ETF Sales and Marketing

Job Purpose:

  • Location: Greater San Francisco area with some exceptions
  • Flexible hours and environment. Occasional travel may be required up to 25%
  • Salary – Base salary plus semi-annual bonuses ($50-$100k)
  • This fast-growing Investment Management firm seeks an exceptional individual to be a primary national sales representative in the U.S. with an emphasis on the San Francisco bay area
  • In this role, you will work closely with the Founder and VP of Marketing to increase sales of the firm’s ETF to Financial Advisors, Brokers, Family Offices and Institutions.

Your Responsibilities:

  • Initiate and maintain a sales pipeline of prospects
  • Proactively contact key individuals via phone and emails
  • Deliver value added commentary, research, data, and due diligence material to Advisors throughout the sales cycle
  • Follow-up on drip marketing campaign and webinar leads

Skills and Qualifications:

  • BA / BS degree is required
  • Minimum of 1 to 2 years of proven success in marketing ETFs
  • Experience in and knowledge of Emerging Markets a plus
  • Series 7 and 63 / 66 preferred
  • Excellent verbal and written communication skills
  • Proficiency with web-based CRM, Microsoft Office, and Outlook
  • Strong character references.

More Information

  • Experience 1-3 Years
  • This job has expired!
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Company Information
  • Specialism Consulting
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