ETF Investment Specialist

VistaShares; United States; Hybrid; USD 70,000 - 75,000; Full time

Job summary

VistaShares seeks a motivated ETF Investment Specialist to enhance sales of their exchange-traded funds (ETFs). Candidates should have a strong understanding of the financial services industry, excellent communication skills, and a proven sales background to foster relationships with financial advisors. The role offers a competitive salary and the potential for commissions and bonuses, reflecting the candidate's skills and experience in a dynamic market.

Qualifications

• 2-3 years of internal sales experience within the asset management industry, specializing in ETFs.
• FINRA Series 7 & 63/66 licenses are required.
• Strong character references and a clean compliance record.

Responsibilities

• Prospecting and pre-qualifying leads leveraging proprietary databases.
• Maintaining relationships with RIA and/or Broker-dealer Financial Advisors.
• Engaging proactively with Financial Advisors via phone and web presentations.

Skills

Verbal Communication

Written Communication

Sales

Market Knowledge

Education

BS/BA degree

Business-related degree

Tools

Salesforce CRM

Excel

Job description

Innovative ETFs to help investors navigate evolving market conditions with confidence.

VistaShares ETFs are actively managed by industry and investment experts, offering three distinct solutions. Our Pure Exposure Growth Equity ETFs target technology-driven economic Supercycles that we believe are poised for significant growth. Target 15 Options-Income ETFs are designed to generate high monthly income while complementing a core equity portfolio.Animal Spirits Tactical Alpha ETFs are designed to provide investors short term trading vehicles that seek to harness momentum and investor sentiment.

About the job:

ETF Investment Specialist

VistaShares seeks a highly motivated ETF Investment Specialist to serve as a vital part of an experienced team of investment professionals. In this role, you will work closely with established Sales Directors to increase sales of our exchange-traded funds (ETFs). We are seeking candidates with a strong knowledge of the financial services industry and a positive, winning attitude.

Success in this role would be achieved by:

-Prospecting and pre-qualifying leads by leveraging proprietary databases and research.

-Initiating and maintaining relationships with RIA and/or Broker-dealer Financial Advisors.

-Engaging proactively with Financial Advisors using phone, web presentations, targeted emails, and other technologies.

-Delivering value-added commentary, research, and due diligence material to Advisors throughout the sales cycle.

-Promoting industry knowledge and trends across the greater sales team.

Skills & Experience:

-BS/BA degree required, business-related degree preferred. Additional advanced degrees or certifications are a plus.

-FINRA Series 7 & 63/66 licenses are required.

-2-3 years of internal sales experience within the asset management industry specializing in ETFs and mutual funds. Direct ETF industry experience required.

- Maintain strong expertise in VistaShares’ offerings, competitor landscape, market dynamics, portfolio construction, and capital markets.

-Ability to succeed in a challenging and fast-paced environment.

-Excellent verbal, written, and presentation communication skills.

-Discipline to work remotely from home as needed - hybrid.

-Proficient in Salesforce CRM and Excel.

-Strong character references and a clean compliance record.

VistaShares’ compensation package includes a market competitive salary. If you are located in New York, NY, the base salary range for this position is $70,000 – $75,000. In addition, employees are eligible for commission and discretionary bonuses, and a competitive benefits package.

Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location.

Mission, Vision & Values:

VistaShares is committed to delivering a better investment and financial experience through the quality of our products and solutions. Our employees strive for excellence and innovation, work with transparency and accountability, and show each other fairness and respect. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.

VistaShares is proud to be an Equal Opportunity Employer, committed to diversity and consideration of all applicants and existing employees for all positions. We evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

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