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About the Role

This role focuses on expanding MSCI’s presence within the Western United States wealth segment and strengthening strategic relationships across investment, product, and due diligence functions. The team is responsible for driving adoption and engagement of MSCI indexes across wealth management firms.

Responsibilities

Drive awareness, adoption, and commercial growth of MSCI indexes across ETFs, Direct Index SMAs, and other index-linked investment solutions within the wealth channel.
Develop and maintain senior-level relationships with CIOs, asset allocation committees, portfolio managers, due diligence teams, and product leaders at leading wealth management firms and model portfolio providers.
Educate clients on MSCI’s market capitalization, factor, thematic, ESG, and custom index capabilities, clearly articulating methodology, construction rules, and investment applications.
Partner with ETF sponsors and asset managers to support product positioning and home office engagement tied to MSCI-based strategies.
Support and influence the launch and expansion of Direct Index SMAs on UMA and advisory platforms.
Identify and originate opportunities to broaden MSCI’s footprint, referring subscription and analytics opportunities to appropriate coverage partners.
Respond to detailed client inquiries on index methodology, construction, performance characteristics, and implementation considerations.
Leverage data, analytics, and emerging AI-enabled tools to enhance client insights, improve coverage efficiency, and support more informed investment conversations.

Requirements

Bachelor’s degree required; CFA, CAIA, or other advanced investment credential strongly preferred.
8–12+ years of experience in financial services, with significant exposure to indexed products, ETFs, model portfolios, asset allocation, or wealth platform distribution.
Demonstrated success in client-facing sales or relationship management roles within wealth management or asset management.
Established relationships with home office investment teams and model portfolio builders at leading wealth management organizations.
Strong understanding of index construction, benchmarking, asset allocation, portfolio attribution, and the practical uses of indexes in investment decision-making.
Commercially driven with a consultative sales approach and a consistent record of achieving growth objectives.
Excellent communication skills, with the ability to translate complex methodology into clear, decision-oriented messaging for senior audiences.
High degree of analytical rigor and comfort working with performance data and investment analytics.
Proficiency in leveraging AI-enabled tools and data platforms to improve productivity, generate insights, enhance client preparation, and support scalable coverage models.
Strong organizational discipline and the ability to operate independently within a high-performance team environment.

Skills

Indexed products
ETFs
Model portfolios
Asset allocation
Wealth platform distribution
Client-facing sales
Relationship management
Index construction
Benchmarking
Portfolio attribution
Consultative sales
Communication skills
Analytical rigor
Performance data
Investment analytics
AI-enabled tools
Data platforms

Location

Western United States

Work Type

Flexible working arrangements

Experience Level

8-12+ years

Education Level

Bachelor’s degree
CFA
CAIA

Salary/Compensations

$150,000 - $215,000 / year plus eligible for annual bonus

Benefits

Transparent compensation schemes
Comprehensive employee benefits, tailored to your location
Flexible working arrangements
Advanced technology
Collaborative workspaces
Global Orientation program
Learning@MSCI platform
AI Learning Center
LinkedIn Learning Pro
Tailored learning opportunities
Multi-directional career paths
Eight Employee Resource Groups

About the Company

MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language.
Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation.
We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.
We are passionate about what we do, and we are inspired by our vision – to power better 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.

Equal Opportunity

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.