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Director Index Jobs (NOW HIRING)

MSCI

Index Sales Specialist

Boston, MA

$120K - $165K/yr

Index Sales Specialist MSCI is seeking a high-performing Index Sales Specialist to drive growth ... years of direct consultative sales experience with demonstrated quota achievement * Strong ...

Victory Capitel

Associate Director

Charlotte, NC · On-site

$85K - $100K/yr

Since 2016, WestEnd has grown from $2.5B to $26B+ in AUM across SMAs, active ETFs, and direct indexing strategies. With investment roots dating to 1996, WestEnd helps financial advisors navigate full ...

MSCI Inc.

Index Sales Specialist

Boston, MA

$120K - $165K/yr

... years of direct consultative sales experience with demonstrated quota achievement * Strong ... Our research-based data, analytics and indexes, supported by advanced technology, set standards for ...

Bank of America

Portfolio Manager

New York, NY · On-site

$153K - $208K/yr

The Direct Indexing Portfolio Manager within GWIM CIO Portfolio Management will be part of a team managing CIO direct indexing portfolios. The PM will be responsible for rebalancing, trading, and ...

Nasdaq

Index Governance Data Leader

Philadelphia, PA · Hybrid

.Index Governance Data Leader As the Index Governance Data Leader, you will be accountable for ... levels without direct authority. * Proven track record of documenting and operationalizing ...

MSCI Inc.

Index Sales Specialist

Boston, MA · On-site

$120K - $165K/yr

... years of direct consultative sales experience with demonstrated quota achievement * Strong ... Our research-based data, analytics and indexes, supported by advanced technology, set standards for ...

Bank of America

Portfolio Manager

Charlotte, NC

$153K - $208K/yr

The Direct Indexing Portfolio Manager within GWIM CIO Portfolio Management will be part of a team managing CIO direct indexing portfolios. The PM will be responsible for rebalancing, trading, and ...

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Director Index information

What is the difference between Director Index vs Marketing Manager?

AspectDirector IndexMarketing Manager
Required CredentialsBachelor's degree, industry experience, possibly certificationsBachelor's degree in marketing, communications, or related field; certifications optional
Work EnvironmentCorporate offices, strategic planning settingsMarketing departments, advertising agencies, corporate offices
Employer & Industry UsageUsed across industries for strategic oversight rolesCommon in retail, tech, and consumer goods sectors for campaign management
Search & Comparison IntentUnderstanding strategic roles, industry standardsJob responsibilities, career progression, salary info

The Director Index and Marketing Manager roles share similarities in credentials and work environments but differ mainly in scope. The Director Index typically involves higher-level strategic oversight, while Marketing Managers focus on campaign execution. Both roles are vital in marketing but serve different organizational levels and responsibilities.

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Infographic showing various Director Index job openings in the United States as of May 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 91% In-person, and 9% Hybrid job distribution.
Business Development Representative - Sales and Demo Support

Business Development Representative - Sales and Demo Support

Syntax

New York, NY • On-site

$75K - $90K/yr

Full-time

Posted 25 days ago

Job description

About Syntax Data
Syntax Data is a financial data and technology company supporting both direct indexing solutions and traditional/custom index development. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. In addition, Syntax works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and traditional index business development.
 
About the Role 
We are seeking a motivated Business Development Representative to help grow both Syntax Direct and Syntax's broader traditional/custom index business. This role will support outreach, inbound follow-up, demo coordination, and early-stage relationship development across RIAs, financial advisors, wealth platforms, asset managers, ETF issuers, and other relevant financial services firms. The BDR will help identify new opportunities, support both product lines, and contribute to a scalable growth process as demand increases across Syntax's platform and index businesses.
Responsibilities will include:
  • Conduct outbound prospecting via phone, email, and social media to generate qualified leads
  • Manage and respond to inbound leads from marketing initiatives and partner referrals
  • Support both Syntax Direct and Syntax's traditional/custom index business, including outreach and early-stage conversations related to index products, index licensing, platform partnerships, and advisor-facing solutions
  • Clearly communicate Syntax's value proposition across both product lines, including direct indexing, custom indexing, and differentiated company classification/data methodology
  • Maintain accurate records of interactions and pipeline activity in the CRM (Hubspot)
  • Collaborate with Sales, Marketing, Product, and Index teams to share prospect feedback, identify recurring questions, and refine outreach strategies
  • Follow up on inbound leads and nurture them through the early stages of the sales funnel
  • Establish a feedback loop between sales, marketing, and product teams to gather insights on lead quality and refine strategies
  • Support conference and event follow-up by helping organize, prioritize, and pursue leads generated through industry meetings and events.
  • Collaborate with internal teams to ensure a smooth handoff to onboarding and client support functions
The ideal candidate will have:
  • 1-3 years of experience in sales, business development, or client-facing roles
  • Strong communication and presentation skills (verbal and written) 
  • Ability to learn and explain financial technology, index, and investment-related concepts 
  • Familiarity with CRM tools (Hubspot preferred)   
  • Self-motivated, organized and comfortable. managing multiple priorities
  • Basic understanding of invest management, RIAs, financial advisors, ETFs, indices, or wealth platforms preferred
  • Proficiency in Microsoft Office (Excel, Powerpoint) or similar tools 
  • Willingness to travel occasionally  
Preferred skills:
  • Experience in fintech, asset management, or financial services
  • Exposure to RIAs, financial advisors, ETF issuers, asset managers, or platform providers.
  • Interest in markets, portfolio construction, direct indexing, custom indexing, or financial data.
  • Entrepreneurial mindset with the ability to operate in a fast-paced environment
  • Ability to work cross-functionally with sales, marketing, product, and index/data teams
$75,000 - $90,000 a year

Syntax is a data and technology provider to the financial services industry.  The company offers unique data sets  for public and private companies that organize the global economy based on systems theory.  Data is offered via complete database solutions, consulting services, indices and turnkey technology platforms.

For more information go to syntaxdata.com.

 
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