ETP/ETF Sales Specialist

We are seeking a Sydney-based candidate to call on key personnel and decision makers at Wealth Advisory firms including brokers, private bank/ wealth firms, independent financial advisers and model portfolio managers with a focus on influencing strategy, understanding and usage of MSCI-based ETFs.

Job Purpose:

  • This person will play a key role in the expansion of our existing client base by uncovering investment needs, educating targets and presenting solutions as well as identifying and pursuing new opportunities with prospective clients
  • The successful candidate will have a proactive attitude to prospecting and overall business development initiatives coupled with a consultative sales approach
  • This role will report to our Executive Director of Index/Wealth Advisory Client Coverage-Australia and will collaborate closely with teams across the firm including Index Sales, Research, Marketing and Client Coverage

Your Responsibilities:

  • Develop an account strategy and action plan for growing wider recognition of MSCI and acceptance of MSCI-based ETFs.
  • Identify and convert benchmark win opportunities including moves to MSCI-based ETFs
  • Co-ordinate and structure presentation and marketing materials for client meetings and marketing campaigns
  • Expand the existing client database and maintain accurate records of clients meetings and activities in Salesforce CRM
  • Provide feedback from clients to Marketing, Sales, Research and Product Development groups
  • Manage day-to-day sales process, including maintaining client lists and entering notes in CRM (Salesforce)
  • Partner with the index Coverage team to identify new ETF index opportunities. Travel will be required within Australia

Skills and Qualifications:

  • Understanding of / experience dealing with advice and wealth channels as well as research and asset consultant houses
  • Understanding of ETF and ETP structures as well as their investment management processes
  • Strong understanding of the advice process and how to target best opportunities within this space
  • Deep knowledge of local and global equity markets, investment strategy and the various uses of indices in the investment process (asset allocation, benchmarking, attribution, analysis etc)
  • Superior communication and time management skills with the ability to handle multiple projects
  • Proven ability to close sales opportunities in the Wealth advisory/ investment market
  • Highly motivated with the ability to work individually and within a small team
  • Minimum of 5 years sales experience in the financial services industry with exposure to advice channels and proven record of accomplishment
  • Client contacts in the retail advice segment
  • Experience with institutional and asset owner/ pension segments will be well regarded
  • Bachelors Degree required
  • CFA charter holder and/or RG 146 compliant would be advantageous.

Source: for more information click here.

More Information

  • Experience 5-7 Years
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MSCI is an independent provider of research-driven insights and tools for institutional investors. We have deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with our clients.Our broad product line supports clients’ needs across all major asset classes and provides them with a consistent way of looking at risk and performance from front to middle office. We have a highly flexible business model that enables clients to select the individual products and services they need and integrate them into their own investment processes and methodologies.Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research. We serve 97 of the top 100 largest money managers, according to the most recent P&I ranking.

  • Specialism Index Providers
  • Location New York
  • Address 250 Greenwich Street New York, NY 10007 United States
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