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Sales Specialist, Wealth Digital Solutions
2 weeks ago
As a Wealth Digital Solutions Sales Specialist in the Pacific you will be responsible for engaging clients across our existing segment and for growing new business to achieve revenue targets. You will work in collaboration with Account Managers and Solution Sales to identify opportunities to deliver the full suite of LSEG products, with primary responsibility for digital solutions. You will lead on engagements aligned to Investment Wealth Solutions within your defined territory and work in close partnership with internal stakeholders to proactively drive gross sales and revenue.
The Wealth Management business at LSEG offers a range of solutions across the wealth management spectrum. We power 4,000 firms, serve 180,000 advisors, and connect 5 million investors, highlighting our global reach and impact.
This role will report to the Wealth Management Sales Lead, and will be part of the broader team committed to engaging customers and helping to deliver the full value proposition of the London Stock Exchange Group.
Role Responsibilities- Structure, negotiate and close deals. Excels in advancing opportunities through sales stages; exceeding close rate expectations by anticipating obstacles and late-stage delays, preventing them from disrupting sales. Manages administrative requests such as proposals, benchmark calculators and salesforce related tasks to progress against sales goals at pace and with efficiency- Build and develop strong internal relationships with Account Managers and other key partners- Develop the territory sales strategy to identify sales opportunities and achieve sales targets. Seeks new business or new product sales through new account acquisition and / or penetration of new buyer hubs and delivers against target in assigned territory- Conducts high-efficiency, high-output prospecting; collaborates effectively with lead-gen, account management, and other colleagues ensuring constant coverage of expansion opportunities and participation in customer life-cycle framework- Provide Wealth Management insights and share LSEG thought leadership with customers. Inspires confidence in customers through domain expertise. Integrates knowledge of industry trends and personal experience to deliver value to customer(s). Builds value-add connections within the client organization, leveraging network to facilitate introductions and unlock previously inaccessible opportunities- Deliver customer demonstrations on Wealth Management products to customers and prospects. Proactively thinks through customer workflows and how they can be impacted as a basis for solutions selling and cross-business deal making to maximize contract value
Qualifications and Experience Required- 5+ years of industry, sales or market experience (prior experience selling Wealth/fintech solutions a plus)- Proven track record in a quota bearing sales environment- Deep understanding of financial markets and a strong understanding of customers' business models and workflows- Strong sales closer with world class, consultative selling and relationship skills- Creative thinker and good sales ideation skills- Excellent presentation skills (verbal & written)- Strong interpersonal skills- Ability to organize and execute a sales plan- Executive presence
LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reas
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