Business Development

Smart Justice California; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking a Sales Support Specialist to enhance client relationships for their investment products. This role involves introducing clients to ETFs and mutual funds, managing client interactions, and meeting specified sales goals. Candidates should possess strong customer service skills and relevant industry knowledge, along with the ability to travel frequently for client meetings.

Benefits

401(k) with matching contribution

Competitive medical, dental, and vision coverage

Flexible PTO

Paid parental leave

Quarterly performance bonuses

Qualifications

• 3+ years of relevant experience in a financial professional channel.
• In-depth understanding of the ETF and mutual fund industry.
• Ability to travel 50%+.

Responsibilities

• Manage territory and support ETF and mutual fund sales.
• Cultivate client relationships and respond to inquiries.
• Conduct web-based and in-person presentations.

Skills

Customer service

Client relationship management

Communication

Sales

Education

BA/BS degree

Tools

FINRA licenses (Series 7; Series 66)

Job description

Overview

At Vest, we make derivatives work for everyone. We create outcome-focused investment strategies that help investors manage risk and navigate uncertainty with clarity and confidence.

While traditional portfolio management relies heavily on diversification, we believe in a smarter, more precise approach. Our solutions reshape market uncertainty into defined investment results—bringing more certainty to portfolios through accessible, expertly engineered products.

With $45B+ in assets and a pristine track record of hitting targets, Vest is pioneering a new standard defined outcome investing.

Summary
The position is responsible for supporting the sale of Vest-managed exchange traded funds (ETFs) and mutual funds to broker-dealers, wire-houses, and institutional clients. The candidate will be responsible for managing their own territory and working in conjunction with our firm partners.

Responsibilities

• Introduce current and prospective clients to Vest investment products and services through telephone conversations, web-based presentations, conference attendance, in-person meetings and presentations.
• Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and ensuring that Vest business partners provide exemplary services to our most important clients.
• Responsible for qualifying prospects via responding to inquiries, cold calling, direct mail campaigns, etc.
• Provide sales support to the outside relationship management team through travel, 1:1 meetings, client conversations, written follow up and lead generation.
• Assist relationship managers and outside sales in securing meetings and ensuring that post meeting follow-up tasks are completed expeditiously.
• Achieve specific goals, e.g. contacts, presentations, qualified lead generations, as established by the department head.

Qualifications

• BA/BS degree.
• Appropriate FINRA licenses required (Series 7; Series 66).
• Demonstrated record of successful customer service and client relationship management in the financial professional channel.
• ETF and mutual fund knowledge.
• 3+ years of relevant experience.
• Ability to proactively call clients and prospects to secure appointments and conduct information meetings.
• Ability to conduct web-based and in-person presentations.
• Ability to meet metric objectives.
• Excellent verbal communications skills.
• In-depth understanding of the ETF and mutual fund industry, financial concepts, product knowledge, investment management, and client-service strategies.
• Able to prioritize client projects and requests effectively.
• Understand the needs of clients in order to identify “critical” services they must have, competitive services they expect to have and additional services they would like to have.
• Possess breadth of product knowledge in order to act as Vest’s main point of contact in dealing with the client and the prospect.
• Possess intermediate proficiency levels in consulting with clients, managing relationships, obtaining and processing information required to provide services and sales support.
• Ability to handle conflict.
• Ability to pivot quickly between projects and opportunities as they arise.
• Ability to travel 50%+

Benefits

• 401(k) with matching contribution
• Competitive medical, dental, and vision coverage for you and your dependents
• Remote-first company
• Flexible PTO
• Paid parental leave
• Quarterly performance bonuses

About Vest
Vest was founded in 2012, based on the conviction that investors' desire for more certainty in their investment outcomes is not being adequately met. To address this market need, we created Target Outcome Investments, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. Today, Target Outcome Investments are available as mutual funds, exchange traded funds, unit investment trusts, collective investment trusts, and customizable managed accounts / sub-advisory services. They seek to provide investors with targeted protection, enhanced returns, or income with a level of predictability unattainable with most other investments available today. First Trust Capital Partners LLC and Cboe Global Markets, Inc. indirectly have equity interests in Vest Financial. We are a young firm, growing fast and looking to expand our team to help serve our clients better.