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2 wealth planner jobs found

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S&P Global wealth planner Massachusetts
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SP
Full time
 
Commercial Strategy Lead EDM, North America
S&P Global Boston, MA, USA
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...

Dec 02, 2025
SP
Full time
 
Senior Account Executive
S&P Global Boston, MA, USA
About the Role: Grade Level (for internal use): 12 About the Role: The Team: As a key player in the sales team the Senior Sales Representative's main responsibility is to generate sales revenues within the Trade & Supply Chain business line, by proactively identifying, qualifying, and closing new business. The Sales representative will leverage their experience to efficiently and effectively build user stories that meet individual client needs, shorten sales-cycles, solve business challenges and position the benefits of the S&P suite of solutions to a wide range of persona. A keen understanding of the Corporate sector is essential. They will penetrate existing relationships and will leverage their network to connect with decision makers, stakeholders, influencers, and users across our strategic verticals. Responsibilities and Impact: Do you thrive in a dynamic environment, where the work changes daily? You are responsible, through directly supporting a...

Dec 02, 2025
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