Senior Investment Consultant – Institutional, RIA, Family Offices

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🕒 Março 19

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ProShares

SiteLinkedInTodas as Vagas

51 - 200 funcionários

ProShares está na vanguarda da revolução dos ETFs desde 2006. Com uma das maiores ofertas de ETFs do país, a empresa fornece ETFs estratégicos e táticos inovadores, desenvolvidos para gerenciar risco e aumentar os retornos. Esta página do LinkedIn é uma página corporativa que se aplica às empresas ProShare Advisors LLC (“PSA”), ProFund Advisors LLC (“PFA”), ProShare Capital Management LLC (“PCM”) e ProFund Distributors Inc. (“PDI”). Para obter um prospecto, ou para mais informações sobre o desempenho e riscos dos ETFs da ProShares, visite o site ProShares.com. A ProShares e a SEI Investments Distribution Co. não patrocinam as opiniões ou informações apresentadas, a menos que indicado de outra forma, nem assumem responsabilidade por qualquer perda que possa resultar de se basear nessas opiniões ou informações. O material não é destinado como uma oferta ou solicitação para compra ou venda de qualquer título, nem é um conselho de investimento individual ou personalizado. Para informações importantes, visite: http://www.proshares.com/terms_and_conditions_of_use.html#social

Descrição

• 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. • 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.

🎯 Requisitos

• 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

🏖️ Benefícios

• 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