1 день назад
Account Manager, ETF Sales (West Region)
205 000 - 240 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Manager, ETF Sales (West Region) (ETFs/Financial Services): Driving ETF sales and territory growth across U.S. wealth management channels with an accent on advisor relationships, strategic territory planning, and client engagement. Focus on expanding partnerships with broker-dealers, wirehouses, and RIAs, exceeding sales targets, and representing ETF products at industry and client events.
Location: Newport Beach, CA, USA
Salary: $205,000–$240,000 per year, plus discretionary bonus
Company
is a global active fixed-income investment manager serving clients across public and private markets.
What you will do
- Drive territory performance by growing ETF sales and exceeding monthly, quarterly, and annual targets.
- Develop strategic territory business plans and execute consultative sales strategies.
- Build partnerships with wealth managers at broker-dealers, wirehouses, and registered investment advisors.
- Design and implement marketing and sales campaigns for existing and prospective clients.
- Collaborate with Global Wealth Management colleagues on ETF initiatives and complex client relationships.
- Represent ETFs at industry conferences and client-facing events while providing market and client feedback to leadership.
Requirements
- Bachelor’s degree required.
- At least five years of experience in ETF-related client-facing roles, business development, field sales, or similar functions.
- Proven territory-management and quota-attainment record, with deep knowledge of the ETF ecosystem and financial advisory practices.
- Active Series 7 and Series 63 licenses and a clean U-4 record.
- Strong communication, client engagement, relationship-building, organizational, and analytical skills.
- Willingness to travel up to 90% of the time.
Nice to have
- CFA, CPA, or MBA designation.
- Established relationships with West Coast U.S. prospects and clients.
- Experience with broker-dealer home-office ETF contacts.
Culture & Benefits
- High-performance, inclusive culture centered on Collaboration, Openness, Responsibility, and Excellence.
- Opportunities to contribute to an entrepreneurial team and a strategic ETF growth initiative.
- Total compensation includes base salary and a discretionary performance-based bonus.
- Emphasis on continuous learning, professional growth, integrity, 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 →
Похожие вакансии
23 часа назад
Senior Manager - ETF Listings
98 000 - 181 000$
5 дней назад
Mid-Market Account Executive (Fintech)
185 000 - 225 000$
5 дней назад
Account Manager, Enterprise (Fintech)
120 000 - 150 000$
5 дней назад
Wealth Advisor Regional Sales Manager (Wealth Management)
123 200 - 200 000$
5 дней назад
Account Manager, Mid Markets (Fintech)
120 000 - 130 000$
5 дней назад
Sales Executive Senior, Account Executive (Fintech)
112 960 - 162 020$