Senior ETF Wholesaler – Regional VP, NY

ProShares

New York (NY)

On-site

USD 112,500 - 137,500

Full time

14 days+

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Benefits offered by this job

Competitive pay
Variable bonus
Health benefits
401(k) matching
Hybrid schedule
Paid time off
Wellness programs
Education assistance
Spending accounts
Legal benefit

Job summary

ProShares in New York seeks a senior wholesaler to promote ProShares Strategic ETFs across WH firms, Independent BD’s and RIA’s. The role involves segmenting territory, FA profiling and arranging meetings, leveraging in-depth market knowledge and advanced selling skills.

Qualifications include BA/BS, CFA/CFP/CAIA preferred, FINRA 7 & 63, and 5+ years in ETF/mutual funds sales. Travel ~25%; base salary $125,000 with variable bonus; hybrid/onsite benefits apply.

Qualifications

  • BA/BS degree required.
  • 5+ years field sales in mutual funds/ETF sales.
  • FINRA licenses 7 & 63 required.
  • ETF knowledge and investment product familiarity.
  • Strong presentation and selling skills.

Responsibilities

  • Introduce ProShares ETFs and services to clients via calls, web meetings, conferences and in-person meetings.
  • Promote ProShares ETF suite to prospects via outbound calls and campaigns.
  • Cultivate client relationships and ensure exemplary service by teams.
  • Segment offices and advisors in territory; schedule meetings and follow-ups.
  • Collaborate with marketing, product management and capital markets; meet sales goals.
  • Travel up to 25% for presentations, road shows and conferences.

Skills

Verbal communication
Presentation skills
Strategic sales
Territory management
Client relationship management
Travel willingness

Education

BA/BS degree
CFA/CFP/CAIA preferred
FINRA licenses 7 & 63

Job description

ProShares in New York seeks a senior wholesaler to promote ProShares Strategic ETFs across WH firms, Independent BD’s and RIA’s. The role involves segmenting territory, FA profiling and arranging meetings, leveraging in-depth market knowledge and advanced selling skills.

Qualifications include BA/BS, CFA/CFP/CAIA preferred, FINRA 7 & 63, and 5+ years in ETF/mutual funds sales. Travel ~25%; base salary $125,000 with variable bonus; hybrid/onsite benefits apply.

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