The Strategic Relationship Management (SRM) role delivers exceptional service to Nasdaq Indexes’ highest revenue generating and strategically important clients and is dedicated to help deliver the collective value of the organization that exceeds client expectations. We are seeking a candidate with a strong client focus who can drive value by advocating for client needs. Success in this role relies on effectively representing the voice of the client, as our team’s success is tied to delivering a... more details
The Strategic Relationship Management (SRM) role delivers exceptional service to Nasdaq Indexes’ highest revenue generating and strategically important clients and is dedicated to help deliver the collective value of the organization that exceeds client expectations. We are seeking a candidate with a strong client focus who can drive value by advocating for client needs. Success in this role relies on effectively representing the voice of the client, as our team’s success is tied to delivering a high-quality client experience. The ideal candidate will demonstrate a deep understanding of client needs and a proven ability to cultivate long-lasting client relationships and loyalty. They will act a central point of contact for clients across the index team, addressing their inquiries and concerns promptly and professionally.
Nasdaq calculates thousands of indexes that are utilized across numerous investment vehicles globally including our flagship Nasdaq-100, thematic exposures, quantitative strategies (i.e., for income generation, alpha generation, factor exposures, or defined outcomes), ESG, and nascent markets.
You can expect an autonomous but fast-paced work environment where you are recognized for your results and ability to drive things forward. Every day brings many opportunities to learn & grow and rewards with a global impact we create.
In return, you will receive a competitive salary package, incredible health & financial wellbeing benefits, including health, dental, vision & prescription coverage, 401K matching, tuition repayment or reimbursement options, paid vacation, parental leave, and more.
- Build and nurture strong relationships with SRM designated clients, demonstrating exceptional client engagement skills to drive business success and retention.
- Focus on developing connections with key decision-makers to support growth and drive retention.
- Engage client portfolio management and operational teams at least monthly to build and maintain strong connections in understanding client needs and pain points.
- Build relationships with our clients’ Investment Product Sales team members to help deploy our team’s resources in partnership with the Head of Investor Distribution Strategy, Marketing and Research to deliver value.
- Establish and maintain client profiles for a holistic view of our client engagement while updating the wider index business internally on material updates.
- Develop client facing summaries of how we are supporting the holistic client relationship to engage key decision makers at least quarterly in an effort to build awareness and ascertain feedback on areas of focus.
- Proactively work with clients and the Index Methodology Change Research team to identify investment products at risk of switch, facilitate strategies for retention which may involve a methodology change, and track such at risk products in salesforce for visibility to the wider team.
- Maintain and internally communicate a prioritized view in salesforce of what enhancements to our services would be most impactful to drive additional value for clients.
- Develop a client facing quarterly newsletter to our overall product issuer client base in partnership with marketing and with input from across the business on items we want to highlight for what we are doing in market.
- Manage and support client events, meetings and interact with internal stakeholders. Facilitate effective communication and collaboration between clients and internal teams to drive successful outcomes and foster positive relationships.
- Engage in cross-functional collaboration with a range of internal partners and teams to ensure seamless workflow, effective communication, and client-focused planning.
- Track and manage client satisfaction levels for SRM assigned clients, promptly resolving any issues or concerns.
- Collaborate closely with the Index Client Services team to ensure timely and effective handling of all clients inquires.
- Contribute to the development and successful implementation of client focused products and services, delivering measurable value and positive outcomes for clients.
- Assist in facilitating and contributing to product ideation meetings with clients as part of a collaborative team effort.
- Support sales efforts by driving client-focused innovation through generating new ideas for operational improvements, streaming data delivery, conducting new research, and exploring new product opportunities.
- Bachelor’s degree, preferably in business, finance, or marketing/sales or relevant experience.
- Previous experience in client relationship management or a relate role is preferred.
- Customer-centric mindset and a productive approach to client retention.
- Exceptional communication and interpersonal skills.
- Ability to multitask, prioritize, and manage time effectively.
- Experience with design, development operations, and/or calculation of Indexes or ETFs or mutual funds.
- Knowledge of the financial data, Indexes, benchmarking, trading, derivatives, data vendors, and content providers.
- Good understanding of multiple asset classes, related data, and Indexes.
- Demonstrates problem-solving and analytical skills.
- At least 3 years’ experience with Indexes or Asset Managers.
- Proficiency in Microsoft Excel, Bloomberg, and FactSet.
Come as You Are
Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.
What We Offer
We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.
The base pay range for this role is $74,700 - $124,500. In addition to base salary, Nasdaq provides a generous annual bonus/commission (short-term incentive), and equity (long-term incentive), comprehensive benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.
Nasdaq’s programs and rewards are intended to allow our employees to:
- Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
- Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
- Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
- Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
- Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities
For more information, visit Nasdaq Benefits & Rewards Career page.
