Remote ETF & RIA Specialist: Grow Advisor Relationships

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

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.