Introduce current and prospective clients to our investment products and services through telephone conversations, web-based presentations, conference attendance, in-person meetings and presentations.

Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and ensuring that our business partners provide exemplary services to our most important clients.

Responsible for qualifying prospects via responding to inquiries, cold calling, direct mail campaigns, etc.

Provide sales support to the outside relationship management team through travel, 1:1 meetings, client conversations, written follow up and lead generation.

Assist relationship managers and outside sales in securing meetings and ensuring that post meeting follow-up tasks are completed expeditiously.

Achieve specific goals, e.g. contacts, presentations, qualified lead generations, as established by the department head.

• BA/BS degree.
• Appropriate FINRA licenses required (Series 7; Series 66).
• Demonstrated record of successful customer service and client relationship management in the financial professional channel.
• ETF and mutual fund knowledge.
• 3+ years of relevant experience.
• Ability to proactively call clients and prospects to secure appointments and conduct information meetings.
• Ability to conduct web-based and in-person presentations.
• Ability to meet metric objectives.
• Excellent verbal communications skills.
• In-depth understanding of the ETF and mutual fund industry, financial concepts, product knowledge, investment management, and client-service strategies.
• Able to prioritize client projects and requests effectively.
• Understand the needs of clients in order to identify “critical” services they must have, competitive services they expect to have and additional services they would like to have.
• Possess breadth of product knowledge in order to act as main point of contact in dealing with the client and the prospect.
• Possess intermediate proficiency levels in consulting with clients, managing relationships, obtaining and processing information required to provide services and sales support.
• Ability to handle conflict.
• Ability to pivot quickly between projects and opportunities as they arise.
• Ability to travel 25% to 75%.