7 дней назад
National Investment Consultant (ETF)
55 000 - 110 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
National Investment Consultant (ETF): Growing ETF assets and advisor relationships through presentations, strategic territory planning, and consultative sales with an accent on capital markets, portfolio construction, and client development. Focus on building advisor relationships, identifying opportunities through Salesforce and analytics, and maintaining a travel schedule centered on growth.
Location: Denver, Colorado, United States — hybrid
Salary: $55,000–$110,000 USD annually, plus potential discretionary bonus and/or equity awards.
Company
SS&C provides AI-powered technology and services for financial services and healthcare organizations, combining proprietary platforms with industry expertise.
What you will do
- Grow ETF assets and develop advisor relationships.
- Present ETF solutions through meetings, events, and virtual engagements.
- Develop strategic territory plans and sales campaigns.
- Collaborate with Portfolio Specialists, Marketing, and Business Intelligence teams.
- Use Salesforce and analytics tools to identify opportunities.
- Maintain a travel schedule focused on growth opportunities.
Requirements
- 3–7 years of experience in asset management, ETF, or wealth management sales.
- Demonstrated success building advisor relationships and gathering assets.
- Strong knowledge of ETFs, capital markets, and portfolio construction.
- Excellent presentation and consultative sales skills.
- Entrepreneurial, self-directed, and highly organized approach.
Nice to have
- Series 7 and 63 licenses.
Culture & Benefits
- Hybrid work in Denver.
- Medical, dental, and vision coverage.
- 401(k) plan with company match.
- Paid time off, holidays, and parental leave.
- Professional development reimbursement.
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