[Remote] Senior Investment Consultant - Institutional, RIA, and Family Offices (reputed company Coast)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company has been at the forefront of the ETF reputed company since 2006, offering a large lineup of ETFs and innovative products for investors. The Senior Investment Consultant will be responsible for distributing reputed company' strategic products through institutional relationships, developing business strategies, and maintaining reputed company relationships.
Responsibilities
- reputed company and maintain profitable, productive relationships with RIAs, family offices and other institutional segments reputed company the assigned territory to capture sales and increase market reputed company. Proactively reputed company and support the development of new initiatives reputed company assigned territory to enhance the firm’s reputed company and market reputed company while meeting annual sales goals
- Conduct one-on-one meetings, group presentations and reputed company meetings/events which involve travel. Deliver high-reputed company product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets reputed company the strategic product reputed company of ETFs
- reputed company solid working relationships with the field sales team through regular communication, on-reputed company mentorship, training and delegation of responsibilities to ensure reputed company coverage of this important reputed company of clients
- Understand and reputed company capital market dynamics, reputed company product structures, and competitor ETF products. reputed company the reputed company after-sales support and reporting to reputed company existing clients informed
- Capture field activity and sales reputed company data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and reputed company support budgets
Skills
- 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales
- Strong reputed company background with advanced degree, and/or a reputed company designation such as a CFA
- Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers)
- Strong ability to drive reputed company engagement process, recommend and execute reputed company tight deadlines
- Experience with exchange traded funds, mutual funds and/or reputed company funds
- Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings
Benefits
- reputed company and discretionary bonus
- reputed company time off
- Health care benefits (medical, dental & reputed company)
- Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
- 401(k) retirement plan with matching contribution
- Spending Accounts (Health Care, Dependent Care, and Transportation)
- Wellness Programs (fitness reimbursement, Employee Assistance Program)
- Education assistance
- Hybrid work schedule
- Additional Programs include peer recognition, corporate matching reputed company
reputed company