Investment Consultant

Primary 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

Desired Skills And Experience

• 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
• 1– 3 years of financial industry or sales experience in a business development capacity with a financial services firm is a plus
• Licenses: SIE required, series 7 and 63/66 are not required at time of hire, but preferred

About Global X

Global X was founded in 2008. For more than fifteen years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETF strategies and $78. 1 billion in assets under management. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core and other funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.com. Global X is a member of Mirae Asset Financial Group (“Mirae Asset”), a global leader in financial services, with $803 billion in assets under management worldwide. Mirae Asset has an extensive global ETF platform ranging across the U.S., Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.

Our Offering

• Competitive salary and benefits package
• Hybrid schedule

Compensation & Benefits

• Competitive base salary with annual performance-based bonus
• Comprehensive medical, dental, and vision insurance
• 401(k) retirement plan with company matching
• Generous paid time off and company holidays
• Professional development and continuing education opportunities
• Hybrid work flexibility
• Life and disability insurance
• Wellness programs and employee assistance program (EAP)