ETF Advisor Consultant – Central Region

Job Purpose and Your Responsibilities:

  • Develop a targeted business plan to partner both with the Division’s Retail Advisor Consultants and to develop new advisor relationships.
  • Create a strong and client-oriented sales process using a variety of tools.
  • Expand the NYL Investments / IndexIQ client base and increase ETF sales and AUM growth across the Central Division.
  • Prospect large, sophisticated, high potential advisor teams within the Wirehouse, Regional, Independent Broker-Dealer, RIA, hybrid RIA and bank channels that may use IndexIQ ETFs or be new to IndexIQ coverage.
  • Engage top ETF advisors with the IndexIQ ETF strategies, industry knowledge, capital markets perspectives, and portfolio construction insights.
  • Provide coverage and support to the Division’s Advisor Consultants including joint territory travel, client conference calls and regular communication to coordinate advisor coverage and ensure transparency in client-facing activity.
  • Provide consistent communication to both the Divisional Sales Manager and IndexIQ COO on sales strategy, activity, pipeline, marketplace receptivity and market intelligence. Ensure alignment with long-term initiatives in distribution, marketing and product.
  • Maintain knowledge and understanding of capital markets and industry topics.

Skills and Qualifications:

  • Bachelor’s degree required
  • 5+ years industry sales experience
  • 3+ years ETF sales experience with demonstrated sales success
  • Strong wirehouse knowledge required
  • Broad channel sales experience strongly preferred
  • Excellent territory management, presentation and client-facing sales skills
  • Strong track record of proven sales experience
  • Ability and willingness to travel regularly within the Division
  • FINRA Series 7 and Series 63 licenses required.

Source: for more information click here.

More Information

  • Experience 3-5 Years
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