of index solutions for use in Model and Portfolio solutions.
You are a proven commercial leader with executive presence. You have a deep knowledge of, and prior experience in, the European Wealth ecosystem, with an in-depth knowledge of the German market, especially, of critical importance. You will also have a very good knowledge of both the platform landscape in Europe as well as a thorough understanding of Model Portfolio Solutions. In addition, you must be able to demonstrate a good knowledge of Exchange-Traded Funds (ETFs) and the Index/passive competitive landscape as well as associated technology enabled distribution. You will be a team player and thrive in a collaborative environment, working across functional and geographic team lines.
What’s in it for you:
You will report to the Head of European Wealth and will work closely with all parts of the S&P DJI organization, including Client Coverage, Product, Research, Marketing, Legal, etc. You will be an ambassador for S&P DJI and cultivate a high-performance culture of client-centrism, disciplined execution, collaboration, innovation, and integrity. This is a highly visible role that is expected to interact with our European and Global Strategic Accounts and their SPDJI Account Managers as well as other long standing firmwide and local relationships. As the Digital Wealth footprint continues to expand in Europe, this is an exciting opportunity to be part of a dynamic and growing part of our organization.
Responsibilities:
Responsible for commercial implementation of S&P Dow Jones Indices in European Digital Wealth, Platforms and Model Portfolios including sales, strategic partnering, business development, and subject matter expertise.
- Focus on developing our penetration and share of wallet of the ETF Savings account market and associated platforms in Germany.
- Develop and grow a network of Neobanking and digital platform relationships and key stakeholders in Germany.
- In collaboration with the Head of Germany, their team, and the European strategic account managers, work closely and in support of our ETF issuers to maximize our Index linked products penetration of all manner of platform and digital distribution vehicles in Germany.
- Establish a comprehensive map of the German Digital Wealth ecosystem and its key stakeholders.
- Partner with S&P DJI commercial and product teams to develop and cultivate a pipeline of new index solution initiatives via feedback from engagement with the Digital Wealth stakeholders in our strategic accounts.
- Work with internal stakeholders, including the European Head of Wealth, and with external partners, to devise a series of meaningful metrics through which the business can evaluate success and rate of progress.
- Work both autonomously and collaboratively to drive both brand awareness and index-based solutions adoption with a strong focus on ESG, Climate, Equity & Fixed Income indices across various financial services channels.
- Deliver a clearly differentiated, competitive position for S&P DJI in Model Portfolios with a focus on the UK and Germany, including helping to establish where media opportunities and marketing communications can be best deployed.
- Strategically seek opportunities with distribution partners to develop, implement and support a diverse set of index solutions.
- Act as the Subject Matter Expert (SME) for Digital Wealth Distribution in Germany and in model portfolios in the UK and across the region more broadly.
- Provide frequent thought leadership and educational presentations internally and externally as well as in wider audience formats.
- Drive the development and adoption of S&P DJI indices in model portfolios while continuously providing feedback in order to help us improve and support the current product offerings.
- Build strong relationships internally, liaising with Sales, Client Service, Marketing, and Product teams to support new and existing client initiatives. Support the go to market strategy, goal tracking, reporting and communication.
What We’re Looking For:
Required Qualifications:
- Native tongue or complete fluency in German Fluency in English
- Advanced knowledge of the European digital wealth market (With a focus on Germany) and model portfolio competitive landscape.
- Extensive familiarity and prior experience supporting and engaging with, digital wealth platforms, technology distribution hubs and Model Portfolios and Investment Advisory Solutions platforms.
- Experience in long cycle and abstract/conceptual sales, complex contract negotiation & intellectual property sales
- A comprehensive understanding of the Index and Passive landscape in Europe as well as a high level of proficiency in understanding the mechanics of ETFs. - Fluency and experience in key investment trends including indexing, volatility, factor investing, ESG, multi-asset class solutions and related themes. - Outstanding communication skills with ability to articulate a wide variety of concepts in a concise and compelling fashion.
- Proven track record of working collaboratively cross-functionally within a matrix and/or dotted line structure.
- Proven track record of impactful sales and business development success, driving sales goals and consultative sales tactics.
- Self-motivated, curious and passionate about empowering those around them.
Preferred Qualifications:
- Undergraduate degree required; CFA and/or MBA a bonus.
- Min 10 years in financial services, ideally with experience in: sales, business development, investment advisory, fund selection, Fintech consulting, negotiations, and leadership
- Effective in networking with C-suite, CIOs, and senior level decision makers Prior experience with analytical tools including Zephyr/PSN, FactSet, CIQ Pro, Aladdin, Morningstar, SPICE, advanced excel skills an advantage.
- Dynamic, self-motivated team player with experience in consultative sales and business development
About S&P Global Dow Jones Indices
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji.
What’s In It For You?
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
Our People:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
For more information on benefits by country visit: https://www.spglobal.com/en/careers/our-culture/
Diversity, Equity, and Inclusion at S&P Global:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
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Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.
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Job ID: 298844
Posted On: 2024-03-13
Location: London, United Kingdom
At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening up possibilities. We Accelerate Progress in the world.... Read more