ETF/RIA Specialist

Deutsche Bank•New York, NY
•$115,000 - $125,000•Remote

About The Position

This role is with DWS Group, a global leader in investment management. The company is seeking creative thinkers and innovators to join their team as the world continues to transform. DWS aims to provide investment solutions that ensure the best possible foundation for clients' financial future, offering employees support and a platform for skill development and career growth. The U.S. Wealth division is responsible for promoting and growing DWS's strategies with financial advisory clients across intermediary Wealth channels.

Requirements

  • Excellent communication & organizational skills
  • Strong investigative skills
  • Ability to work in a team environment
  • Bachelor’s Degree Required
  • Series 7/63 license/designation

Nice To Haves

  • CIMA, CFA or other industry designations preferred

Responsibilities

  • Develop and maintain business relationships with financial advisor professionals in the sales territory, acting as an ETF Material Expert and focusing on 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 to deepen and develop ongoing business relationships with target clients.

Benefits

  • Training and development
  • Flexible working
  • Coaching and support from experts
  • Healthcare benefits
  • Company perks
  • Retirement plan options
  • Physical wellness benefits
  • Emotional wellness benefits
  • Financial wellness benefits
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