Director, Asset Manager Sales, Multi-Asset & Indices

Responsibilities

• Develop and execute the commercial strategy for S&P DJI’s options-based and multi-asset index solutions across assigned buy‑side clients, with accountability for pipeline development, revenue generation, and long‑term franchise growth.
• Originate and close new business opportunities across index licensing for investment product issuance, index data usage, and redistribution, with particular emphasis on solutions tied to derivatives overlays and multi‑asset strategies.
• Serve as a specialist consultative seller for technically complex index solutions, translating client objectives into commercially viable index concepts and clearly articulating methodology, use cases, value proposition, and implementation considerations.
• Build and deepen relationships with Asset Managers and ETF sponsors.
• Work collaboratively across the sales team – including Bank Sales, Exchanges, Capital Markets, etc. – to effectively serve the derivative‑based ETF ecosystem.
• Partner closely with Product Management and Research & Design to shape solution development based on market demand, client feedback, and emerging trends in options, volatility, and multi‑asset investing.
• Support the commercialization of new and existing index solutions by helping define market positioning, client targeting, and sales enablement strategy for the multi‑asset and options index suite globally.
• Lead complex commercial discussions and contract negotiations, including usage rights, licensing structures, and commercial terms, in close partnership with Legal, Finance, Product Management, and other internal stakeholders.
• Manage the full sales lifecycle, including opportunity origination, qualification, solution development, commercial negotiation, contract progression, internal approvals, and coordination of post‑sale implementation support.
• Track and manage client activity through CRM tools, maintain pipeline visibility, and provide accurate forecasting, sales reporting, and market intelligence to leadership.
• Monitor client usage and evolving market activity to identify expansion opportunities, ensure commercial compliance, and stay ahead of trends affecting demand for index‑linked products and data.
• Act as an internal leader and subject matter resource for the broader Sales organization by mentoring colleagues, sharing best practices, and helping elevate team capability in technically sophisticated index solutions.

• Bachelor’s degree required; advanced degree and/or CFA preferred.
• 10+ years of successful experience in institutional sales, index sales, investment product sales, market data sales, index structuring, derivatives‑related sales, or a closely related field within financial services.
• Demonstrated track record of revenue generation in long‑cycle, conceptual, and solutions‑oriented sales environments, including complex negotiations and intellectual property or licensing‑based commercial models.
• Strong expertise in options investment strategies, options‑based indices, derivatives overlays, and/or multi‑asset investment solutions.
• Strong understanding of client use cases across structured products and ETFs, including how indices are used in investment products, hedging frameworks, and product manufacturing.
• Ability to operate effectively in a role that requires both technical depth and commercial leadership, including explaining complex index methodologies and strategy concepts to audiences with varying levels of sophistication.
• Experience partnering cross‑functionally with teams such as Product Management, Research & Design, Marketing, Legal, and Finance to drive strategic outcomes.
• Excellent verbal, written, and presentation skills, with the ability to influence senior external stakeholders and create high‑quality client content.
• Proven ability to work independently, manage competing priorities, and collaborate effectively across global teams.
• Strong strategic mindset, commercial judgment, and relationship management skills, with a hands‑on approach to opportunity development and execution.
• Familiarity with key investment themes including indexing, volatility, factor investing, ESG, and multi‑asset solutions is beneficial, particularly where these themes intersect with client demand for customized index‑based outcomes.