ProShares
51-200 employees
investment-management
financial-services
commodity-brokers
dealers
exchanges
finance
security
services
About ProShares
ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with more than $27 billion in assets. The company is the leader in strategies such as dividend growth, alternative and geared (leveraged and inverse). ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
4 months ago
Regional Vice President - Wholesaler (Great Lakes Region)
Columbus, Ohio - Office
Full-time
Mid Level
Regional Vice President - Wholesaler (Great Lakes Region)
📋
Description
- ProShares is a leader in ETF strategies, offering a broad lineup of products including crypto-linked, dividend growth, and leveraged ETFs.
- The position involves promoting these ETFs to financial advisors, RIAs, and broker-dealers across the Great Lakes region, conducting presentations, managing client relationships, and achieving sales targets.
- The role requires in-depth investment industry knowledge, excellent communication skills, and the ability to travel up to 25% for client meetings and conferences.
- The position offers a competitive salary, incentive pay, and benefits such as health insurance, 401(k), paid time off, and flexible work arrangements.
🎯
Requirements
- 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 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
- Ability to proactively call, email, and visit clients and prospects
- Ability to conduct web-based and in-person presentations
- Ability to meet activity metrics and sales goals
- Excellent verbal communication skills
- Proficient territory management skills
- In-depth understanding of ETF and investment products industry, financial concepts, and client-service strategies
- Experience with investment analytics and tools
- Ability to prioritize client projects and requests
- Understanding of practice management, the FA business model, and the competitive landscape
- Broad product knowledge to act as main point of contact in the territory
- Intermediate proficiency in consulting, managing relationships, and providing sales support
- Ability to travel approximately 25% for client meetings, road shows, and conferences
🏖️
Benefits
- Competitive pay and variable bonus
- Paid time off
- Health care benefits (medical, dental & vision)
- Additional insurance including basic life, accidental death and dismemberment, supplemental life, disability, and legal benefits
- 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 including peer recognition and corporate matching gift