Senior Associate, Advisor Growth Solutions
About The Position
We are seeking Senior Associates to join our New York City headquarters. The ideal candidate combines strong intrinsic motivation with exemplary communication, presentation, and interpersonal capabilities, and thrives wdithin a high-performance, goal-driven culture. Click to view post & apply! Success in this role would be demonstrated by: Meet or exceed a $500,000 run-rate revenue target across ETFs and ETF Model Portfolios. Initiate and maintain relationships with assigned Broker-Dealers and RIAs in a virtual environment (no travel). Demonstrate a solid understanding of ETF users and key high-growth firms within the territory. Execute an engagement strategy that delivers value-added resources, research, data, and due-diligence materials throughout the sales cycle.
Requirements
- 3+ years of experience in the financial services industry with proven track record of sales success, specializing in ETFs, mutual funds, or separate accounts.
- Excellent presentation, verbal, and written communication skills.
- Ability to succeed in a challenging and fast-paced environment; a team player who actively participates in team initiatives.
- Strong time management and organizational skills.
- Proficiency in Salesforce, Zoom, Microsoft Teams, WebEx, and Power BI.
- Strong character references and a clean compliance record.
- FINRA Series 7 & 63 licenses in good standing.
- BS/BA required; a business-related degree preferred.
Nice To Haves
- Additional advanced degrees or certifications are a plus.
Responsibilities
- Meet or exceed a $500,000 run-rate revenue target across ETFs and ETF Model Portfolios.
- Initiate and maintain relationships with assigned Broker-Dealers and RIAs in a virtual environment (no travel).
- Demonstrate a solid understanding of ETF users and key high-growth firms within the territory.
- Execute an engagement strategy that delivers value-added resources, research, data, and due-diligence materials throughout the sales cycle.
Benefits
- medical, dental and vision coverage with multiple plan options
- health savings and flexible spending accounts
- employer-paid life, disability and business travel insurance
- 401(k) plan with company match
- flexible paid time off
- educational reimbursement programs
- wellness and fitness activities
- paid parental leave
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
251-500 employees
