ETF & RIA Business Development Specialist, West Region
About The Position
This role is within the U.S. Wealth division, which is responsible for the advancement, promotion, and growth of DWS’s Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels. The company DWS Group is an industry-leading firm with a global presence, focused on finding investment solutions and providing a strong foundation for clients' financial future. They are looking for creative thinkers and innovators to join them as the world continues to transform. DWS emphasizes collaboration, innovation, and responsible investing, operating under the philosophy of 'Investors for a new now'.
Requirements
- Excellent communication & organizational skills
- Approximately five years of relevant experience.
- Strong interest in becoming an ETF subject matter expert.
- Strong investigative skills
- Ability to work in a team environment
- Bachelor’s Degree Required
- Series 7/63
Nice To Haves
- Existing relationships in the territory are beneficial but not required.
- CIMA, CFA or other industry designations preferred
Responsibilities
- Develop and maintain business relationships with financial advisor professionals in the sales territory working with our Market Leader as ETF Material Expert and Opening New Business with RIA Entities $1B& Above in AUM.
- Maintain a high-level understanding of DWS’s wide range of investment products and global investment views.
- Distribute active, passive, and alternative solutions to DWS’s most important clients.
- Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence.
- Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines.
- Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients.
Benefits
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- Access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle.
- Healthcare benefits
- Company perks
- Retirement plan
- Physical wellness benefits
- Emotional wellness benefits
- Financial wellness benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
