Regional Vice President - Wholesaler (Seattle)

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 $75 billion in assets. ProShares is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. The company 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, as well as arranging appointments for meetings across a multi-state region. We anticipate the incumbent will possess in-depth investment and market knowledge, 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 client inquiries, providing ongoing communication with clients/prospects, and ensuring ProShares Advisors and business partners provide exemplary services.
• Segment all offices and advisors in the territory, proactively promoting the ProShares Strategic ETF suite to qualifying prospects via outbound telephone efforts, marketing-developed email campaigns, responding to inquiries, advertising, and web lead follow-up.
• Promote sharing and exchange of industry knowledge and trends across sales teams and the greater organization, including assisting with developing key marketing strategies and their execution. Provide cross-selling leads for leveraged and inverse products to the tactical products team.
• Leverage company resources in the execution of duties, including investment specialists, capital markets team, product management, and marketing.
• 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 25% as needed for product presentations, road shows, lead follow-up, and conference attendance.
• Other duties as assigned.

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 either 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 and prospects to educate on the ProShares strategic product suite and value proposition.
• Ability to conduct web-based and in-person presentations.
• Ability to meet activity metric and sales goals.
• Excellent verbal communication skills.
• Proficient territory management skills.
• In-depth understanding of the ETF and investment products industry, financial concepts, product knowledge, investment management, and client-service strategies.
• Advanced understanding and experience in the usage of investment analytics and tools.
• Ability to prioritize client projects and requests effectively.
• Understanding of practice management, the financial advisor business model, the competitive landscape of the financial services industry, and the ability to identify critical services required by financial professionals.
• Breadth of product knowledge necessary to act as the main ProShares point of contact in the territory, conducting all prospecting, profiling, selling, closing, and servicing activities.
• Intermediate proficiency in consulting to clients, managing relationships, obtaining and processing information required to provide services, 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 includes 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 include peer recognition and corporate matching gift.