Sales Specialist - Wealth
LSEG (London Stock Exchange Group), New York, NY, United States
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.
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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.
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