ETF & RIA Business Development Specialist

Job not on LinkedIn

🕒 September 2

🌵 Arizona, California – Remote

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💵 $115k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

🦅 H1B Visa Sponsor

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👻 Ghost score 13%

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Logo of Deutsche Bank

Deutsche Bank

10,000+ employees

Founded 1870

💼 Consulting

🛡️ Insurance

🏦 Banking

💰 Post-IPO Debt on 2023-01

Consulting • Insurance • Banking

Deutsche Bank is a global commercial and investment bank headquartered in Frankfurt, Germany. It provides retail, private, corporate and investment banking services, asset and wealth management, trading, financing and advisory solutions to individual, corporate and institutional clients worldwide. The bank also publishes research and sustainability insights and is focused on digital transformation and ESG integration across its services.

📋 Description

• Develop and maintain business relationships with financial advisor professionals in the sales territory • Work with the Market Leader as ETF Material Expert and open new business with RIA entities with $1B and above in AUM • Maintain a high-level understanding of DWS’s investment products and global investment views • Distribute active, passive, and alternative solutions to important clients • Manage and leverage relationships to gain access and referrals within target teams • Collaborate with ETF Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants, and Product Specialists to achieve sales targets across multiple product lines • Deliver the DWS value proposition to deepen and develop ongoing business relationships with target clients • Support and develop client relationships across Southern California and Arizona, primarily covering Los Angeles, San Diego, and broader Arizona markets • Attend client meetings, industry events, and business development activities through regular territory travel

🎯 Requirements

• Approximately five years of relevant experience • Excellent communication and organizational skills • Strong interest in becoming an ETF subject matter expert • Existing relationships in the territory are beneficial but not required • Strong investigative skills • Ability to work in a team environment • Bachelor’s Degree Required • Series 7/63 • CIMA, CFA or other industry designations preferred • Regular travel within the assigned territory is expected

🏖️ Benefits

• Training and development to help you excel in your career • Flexible working to assist you balance your personal priorities • Coaching and support from experts in your team • Healthcare benefits • Company perks • Retirement plan • Physical, emotional, and financial wellness benefits • Personalized benefits plan unique to your lifestyle • Hybrid working model balancing in-person collaboration and working from home

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