7 licensed private client banker jobs found

About the Role: Grade Level (for internal use): 13 The Team: The Asset Owners Team is part of the North America Commercial organization. We focus on a carefully identified group of institutional decision-makers and influencers, promoting solutions and providing access to index data, analytics, research, and market intelligence. We work closely with colleagues across Client Coverage, Product, Index Investment Strategy, Research & Design, Client Services, Marketing, and Legal to deliver client outcomes and revenue growth. Responsibilities and Impact: Drive commercial growth and revenue generation by identifying, qualifying, and advancing opportunities from early discovery through client execution, building and managing a robust pipeline across U.S. and Canadian asset owners. This role requires demonstrating how your work fits into the broader strategy and leveraging your network in other functions and at a senior leadership level to ensure strategic...

About the Role: Grade Level (for internal use): 13 The Team: This sales director will partner closely with Commercial, Marketing, Customer Experience, and global sales to deliver on annual bookings, ACV, Services and business growth targets while ensuring operational rigor, forecast accuracy, and customer satisfaction. The ideal candidate has a strong commercial track record in enterprise software, deep industry knowledge, and experience leading high performing sales teams. Responsibilities and Impact: The  Americas Sales  role reports into the Head of US Revenue for the Client lifecycle & Regulatory Solutions portfolio . This role is responsible for delivering on the go-to-market strategy, driving revenue growth, and scaling growth across North America. Revenue Growth & Commercial Execution   ·          Deliver on the North America commercial strategy across the suite of Client Lifecycle & Regulatory solutions...

About the Role: Grade Level (for internal use): 15 The Role We are looking for a visionary and client-obsessed technology leader to be our Global Head of Commercial Technology Portfolio . In this critical role, you will own the entire technology ecosystem that governs how our clients discover, consume, and engage with S&P Global Indices products and data. You will be the single leader responsible for our global data distribution platforms, client-facing portals, and the full suite of sales and marketing technologies that power our growth. Your mission is to build a seamless, world-class digital experience that delights our customers and provides a strategic advantage to our commercial teams. Key Responsibilities: Commercial Technology Vision: Define and execute a cohesive technology strategy across all client-facing and revenue-enabling platforms, including data delivery APIs, customer portals, CRM, and the marketing technology stack. Drive Revenue...

About the Role: Grade Level (for internal use): 12 The Team:   Enterprise Solutions is a dynamic, revenue-driven division within S&P Global Market Intelligence that provides industry-leading software, data services, and managed solutions across multiple business segments including Private Markets, Enterprise Data Management, Regulatory & Compliance, Lending Solutions, and Corporate Actions. Our collaborative team operates globally, supporting clients with comprehensive solutions from front-to-back office operations while maintaining a culture of teamwork, innovation, and client success. Responsibilities and Impact: Drive revenue growth through new customer acquisition and expansion of existing client relationships within assigned territory or market segment Develop and execute comprehensive sales strategies aligned with company objectives and market opportunities Build and manage robust sales pipeline through targeted networking, prospecting, and...

About the Role: Grade Level (for internal use): 11 The Team: The Fixed Income Index Management team within the Global Index Management & Production Group (“IMPG”) at S&P Dow Jones Indices. The team is responsible for maintaining a wide range of high-profile, S&P and iBoxx-branded, global fixed income indices across a range of themes, including Leveraged Loans, Private Markets and CLOs. Responsibilities and Impact: As a (Senior) Index Manager, you will play a crucial role in maintaining, supporting and enhancing the quality and integrity of our fixed income indices. You will collaborate closely with a variety of stakeholders to ensure the accuracy of our benchmarks, as well as regularly review and assess index methodologies, both existing and new. The successful candidate will become an expert in the methodologies of an assigned set of indices, as well as S&P DJI’s policies and procedures, ensuring that our indices are maintained in accordance with...

About the Role: Grade Level (for internal use): 09 The Team: The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Special Services Team. S&P’s WSO (Wall Street Office) provides real-time access to our clients portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service. Responsibilities and Impact:   This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with...

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,...