Senior Investment Consultant - Institutional, Ria, And Family Offices (west Coast)

ProShares

Remote
Base: $175,000-$200,000; bonus/equity: discretiona...
Remote
Institutional relationship management
Business development
Financial services sales
The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices

Job Summary

  • The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices.
  • The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings.
  • The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation.

Matching Summary

The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices.

Salary

Base: $175,000-$200,000; Bonus/Equity: discretionary bonus compensation; Benefits: Health care, 401(k) with matching, PTO, etc.

Skills & Requirements

Must-have

  • Institutional relationship management
  • Business development
  • Financial services sales
  • ETF product knowledge
  • Capital market dynamics

Nice-to-have

  • Strong ethical behavior
  • Client engagement process
  • Team mentorship

Key Requirements

  • 10+ years of relevant work experience
  • Advanced degree or CFA designation
  • Established RIA and/or Family office contacts
  • Experience with ETFs, mutual funds, or interval funds

Work Rights

Not specified

Tailored Resume

Cover Letter