ETF/RIA Specialist

Deutsche Bank AG; California (MO); Hybrid; USD 115,000 - 125,000; Full time

Benefits offered by this job

Wellness benefits

Hybrid working model

Job summary

DWS Group is seeking an ETF/RIA Specialist to build and manage relationships with financial advisors in the West region. You will partner with Market Leaders to open new business with RIAs over $1B in AUM and promote a broad suite of ETF solutions.

The role requires strong communication, investigative skills, and teamwork, with a bachelor’s degree and industry designations preferred. Remote work with hybrid collaboration is supported by the firm’s flexible policies.

Qualifications

• Bachelor’s Degree Required
• Series 7/63 CFA or other industry designations preferred
• Excellent communication & organizational skills
• Strong investigative skills
• Ability to work in a team environment

Responsibilities

• Develop and maintain business relationships with financial advisor professionals in the sales territory working with our Market Leader as ETF Material Expert and Opening New Business with RIA Entities $1B& Above in AUM.
• Maintain a high-level understanding of DWS’s wide range of investment products and global investment views.
• Distribute active, passive, and alternative solutions to DWS’s most important clients.
• Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence.
• Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines.
• Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients.

Skills

Communication skills

Team collaboration

Investigative skills

Education

Bachelor’s Degree

Job description

Job Description: Employer: DWS Group Title: Xtracker ETF, RIA Specialist Location: Remote - West Job Code: #LI-MB1 #LI-02

About DWS: Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. This is your chance to invest in your future. Read more about DWS and who we are here.

Team / Division Overview U.S. Wealth is responsible for the advancement, promotion, and growth of DWS’s Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels.

Your Key Responsibilities:

• Develop and maintain business relationships with financial advisor professionals in the sales territory working with our Market Leader as ETF Material Expert and Opening New Business with RIA Entities $1B& Above in AUM.
• Maintain a high-level understanding of DWS’s wide range of investment products and global investment views.
• Distribute active, passive, and alternative solutions to DWS’s most important clients.
• Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence.
• Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines.
• Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients.

We are looking for:

• Excellent communication & organizational skills
• Strong investigative skills
• Ability to work in a team environment

Bachelor’s Degree Required

License/Designation(s):

• Series 7/63 CIMA, CFA or other industry designations preferred

How we’ll support you:

• Training and development to help you excel in your career
• Flexible working to assist you balance your personal priorities
• Coaching and support from experts in your team

What we’ll offer you:

• At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it’s important to us that you enjoy coming to work – feeling healthy, happy and rewarded.
• At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.
• The salary range for this position is $115,000 to $125,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
• We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.

DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people. If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.

Privacy Statement The California Consumer Privacy Act outlines how companies can use personal information. Click here to view DWS’ Privacy Notice. We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security. More information at: Deutsche Bank Careers (db.com)