Note: The job is a remote job and is open to candidates in USA. ProShares is a leader in the ETF market, offering a wide range of investment products. The Senior Investment Consultant will focus on distributing ProShares' strategic offerings through institutional relationships and enhancing client engagement across various segments.
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
• Conduct one-on-one meetings, group presentations and client meetings/events which involve travel
• 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
• 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
• ProShares launched in 2006 and today offers over 140 alternative ETFs designed to serve a range of investor needs. It was founded in 2006, and is headquartered in Bethesda, Maryland, USA, with a workforce of 51-200 employees. Its website is http://proshares.com.