34 sales specialist research and portfolio management jobs found

We are looking for a driven individual with experience in Sales, Customer Success, Account Management, or any front-line position with a passion to move into a sales role. The Sales Specialist is responsible for driving new sales revenue across China by selling our Research and Portfolio Management (buyside) solutions to both existing and new clients. Your main accountabilities will be pro-actively prospecting, qualifying and closing new sales opportunities. You will lead on deals and be seen by customers and colleagues as a subject matter expert in the buy-side workflow, specifically in Research and Portfolio Management. The role works in close partnership with internal and external partners to proactively drive growth. Responsibilities Proactively drive pipeline creation and gross sales Hunter mentality – ability to source leads and contacts for the respective client segment Structure, negotiate and close deals, working closely with pre-sales and account teams....

We are looking for a driven individual with experience in Sales, Customer Success, Account Management, or any front-line position with a passion to move into a sales role. The Sales Specialist is responsible for driving new sales revenue across China by selling our Research and Portfolio Management (buyside) solutions to both existing and new clients. Your main accountabilities will be pro-actively prospecting, qualifying and closing new sales opportunities. You will lead on deals and be seen by customers and colleagues as a subject matter expert in the buy-side workflow, specifically in Research and Portfolio Management. The role works in close partnership with internal and external partners to proactively drive growth. Responsibilities Proactively drive pipeline creation and gross sales Hunter mentality – ability to source leads and contacts for the respective client segment Structure, negotiate and close deals, working closely with pre-sales and account teams....

Associate Customer Success Managers (CSMs) connect our clients to LSEG's portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of LSEG by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management and Wealth Management. Role...

Associate Customer Success Managers (CSMs) connect our clients to Refinitiv’s portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of Refinitiv by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management, Wealth...

Associate Customer Success Managers (CSMs) connect our clients to Refinitiv’s portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of Refinitiv by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management, Wealth...

Associate Customer Success Managers (CSMs) connect our clients to LSEG's portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of LSEG by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management and Wealth Management. Role...

We are looking for a driven individual with experience in Sales, Customer Success, Account Management, or any front-line position with a passion to move into a sales role. The Sales Specialist is responsible for driving new sales revenue across Pacific by selling our Research and Portfolio Management (buyside) solutions to both existing and new clients. Your main accountabilities will be pro-actively prospecting, qualifying and closing new sales opportunities. You will lead on deals and be seen by customers and colleagues as a subject matter expert in the buy-side workflow, specifically in Research and Portfolio Management. The role works in close partnership with internal and external partners to proactively drive growth. Responsibilities Proactively drive pipeline creation and gross sales Hunter mentality – ability to source leads and contacts for the respective client segment Structure, negotiate and close deals, working closely with pre-sales and account teams....

 Business Development Representative (BDR):  The Business Development Representative (BDR) is a vital role to the Sales & Marketing process and is tasked with identifying and generating sales opportunities within a set of defined target accounts that fit LSEG’s Ideal Customer Profile for GIACT product portfolio The role will be primarily focused around researching the Target Accounts and performing outreach through emails, calls, and social media whilst adhering to best practice contact cadence motions delivered within agreed SLA’s. These motions will be supported by CRM and Sales Engagement tools. Supporting this role, new prospects will be identified by customer analytics, predictive marketing models and proactive client engagement activities across specified types of financial institutions and corporate entities, within a geographic region or product segment. The role will ultimately use next generation technology and prioritized prospect lists, specialized by...

Associate Customer Success Managers (CSMs) connect our clients to Refinitiv’s portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of Refinitiv by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management, Wealth...

Associate Customer Success Managers (CSMs) connect our clients to Refinitiv’s portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of Refinitiv by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management, Wealth...

Associate Customer Success Managers (CSMs) connect our clients to Refinitiv’s portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of Refinitiv by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management, Wealth...

Associate Customer Success Managers (CSMs) connect our clients to Refinitiv’s portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of Refinitiv by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management, Wealth...

Job Description Customer Success Managers (CSMs) connect our most strategic clients to Refinitiv’s portfolio of software & desktop solutions! This specialist plays a key role in ensuring our customers discover the full power of Refinitiv by implementing workflow solutions while continuously providing scalable yet adaptable guidance.   The Specialist will own a Refinitiv desktop portfolio (Eikon & Refinitiv Workspace) across a number of Investment Banking (Capital Markets, Advisory & Sell Side Research, etc.) accounts. In a role that is comprised of relationship management, education and deep functional expertise, CSMs will manage successful adoption and expansion of our services within assigned accounts. Equal parts trusted advisor and roadmap architect, the CSM designs and implements activities with key decision makers, assists in reducing risk of competition and finds opportunities in accounts. By redesigning our client’s business through user...

 Business Development Representative (BDR):  The Business Development Representative (BDR) is a vital role to the Sales & Marketing process and is tasked with identifying and generating sales opportunities within a set of defined target accounts that fit LSEG’s Ideal Customer Profile for GIACT product portfolio The role will be primarily focused around researching the Target Accounts and performing outreach through emails, calls, and social media whilst adhering to best practice contact cadence motions delivered within agreed SLA’s. These motions will be supported by CRM and Sales Engagement tools. Supporting this role, new prospects will be identified by customer analytics, predictive marketing models and proactive client engagement activities across specified types of financial institutions and corporate entities, within a geographic region or product segment. The role will ultimately use next generation technology and prioritized prospect lists, specialized by...

Associate Customer Success Managers (CSMs) connect our clients to LSEG's portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of LSEG by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management and Wealth Management. Role...

About Us Across the FT Group, our people are united by a mission to deliver world-class information, news and services to our global audiences. We're a digital-first organisation made up of journalists, technologists, product managers, event planners, strategists, commercial and finance experts, marketing and communications specialists - and much more. Our strength is in our employees. Our commitment to diversity and inclusion in the workplace At the FT, we aim for employees across all regions to have a voice so that diverse perspectives are heard and valued. We believe that a supportive workplace is one where employees feel they can be themselves at work and have the flexibility they need to meet their personal needs. We'll continue to remove barriers for all, and in particular barriers facing employees from underrepresented groups. Job Purpose The FT is a trusted guide to navigating the current disruptive business and political environment. Our goal is to serve...

Associate Customer Success Managers (CSMs) connect our clients to LSEG's portfolio of products and solutions. This specialist plays a vital role in ensuring our customers unleash the full power of LSEG by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management. We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management and Wealth Management. Role...

Job Description Customer Success Managers (CSMs) connect our most strategic clients to Refinitiv’s portfolio of software & desktop solutions! This specialist plays a key role in ensuring our customers discover the full power of Refinitiv by implementing workflow solutions while continuously providing scalable yet adaptable guidance.   The Specialist will own a Refinitiv desktop portfolio (Eikon & Refinitiv Workspace) across a number of Investment Banking (Capital Markets, Advisory & Sell Side Research, etc.) accounts. In a role that is comprised of relationship management, education and deep functional expertise, CSMs will manage successful adoption and expansion of our services within assigned accounts. Equal parts trusted advisor and roadmap architect, the CSM designs and implements activities with key decision makers, assists in reducing risk of competition and finds opportunities in accounts. By redesigning our client’s business through user...

Responsibilities: Agreements: Review and negotiate all client-facing and non-client-facing agreements for APAC entities. AML, Personal Data, Intellectual property law: Provide legal advice on the development of AML, PD, IP and other legislation relevant to IBKR in APAC. New Account/Sales support: Provide support on on-board queries (i.e., AML/KYC advice) of large institutional clients as well as be involved in the process of contract negotiation Project initiatives with the Compliance Project team on new regulatory requirements, new products, and new partnership Qualifications: 13+ years PQE in a common law jurisdiction. Familiarity with the Financial Services legislation, rules and codes in one or more of Australia, Hong Kong, or Singapore; Proven experience and track record at a law firm, financial services regulatory agency, bank, exchange or licensed financial services firm; Excellent time management skills with a demonstrated...

The Role: Capital Markets Workflow Specialist, Americas The Team:    S&P Global Market Intelligence (SPGMI) provides essential intelligence in portfolio analytics, financial data, market insights and research, powering the markets of the future and driving growth at our clients.  The Capital Markets Workflow Specialist Team is a global team of professionals, collaborating with Sales and Relationship Managers in complex client deals and engagements. The specialist team is key to designing and implementing pre- and post-sales client solutions of specialized data feeds and analytical products. The Impact: The Capital Markets Workflow Specialist is expected to work within the scope of the strategic and core client book-of-business assigned to the Capital Markets, Americas team. These have been identified to be among our highest impact accounts. In this role, you will focus not only on driving diagnosis and implementation of our technical solutions, but also...

The Location: Germany / Germany Remote Grade/Level: 10 (relevant for internal applicants only) The Role: S&P Global Commodity Insights is seeking a Client Service Manager to cover territory across Europe, while you will be mainly focused on clients based in Europe, you will be expected to support customer globally within your working hours. The Client Service Manager is responsible for partnering with Sales and Client Development Managers to provide the best possible customer experience to support new customer business, existing customer retention and existing customer growth through on-site support, training (both online and on-site), and integration of S&P Global Commodity Insights services within customer workflows. The goal is to facilitate excellent customer service as a value differentiator. This position is responsible both the remote and on-site support and training of Commodity Insights’ products ensuring customers derive optimal value from the...

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $951 billion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com . Follow @blackstone on  LinkedIn ,  Twitter , and  Instagram .   Infrastructure – ICS (Product Specialist), Analyst Business Unit:            Institutional Client Solutions (ICS) – Infrastructure Location: New York Business Unit Overview: Blackstone is a global leader in infrastructure investing....

About Us At Cloudflare, we have our eyes set on an ambitious goal: to help build a better Internet. Today the company runs one of the world’s largest networks that powers approximately 25 million Internet properties, for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare all have web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks. Cloudflare was named to Entrepreneur Magazine’s Top Company Cultures list and ranked among the World’s Most Innovative Companies by Fast Company.   We realize people do not fit into neat boxes. We are looking for curious and empathetic individuals who are committed to developing themselves...

About Us At Cloudflare, we have our eyes set on an ambitious goal: to help build a better Internet. Today the company runs one of the world’s largest networks that powers approximately 25 million Internet properties, for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare all have web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks. Cloudflare was named to Entrepreneur Magazine’s Top Company Cultures list and ranked among the World’s Most Innovative Companies by Fast Company.   We realize people do not fit into neat boxes. We are looking for curious and empathetic individuals who are committed to developing themselves...