Regional Vice President - Wholesaler (Chicago)
Core
Promote ProShares Strategic ETFs across wholesale firms, independent brokers, and RIAs through channel segmentation, lead generation, and client relationship management.
Role type
Senior regional wholesaler (financial services)
Builds
ProShares Strategic ETF suite of products
Domain
Financial services / ETFs / Investment management
Deliverable
product features
Required skills
ETF product knowledge, field sales, territory management, client relationship management, financial analysis, sales goal achievement, lead generation, web-based presentations, FINRA licensing
Preferred skills
CFA, CFP, CAIA
Technologies
Investment analytics tools
Responsibilities
Introduce clients to ProShares ETFs via phone, web presentations, and in-person meetings; segment offices and advisors; manage multi-state region; cultivate client relationships; achieve sales goals and activity metrics; cross-sell tactical products; travel 25% for road shows and conferences.
Seniority
Senior, hands-on IC