Regional Vice President - Wholesaler (Florida)
Core
Promote ProShares Strategic ETFs across wholesale firms, independent brokers, and RIAs through channel segmentation, lead generation, and sales activities.
Role type
Senior internal wholesaler (financial services)
Builds
ProShares Strategic ETF suite of products
Domain
Financial services / ETFs / Investment management
Required skills
ETF product knowledge, outbound sales, territory management, client relationship management, financial analysis, sales goal achievement, web-based presentations, FINRA licensing
Preferred skills
CFA, CFP, CAIA credentials, leveraged/inverse product knowledge
Technologies
Investment analytics tools, web-based presentation platforms
Responsibilities
Introduce clients to ProShares ETFs via phone, web, and in-person meetings; cultivate and manage client relationships; segment offices and advisors; promote products via outbound calls and email campaigns; achieve sales goals and activity metrics; provide cross-selling leads to tactical products team.
Seniority
Senior, hands-on IC