ETF Product Specialist

Lorraine Hedderman

POSITION:

ETF Product Specialist

The position is responsible for supporting the sale of exchange
traded funds (ETFs) and mutual funds to broker-dealers, wire-houses, RIAs and
institutional clients. The candidate will be responsible for managing their own territory and working in conjunction with our firm partners.

KEY DETAILS:

REGION: USA

LOCATION: Florida

JOB TYPE: Remote

RESPONSIBILITIES:
  • Introduce current and prospective clients to 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 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.
QUALIFICATIONS:
  • 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%.

SOUND LIKE THE JOB FOR YOU?

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