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Regional Vice President - Wholesaler (Great Lakes Region)

ProShares · Columbus, OH · Yesterday
$100/hrFull-time

About Us

ProShares has been at the forefront of the ETF revolution since 2006. The company now offers one of the largest lineups of ETFs, with over $100 billion in assets, and is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond, and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.

About the Role

The position is responsible for promoting ProShares Strategic ETFs across select wirehouse firms, independent broker-dealers, and RIAs. The role involves channel segmentation, financial advisor qualifying and profiling, and arranging appointments for meetings across a multi-state region in the Great Lakes area. The incumbent is expected to possess in-depth investment and market knowledge, strong product presentation skills, analytical abilities, and advanced selling skills.

Responsibilities

  • Introduce current and prospective clients to ProShares ETFs and services through telephone conversations, web-based presentations, conference attendance, and in-person meetings.
  • Cultivate and manage client relationships by responding to inquiries, providing ongoing communication, and ensuring ProShares Advisors and business partners deliver exemplary service.
  • Segment all offices and advisors in the territory and proactively promote the ProShares Strategic ETF suite to qualifying prospects via outbound calls, email campaigns, lead follow-up, and advertising.
  • Promote sharing and exchange of industry knowledge and trends across sales teams, assist in developing key marketing strategies, and provide cross-selling leads for leveraged and inverse products.
  • Leverage company resources, including investment specialists, capital markets team, product management, and marketing, to execute duties.
  • Achieve prescribed sales goals and activity metrics, such as outbound dials, quality conversations, meeting scheduling, web-based presentations, RIA profiles, and lead generation follow-up.
  • Travel up to 25% for product presentations, road shows, lead follow-up, and conference attendance.

Requirements

  • BA/BS degree.
  • Advanced credentials preferred (or in process), such as CFA, CFP, or CAIA.
  • Appropriate FINRA licenses required (Series 7 & 63).
  • 5+ years of field sales experience within mutual funds and/or ETF sales as a senior internal wholesaler, hybrid wholesaler, or external wholesaler.
  • Demonstrated record of selling success and achievement of sales goals in the financial professional channel.
  • ETF experience and knowledge.

Skills

  • Ability to proactively call, email, and visit clients to educate on the ProShares strategic product suite and value proposition.
  • Strong web-based and in-person presentation skills.
  • Ability to meet activity metrics and sales goals.
  • Excellent verbal communication skills.
  • Proficient territory management skills.
  • In-depth understanding of the ETF and investment products industry, financial concepts, and client-service strategies.
  • Advanced experience in investment analytics and tools.
  • Ability to prioritize client projects and requests effectively.
  • Understanding of practice management, the financial advisor business model, and the competitive landscape of financial services.
  • Breadth of product knowledge to act as the main ProShares point of contact in the territory.
  • Intermediate proficiency in consulting, managing relationships, and providing sales support.

Pay

The annual base salary for this role is $125,000 (USD), which does not include variable bonus. Total compensation may vary based on experience, role, location, department, and individual performance.

Benefits

  • Competitive pay and variable bonus.
  • Paid time off.
  • Health care benefits (medical, dental, and vision).
  • Additional insurance: basic life, accidental death and dismemberment, supplemental life, disability, and legal benefit.
  • 401(k) retirement plan with matching contribution.
  • Spending accounts (Health Care, Dependent Care, and Transportation).
  • Wellness programs (fitness reimbursement, Employee Assistance Program).
  • Education assistance.
  • Hybrid work schedule.
  • Additional programs: peer recognition, corporate matching gift.

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