Sales Specialist - Wealth Desktop Solutions

LocationSan Francisco, CA
Job Typefull_time
Salary$142,600-$265,000

About This Job

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

Compensation/Benefits Information ( New York applicants only ):

LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $142,600 - $265,000.

Compensation/Benefits Information ( for all California based roles ):

LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $142,600 - $265,000.

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.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of

Integrity, Partnership

,

Excellence

and

Change

underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

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.

Please take a moment to read this privacy notice carefully, as it describes what personal information 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.

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.

Similar Jobs

company-logo

Sales Specialist - Wealth Desktop Solutions

LSEG
Job Typefull_time
Salary
$142600 - $265000
San Francisco, CA
21 days ago
ME

Sales Support Specialist

Midwest Electrical Testing & Maintenance
Job TypePart-time
Salary
$33280 - $39520
Menomonee Falls, WI
12 days ago
company-logo

Sales Support Specialist

Badger Meter
Job Typefull_time
 
Milwaukee, WI
15 days ago
company-logo

Sales Support Specialist

Hitachi Energy
Job Typefull_time
 
Calgary, AB
16 days ago
company-logo

Building Sales Specialist

Northedge Steel
Job TypeFull-time
Salary
$50000 - $70000
Yorktown, IN
18 days ago
company-logo

Solutions Specialist (Outside Sales)

Viacore
Job TypeFull-time
 
Calgary, AB
25 days ago
company-logo

Sales Specialist

Nova NRG
Job TypeFull-time
Salary
$135000 - $160000
Brickell Point, FL
29 days ago
company-logo

Sales Support Manager

Flexpipe
Job Typefull_time
 
Houston, TX
1 day ago
company-logo

Senior Product Manager, Data Center and Utility Solutions

Mainspring Energy
Job Typefull_time
Salary
$140000 - $165000
Menlo Park, CA
4 days ago
company-logo

Sales Consultant

Illinois Oil Marketing Equipment Inc.
Job Typefull_time
 
Pekin, IL
7 days ago
company-logo

Sales Consultant

Suncor Solar
Job Typefull_time
Salary
$10000 - $20000
Tampa, FL
10 days ago
company-logo

Sales Specialist - Turboexpanders

Nikkiso Clean Energy & Industrial Gases
Job TypeFull-time
 
Irvine, CA
12 days ago
company-logo

Senior Sales Engineer - Data Center Markets

Mainspring Energy
Job Typefull_time
Salary
$127000 - $150000
Menlo Park, CA
16 days ago
FW

Sales Consultant

Future West Solar Corp
Job TypeFull-time
 
Calgary, AB
17 days ago
company-logo

Sales Business Administrator

Siemens Energy
Job Typefull_time
 
Orlando, FL
20 days ago
company-logo

Sales Consultant

Northern PWR
Job TypeFull-time
 
Edmonton, AB
22 days ago
company-logo

Sales Consultant

Solify
Job Typecontract
 
North York, ON
23 days ago
company-logo

Sales Support

Norsk Hydro
Job Typefull_time
 
Cressona, PA
24 days ago
company-logo

Sales Administrator

Curtis Power Solutions
Salary
$55000 - $65000
Charlotte, NC
3 days ago
company-logo

Sales Administrator

Harvest Energy Solutions, LLC
Job TypeFull-time
Salary
$48000 - $60000
Jackson, MI
5 days ago

Trending Jobs

company-logo

Electrical Engineer

Dudley Staffing
Job TypeFull-time
Salary
$55 - $75
Canonsburg, PA
5 months ago
company-logo

Division Order Analyst

Coronado Resources
Job TypeFull-time
 
Dallas, TX
about 2 months ago
company-logo

Professional Landman

Penterra Services, LLC
Job TypeContract
 
Lovington, NM
23 days ago
company-logo

Accounts Payable Clerk

LPR Energy
Job TypeFull-time
Salary
$65000 - $65000
Dallas, TX
2 months ago
company-logo

Division Order Landman

R. Lacy Services, Ltd.
Job TypeFull-time
 
Longview, TX
about 1 month ago
company-logo

contract landman

HPS Oil & Gas Properties
Job TypeFull-time
 
Lafayette, LA
4 months ago
company-logo

Oil and Gas Land and Title Analyst - SAM Associate II

Bank of America
Job TypeFull-time
 
Dallas, TX
3 months ago
company-logo

Attorney

Toeppich & Associates
Job TypeFull-time
 
Houston, TX
over 1 year ago
company-logo

Title Landman

Sustain Land Services
Job TypeFull-time
 
Norman, OK
3 months ago
company-logo

Senior Landman

Greenlake Energy
Job TypeFull-time
 
Austin, TX
3 months ago
company-logo

Electrical Designer

Dudley Staffing
Job TypeFull-time
Salary
$45 - $60
Canonsburg, PA
5 months ago
company-logo

Title Reviewer

Innovation Land Services
Job TypeFull-time
 
Pittsburgh, PA
5 months ago
company-logo

Civil/Structural Designer

Dudley Staffing
Job TypeFull-time
Salary
$30 - $60
Canonsburg, PA
5 months ago
company-logo

Landman

Stockyards Energy Land Services
Job TypeContract
 
Akiachak, TX
6 months ago
company-logo

Oil and Gas Title Attorney

Oliva Gibbs PLLC
Job TypeFull-time
 
Houston, TX
2 months ago
company-logo

contract Landman

HPS Oil & Gas Properties
Job TypeFull-time
 
Cheyenne, WY
4 months ago
company-logo

contract Landman

HPS Oil & Gas Properties
Job TypeFull-time
 
Midland, TX
4 months ago
company-logo

Mechanical/Piping Engineer

Dudley Staffing
Job TypeFull-time
Salary
$55 - $75
Canonsburg, PA
5 months ago
company-logo

Senior Division Order Analyst

Formentera
Job TypeFull-time
Salary
$110000 - $130000
Austin, TX
about 1 year ago
company-logo

E & I - Office/Field Administration

Surepoint Group
Job Typefull_time
 
Grande Prairie, AB
25 days ago

Notice: The inclusion of job postings or company information on our platform does not imply endorsement, partnership, or affiliation. Listings may include publicly available roles from various sources, and companies shown may not have a direct relationship with Energy Hire.