Indexed Investing Specialist

Job description

Your Team Responsibilities The Americas Wealth Indexed Investing Coverage team is responsible for driving adoption and deepening engagement of MSCI indexes across wealth management home offices, model portfolio providers, and other professional indexed investors. The team educates clients on the role MSCI indexes play within ETFs, Direct Index SMAs, and other index-linked solutions, while partnering across MSCI to identify and advance subscription and analytics opportunities. This role will focus on expanding MSCI’s presence within the Western United States wealth segment and strengthening strategic relationships across investment, product, and due diligence functions. Your Key Responsibilities: Drive awareness, adoption, and commercial growth of MSCI indexes across ETFs, Direct Index SMAs, and other index-linked investment solutions within the wealth channel. Develop and maintain senior-level relationships with CIOs, asset allocation committees, portfolio managers, due diligence teams, and product leaders at leading wealth management firms and model portfolio providers. Educate clients on MSCI’s market capitalization, factor, thematic, ESG, and custom index capabilities, clearly a...