Talent.com
Regional Vice President - Wholesaler (Northeast)
Regional Vice President - Wholesaler (Northeast)ProShares • Boston, MA, US
Regional Vice President - Wholesaler (Northeast)

Regional Vice President - Wholesaler (Northeast)

ProShares • Boston, MA, US
30+ days ago
Job type
  • Full-time
Job description

Regional Vice President - Wholesaler (Northeast)

ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $75 billion in assets. The company 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.

Position Summary : Four Corners

The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's. The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.

Essential Job Functions :

  • Introduce current and prospective clients to ProShares ETFs and services through telephone conversations, web-based presentations, conference attendance and in-person meetings.
  • Primarily communicate through telephone conversations, web-based presentations, and during conference attendance and in-person meetings as needed.
  • Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients / prospects, and ensuring that ProShares Advisors and ProShares' business partners provide exemplary services to our most important clients and prospects.
  • Responsible for segmenting all offices and advisors in the territory, proactively promoting the ProShares Strategic ETF suite of products to qualifying prospects via outbound telephone efforts, marketing-developed email campaigns, responding to inquiries, advertising, and web lead follow-up, etc.
  • Promote sharing and exchange of industry knowledge and trends across the sales teams and greater organization including assisting with developing key marketing strategies and their execution. Additionally, provide cross-selling leads for the leveraged and inverse products to our tactical products team.
  • Leverage the company resources in the execution of duties; investment specialists, capital markets team, product management and marketing.
  • Achieve prescribed sales goals and activity metrics that could include; outbound dials, quality conversations, meeting scheduling, web-based presentations, RIA profiles and lead generation follow-up, as established by management.
  • Other duties as assigned.

Education and Experience :

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

  • Ability to proactively call, email and visit clients and prospects to educate on the ProShares strategic product suite, the individual product positioning and our value proposition in relation to the competitive landscape.
  • Ability to conduct web-based presentations and to possess in-person presentation skills
  • Ability to meet activity metric and sales goals objectives.
  • Excellent verbal communications skills.
  • Proficient territory management skills.
  • Possess 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, tools, etc.
  • Be able to prioritize client projects and requests effectively.
  • Understanding of practice management, the FA business model, the competitive landscape of the financial services industry and the ability to identify critical services required of the Financial Professional
  • Possess the breadth of product knowledge necessary in order to act as the ProShares main point of contact in the territory; conducting all prospecting, profiling, selling, closing and servicing activities.
  • Possess intermediate proficiency levels in consulting to clients, managing relationships, obtaining and processing information required to provide services, and providing sales support required.
  • Ability to travel 25% as needed for product presentations, road shows, lead follow-up and conference attendance.
  • Compensation :

    The compensation for this position includes salary and incentive 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.

    Our Benefits :

  • Competitive pay and variable bonus
  • Paid time off
  • Health care benefits (medical, dental & 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, corporate matching gift
  • EOE STATEMENT

    ProShares Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

    Create a job alert for this search

    Regional Vice President • Boston, MA, US

    Related jobs
    Regional Vice President - Community & Regional Sales - Boston

    Regional Vice President - Community & Regional Sales - Boston

    nCino • Boston, MA, US
    Full-time
    Cino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.Identify and target prospective nCino customers within a geographic territory and ma...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA

    Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA

    LifeStance Health • Gloucester, MA, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted
    Adult or LifeSpan Integrated Behavioral Health Clinician (LICSW / Psychologist) - Cohasset, MA

    Adult or LifeSpan Integrated Behavioral Health Clinician (LICSW / Psychologist) - Cohasset, MA

    LifeStance Health • Cohasset, MA, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted
    Vice President of Revenue Operations

    Vice President of Revenue Operations

    VirtualVocations • Dorchester, Massachusetts, United States
    Full-time
    A company is looking for a Vice President of Revenue Operations to architect, build, and scale their Revenue Operations function across professional services and SaaS businesses.Key Responsibilitie...Show more
    Last updated: 30+ days ago • Promoted
    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist) - Cohasset, MA

    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist) - Cohasset, MA

    LifeStance Health • Cohasset, MA, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted
    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - North Scituate, MA

    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - North Scituate, MA

    LifeStance Health • North Scituate, MA, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted
    Clinical Psychologist (Child or Adult) - Greenbush, MA

    Clinical Psychologist (Child or Adult) - Greenbush, MA

    LifeStance Health • Greenbush, MA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted
    Clinical Psychologist (Child or Adult) - Cohasset, MA

    Clinical Psychologist (Child or Adult) - Cohasset, MA

    LifeStance Health • Cohasset, MA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted
    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist - Greenbush, MA

    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist - Greenbush, MA

    LifeStance Health • Greenbush, MA, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted
    Vice President, Trade Negotiator - Synergie Medication Collective

    Vice President, Trade Negotiator - Synergie Medication Collective

    Blue Cross Blue Shield Association • Boston, MA, United States
    Full-time
    The hiring range for this role is : .This is the lowest to highest salary we.A candidate's position within the.Note : No amount of pay is considered to be wages or compensation until such amount is ea...Show more
    Last updated: 13 days ago • Promoted
    Regional Vice President of Sales (Northeast)

    Regional Vice President of Sales (Northeast)

    Fisher Investments • Boston, MA, US
    Full-time
    Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of...Show more
    Last updated: 30+ days ago • Promoted
    Regional Vice President

    Regional Vice President

    Blue Castle Agency • Boston, MA, United States
    Full-time
    Our client is currently seeking a Regional Vice President who will oversee all operations within their assigned portfolio, balancing the needs of the company, owners, and team.This position require...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA

    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA

    LifeStance Health • Greenbush, MA, US
    Full-time +1
    We are currently hiring Full-Time and Part-Time Therapists to join our team! Providers MUST be licensed as an LCSW, LICSW, LMHC or LMFT in Massachusetts. Providers may work a hybrid schedule that in...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA

    Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA

    LifeStance Health • Gloucester, MA, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted
    VP of Revenue and Member Growth

    VP of Revenue and Member Growth

    VirtualVocations • Dorchester, Massachusetts, United States
    Full-time
    A company is looking for a VP, Sales & Success to lead revenue growth and member retention efforts.Key Responsibilities Own end-to-end revenue performance, including new member acquisition and re...Show more
    Last updated: 1 day ago • Promoted
    Vice President of Total Rewards

    Vice President of Total Rewards

    Novanta • Bedford, MA, US
    Full-time
    Vice President Of Total Rewards.We create for our global customers engineered components and sub-systems that deliver extreme precision and performance for a range of mission-critical applicationsf...Show more
    Last updated: 19 days ago • Promoted
    Licensed Therapist (LCSW, LICSW, LMHC, LMFT)- Child or Adult - Gloucester, MA

    Licensed Therapist (LCSW, LICSW, LMHC, LMFT)- Child or Adult - Gloucester, MA

    LifeStance Health • Gloucester, MA, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted
    Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA

    Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA

    LifeStance Health • Greenbush, MA, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 2 days ago • Promoted