2 wealth planner jobs found in New York

About the Role: Grade Level (for internal use): 12 The Team: This is an appointment in S&P Global's North American Equity Data Analytics sales team with responsibility for selling our Equities product suite. This position will be located in New York City and will also liaise with counterparts in the other major financial centers. The successful candidate will have experience in financial markets, direct selling, account management and/or the ability to manage complex relationships.   Responsibilities and Impact: Sales & Account Management is a key function within S&P Global and is responsible for client-facing activity including co-ordination of sales coverage to maximize new business generation, up-selling opportunities, cross-selling opportunities; contract renewals, roll-out of new products and overall business development.   The Equity Data Analytics product suite is composed of alternative datasets for alpha generation as well as back-office...

About the Role: Grade Level (for internal use): 12 The Team: The Data & Research team represents several of our flagship products in the S&P Capital IQ/Pro Desktop, Visible Alpha, Pronto, Aftermarket Research, Chart IQ, S&P AI Data Portal, and Xpressfeed/API/Marketplace channel solutions. Together, they represent over $1.3B in annual revenue and are seeing significant growth based on continued expansion of content, delivery, and capabilities.   Responsibilities and Impact : As a Data & Research (D&R) Senior Sales Specialist for Sell Side, you are responsible for selling a Suite of products distributed via desktop, bulk delivery or API via data distribution channels to our Tier 1 clients. In addition, you are acting as a senior leader on the team who is leading a pod of Sales reps and solving problems for some of our most sophisticated clients. In addition to sales, you are working closely with the leadership team on various strategic initiatives...