ETF & RIA Business Development Specialist, West Region
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
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
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 ’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.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →