Director, Client Coverage - UK Wealth Specialist
Core
Lead new business growth across the UK wealth ecosystem by driving index licensing, ETF licensing, and wealth data/benchmark sales.
Role type
Director, Client Coverage (UK Wealth)
Builds
Index licensing deals, ETF agreements, and wealth data/benchmark sales for wealth managers, private banks, and digital platforms.
Domain
Financial Services / Wealth Management / Indexing / ETFs
Required skills
UK and European wealth market knowledge, model portfolio expertise, consultative sales, executive relationship management, negotiation
Preferred skills
10+ years financial services experience, existing relationships with wealth managers/platforms/MPS/ETF issuers
Responsibilities
Develop and execute UK wealth strategy, Generate revenue from index licensing and ETF agreements, Build senior relationships with CIOs and investment heads, Drive adoption of S&P DJI indices in model portfolios, Identify new ETF and benchmark opportunities, Act as wealth distribution SME and thought leader