Advisor Associate

VanEck; Northern, New York (KY, NY); Hybrid; USD 70,000 - 80,000; Full time

Job summary

VanEck is seeking an Internal Wholesaler to support the distribution team by building and maintaining relationships with Financial Professionals who sell VanEck ETFs and mutual funds. You will work with the External Wholesaler to identify new business and meet territory sales goals.

You will develop product awareness through outbound calls and emails, respond to inquiries, and collaborate cross-functionally to deliver strategic plans that drive asset growth within your assigned territory.

Qualifications

• BA/BS Degree.
• NASD Series 7 and 63 licenses with clean U-4.
• Familiar with FA & RIA marketplace.
• Strong interpersonal and communication skills.
• Detail oriented and well organized.
• Ability to prospect within a targeted group of advisors.
• Consultative selling skills.
• Broad Market Knowledge.
• ETF and Mutual Fund knowledge.
• Ability to effectively present information to customers, clients, and employees.

Responsibilities

• Develop relationships with Financial Professionals and drive awareness of VanEck products through outbound calls and email.
• Respond to inbound product and sales calls.
• Proactively sell VanEck ETFs, mutual funds, and SMAs.
• Partner with External Wholesaler to retain assets and uncover new business within the territory.
• Include/refer VanEck specialists, as necessary.
• Effectively manage a territory rotation.
• Assess the needs of clients by asking targeted questions to recommend solutions across product lines.
• Support the External Wholesaler in developing and executing a strategic business plan.

Skills

Interpersonal skills

Oral and written communication

Detail oriented

Prospecting/advisors

Consultative selling

Broad market knowledge

ETF knowledge

Presentation skills

CRM experience (Salesforce)

Microsoft Office proficiency

Education

BA/BS Degree

NASD Series 7 and 63 licenses with clean U-4

Tools

Salesforce or similar CRM

Microsoft Office

Job description

VanEck has a history of looking beyond the financial markets to identify trends likely to create impactful investment opportunities. We were one of the first U.S. asset managers to offer investors access to international markets. This set the tone for the firm's drive to identify asset classes and trends - including gold investing in 1968, emerging markets in 1993, and exchange-traded funds in 2006 - that subsequently shaped the investment management industry.

Today, VanEck offers active and passive strategies with compelling exposures supported by well-designed investment processes. The firm's capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversification. Our actively managed strategies are fueled by in-depth, bottom-up research and security selection from portfolio managers with direct experience in the sectors and regions in which they invest. Investability, liquidity, diversity, and transparency are key to the experienced decision-making around market and index selection underlying VanEck's passive strategies.

Job Summary:

The Internal Wholesaler plays a key role within the VanEck distribution organization helping to drive sales and build relationships with Financial Professionals selling VanEck ETFs and mutual fund products. Partnering with the External Wholesaler, the Internal Wholesaler will develop and maintain existing relationships and identify and acquire new business within their assigned territory to meet sales goals.

Essential Duties and Responsibilities:

Includes the following; other duties may be assigned as needed:

• Develop relationships with Financial Professionals and drive awareness of VanEck products through outbound calls and email.
• Respond to inbound product and sales calls.
• Proactively sell VanEck ETFs, mutual funds, and SMAs.
• Partner with External Wholesaler to retain assets and uncover new business within the territory.
• Include/refer VanEck specialists, as necessary.
• Effectively manage a territory rotation.
• Assess the needs of clients by asking targeted questions in order to recommend appropriate solutions across multiple product lines.
• Support the External Wholesaler in the development and execution of a strategic business plan helping to drive business within the territory.

Qualifications:

• Familiar with characteristics of the FA & RIA marketplace.
• Strong interpersonal skills.
• Exceptional oral and written communications skills.
• Detail oriented and well organized.
• Ability to prospect within a targeted group of advisors.
• Consultative selling skills.
• Broad Market Knowledge.
• ETF and Mutual Fund and product knowledge.
• Ability to leverage internal resource personnel (product management, product specialists).
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and employees of the organization.
• Proficient in Microsoft Office and Salesforce or similar CRM.
• Ability to present and work with all levels of an organization
• Employ a consultative sales approach

Education and/or Experience

• BA/BS Degree
• NASD Series 7 and 63 licenses with clean U-4.

Compensation:

If this position will be performed in whole or in part in New York City, the base salary range is $70,000 to $75,000. Individual salaries may vary based on different factors including but not limited to, skills, experience, job-related knowledge, and location. In addition to base salary, this position is eligible to participate in a bonus program based on individual performance, and the applicable commission structure. The total compensation package also includes a comprehensive benefits program and other forms of compensation, where applicable.

VanEck is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. VanEck does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected by law.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.