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ProShares · 5 hours ago

Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast)

United States

Full-time

Remote

Senior Level, Lead/Staff

$175K/yr - $200K/yr

10+ years exp

ProShares is a leader in the ETF revolution, offering a wide range of investment strategies. The Senior Investment Consultant will focus on developing relationships with institutional clients, including Registered Investment Advisors and family offices, while optimizing the client lifecycle and enhancing market presence.

Financial ServicesFinTech

Responsibilities

Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share

Conduct one-on-one meetings, group presentations and client meetings/events which involve travel

Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients

Understand and articulate capital market dynamics, complex product structures, and competitor ETF products

Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets

Qualification

Institutional relationship managementBusiness developmentFinancial services salesCFA designationExchange traded fundsCapital markets knowledgeClient engagementProduct knowledgeSales support

Required

10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales

Strong academic background with advanced degree, and/or a professional 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 client engagement process, recommend and execute within tight deadlines

Experience with exchange traded funds, mutual funds and/or interval funds

Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings