Job Purpose:
- We seek a driven and committed salesperson to join our organization’s ETF Business in the role of ETF CA
- The ETF CA will foster relationships with our firm’s existing mutual fund Client Advisors and their clients to position and market our ETFs
- The ETF CA will interact with clients and their CA’s in multiple channels with primary emphasis on the Wirehouse, Registered Investment Advisor and Independent Broker Dealer channels
- This position reports to the Head of ETF Americas
- The candidate will provide value-added support in a consultative manner according to individual financial advisor needs within a defined geographic territory
- This includes educating Client Advisors and clients about ETF industry developments and landscape and delivering ETF product teach-ins to clients
- The candidate must work collaboratively across channels with the Mutual Fund Client Advisors to engage and close ETF sales opportunities.
Your Responsibilities:
- Prepare and deliver product presentations to prospective and existing clients at meetings, conferences, road-shows and via telephone/internet
- Develop deep relationships across client base with particular emphasis on investment decision makers
- Leverage a consultative sales approach to drive net new ETF assets
- Partner with our Mutual Fund Client Advisors on ETF sales calls
- Provide clients with Capital Markets insights regarding ETF secondary market trading
- Engage clients in discussions about new product concepts and product improvement opportunities.
Skills and Qualifications:
- Achievements in the ETF sales environment
- Ability to capture, increase and retain Assets Under Management
- Relationships with Wirehouse, IBD and/or RIA organizations and their respective advisors
- Strong industry and product knowledge
- Capacity to build positive and effective internal and external relationships
- Excellent written and verbal communication skills
- Management of an assigned territory as their own business
- Experience developing and implementing sales and marketing business plans
- Minimum 5 years financial services sales experience
- Bachelors degree, CIMA or CFA preferred
- Licenses – Series 7 & 63
- Extensive Travel.
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