The Wealth Management Sales & Business Development team drives MSCI’s growth across the advisor and wealth management ecosystem. The team partners with leading firms to integrate MSCI’s analytics, portfolio construction tools, and risk management solutions into advisor workflows.
Our collective focus is on:
Business Development & Revenue Growth: Identifying and capturing new opportunities within the wealth segment, expanding MSCI’s presence across advisor channels, and driving adoption of MSCI Wealth solutions.
Advisor Engagement & Education: Building trusted relationships with wealth firms through proactive outreach
Cross-Functional Collaboration: Working closely with Product, Marketing, and Data teams to ensure coordinated go-to-market strategies and impactful client engagement.
Client Retention & Value Realization: Ensuring MSCI’s analytics deliver measurable value to clients, driving satisfaction, loyalty, and long-term expansion.
In this junior sales specialist / sales support role, you will directly support the team’s business development objectives by providing operational, analytical, and client engagement support. Key areas of responsibility include:
Sales Pipeline & Prospecting Support
Drive new account penetration through prospect research, qualification, and meeting coordination.
Assist with pre-sales activities including campaign management, opportunity tracking, and follow-up.
Market Intelligence & Data Analysis
Use Salesforce and internal databases to conduct market analysis, competitor benchmarking, and client segmentation to inform sales strategy.
Support campaign tracking and performance reporting to measure key sales and marketing metrics.
Advisor & Client Engagement
Participate in client meetings and advisor discussions, providing logistical and content support.
Initiate outreach to prospective and existing clients to share product updates and educational content.
Cross-Team Coordination
Partner with Product and Marketing teams to align messaging, prepare materials, and execute advisor engagement campaigns.
Coordinate between sales and internal stakeholders to ensure seamless process management and data accuracy.
This role plays a critical part in ensuring the sales organization can scale effectively—bridging operational support with proactive engagement to accelerate revenue growth and client adoption.
Strong Communication & Relationship-Building Skills: Ability to engage confidently with advisors and internal teams, delivering clear and professional communication.
Analytical & Organizational Strength: Skilled in managing data, identifying opportunities, and supporting sales execution through structured processes.
Proficiency with CRM Systems: Experience with Salesforce or similar tools to track opportunities, campaigns, and engagement metrics.
Collaborative Mindset: Works effectively across teams to align sales efforts with product and marketing initiatives.
Curiosity & Drive to Learn: Brings energy, adaptability, and a growth mindset to master MSCI’s product suite and contribute to business success.
Attention to Detail & Initiative: Demonstrates ownership and accountability in managing multiple priorities, ensuring high-quality execution in all deliverables.
What we offer you
At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.
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