19 retail client manager jobs found

About the Role: Grade Level (for internal use): 09 The Team: S&P Global Market Intelligence’s Loan Platforms suite of products unify workflows and datasets across all syndicated loan market participants. Included in the portfolio are ClearPar for trading and settlement, ADFlow which provides secure, digital administrative details and wire instructions, Messaging to facilitate STP throughout the trade life-cycle, Loan Processor which provides rich integration capabilities, Tax Utility integration to seamlessly navigate tax documentation, and Loan Reconciliation for Agent-Lender agreement of post-trade positions. These applications are used by lenders, agent banks, custodians, trustees, borrowers, legal professionals, and other persona to streamline workflows, reduce risk, and manage their syndicated loan portfolios in a single ecosystem. Responsibilities and Impact: The Product Manager is responsible for working closely across Product, Commercial, Sales,...

About the Role: Grade Level (for internal use): 13 About the Team The Business Acceleration & Strategic Initiatives function at S&P Dow Jones Indices partners with Division leadership on the most critical strategic questions facing the business while also driving initiatives that make the organization more effective. The work is project-based and episodic — the team flexes across themes rather than owning fixed lanes. This is the first senior hire into the function, offering a rare opportunity to help shape both the strategic agenda and the operating model of a high-visibility team inside a market-leading business. The Role Reporting directly to the Head of the function, the Senior Strategy Lead will run strategic projects end-to-end. This is an "athlete" role — not a specialist position. You will: Lead strategic projects end-to-end under the direction of the function head: framing the problem, designing the workplan, driving analysis, synthesizing...

About the Role: Grade Level (for internal use): 10 Positon: Custom Index Manager Position Description: The Data Operations Associate is responsible of the entire data lifecycle from data preparation to reporting and recognizes the interconnected nature of the data analytics and data operations. The Data Operations Associate must be able to analyze and implement complex index methodology and solve non-routine operational problems on an on-going basis and have experience and ability to interact with S&P proprietary calculation systems and work with large and complex data sets in excel. Processes automation skills and experience via coding is required. It is expected for the candidate to leverage coding skills to be able to improve velocity, reliability, and quality of data operations and analytics. As part of the responsibilities, the Data Operations Associate follows a methodology to select and weight index constituents and to maintain indices on a daily basis...

About the Role: Grade Level (for internal use): 12 The Role:  Product Manager, Private Markets Product Team S&P Dow Jones Indices is a leading provider of iconic and innovative index solutions, bringing transparency to global capital markets. Our Private Markets initiative is at the forefront of innovation, aiming to democratize access to private equity, private credit, and real assets while introducing greater efficiency and transparency within these sectors. The Team  The Private Markets Product team is pioneering the development of index solutions within private markets, a new and innovative area. This team is dedicated to breaking new ground and finding solutions that will democratize access to private markets and enhance operational efficiency. We value creativity, collaboration, and a global mindset. Joining this team offers an exciting opportunity to be part of a transformative initiative. The Product Manager will play a key role in developing our...

About the Role: Grade Level (for internal use): 12 The Team:  The S&P Global Ratings Commercial team is known for its collaborative spirit, client focus, and commitment to excellence. We value innovation, integrity, and intellectual curiosity, and we partner with clients to help them navigate complex capital markets, credit, and business challenges. The team is competitive, sales-focused, energetic, and highly collaborative, with a strong emphasis on building trusted relationships across clients, intermediaries, and internal stakeholders.  What you stand to Gain:    Work directly with CFOs, Treasurers, Market Intermediaries and other senior executives across the U.S. Public Finance market.  Build deep familiarity with assigned accounts, client business models, funding needs, and decision-making dynamics to support effective day-to-day and strategic coverage.  Develop a strong understanding of the ratings business, U.S. Public Finance market trends, and the...

About the Role: Grade Level (for internal use): 13 Director, Asset Manager Sales, Multi-Asset & Options Indices Role Overview S&P Dow Jones Indices is seeking a Director, Asset Manager Sales, Multi-Asset & Options Indices to lead commercial growth across our derivative-based and multi-asset index solutions. This is a senior role within the Sales organization, designed to meet growing client demand for sophisticated index solutions for buy-side clients. The Director will combine deep technical fluency in derivatives overlays and other options- and income-based strategies with a strong commercial orientation and proven ability to originate, develop, and close complex licensing opportunities. The role will require consultative selling, senior client engagement, structured problem solving, and close collaboration with Product Management, Research & Design, Legal, Finance, and Marketing. This individual will serve as a senior sales rep, helping clients...

About the Role: Grade Level (for internal use): 12 About the Role: The Team: The Enterprise Solutions business within S&P Global Market Intelligence provides industry-leading data, software, and services that support investment management, enterprise data management, regulatory compliance, and private markets solutions. The Private Markets product team is responsible for products that support the entire investment lifecycle across Private Equity, Venture Capital, Real Estate, Infrastructure, and Private Credit markets. As part of the flagship iLEVEL product organization, you will work with a highly collaborative team of product leaders, technology professionals, and market experts focused on delivering innovative solutions for investment professionals. The team values customer-centricity, innovation, execution excellence, and continuous learning.   Responsibilities and Impact: •    Define and execute product strategy for Private Markets solutions, focusing on...

About the Role: Grade Level (for internal use): 13 The Role S&P Dow Jones Indices is seeking a highly technical and commercially driven  Director, Multi-Asset Product Management  to join our Multi-Asset Product Management team in New York. This senior role will be responsible for leading the development, management, and commercial promotion of systematic multi-asset and equity derivatives indices, with a particular focus on strategies that incorporate options and derivatives. The role will support a broad range of index-linked investment solutions, including ETFs, structured products, insurance products, derivatives overlay strategies, volatility-controlled strategies, and other multi-asset applications. The ideal candidate will bring deep quantitative expertise, hands-on experience developing options-based strategies, and a strong understanding of how derivatives can be incorporated into transparent, rules-based index methodologies. This role requires someone who...

About the Role: Grade Level (for internal use): 08 The Team: The Compliance Services team operates as a critical partner to our investment management clients, ensuring regulatory excellence while enabling business growth. We pride ourselves on our collaborative approach, attention to detail, and commitment to staying ahead of the evolving regulatory landscape. Our team values continuous learning, proactive problem-solving, and maintaining the highest standards of integrity in everything we do.   Responsibilities and Impact: Generate and manage daily deliverables for capital management firm clients, ensuring accurate and timely delivery of compliance services Perform routine reconciliation of key data points with trustees and generate compliance test results for comparison to monthly trustee reports, researching and resolving variances Monitor cash collection, payment, and reserve accounts to ensure proper processing of all activities and...

About the Role: Grade Level (for internal use): 09 About the Role:  Solutions Operations is the industry leader in leveraged loan, private equity and high-yield solutions and provides comprehensive products and services for portfolio management, administration, reporting, and analysis. Through our numerous platforms, managed services, or full outsourcing to front to back-office functions, Solutions Operations offers flexible and unique solutions tailored to client needs. The Team: H ighly collaborative and engaging culture where everyone works independently while also supporting one another to ensure all reports and deliverables are completed accurately and on time. What makes our team unique is our strong commitment to teamwork, open communication, and willingness to help each other when needed. We value accountability, collaboration, and   maintaining   a positive environment that drives both individual and team success.   Responsibilities and...

About the Role: Grade Level (for internal use): 11 The Team:     Credit Ratings is an integral part of the Global Ratings Services team,  comprising  a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.        The successful candidate will join the S&P Global Ratings’ Sovereign and International Public Finance (IPF) ratings team and work closely with the Chief Analytical Officer, Head of Sovereign and Multilateral Institutions Ratings, the Sector Leads and Chairs of the Global, Sovereign and regional   IPF “ Analytical Oversight and Consistency Councils” (AOCCs).   The team manages high-profile government and public sector related credits, including multilateral financial institutions.   It assigns and monitors ratings,   maintains   high-quality analytical work, communicates with the...

About the Role: Grade Level (for internal use): 12 Key Responsibilities Strategic Client Ownership Serve as the primary relationship lead for Global Strategic Accounts in the Americas, with a focus on the firm’s largest ETF client relationships using our index IP. Develop and execute long‑term account strategies aligned with client objectives, asset growth goals, and firm‑wide commercial priorities. Function as a trusted advisor to senior client stakeholders, including investment, product, and distribution leadership. Serve as a trusted advisor on ETF market trends, index-based product positioning, and ecosystem dynamics. Tactical Quarterback & Execution Leadership Lead day-to-day coordination of active initiatives including: Product enhancements (methodology changes, communications, timelines, approvals). New product pitches and commercialization planning (concept shaping, differentiators, feasibility). Commercial reviews, pricing discussions, and...

About the Role: Grade Level (for internal use): 12 The Team:     Structured Finance   Esoteric A BS         Credit Ratings is an integral part of the Global Ratings Services team,  comprising  a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.        The Esoteric   ABS team   assigns credit ratings to securities   backed by non-traditional   collateral like   corporate securitizations, data   centres , triple-net lease s , transpor tation   assets ,   De-Fi, etc.   by analysing underlying asset performance, structural protections, cash-flow mechanics, and downside stress scenarios .     Analysts produce opinions that help issuers and investors compare complex instruments, bringing market-relevant perspectives on topics such as...

About the Role: Grade Level (for internal use): 10 The Team: The Index Governance Operations (IGO) Methodology Team at S&P Dow Jones Indices (S&P DJI) maintains the document library hosting all S&P DJI methodologies, policy documents, and related communications for S&P DJI indices. The team is responsible for the management and maintenance of the document library to adhere to regulatory and stylistic norms to ensure clients can clearly and transparently understand the objectives and mechanics of S&P DJI indices used as the benchmarks for investment products. In addition, the team owns and manages the systems and workflows defining the library. You will join a team of professionals dedicated to providing accurate and understandable definitions of the indices and ensure that the documents containing those definitions adhere to all applicable existing (and potential) IOSCO and EU BMR regulations regarding clarity and disclosure. Your work will...

About the Role: Grade Level (for internal use): 12 About the Role: We are seeking applicants for the role of Associate Director in the Index Investment Strategy in the NY office of S&P Dow Jones Indices (S&P DJI). The Team: Reporting to a Senior Director, you will collaborate with a global team to design, create and promote thought leadership to enhance S&P DJI’s revenues, relationships, and reputation.  Your contributions will help develop interest in a market-leading range of indices, with a particular focus on growing our indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions.  You will also have the chance to support S&P DJI’s market leading SPIVA® research. You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants....

About the Role: Grade Level (for internal use): 12 The Team: The Index Engineering team is responsible for prototyping, building, and launching indices across various asset classes. The team is responsible for the full lifecycle of the index development process as well as interfacing with clients, and internal stakeholders to ensure successful product delivery. This role provides an opportunity to understand and implement cutting edge index products.  This role will offer the opportunity to connect with stakeholders from all aspects of SPDJI’s business and a direct connection to a wide variety of client and product types. This role allows to work with a highly collaborate and creative global team of financial engineers for continuous learning and person growing. Responsibilities and Impact: Index Engineering is a global team responsible for developing and launching indices at S&P Dow Jones Indices. This role encompasses full lifecycle of index...

About the Role: Grade Level (for internal use): 12 The Team: The Financial Services team within S&P Global Ratings operates as a globally distributed sector team focused on banks, brokers, exchanges, and clearinghouses in Canada and the U.S. Our team values analytical excellence, collaborative relationships, and strategic thinking in delivering high-quality credit research. We foster an environment where diverse perspectives drive innovative solutions and where each team member contributes to maintaining our reputation for integrity and transparency in the financial markets. The Impact: At S&P Global Ratings, your analytical opinion truly matters, and each person who works here plays an essential role in upholding our reputation for integrity, transparency, and ratings excellence. S&P Global Ratings plays a vital role in bringing transparency and comparability to the financial markets, enabling investors and other decision makers to measure and manage...

About the Role: Grade Level (for internal use): 13 About the Role/The Team:     The S&P Global Ratings Commercial Team is responsible for optimizing relationships and commercial outcomes with a broad set of clients in the U.S. We are a collaborative team who develop solutions that help our clients overcome their complex business challenges. The team is focused on relationship management, business development, and are intellectually curious. We uniquely leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions. The Head of Private Markets Relationship Management, S&P Global Ratings is a pivotal leadership position responsible for elevating the Private Markets Commercial team to achieve strategic objectives within the sector.  We are seeking a seasoned professional with consultative sales skills within Private Credit, Fund Finance and Financial Sponsors, along with a proven track record of...

About the Role: Grade Level (for internal use): 12 About the Role/The Team:   The Structured Finance team is a dynamic group of analytical professionals who specialize in evaluating complex financial instruments and emerging asset classes. We pride ourselves on being at the forefront of credit analysis innovation, working collaboratively to develop new methodologies and provide market-leading insights. Our team values intellectual curiosity, rigorous analysis, and the ability to communicate complex concepts clearly to both internal stakeholders and external clients. The Associate Director is recognized as an expert, frequently advising others on complex matters, and operating with autonomy. Helping to manage effective operational systems and processes, working closely with other teams to deliver sustainable results. What’s in it for you: The opportunity to work in a collegial culture with great potential for professional development and career growth. To succeed,...