Director, Relationship Management – Consultant Relations  

About the Role:

Grade Level (for internal use):

13

 

The Team: The Partnerships & Solutions group at S&P Dow Jones Indices (SPDJI) is seeking a Director-level Relationship Manager to lead SPDJI’s engagement with the investment consultant community in a fast-paced, growth-oriented environment. This team operates with an enterprise perspective, proactively connecting current activities to the wider vision of the organization. It highly values innovative thinking, cross-functional collaboration, and strategic leadership to drive commercial growth and increase market acceptance of SPDJI’s solutions.

Responsibilities and Impact:

• Lead the firm-wide investment consultant engagement strategy to drive commercial growth, expand access, strengthen brand recognition, and increase the adoption and integration of SPDJI indices and data solutions within consultant research, due diligence, and asset-owner recommendations. This includes owning the strategy and senior relationships.
• Act as the primary relationship manager for investment consulting firms, ensuring overall engagement outcomes and managing data contracting and renewals. You will represent S&P DJI externally as a subject matter expert, feeding insights back internally to inform messaging, marketing, product development, and service improvements.
• Provide credible index advocacy and technical expertise, explaining index mechanics, differentiating versus competitors, and supporting consultant RFPs/DDQs. Your ability to articulate market trends and deduce solutions with multiple sources of input will be crucial in this capacity.
• Drive measurable commercial impact by increasing consultant adoption of S&P DJI indices and data, translating consultant insights into revenue opportunities, and demonstrating influence on AUM, asset flows, new mandates, and benchmark recommendations.
• Partner cross-functionally and collaborate broadly with institutional sales teams (Asset Owner, DC, Asset Manager), Product Management, Index Investment Strategy, Client Services, and Marketing to align themes, messaging, and execution for investment consultants. This role leverages networks across functions and senior leadership to ensure strategic alignment and buy-in.
• Build and manage a strong consultant influencer network, maintaining disciplined CRM practices for pipeline/lead generation and account planning. You will execute consistent outreach and thought leadership through seminars, webinars, and conferences with aligned messaging.
• All employees are required to work from the office a minimum of 2 days per week.

Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $120,000 to $240,000. (This is an inferred example range, not provided in the sources). Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits.

What We’re Looking For:

Basic Required Qualifications:

• An S&P Global employee at this level would typically have 12-15+ years of experience in institutional relationship management, business development, or client leadership within asset management, index/data providers, or related financial services, with a proven track record of measurable commercial impact.
• Demonstrated ability to build and sustain senior relationships with institutional investment professionals (e.g., CIOs, Heads of Research, Portfolio Strategists) and influence decision-makers across complex organizations, fostering consensus across groups with competing priorities.
• Strong understanding of the institutional investment process including asset allocation, manager research/due diligence, and risk frameworks, as well as how active vs. passive approaches are evaluated and implemented. You will be expected to use in-depth professional knowledge to monitor external trends and consider multiple scenarios.
• Proven track record of developing and executing a multi-stakeholder client/segment strategy, translating it into coverage plans, account priorities, and outreach cadence.
• Exceptional executive presence and communication skills, with the ability to adapt communication style to different situations and effectively present externally (conferences, seminars, association events) to technical and non-technical audiences.
• Ability to operate as a strategic and hands-on leader, setting direction, prioritizing effectively, and driving near-term outcomes through disciplined execution, while coaching and empowering others to maximize their performance.
• This position requires travel up to 60% of the time.
• Strong academic credentials including an undergraduate degree.
• We require all external candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.

​

Additional Preferred Qualifications:

• Advanced degree and/or CFA designation.
• Advanced knowledge in a specialized field and broad knowledge of several related disciplines within a function.
• Demonstrated creativity and curiosity in bringing new thinking to create innovative, data-driven solutions with a long-term perspective in mind.
• High emotional intelligence, recognizing emotions, strengths, and weaknesses in themselves and others, and navigating these areas to create the best outcome.
• Strong time management skills, able to plan and manage competing priorities and the resources required to deliver on them, adapting and flexing as required.
• Experience with consultative relationship management with the investment consultant community and building credibility with research and field consultants.
• Ability to decipher market insights and general internal feedback to refine strategies.

Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• 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.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.2 - Middle Professional Tier II (EEO Job Group)