Responsibilities include:
- Develop and execute a targeted business plan to generate ETF sales activity and ETF sales with the Division’s RIA sales lead.
- Create a strong and client-oriented sales process using a variety of tools.
- Expand the NYL Investments RIA base and increase ETF sales and AUM growth within the assigned territory.
- Prospect large, sophisticated, high potential 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, 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 IndexIQ’s Chief Commercial Officer and the Divisional Sales Manager 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.
Requirements:
- Bachelor’s degree required
- Self-starter with a strong drive for results
- Track record of proven sales experience and results, including territory management, communication, consultative approach, and client-facing sales skills
- 5+ years industry sales experience, working in partnership with a retail sales team to target advisors or RIAs
- 3+ years ETF sales experience with demonstrated sales success
- Ability and willingness to travel regularly within the assigned territory
- FINRA Series 7 and Series 63 licenses required
Source: for more information click here.
