Senior Investment Consultant – Institutional, RIA, Family Offices

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ProShares

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51 - 200 employés

Depuis 2006, ProShares est à l'avant-garde de la révolution des ETF (fonds négociés en bourse). Avec l'une des plus grandes gammes de fonds ETF aux États-Unis, l'entreprise propose des fonds stratégiques et tactiques innovants conçus pour gérer les risques et améliorer les rendements. Cette page LinkedIn est une page d'entreprise générale qui s'applique à ProShare Advisors LLC ("PSA"), ProFund Advisors LLC ("PFA"), ProShare Capital Management LLC ("PCM") et ProFund Distributors Inc. ("PDI"). Pour obtenir un prospectus, ou pour plus d'informations sur les performances et les risques des ETFs ProShares, veuillez visiter ProShares.com. ProShares et SEI Investments Distribution Co. ne parrainent pas les opinions ou informations présentées, sauf indication contraire, et ne peuvent être tenus responsables de toute perte pouvant résulter de la confiance accordée à ces opinions ou informations. Le matériel fourni n'est pas destiné à constituer une offre ou une sollicitation d'achat ou de vente de titres, ni des conseils en investissement individuels ou personnalisés. Pour des informations importantes, veuillez visiter : http://www.proshares.com/terms_and_conditions_of_use.html#social

Description

• 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.

🎯 Exigences

• 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

🏖️ Avantages

• 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