ETF External Wholesaler

Zacks Investment Management; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Incentive opportunities

Supportive team environment

Robust internal wholesaling and marketing support

Job summary

A leading investment management firm is seeking an experienced ETF External Wholesaler to raise and retain assets by promoting ETF strategies to financial advisors. The ideal candidate will have 3+ years of wholesaling experience, strong communication skills, and hold the necessary licenses. You will develop business plans to grow ETF sales, build relationships with clients, and collaborate across teams. This full-time position offers a competitive salary and a supportive team environment in San Francisco.

Qualifications

• 3+ years of wholesaling experience (hybrid & internals will be considered).
• Established relationships with financial advisors.
• Self-motivated with a proven track record of meeting or exceeding sales goals.

Responsibilities

• Develop and execute a business plan to grow ETF sales in assigned territory.
• Build and maintain relationships with financial advisors, home office personnel, and institutional clients.
• Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions.
• Collaborate with internal partners to support business development efforts.
• Maintain a deep understanding of Zacks’ ETF lineup and industry trends.

Skills

Wholesaling experience

Communication skills

Presentation skills

Organization skills

Sales goal achievement

Education

Series 7 and 66 licenses

Job description

Zacks Investment Management (ZIM) is a leading provider of investment strategies and research-driven portfolio solutions. With decades of experience and a commitment to innovation, we deliver transparent, cost-effective, and data-driven investment solutions to financial advisors, institutions, and individual investors.

Position Summary

We are seeking an experienced and driven ETF External Wholesaler to join our growing team. This individual will be responsible for raising and retaining assets within a designated territory by promoting Zacks’ ETF strategies to financial advisors.

Key Responsibilities

• Develop and execute a business plan to grow ETF sales in assigned territory
• Build and maintain relationships with financial advisors, home office personnel, and institutional clients
• Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions
• Collaborate with internal partners, including Internal Wholesalers and Marketing, to support business development efforts
• Maintain a deep understanding of Zacks’ ETF lineup, competitive positioning, and industry trends

Qualifications

• 3+ years of wholesaling experience (hybrid & internals will be considered)
• Established relationships with financial advisors
• Strong presentation, communication, and organizational skills
• Self-motivated with a proven track record of meeting or exceeding sales goals
• Series 7 and 66 (or equivalent) licenses required

Why Join Zacks Investment Management?

• Opportunity to represent research-driven, innovative ETF strategies
• Competitive compensation package with incentive opportunities
• Supportive team environment with robust internal wholesaling and marketing support
• Join a firm known for its quantitative research and commitment to advisor success

Who is Zacks

The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages over $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales