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5 дней назад

ETF & RIA Business Development Specialist, West Region

97 000 - 194 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
ETF & RIA Business Development Specialist, West Region (ETF/RIA): Developing financial-advisor relationships and expanding DWS investment-product distribution across Southern California and Arizona with an accent on ETF expertise, RIA business development, and client engagement. Focus on opening new business with large RIA entities, coordinating with internal product and sales specialists, and supporting client meetings and industry events across the territory.

Location: Remote position covering Southern California and Arizona, with primary coverage of Los Angeles, San Diego, and broader Arizona markets. Regular travel within the assigned territory is expected for client meetings, industry events, and business development activities.

Salary: $97,000–$194,000 per year, excluding incentive compensation and other remuneration.

Company

hirify.global is a global investment firm providing active, passive, alternative, and ETF investment solutions to institutional and intermediary wealth clients.

What you will do

  • Develop and maintain relationships with financial advisors across the assigned sales territory.
  • Serve as an ETF subject-matter resource and open new business with RIA entities managing $1 billion or more in assets.
  • Present and distribute active, passive, alternative, and ETF investment solutions to target clients.
  • Leverage client relationships to gain access and referrals within target advisory teams.
  • Collaborate with ETF, alternative, key account, internal sales, and product specialists to achieve sales targets.
  • Deliver hirify.global’s value proposition and deepen ongoing client relationships.

Requirements

  • Approximately five years of relevant experience.
  • Strong communication, organizational, investigative, and teamwork skills.
  • Strong interest in becoming an ETF subject-matter expert.
  • Bachelor’s degree required.
  • Series 7 and Series 63 licenses required.
  • Existing relationships in the assigned territory are beneficial but not required.

Nice to have

  • CIMA, CFA, or another relevant industry designation.

Culture & Benefits

  • Training and development opportunities.
  • Flexible working arrangements.
  • Coaching and support from experienced colleagues.
  • Benefits covering healthcare, wellness, financial security, retirement, and personal priorities.
  • Inclusive workplace focused on diversity, equity, and collaboration.

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