Note: The job is a remote job and is open to candidates in USA. ProShares is a leader in the ETF revolution, offering a wide range of investment products. The Senior Investment Consultant will manage institutional relationships and develop strategies to enhance client engagement and sales within the assigned territory.
Responsibilities
- Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm’s success and market presence while meeting annual sales goals
- Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs
- Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients
- Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed
- Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets
Skills
- 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales
- Strong academic background with advanced degree, and/or a professional designation such as a CFA
- Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers)
- Strong ability to drive client engagement process, recommend and execute within tight deadlines
- Experience with exchange traded funds, mutual funds and/or interval funds
- Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings
Benefits
- Competitive pay and discretionary bonus
- Paid time off
- Health care benefits (medical, dental & vision)
- Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
- 401(k) retirement plan with matching contribution
- Spending Accounts (Health Care, Dependent Care, and Transportation)
- Wellness Programs (fitness reimbursement, Employee Assistance Program)
- Education assistance
- Hybrid work schedule
- Additional Programs include peer recognition, corporate matching gift
Company Overview