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LSEG · 3 hours ago

Senior Sales Specialist - Wealth

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$120K/yr - $200K/yr

5+ years exp

LSEG is a leading global financial markets infrastructure and data provider, and they are seeking a Wealth Solutions Sales Specialist in the Americas. This role involves engaging North American clients, developing sales strategies, and closing deals to achieve revenue targets within the wealth management sector.

ConsultingData ManagementDatabaseFinanceFinancial ServicesInfrastructureStock Exchanges

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

Qualification

Sales experienceFinancial markets knowledgeConsultative sellingSales strategy developmentPresentation skillsListening skillsSales plan implementationExecutive presenceRelationship buildingCreative thinking