Advisor Associate

VanEck; Tampa (FL); On-site; USD 70,000 - 75,000; Full time

Job summary

VanEck is seeking an Internal Wholesaler to support the distribution of ETFs, mutual funds, and SMAs in New York City or Tampa. You will develop relationships with Financial Professionals, coordinate with the External Wholesaler, and drive new business within your territory through outbound calls and targeted outreach.

The role requires NASD licenses, a BA/BS, and strong English communication. Base salary with bonus potential is offered, along with a comprehensive benefits package.

Qualifications

• Familiar with FA & RIA marketplace.
• Fluent in English; strong communication skills.
• Proven interpersonal and presentation skills.
• Detail oriented and well organized.
• Experience prospecting financial advisors.
• Knowledge of ETFs and mutual funds.
• Ability to work with all organization levels.
• Proficient in MS Office and CRM (Salesforce).

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 client needs to recommend solutions across product lines.
• Support the External Wholesaler in strategic planning and execution.

Skills

FA & RIA marketplace

Fluent in English

Interpersonal skills

Oral & written communications

Detail oriented

Prospect within advisors

Presentation skills

Time management

Consultative selling

Broad market knowledge

ETF & Mutual Fund knowledge

Leverage internal resources

Present to all levels

MS Office & Salesforce

Consultative sales approach

Education

BA/BS Degree

NASD Series 7 & 63 with clean U-4

Tools

Salesforce

MS Office

Job description

About VanEck

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.

Position: Internal Wholesaler
Legal Entity: VEAC
Department: Internal Sales
Location: New York, NY or Tampa, FL
Reporting to: Internal Sales Manager
FLSA Status: Exempt
About VanEckVanEck 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

• 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.
• Fluent in English.
• Strong interpersonal skills.
• Exceptional oral and written communications skills.
• Detail oriented and well organized.
• Ability to prospect within a targeted group of advisors.
• Strong presentation skills.
• Time management skills.
• 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.