Remote ETF/RIA Specialist: Build Advisor Relationships

Deutsche Bank AG; San Francisco (CA); Remote; USD 115,000 - 125,000; Full time

Job summary

DWS Group in the United States is seeking an ETF/RIA Specialist to elevate relationships with financial advisors and drive ETF, passive, and alternative solutions across your territory.

You will collaborate with ETF Specialists, Key Account Managers, and product specialists to achieve sales targets while delivering the DWS value proposition to deepen client engagements. A Series 7/63 license and a relevant degree are expected, with CFA/CIMA preferred.

Qualifications

• Bachelor’s Degree is required.
• Series 7/63 license required or preferred; CFA/CIMA desirable.

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+ 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 ETF Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants, 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

Excellent communication

Organizational skills

Strong investigative skills

Teamwork

Education

Bachelor’s Degree

Job description

DWS Group in the United States is seeking an ETF/RIA Specialist to elevate relationships with financial advisors and drive ETF, passive, and alternative solutions across your territory.

You will collaborate with ETF Specialists, Key Account Managers, and product specialists to achieve sales targets while delivering the DWS value proposition to deepen client engagements. A Series 7/63 license and a relevant degree are expected, with CFA/CIMA preferred.