Regional Vice President - Wholesaler (Seattle) jobs in United States
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ProShares · 6 months ago

Regional Vice President - Wholesaler (Seattle)

ProShares is a leader in ETF investing with a strong focus on innovative products. They are seeking a Regional Vice President - Wholesaler responsible for promoting ProShares Strategic ETFs across various financial firms, managing client relationships, and achieving sales goals within a multi-state region.

Financial ServicesFinTech

Responsibilities

Introduce current and prospective clients to ProShares ETFs and services through telephone conversations, web-based presentations, conference attendance and in-person meetings
Primarily communicate through telephone conversations, web-based presentations, and during conference attendance and in-person meetings as needed
Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and ensuring that ProShares Advisors and ProShares’ business partners provide exemplary services to our most important clients and prospects
Responsible for segmenting all offices and advisors in the territory, proactively promoting the ProShares Strategic ETF suite of products to qualifying prospects via outbound telephone efforts, marketing-developed email campaigns, responding to inquiries, advertising, and web lead follow-up, etc
Promote sharing and exchange of industry knowledge and trends across the sales teams and greater organization including assisting with developing key marketing strategies and their execution. Additionally, provide cross-selling leads for the leveraged and inverse products to our tactical products team
Leverage the company resources in the execution of duties; investment specialists, capital markets team, product management and marketing
Achieve prescribed sales goals and activity metrics that could include; outbound dials, quality conversations, meeting scheduling, web-based presentations, RIA profiles and lead generation follow-up, as established by management
Other duties as assigned

Qualification

CFAFINRA licenses (7 & 63)ETF experienceField sales experienceInvestment analyticsClient relationship managementTerritory managementSales supportPresentation skillsVerbal communication

Required

BA/BS degree
Appropriate FINRA licenses required (7 & 63)
5+ years of field sales experience within mutual funds and/or ETF sales required as either a senior internal wholesaler, hybrid wholesaler or external wholesaler
Demonstrated record of selling success, achievement of sales goals in the financial professional channel
ETF experience and knowledge
Ability to proactively call, email and visit clients and prospects to educate on the ProShares strategic product suite, the individual product positioning and our value proposition in relation to the competitive landscape
Ability to conduct web-based presentations and to possess in-person presentation skills
Ability to meet activity metric and sales goals objectives
Excellent verbal communications skills
Proficient territory management skills
Possess in-depth understanding of the ETF and investment products industry, financial concepts, product knowledge, investment management, and client-service strategies
Advanced understanding and experience in the usage of investment analytics, tools, etc
Be able to prioritize client projects and requests effectively
Understanding of practice management, the FA business model, the competitive landscape of the financial services industry and the ability to identify critical services required of the Financial Professional
Possess the breadth of product knowledge necessary in order to act as the ProShares main point of contact in the territory; conducting all prospecting, profiling, selling, closing and servicing activities
Possess intermediate proficiency levels in consulting to clients, managing relationships, obtaining and processing information required to provide services, and providing sales support required
Ability to travel 25% as needed for product presentations, road shows, lead follow-up and conference attendance

Preferred

Advanced credentials preferred (or in process) such as CFA, CFP, CAIA

Benefits

Competitive pay and variable bonus
Paid time off
Health care benefits (medical, dental & vision)
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 gift

Company

ProShares

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ProShares launched in 2006 and today offers over 140 alternative ETFs designed to serve a range of investor needs.

Funding

Current Stage
Growth Stage

Leadership Team

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Steve Munroe
Managing Director, CMO
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Company data provided by crunchbase