26 wealth planner jobs found

About the Role: Grade Level (for internal use): 12 The Team: We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P Dow Jones Indices. You will focus on executing strategies that enhance the adoption of S&P DJI's index-linked products. You will drive revenue growth through strategic engagement with asset management, wealth management and institutional clients across your region and provide support to senior members of the team for territory management. You will be part of a dynamic team, fostering a culture of excellence and collaboration, while building robust client relationships that align with our organizational goals. You are a proven financial sales professional with experience and contacts in wealth and investment management. You have working knowledge of—and prior experience in, index-based investing, ETFs, SMA and fund distribution. You have a passion for delivering client centric business models, and driving...

About the Role: Grade Level (for internal use): 10 The Team: The Customer Success team is a dynamic global organization where the work evolves daily. The team develops and executes data-driven processes to deliver a world-class customer experience. Your focus may include client migrations, onboarding new users, or supporting global strategic accounts across the corporate segment. Responsibilities and Impact:     Lead   proactive   and innovative customer engagement initiatives in close collaboration with   M arketing , Product,   Account Management, and Sales teams .   Cultivate strong relationships with power users and key stakeholders.   Develop specialization in key industry verticals or customer segments. Stay attuned to client business   objectives   and market trends to   identify   tailored solutions.   Deliver tailored training sessions (virtual/in-person) aligned to user roles and workflows....

About the Role: Grade Level (for internal use): 10 The Role: Agribusiness Commercial Specialist, AMER (Grade 10) The Team: The individual will join a team of Agribusiness commercial specialists responsible for working in collaboration with the global commercial team and agribusiness experts to drive and enhance client relationships and discover and diagnose new opportunities for growth within targeted accounts operating across the Agri value chain and beyond. They will join a dynamic and established team where we have seen impressive growth in recent years, stemming from both the opportunities and challenges that exist in Agribusiness and related industries. The Impact: This role plays a critical part in the continued growth of our Agribusiness revenues in the AMER and wider regions. Significant opportunity exists, both in terms of new customer acquisition and growth potential of our existing client base, particularly in the Crop Science, Fertilizer,...

About the Role: Overview This asset specific role for each of the Programs enables the Sales team during the sales process to allow our clients to understand how our product and services will meet their requirements, which will be fully documented in a formal scope of work. The team is responsible for producing and ensuring any scope maintains the standards for implementation requirements, for work to be delivered by the Technical Project Management (TPM) teams in Professional Services. There will also be participation in the product life cycle in conjunction with Product Strategy and the Product team, feeding in business requirements, participating in development prioritisation and aiding in specifications. You will be involved in working with the relevant teams across Osttra to ensure you have a detailed understanding of the commercial and strategic direction of the program, whilst responsible for the day-to-day responsibilities of a Solution Design Manager. The...

About the Role: Grade Level (for internal use): 09 The Team The North American Client Coverage team is responsible for sales/licensing of intellectual property of S&P Dow Jones Indices.  Additional responsibilities include establishing and building strong relationships with clients, prospecting for new index customers and managing/expanding the commercial footprint of S&P Dow Jones Indices within their prescribed territory. S&P DJI maintains relationships with investment banks, asset managers, ETF issuers, market data consumers and redistributors, insurance companies, proprietary trading firms, exchanges and other key market participants who rely upon our world-renowned indices, research, and commentary. The Impact The primary purpose of this role is to support the Regional Client Coverage team and Channel Management Team during all stages of the sales cycle. You will assist our clients by processing sales requests, cancellations, or amendments to...

About the Role: Grade Level (for internal use): 11 About the Role/The Team: S&P Global Ratings is one of the world’s leading providers of independent credit risk research and benchmarks. Within S&P Global Ratings, Americas Public Finance is an important sector of the capital markets as our credit analysis supports key funding initiatives and serves as a growth driver for many areas of the economy. If you are interested in helping to facilitate this growth while challenging yourself in a fast-paced environment, this is the right position for you. You will join a professional team of analysts that maintains a strong culture of analytical excellence and customer service in a supportive, diverse, and collegial environment.   As a Senior Analyst on the Cross Analytical Practice Expertise team, you will primarily be  responsible for leading credit analysis for a diverse credit list that will include various Canadian public sector entities and U.S. municipal finance...

About the Role: Grade Level (for internal use): 12 The Team : S&P Global Ratings is seeking an Associate Director to join its Structured Finance practice, which provides credit ratings and opinions for securitizations backed by a wide variety of nontraditional assets. In this role, the Associate Director will be responsible for end-to-end rating process, research, cash flow, credit, and structural analytics, and client-facing activities for new issue ratings and surveillance of Non-traditional ABS transactions. The Impact : This role blends research and quantitative and qualitative analytical skills, client-facing interactions, and project management. Daily tasks include completing the end-to-end ratings process, reviewing documents, assessing the credit profile of collateral pools, and conducting cash flow analyses to determine the credit rating impact of stress tests to the structures and enhancement levels under various economic scenarios. The Associate Director...

About the Role: Grade Level (for internal use): 09 The Team:  Primary problem-solving challenges for this position revolve around an understanding of the client's business and how S&P Global Market Intelligence (SPG MI) products can add value to this business, as well as the challenges related to hardware/software installation and training. The ability of the incumbent to solve the myriad problems related to product installation, training and use is critical to success in the position and thus critical to SPG MI's overall success in growing the business and retaining existing business. Responsibilities and Impact: The Solutions Architect supports revenue growth and retention within an assigned client segment by ensuring a positive client experience throughout the entire sales cycle. The incumbent is responsible for making sure that clients are able to maximize utilization of our products from a content and technical standpoint. The Solutions Architect...

About the Role: Grade Level (for internal use): 12 The Team : S&P Global Ratings is seeking an Associate Director to join its Structured Finance practice, which provides credit ratings and opinions for securitizations backed by a wide variety of nontraditional assets. In this role, the Associate Director will be responsible for end-to-end rating process, research, cash flow, credit, and structural analytics, and client-facing activities for new issue ratings and surveillance of Non-traditional ABS transactions. The Impact : This role blends research and quantitative and qualitative analytical skills, client-facing interactions, and project management. Daily tasks include completing the end-to-end ratings process, reviewing documents, assessing the credit profile of collateral pools, and conducting cash flow analyses to determine the credit rating impact of stress tests to the structures and enhancement levels under various economic scenarios. The Associate Director...

About the Role: Grade Level (for internal use): 12 About the Role/The Team: This role presents an opportunity to contribute to a team at the forefront of ratings innovation. Financial markets are constantly evolving, and S&P is creating a team to ensure we can provide our credit opinions in a timely fashion on new and innovative structures and risks. The p rimary focus area is Fund Finance / Structured Finance . The t eam will be responsible for market engagement and education, executing on new rating engagements and publishing research. Responsibilities and Impact: In this role, analysts have an opportunity to leverage their existing expertise while being exposed to new sectors. They’ll be responsible for acting as a primary analyst on new engagements and leveraging their sector experience in the analysis of other engagements. They’ll also spend time in a range of pre-engagement discussions to provide market education and discuss the rating feasibility of new...

About the Role: Grade Level (for internal use): 11 The Team: The U.S. Structured Credit - CLO Ratings team is part of the broader Structured Finance Group at S&P Global Ratings. The team assigns and monitors credit ratings for securitizations backed by broadly syndicated or middle market corporate loans. Responsibilities and Impact : Conduct detailed reviews of legal and operating documents to ensure compliance with criteria and identify issues with the transaction structure. Provide comments to external parties. Actively manage relationships with issuers, intermediaries, and investors. Effectively communicate S&P’s methodologies and procedures. Participate in client meetings. Demonstrate strong knowledge of ratings criteria and cash flow analysis. Work on special projects as directed by the analytical team manager. Compensation/Benefits Information: (This section is only applicable to US candidates) S&P Global states that the anticipated...

About the Role: Grade Level (for internal use): 12 About the Role: Associate Director, Global R&D The Team: The Global Research & Design group at S&P Dow Jones Indices is looking for a quantitative associate director with a strong background in mathematics and computer programming to support the global research team.   The team is responsible for the conceptualization and design of new indices for S&P Dow Jones Indices, and the creation of research to provoke thinking on new passive investment concepts. The team serves as an innovator and thought leader within and outside the organization.   Impact & Responsibilities: You will handle all aspects the research and design process for equity factor and dividend indices which involves generating investment ideas, gathering and cleansing data, back-testing strategies, running index analytics, finalizing index methodologies,...

About the Role: Grade Level (for internal use): 10 S&P Global Ratings The Role: Software Engineer The Location: NY (hybrid) The Team: The team is responsible for building external customer facing websites using emerging tools and technologies. The team works in a significant environment that gives ample opportunities to use creative ideas to take on complex problems for Commercial team. The Impact: You will have the opportunity every single day to work with people from a wide variety of backgrounds and will be able to develop a close team dynamic with coworkers from around the globe. You will be making meaningful contribution in building solutions for the User Interfaces/Webservices/API/Data Processing What’s in it for you: Build a career with a global company. Grow and improve your skills by working on enterprise-level products and new technologies. Enjoy attractive benefits package including medical benefits, gym discounts, and...

About the Role: Grade Level (for internal use): 12 The Team: As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of alternative investments, specifically for debt and equity positions for which there are no "active market" quotations available. Since inception in 2014, the department has been amongst the fastest-growing areas within S&P Global. Our analyst teams in London, Toronto, New York, Dallas, Singapore and Noida serve over 600 institutional investors and cover notable names in start-up, growth, mature and distressed spectra across the globe. Responsibilities & Impact: The Private Market Valuation Team Lead will deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, hedge funds, banks, institutional investors and fund...

About the Role: Grade Level (for internal use): 11 The Team : As the Product Manager for the Data Distribution/Reporting Team within the WSO Product Team, you will collaborate with a global team of product analysts, engineers, and designers. Your primary focus will be on enhancing and modernizing APIs and interfaces within the WSO Product Suite, specifically catering to the evolving marketplace for syndicated and private credit systems. This role offers the opportunity to identify and define problems, take ownership of solutions, and tackle complex challenges from both qualitative and quantitative perspectives. Responsibilities & Impact : You will have the opportunity to execute a vision that significantly contributes to the business's overall success. Gain hands-on experience with modern technologies, including cloud-based data platforms, machine learning algorithms, AI systems, and automated workflows. As a Product Manager, you will align with our clients...

About the Role: Grade Level (for internal use): 15 The Role At S&P DJI, our business is built on data and technology. The Platforms & Core Engineering organization is the foundation upon which all our products and services are built. This group provides the core infrastructure, data platforms, and reliability practices that enable engineers to deliver essential index services to the world's financial markets. We are looking for a deeply technical and experienced leader to become our Global Head of Platforms & Core Engineering . This is a senior, hands-on leadership role for a true engineering expert. You will be responsible for the vision, strategy, and execution of the platforms that define our performance, scale, and resilience. Your teams will provide the "paved road" for cloud infrastructure, the central nervous system for data, and the gold standard for system reliability. Your mission is to build and operate a world-class engineering foundation that is...

About the Role: Grade Level (for internal use): 10 The Team:  The Multi-Asset Index Management team oversees a diverse portfolio of high-profile indices encompassing equities, fixed income, commodities derivatives, and digital wealth.   Impact: As an Index Manager, you will be responsible for managing a broad range of indices. Your role will involve working closely with key stakeholders (Product Management, R&D, Technology, Governance and Operations) to ensure the day-to day accuracy of indices under your management. This role is part of the Multi-Asset team which manages a wide array of indices. While this role will have a focus on Wealth Benchmarks, flexibility and more generalized work across the team’s offering will be required. Collaborate with a wide array of indices across global markets, analyzing and implementing complex index methodologies while addressing non-routine problems on an ongoing basis.   Take charge of all...

About the Role: Grade Level (for internal use): 11 About the Role/The Team:  The role of the Generative AI Monitoring Analyst is to design and execute a monitoring program focused on the performance and utilization of Generative AI tools within S&P Global Ratings. They are members of the Risk & Compliance Department, which serves as a critical control function for S&P Global Ratings. This position supports the mitigation of risks and enhancement of controls for the ongoing quality of S&P’s ratings, research, and other products as the organization expands its use of Generative AI tools. In particular, the Analyst will participate in risk-based activities, including reviewing large data sets and developing tests and tools to detect unusual or problematic performance or usage. They will then collaborate with other control team members to investigate the findings.   The role is situated within a global team that values collaboration, and requires excellent...

About the Role: Grade Level (for internal use): 13 The Team The Service Delivery team is responsible for ensuring that the EDM Hosted Service delivered to clients efficiently and effectively. This team typically focuses on managing client relationships, coordinating service operations, and resolving any issues that may arise. They work collaboratively to meet client needs, maintain quality standards, and drive continuous improvement in service offerings. Overall, the service delivery team plays a crucial role in enhancing client satisfaction. Responsibilities And Impact   Lead a global team, providing guidance and support to ensure high-quality technical service delivery across different regions and time zones. Responsible and accountable for Client Communication in Day-to-Day operational delivery, including Change/Technology/Product/Support requests, across multiple clients with a strong emphasis on technical solutions. Responsible for understanding,...

About the Role: Grade Level (for internal use): 13 The Team:   The Enterprise Solutions division within S&P Global Market intelligence provides buy-side, sell-side, and corporate clients with industry-leading software, data and services. The business portfolio offers a broad range of product offerings covering enterprise data management, investment management, loans platforms, regulatory and compliance solutions, and private markets solutions. EDM business within Software segment is an industry leading provider for enterprise data management solution for global financial institutions. It is a powerful combination of enterprise technology and outsourced data management services enabling clients to extract value out of their data and streamline their operations by pulling disparate data types from multiple sources into a central hub and by democratizing data through easy user access. The Commercial team within Software segment is responsible for overall commercial...

About the Role: Grade Level (for internal use): 12 Job Description   S&P Dow Jones Indices is seeking a Sr. Lead Data Engineer with   expertise   in   Databricks/AWS EM R and distributed big data processing technologies to be a key player in the implementation and support of data platforms for S&P Dow Jones Indices. This role requires a seasoned technologist who contributes to application development and maintenance. The candidate should actively evaluate new products and technologies to build solutions that streamline business operations. The candidate must be delivery-focused with solid financial applications experience. The cand idate   will   assist   in day-to-day support and operations functions, design, development, and unit testing.   Responsibilities and Impact:   Lead the design and implementation of distributed data processing workloads using Python, including data access from relational databases and cloud...

About the Role: Grade Level (for internal use): 12 About the Role: The Team: S&P Global Enterprise Solutions is seeking to add a high-performing  Sales Associate Director to drive growth across our Private Markets SaaS solutions. Based in New York, you’ll drive growth through identifying prospects and leading the full sales cycle — from opportunity origination through to senior-level negotiations and deal close.   This is a fast-paced, high-profile role within one of S&P’s most strategic growth divisions. We are continually reinvesting in product innovation, ensuring our clients receive  market-leading technology, best-in-class support, and unrivaled customer experience . If you thrive on hunting for new business, consultative selling, building long-term client partnerships, and closing complex SaaS deals, this is an opportunity to make a major impact. At S&P, you’ll find not only the resources and global brand strength of a market leader but also the...

About the Role: Grade Level (for internal use): 12 About the Role: Associate Director, Fixed Income Index Calculation and Distribution The Team: The Fixed Income Index Calculation and Distribution Team (FI ICAD) within the Global Index Management & Production Group (IMPG). The global team is responsible for the production and management of a wide range of indices covering equities, fixed income, options, futures, commodity, digital assets and economics indices. Responsibilities and Impact: The team is primarily responsible for the daily calculation, validation and dissemination of fixed income indices and associated data. The successful candidate will manage a team of analysts responsible for the production of global, S&P and iBoxx-branded, Fixed Income indices, ensuring the highest standards of accuracy and integrity. Collaborating with cross-functional teams, the Associate Director will ensure calculation inputs are validated, oversee calculations...

About the Role: Grade Level (for internal use): 11   Title: Senior Analyst - S&P Global Ratings  About the Role/The Team:   S&P Global Ratings is one of the world's leading providers of independent credit risk research and benchmarks. Within S&P Global Ratings, North America Insurance is an important sector of the capital markets as our credit analysis supports key insurers who provide insurance protection and serves as a growth driver for many areas of the economy. If you are interested in helping to facilitate this growth while challenging yourself in a fast-paced environment, this is the right position for you. You will join a professional team of analysts that maintains a strong culture of analytical and service excellence in a supportive,  globally-minded , and collegial environment.   As  a Senior Analyst  on the team, you will primarily be responsible for   conducting comprehensive credit analysis  in assigning...