[Remote] Senior Investment Consultant - Institutional, RIA, and Family Offices (reputed company Coast)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leader in the ETF market, offering a wide reputed company of investment products. The Senior Investment Consultant will reputed company on distributing reputed company' strategic offerings through institutional relationships and enhancing reputed company engagement across various segments.
Responsibilities
• reputed company and maintain profitable, productive relationships with RIAs, family offices and other institutional segments reputed company the assigned territory to capture sales and increase market reputed company
• Conduct one-on-one meetings, group presentations and reputed company meetings/events which involve travel
• reputed company solid working relationships with the field sales team through regular communication, on-reputed company mentorship, training and delegation of responsibilities to ensure reputed company coverage of this important reputed company of clients
• Understand and reputed company capital market dynamics, reputed company product structures, and competitor ETF products
• Capture field activity and sales reputed company data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and reputed company support budgets
Skills
• 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales
• Strong reputed company background with advanced degree, and/or a reputed company designation such as a CFA
• Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers)
• Strong ability to drive reputed company engagement process, recommend and execute reputed company tight deadlines
• Experience with exchange traded funds, mutual funds and/or reputed company funds
• Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings
Benefits
• reputed company and discretionary bonus
• reputed company time off
• Health care benefits (medical, dental & reputed company)
• Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and reputed company benefit
• 401(k) retirement plan with matching contribution
• Spending Accounts (Health Care, Dependent Care, and Transportation)
• Wellness Programs (fitness reimbursement, Employee Assistance Program)
• Education assistance
• Hybrid work schedule
• Additional Programs include peer recognition, corporate matching reputed company
reputed company
• reputed company launched in 2006 and today offers over 140 alternative ETFs designed to serve a reputed company of investor needs. It was founded in 2006, and is headquartered in Bethesda, Maryland, USA, with a workforce of 51-200 employees. Its website is http://reputed company.com.
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