VP, Senior Client PM, Ark Invest

(DBA) American Beacon Partners

$120K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of investment sales experience with ETF products
  • Deep knowledge of ETF products and excellent sales skills
  • Experience managing large and complex client portfolios
  • Strong verbal and written communication skills
  • Proficient in planning, organization, and analytical skills
  • Ability to work independently and manage multiple tasks
  • Flexibility for business travel, including client and prospect meetings
  • Bachelor's degree in business or equivalent experience
  • NASD series 7 and 63 required; CIMA or CFA preferred

Responsibilities

  • Lead ETF sales initiatives and identify client needs
  • Follow up with existing and potential clients
  • Provide investment performance updates and general client support
  • Deliver presentations to potential and current shareholders
  • Close sales of investment services to prospects
  • Develop new investor relationships
  • Assist in launching new ETF products
  • Prepare and conduct client meetings

Benefits

  • Remote work flexibility
  • Opportunity to work in a dynamic, fast-paced environment
  • Professional development opportunities in investment sales
  • Networking with industry leaders at conferences
  • Access to innovative financial products and market insights
Full Job Description
VP, Senior Client PM, Ark Invest
Sales

Job Description:

The VP, Senior Client PM, Ark Invest Sales representative identifies and cultivates prospects and/or clients, initiates and follows up on new business opportunities, leads new business meetings, closes sales, and develops and maintains relationships. Develops and launches new Exchange Traded Funds (ETF) products.

Key Responsibilities
  • Leads ETF sales initiative, identifies client needs and coordinates efforts to serve assigned intermediaries
  • Follows up on client contacts calling on existing and potential clients
  • Provides clients with investment performance updates as well as general client servicing
  • Makes presentations to existing and prospective shareholders/clients
  • Closes the sale of investment services to prospects and/or clients
  • Originates new investor relationships
  • Assists in developing and launching new Exchange Traded Funds (ETF) products
  • Prepares presentations
  • Conducts client meetings


Requirements
  • Eight or more years of investment sales experience with ETF products
  • Excellent sales skills and in-depth ETF product knowledge
  • Stature and experience to cover large/complex prospects and/or clients
  • Strong interpersonal, presentation, and communication skills, both verbal and written, with a commitment to high ethical standards
  • Strong planning, organization, analytical and technical skills are required
  • Ability to handle multiple responsibilities concurrently and work independently to perform a variety of tasks with accuracy and attention to detail
  • Team player with the ability to drive key decisions in a dynamic, fast-paced environment
  • Flexibility for business travel that includes shareholder/prospect sales calls and attending investment conferences
  • College degree in business administration or equivalent work experience required
  • NASD license series 7 and 63 required; CIMA and/or CFA preferred


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