Senior Investment Consultant – Institutional, RIA, Family Offices

Job not on LinkedIn

🕒 March 19

🇺🇸 United States – Remote

💵 $175k - $200k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 41%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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ProShares

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

ProShares is a leader in the financial services industry that has been at the forefront of the ETF (Exchange-Traded Fund) revolution since 2006. The company offers one of the largest selections of ETFs in the United States, providing innovative strategic and tactical funds that are designed to manage risk and enhance returns. ProShares operates under multiple entities, including ProShare Advisors LLC, ProFund Advisors LLC, ProShare Capital Management LLC, and ProFund Distributors Inc.

📋 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.

🎯 Requirements

• 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