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HealthfirstDirector, Performance Improvement
Director of Performance Improvement responsible for PI initiatives and team leadership at Healthfirst. Collaborating with operations to enhance business processes and productivity measures.
About the role
- Report directly to the Head of Client Solutions Group, Americas, you will be responsible for regional initiatives that maximize product utilization and facilitate asset growth, ensuring that our solutions meet the evolving needs of our clients.
- Work closely with all parts of the S&P DJI organization, including Client Coverage, Product, Marketing, etc.
- Be an ambassador for S&P DJI and cultivate a high-performance culture of client-centrism, disciplined execution, collaboration, innovation, and integrity.
- Interact with—and form, long standing relationships with centers of influence at asset management and wealth management firms in America.
- Responsible for commercial growth of S&P Dow Jones Indices in Direct Indexing and Model portfolios including influencing flows, strategic partnering, business development, and subject matter expertise.
- Work autonomously and collaboratively to drive index-based solutions adoption across various financial services channels with a focus on wealth.
- Deliver a clearly differentiated, competitive position for S&P DJI.
- Maintain awareness of competitor strengths and weaknesses and uncover opportunities to gain market share.
- Strategically partner with distribution partners to develop, implement and support a diverse set of index solutions.
- Act as the Subject Matter Expert (SME) for SPDJI indices.
- Provide thought leadership and educational presentations internally and externally.
- Partner with S&P DJI commercial and product teams to develop and cultivate a pipeline of contacts.
- Build strong relationships internally, liaising with Sales, Client Service, IIS, Marketing, and Product teams to support new and existing client initiatives.
- Drive business development across your region and support of the commercial strategy across asset and wealth managers.
- Some travel across your North America region is required for this role (approximately 25% of the time).
- Support the go to market strategy, maintain goal tracking, reporting and communication.
Requirements
- Demonstrate advanced knowledge of direct indexing/personalized indexing, index-based investing and model portfolio competitive landscape
- Familiarity and prior experience supporting Unified and Separate Managed Accounts (UMA/SMA), Model Portfolios, Investment Advisory Solutions platforms and RIA channel advisors
- Outstanding communication skills with ability to articulate complex concepts in concise and compelling fashion
- Proven track record of working collaboratively cross-functionally within a matrix /dotted line structure
- Proven track record raising capital and driving sales goals via consultative sales tactics
- Self-motivated, curious and passionate about empowering those around them
- Undergraduate degree required; CFA and/or MBA preferred (or progress to)
- Min 5 years in financial services, ideally with experience in: sales, portfolio strategy, investment advisory, investment consulting, with asset management of wealth
- Effective in networking with financial advisors across multiple channels
- Prior experience with analytical tools including Zephyr/PSN, FactSet, CIQ Pro, Aladdin, Morningstar, SPICE, Salesforce, advanced excel skill
- Dynamic, self-motivated team player with experience in consultative sales roles
- This role is limited to persons with indefinite right to work in the United States.
Benefits
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in-class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
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