Advisor Associate
VanEck has a history of looking beyond the financial markets to identify trends likely to create impactful investment opportunities. We were one of the first U.S. asset managers to offer investors access to international markets. Today, we offer active and passive strategies with compelling exposures supported by well-designed investment processes, ranging from core investment opportunities to specialized exposures for portfolio diversification.
About the role
The Internal Wholesaler plays a key role within the VanEck distribution organization, helping to drive sales and build relationships with Financial Professionals selling VanEck ETFs and mutual fund products. Partnering with the External Wholesaler, the Internal Wholesaler will develop and maintain existing relationships and identify and acquire new business within their assigned territory to meet sales goals.
Responsibilities
- Develop relationships with Financial Professionals and drive awareness of VanEck products through outbound calls and email.
- Respond to inbound product and sales calls.
- Proactively sell VanEck ETFs, mutual funds, and SMAs.
- Partner with External Wholesaler to retain assets and uncover new business within the territory.
- Include/refer VanEck specialists, as necessary.
- Effectively manage a territory rotation.
- Assess the needs of clients by asking targeted questions to recommend appropriate solutions across multiple product lines.
- Support the External Wholesaler in the development and execution of a strategic business plan to drive business within the territory.
Requirements
- Familiar with characteristics of the FA & RIA marketplace.
- Fluent in English.
- Strong interpersonal skills.
- Exceptional oral and written communications skills.
- Detail oriented and well organized.
- Ability to prospect within a targeted group of advisors.
- Strong presentation skills.
- Time management skills.
- Consultative selling skills.
- Broad Market Knowledge.
- ETF and Mutual Fund product knowledge.
- Ability to leverage internal resource personnel (product management, product specialists).
- Ability to effectively present information in one-on-one and small group situations to customers, clients, and employees.
- Proficient in Microsoft Office and Salesforce or similar CRM.
- Ability to present and work with all levels of an organization.
- Employ a consultative sales approach.
Qualifications
- BA/BS Degree.
- NASD Series 7 and 63 licenses with clean U-4.
Pay
If this position will be performed in whole or in part in New York City, the base salary range is $70,000 to $75,000. Individual salaries may vary based on factors including but not limited to skills, experience, job-related knowledge, and location. In addition to base salary, this position is eligible to participate in a bonus program based on individual performance, and the applicable commission structure.
Benefits
The total compensation package includes a comprehensive benefits program and other forms of compensation, where applicable.