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LSEG Senior Associate – Wealth Specialist in New York, New York

Role Purpose

FTSE Russell plays a significant and influential role in financial markets worldwide and has strong relationships within the financial services industry.

This position reports to the Head of US Wealth, North America Wealth Strategy and Business Development. The Wealth Sales team is responsible for driving our business within US Wealth Management organizations, including ETF Strategists, Wirehouses, Broker/Dealer Firms, Custodians, TAMPs, and large RIAs

Key Functions and Responsibilities

This position will be responsible for executing the Wealth strategy for FTSE Russell Wealth Solutions in the Americas. Specifically, this includes supporting the Wealth Specialist team, Product, and Research teams to drive adoption of FTSE Russell indexes among Financial Advisors. This role also includes leveraging research and product to develop new innovative wealth solutions for financial advisors and coordinating with marketing to build the FTSE Russell brand in the wealth management space.

Key Responsibilities

  • Support Wealth strategy by directly calling on Financial Advisors to grow footprint of FTSE Russell Indexes and investment products based on those indexes

  • Create a plan to educate financial advisors on FTSE Russell indexes and underlying methodology

  • Partner with ETP team to drive adoption of FTSE Russell index linked products at strategic wealth partner firms

  • Develop relationships with key financial advisors at wealth management firms to help support wealth management home office initiatives

  • Identify client needs related to index and wealth technology and propose solutions leveraging various LSEG verticals

  • Promote FTSE Russell Direct Indexing Solution to wealth management firms and Financial Advisors

Key Behaviours

This role requires a desire to deliver a quality customer experience. The individual will need to have the following key attributes:

  • Index, analytics or asset management experience

  • Asset or wealth management sales experience

  • Business Development experience with solid negotiation skills

  • Drive to achieve business goals by solving complex problems and taking a broad perspective to identify solutions

  • Excellent communicator

  • Excels in an environment that is rapidly growing and changing

  • Ability to lead projects that require technical expertise and attention to detail while ensuring a big picture risk assessment is maintained

  • Team player that works well in a collaborative matrix environment

  • First class presentation skills

  • Travel: 10%-33%

Candidate Profile / Key Skills

  • Be recognized as having wealth management expertise

  • Bachelor’s in finance, MBA, CFA or CAIA a plus

  • 7+ years of experience in the financial services industry

  • Strong analytics and quantitative skills

  • Clear understanding of the global markets, investing, and asset allocation

  • Capable leader and self-starter

  • Excellent interpersonal and teamwork skills

  • Experienced business developer with proven track record of achieving sales goals

About London Stock Exchange Group

London Stock Exchange Group (LSEG) is a diversified international exchange Group that sits at the heart of the world's financial community. The Group can trace its history back to 1801.

The Group operates a broad range of international equity, bond and derivatives markets, including London Stock Exchange; Borsa Italiana; MTS, Europe's leading fixed income market; and the Pan-European equities and derivatives platform, Turquoise. Through its markets, the Group offers international businesses and investors unrivalled access to Europe's capital markets.

Post trade and risk management services are a significant and growing part of the Group’s business operations. LSEG operates CC&G, the Rome headquartered CCP and Monte Titoli, the significant European settlement business, selected as a first wave T2S participant. The Group is also a majority owner of leading multi-asset global CCP, LCH.Clearnet.

The Group offers its customers an extensive range of real-time and reference data products, including Sedol, Unavista, Proquote and RNS, as well as access to over 200,000 international equity, bond and alternative asset class indices, through LSEG’s world leading index provider, FTSE.

London Stock Exchange Group is also a leading developer of high performance trading platforms and capital markets software. In addition to the Group’s own markets, over 30 other organisations and exchanges around the world use the Group’s MillenniumIT trading, surveillance and post trade technology.

Headquartered in London, United Kingdom with significant operations in Italy, France, North America and Sri Lanka, the Group employs approximately 2,800 people.

About FTSE Russell

FTSE Russell is a fast growing, high profile business within the Information Services Division of the London Stock Exchange Group. Our mission is to provide investors globally with the best index and benchmarking solutions and decision making support tools.

FTSE Russell is a leading provider of index data for institutional investors worldwide with over $12 trillion of assets benchmarked to FTSE and Russell indexes. Growing at over 20% each year, and working from a position of market leadership in the UK and Europe, FTSE Russell’s strategy is to increase FTSE Russell brand awareness globally and to continue to grow its business worldwide through acquisitions, partnerships and aggressive organic growth.

We are relied upon by financial markets globally, running the FTSE 100, Russell 1000, 2000 and 3000 indexes, FTSE MIB (Italy), Straits Times (Singapore), FTSE/JSE (South Africa) and FTSE Bursa Malaysia KLCI. The company is at the forefront of indexes for the emerging market in China, operating the FTSE China A50 which supports the leading A Share ETF in Hong Kong. FTSE also works with the world’s biggest asset owners such as CalPERS, OMERS, PGGM, AP3, AP7, ABN Amro, UBS, MPF and the Future Fund, as well as the world’s largest passive fund managers, including Blackrock, State Street, Legal and General and all of the major Investment Banks. We also lead the market in Alternatively Weighted and Smart Beta Index offerings.

FTSE Russell operates from three major centres in London, New York and Hong Kong. The company also has offices in Seattle, San Francisco, Boston, Chicago, Paris, Milan, Dubai, Tokyo, Beijing, Mumbai and Sydney.

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 (https://www.lseg.com/sites/default/files/content/documents/Global%20Applicant%20Privacy%20Policy%20Feb%202021.pdf) 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 (https://privacyportalde-cdn.onetrust.com/dsarwebform/5f7a2da0-bed0-45e8-ac2c-c1f297e2efdc/4ae30ef5-8107-4353-a0b5-1bf34dd647f6.html.) .

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.