What are the responsibilities and job description for the Associate Director, Direct Indexing and Model Portfolios Specialist position at S&P Global?
About the Role:
Grade Level (for internal use): 12
S&P Dow Jones Indices
The Role: Associate Director, Direct Indexing and Model Portfolios Specialist
The Role:
We are seeking an Associate Direct Indexing and Model Portfolios Strategist to join our Commercial team at S&P Dow Jones Indices. As an Associate Director, Direct Indexing and Model Portfolios Specialist, you will focus on growing our indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will be responsible for developing and executing the strategy to drive flows into a strategic and diverse set of index solutions.
You are a proven financial sales professional with experience and contacts in wealth and investment management. You have working knowledge of—and prior experience in, index-based investing, direct indexing/personalized indexing and model portfolio competitive landscape, Unified and Separate Managed Accounts (UMA/SMA) platforms, model portfolio management and technology enabled distribution. You have a passion for delivering client centric business models, driving both the strategy and the execution of model portfolio and direct indexing initiatives. You will work together with an internal specialist and external strategist to direct sales identification and drive post-license flows into S&P DJI index-based solutions.
What’s in it for you:
You will report to the Director of Direct Indexing and Model Portfolios 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—and form, long standing relationships with centers of influence at asset management and wealth management firms in America. As Direct Indexing and Model Portfolios continues to gain momentum, this is an exciting opportunity to be part of a dynamic and growing part of our organization.
Responsibilities:
Responsible for commercial growth of S&P Dow Jones Indices in Direct Indexing and Model portfolios including influencing flows, strategic partnering, business development, and subject matter expertise.
Work autonomously and collaboratively to drive index-based solutions adoption across various financial services channels with a focus on wealth
Deliver a clearly differentiated, competitive position for S&P DJI in Direct Indexing and Model Portfolios. Maintain awareness of competitor strengths and weakness and uncover opportunities to gain market share.
Strategically partner with distribution partners to develop, implement and support a diverse set of index solutions
Act as the Subject Matter Expert (SME) for direct indexing and model portfolios. Provide thought leadership and educational presentations internally and externally
Continuously improving and support the current product offerings in the marketplace, raising awareness of index-based solutions to financial advisors
Partner with S&P DJI commercial and product teams to develop and cultivate a pipeline of new index solution initiatives. Build strong relationships internally, liaising with Sales, Client Service, IIS, Marketing, and Product teams to support new and existing client initiatives
Drive business development across North America and support of the Direct Indexing and model portfolios commercial strategy across asset and wealth managers, TAMP’s, Fin-techs and other entrants into this rapidly growing space
Some ravel across our North America region is required for this role (approximately 25% of the time)
Support the go to market strategy, maintain goal tracking, reporting and communication.
What We’re Looking For:Basic Qualifications:
Demonstrate advanced knowledge of direct indexing/personalized indexing, index-based investing and model portfolio competitive landscape
Familiarity and prior experience supporting Unified and Separate Managed Accounts (UMA/SMA), Model Portfolios, Investment Advisory Solutions platforms and RIA channel advisors
Outstanding communication skills with ability to articulate complex concepts in concise and compelling fashion
Proven track record of working collaboratively cross-functionally within a matrix /dotted line structure
Proven track record raising capital and driving sales goals via consultative sales tactics
Self-motivated, curios and passionate about empowering those around them
Preferred Qualifications:
Undergraduate degree required; CFA and/or MBA preferred (or progress to)
Min 5 years in financial services, ideally with experience in: sales, portfolio strategy, investment advisory, investment consulting, and RIA channel advisors
Effective in networking with financial advisors across multiple channels with an experience covering RIAs, COIs, and senior level decision makers
Prior experience with analytical tools including Zephyr/PSN, FactSet, CIQ Pro, Aladdin, Morningstar, SPICE, Salesforce, advanced excel skill
Dynamic, self-motivated team player with experience in consultative sales roles
Compensation/Benefits Information (US Applicants Only):
S&P Global states that the anticipated base salary range for this position is $145,000 to $170,000 . Base salary ranges may vary by geographic location. In addition to base compensation, this role is eligible for additional compensation such as an annual incentive bonus.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, visit https://www.spgbenefitessentials.com/newhires .
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
Return to Work:
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
About S&P Global Dow Jones Indic e s
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://spgbenefits.com/benefit-summaries
Inclusive Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and equal opportunity, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
-----------------------------------------------------------
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. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.2 - Middle Professional Tier II (EEO Job Group)
Job ID: 312541
Posted On: 2025-03-04
Location: New York, New York, United States
Grade Level (for internal use): 12
S&P Dow Jones Indices
The Role: Associate Director, Direct Indexing and Model Portfolios Specialist
The Role:
We are seeking an Associate Direct Indexing and Model Portfolios Strategist to join our Commercial team at S&P Dow Jones Indices. As an Associate Director, Direct Indexing and Model Portfolios Specialist, you will focus on growing our indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will be responsible for developing and executing the strategy to drive flows into a strategic and diverse set of index solutions.
You are a proven financial sales professional with experience and contacts in wealth and investment management. You have working knowledge of—and prior experience in, index-based investing, direct indexing/personalized indexing and model portfolio competitive landscape, Unified and Separate Managed Accounts (UMA/SMA) platforms, model portfolio management and technology enabled distribution. You have a passion for delivering client centric business models, driving both the strategy and the execution of model portfolio and direct indexing initiatives. You will work together with an internal specialist and external strategist to direct sales identification and drive post-license flows into S&P DJI index-based solutions.
What’s in it for you:
You will report to the Director of Direct Indexing and Model Portfolios 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—and form, long standing relationships with centers of influence at asset management and wealth management firms in America. As Direct Indexing and Model Portfolios continues to gain momentum, this is an exciting opportunity to be part of a dynamic and growing part of our organization.
Responsibilities:
Responsible for commercial growth of S&P Dow Jones Indices in Direct Indexing and Model portfolios including influencing flows, strategic partnering, business development, and subject matter expertise.
Work autonomously and collaboratively to drive index-based solutions adoption across various financial services channels with a focus on wealth
Deliver a clearly differentiated, competitive position for S&P DJI in Direct Indexing and Model Portfolios. Maintain awareness of competitor strengths and weakness and uncover opportunities to gain market share.
Strategically partner with distribution partners to develop, implement and support a diverse set of index solutions
Act as the Subject Matter Expert (SME) for direct indexing and model portfolios. Provide thought leadership and educational presentations internally and externally
Continuously improving and support the current product offerings in the marketplace, raising awareness of index-based solutions to financial advisors
Partner with S&P DJI commercial and product teams to develop and cultivate a pipeline of new index solution initiatives. Build strong relationships internally, liaising with Sales, Client Service, IIS, Marketing, and Product teams to support new and existing client initiatives
Drive business development across North America and support of the Direct Indexing and model portfolios commercial strategy across asset and wealth managers, TAMP’s, Fin-techs and other entrants into this rapidly growing space
Some ravel across our North America region is required for this role (approximately 25% of the time)
Support the go to market strategy, maintain goal tracking, reporting and communication.
What We’re Looking For:Basic Qualifications:
Demonstrate advanced knowledge of direct indexing/personalized indexing, index-based investing and model portfolio competitive landscape
Familiarity and prior experience supporting Unified and Separate Managed Accounts (UMA/SMA), Model Portfolios, Investment Advisory Solutions platforms and RIA channel advisors
Outstanding communication skills with ability to articulate complex concepts in concise and compelling fashion
Proven track record of working collaboratively cross-functionally within a matrix /dotted line structure
Proven track record raising capital and driving sales goals via consultative sales tactics
Self-motivated, curios and passionate about empowering those around them
Preferred Qualifications:
Undergraduate degree required; CFA and/or MBA preferred (or progress to)
Min 5 years in financial services, ideally with experience in: sales, portfolio strategy, investment advisory, investment consulting, and RIA channel advisors
Effective in networking with financial advisors across multiple channels with an experience covering RIAs, COIs, and senior level decision makers
Prior experience with analytical tools including Zephyr/PSN, FactSet, CIQ Pro, Aladdin, Morningstar, SPICE, Salesforce, advanced excel skill
Dynamic, self-motivated team player with experience in consultative sales roles
Compensation/Benefits Information (US Applicants Only):
S&P Global states that the anticipated base salary range for this position is $145,000 to $170,000 . Base salary ranges may vary by geographic location. In addition to base compensation, this role is eligible for additional compensation such as an annual incentive bonus.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, visit https://www.spgbenefitessentials.com/newhires .
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
Return to Work:
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
About S&P Global Dow Jones Indic e s
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://spgbenefits.com/benefit-summaries
Inclusive Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and equal opportunity, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
-----------------------------------------------------------
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. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.2 - Middle Professional Tier II (EEO Job Group)
Job ID: 312541
Posted On: 2025-03-04
Location: New York, New York, United States
Salary : $145,000 - $170,000
