38 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 Role:  S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.   The Team: Join a Best-In-Class Global Legal, Compliance, Risk & Government Affairs Team committed to delivering timely, practical and actionable advice to advance our business and safeguard our reputation, people and assets. Thie position reports to the Associate General Counsel and Managing Director for the Americas. The team provides legal...

About the Role: Grade Level (for internal use): 12 S&P Global Market Intelligence The role: Manager, IT Service Operations The Location: NYC (hybrid 2 days per week onsite) We are seeking an experienced and highly motivated Global Fixed Income Service Management Technical Manager with a minimum of 12 years of experience to lead the application support and cloud operations function for Fixed Income platforms within the Markets division of Enterprise Solutions. This role is primarily based in New York City. The role is responsible for overseeing global 2nd line application support, cloud infrastructure operations, platform stability, incident response and tracking, and operational governance across multiple business-critical Fixed Income platforms. The successful candidate will lead a global Service Management organization supporting highly available, real-time trading and workflow applications utilized by financial institutions worldwide. This...

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): 09 The Team: You will be working with a team of individuals who are curious, collaborative, and critical thinkers. You’ll get to work on a team consisting of engineers, designers and client-facing teams who are all working to redefine how private capital market participants receive and analyze information about their investments. You’ll have plenty of opportunity to identify and define problems, take ownership over solutions, and solve complex problems from both qualitative and quantitative perspectives. The Private Markets product team has a start-up mentality. You will be given an opportunity to execute on a vision and make a noticeable contribution to the business’s success. You will work on modern technologies: cloud-based data platforms, machine learning algorithms, AI-powered systems and automated workflows. Responsibilities and Impact: The Private Markets group, within the S&P Global Market Intelligence...

About the Role: Grade Level (for internal use): 09 The Team: The global, cross-functional team enhances and maintains our Debtdomain product offering. Our team embraces a collaborative and transparent culture to ensure alignment on how we accomplish our goals across the team and broader business. Responsibilities and Impact: The Product Manager represents the business and the user to ensure that the development of the product aligns with leadership’s goals.  Success not only impacts the bottom line but also provides innovation to our clients as they execute transactions that shape our global economy. Contributes to solution roadmaps which clearly articulate the solution vision and strategy to enable executive buy-in Ensure output quality against defined tasks and activities Define concepts of short-term and long-term planning Supports product delivery with timely execution of metrics and other information Research and compiles information from documented...

About the Role: Grade Level (for internal use): 11 With Intelligence, now part of S&P Global, are recruiting an Account Manager to join our New York based team. The Partnership Retreats is a membership that offers senior members of asset management business development teams a unique, multi-faceted opportunity to connect, engage and learn with decision makers from leading institutions and their consultants. Since launching in 2022, our US Institutional Partnership Retreats have become our flagship product and the foundation of a rapidly expanding global portfolio.  We are seeking a commercially driven Business Development Manager to focus on new business generation across our US Institutional Partnership Retreats portfolio. This role will be responsible for identifying, engaging, and converting new asset manager partners. You will be selling a high-value membership designed to directly support asset managers' institutional fundraising efforts This is a high-impact role...

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 The Team: The Regulatory & Compliance Commercial team focuses on driving growth and expanding our solutions to effectively address our customers' evolving needs. By prioritizing creativity and agility, we approach problems with an open mind and adapt to fast-paced environments, making informed decisions that enhance our effectiveness. Collaboration and a client-centric approach are fundamental to our culture, enabling us to work efficiently with stakeholders to deliver exceptional service and foster long-term partnerships. Responsibilities and Impact: We are seeking a dynamic and innovative leader, with experience within Investment Banking, Financial Services and/or Software to drive engagement and business success across our Counterparty Manager product suite, which includes solutions such as CLM Pro, Document Solutions, Managed Services and Entity Data. This individual will be responsible for fostering...

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): 15 The Team: The Enterprise Solutions team drives AI-enabled growth by embedding trusted intelligence into client workflows, data, analytics, and services, helping them move faster and make better decisions. This team unites software, workflow, data, analytics, and other capabilities for financial services customers, and this role will partner across business lines and functions to translate AI opportunities into measurable client and business value. This leader will orchestrate AI transformation closely with segment product leaders, with roadmap ownership remaining with relevant business leads.   Responsibilities and Impact: • Define and lead the AI product transformation agenda across Enterprise Solutions’ three business lines, setting the vision, priorities, and success measures for AI-enabled products, workflows, client solutions, and productivity opportunities. • Partner with clients, strategic partners, product...

About the Role: Grade Level (for internal use): 08 About the Role:   The Team:   S&P Global’s Managed Data Services team leverages market-leading technology and a global team of experts to provide an end-to-end data management solution for private markets investors. The LP Associate plays a vital role, overseeing a range of functions to facilitate the delivery of quality data and insights to our limited partner clients.    Responsibilities and Impact:   Oversee and facilitate the collection of private fund data from financial reports.  Perform quality control reconciliations to ensure accuracy and integrity of data.  Collaborate with various internal parties to understand client needs and ensure timely delivery of data.  Lead and manage ad-hoc projects to satisfy client or business needs.  Identify and execute opportunities to improve processes and workflows.  Compensation/Benefits Information:    S&P Global states that the...

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): 11 The Role:  Associate Director, Global Financial Crimes Compliance Enterprise Threat Mitigation The Team: The Associate Director, Global Financial Crimes Compliance Enterprise Threat Mitigation will directly report to and work with the Director, Global Financial Crimes Compliance Enterprise Threat Mitigation The Impact: The Associate Director, Global Financial Crimes Compliance Enterprise Threat Mitigation plays a critical role in safeguarding S&P Global by supporting the centralized review, investigation, escalation, and disposition of transaction screening and third-party screening alerts. The role is responsible for helping ensure that potential sanctions, AML, anti-bribery and corruption, and due diligence risks involving clients, vendors, event attendees, and other third parties are identified, assessed, and mitigated through timely, well-documented, and risk-based decision-making. This...

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): 13 The Team: This is a Senior Sales appointment in S&P Global’ s NY office Sales Team with responsibility for supporting the sales business development and account management for our Regulatory trade and transaction Reporting global service. This position will be in New York with a focus on identifying, qualifying, and closing new opportunities. Responsibilities and Impact: The successful candidate will have broad experience in financial markets, a proven track record selling financial software (Listed Futures, OTC Trade Processing and Regulatory Reporting preferred), account management, and the ability to manage complex relationships. Expertise in Regulatory Trade and Transaction Reporting (EMIR, Mifid, SFTR, SEC, CFTC, Canada) is a plus. Expertise in Solution Selling is a must have and some consulting experience would be a plus. Development and execution of sales plans with assigned quota Direct sales of...

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 S&P Global The role: Lead, IT Service Operations The location: Dalas, TX (hybrid - 2 days onsite per week) Role & Responsibility Summary:                                                                                                                 As a Cloud Engineer , you’ll be an integral part of our global team of Cloud Engineers to help manage client & internal environments hosted in AWS for our enterprise-grade applications in the Corporate Actions & Custody domain. The team is responsible for all the infrastructure and automation required to support continuous integration and continuous delivery both for client cloud (UAT and Production) environments and internal environments We foster an open, inclusive environment where all perspectives are valued. Our team is focused on driving innovation, leveraging cutting-edge AI technologies, and maximizing engineering efficiency...

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): 10 The Role: Sustainability Sales Specialist, Non-Financial Corporations, Americas The Team: The Sustainability Sales Specialist in New York plays a vital role in fostering strong relationships with our clients while expanding our market presence. This role is dedicated to understanding the unique needs of businesses in the region and collaborating within S&P Global Sustainable1 and across other divisions to deliver a comprehensive suite of solutions tailored to their objectives. Additionally, the role actively engages with various market participants to enhance our visibility in the North America market, focusing on companies as clients and as partners in driving innovation. This team will be responsible for defining and executing the sales strategy for North America and directly managing a select portfolio of key accounts. The Impact: Reporting to the Regional Sales Head for Non-Financial Corporates, Americas,...