Investment Consultant

Global X ETFs•Newark, NJ

1d•Hybrid

About The Position

Global X Management Company LLC (“Global X”) is seeking a highly motivated professional to join our Internal Consulting Group, located in Newark, NJ to serve as an integral part of an elite team of investment professionals. The team is responsible for the development and management of lasting relationships with financial advisors at wire houses, independent broker dealers and independent RIAs. The Investment Consultant will part of a larger internal sales team to cover and grow sales in a defined territory and contribute to the overall team-based sales effort.

Requirements

BA/BS degree required, emphasis on finance or economics preferred
Able to identify and anticipate client needs and make recommendations for implementation
Enthusiastic team player and self-starter with ability to prioritize and work in a fast-paced entrepreneurial environment.
Coachable; able to incorporate feedback into performance
Exceptional verbal and written communication skills
Results oriented
Technologically proficient and knowledgeable
Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities
Able to develop strong working relationships with colleagues, teams, and clients
SIE required
1– 3 years of financial industry or sales experience in a business development capacity with a financial services firm is a plus

Nice To Haves

series 7 and 63/66 are not required at time of hire, but preferred

Responsibilities

Grow existing client base and Global X product usage through a consultative phone-based approach
Develop and execute a thoughtful territory business plan
Identify and pursue new business opportunities through prospecting, cultivating lead lists, and follow up activities
Exceed client focused activity standards which include calls, emails and web-based presentations
Demonstrate proficiency in crucial disciplines including product knowledge, industry trends, portfolio construction and capital markets.
Partner with colleagues across the firm to deliver an exceptional client experience