Regional Vice President - Wholesaler (Southern California)

Company: ProShares
Location: Los Angeles
Posted on: January 27, 2025

Job Description:

About Us:ProShares now offers one of the largest lineups of ETFs, with more than $70 billion in assets. The company is the leader in strategies such as dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.Position Summary: Southern California RegionThe position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's. The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.Essential Job Functions:

• Introduce current and prospective clients to ProShares ETFs and services through telephone conversations, web-based presentations, conference attendance and in-person meetings.
• Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and ensuring that ProShares Advisors and ProShares' business partners provide exemplary services to our most important clients and prospects.
• Responsible for segmenting all offices and advisors in the territory, proactively promoting the ProShares Strategic ETF suite of products to qualifying prospects via outbound telephone efforts, marketing-developed email campaigns, responding to inquiries, advertising, and web lead follow-up.
• Promote sharing and exchange of industry knowledge and trends across the sales teams and greater organization including assisting with developing key marketing strategies and their execution. Additionally, provide cross-selling leads for the leveraged and inverse products to our tactical products team.
• Leverage the company resources in the execution of duties; investment specialists, capital markets team, product management and marketing.
• Achieve prescribed sales goals and activity metrics that could include; outbound dials, quality conversations, meeting scheduling, web-based presentations, RIA profiles and lead generation follow-up, as established by management.
• Other duties as assigned.Education and Experience:

• BA/BS degree.
• Advanced credentials preferred (or in process) such as CFA, CFP, CAIA.
• Appropriate FINRA licenses required (7 & 63).
• 5+ years of field sales experience within mutual funds and/or ETF sales required as either a senior internal wholesaler, hybrid wholesaler or external wholesaler.
• Demonstrated record of selling success, achievement of sales goals in the financial professional channel.
• ETF experience and knowledge.Knowledge, Skills and Abilities:
• Ability to proactively call, email and visit clients and prospects to educate on the ProShares strategic product suite, the individual product positioning and our value proposition in relation to the competitive landscape.
• Ability to conduct web-based presentations and to possess in-person presentation skills.
• Ability to meet activity metric and sales goals objectives.
• Excellent verbal communications skills.
• Proficient territory management skills.
• Possess in-depth understanding of the ETF and investment products industry, financial concepts, product knowledge, investment management, and client-service strategies.
• Advanced understanding and experience in the usage of investment analytics, tools, etc.
• Be able to prioritize client projects and requests effectively.
• Understanding of practice management, the FA business model, the competitive landscape of the financial services industry and the ability to identify critical services required of the Financial Professional.
• Possess the breadth of product knowledge necessary in order to act as the ProShares main point of contact in the territory; conducting all prospecting, profiling, selling, closing and servicing activities.
• Possess intermediate proficiency levels in consulting to clients, managing relationships, obtaining and processing information required to provide services, and providing sales support required.
• Ability to travel 25% as needed for product presentations, road shows, lead follow-up and conference attendance.Compensation:$125,000 annually
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Keywords: ProShares, Los Angeles , Regional Vice President - Wholesaler (Southern California), Executive , Los Angeles, California