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Job summary
A global investment management firm in the United States is seeking an ETF Account Manager to enhance its presence in the ETF market. The role requires strong sales expertise, a collaborative approach, and the ability to build relationships with financial advisors. Ideal candidates will have a bachelor's degree, demonstrated success in meeting sales targets, and active Series 7 and 63 licenses. This position involves significant travel and offers a competitive salary range of $205,000 to $240,000.
Qualifications
Minimum of five years in ETF-related client-facing roles.
Established relationships with key prospects in the Southwestern U.S.
Active Series 7 and 63 licenses required.
Responsibilities
Maximize sales with financial advisor clients.
Develop and execute a strategic territory business plan.
Cultivate new partnerships to expand ETF business.
Skills
Sales expertise
Relationship building
Communication skills
Strategic mindset
Adaptability
Client engagement
Education
Bachelor's degree
CFA, CPA, or MBA
Job description
A global investment management firm in the United States is seeking an ETF Account Manager to enhance its presence in the ETF market. The role requires strong sales expertise, a collaborative approach, and the ability to build relationships with financial advisors. Ideal candidates will have a bachelor's degree, demonstrated success in meeting sales targets, and active Series 7 and 63 licenses. This position involves significant travel and offers a competitive salary range of $205,000 to $240,000.