Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast)
Core
Develop and maintain profitable relationships with RIAs, family offices, and institutional segments to distribute ProShares ETF products and increase market share.
Role type
Senior Institutional Investment Consultant
Builds
ProShares strategic ETF product offerings for institutional clients
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Institutional relationship management, consultative sales, capital market dynamics, complex product structures, CRM management, travel
Preferred skills
CFA designation, advanced degree, established RIA/Family office contacts, experience with exchange traded funds and mutual funds
Responsibilities
Develop and maintain profitable relationships with RIAs and family offices; Conduct one-on-one meetings, group presentations, and client events; Mentor and train field sales team; Articulate capital market dynamics and provide after-sales support; Manage CRM data and firm resources
Seniority
Senior, hands-on IC