What are the responsibilities and job description for the Regional Vice President ETF Sales-MTN West position at Zacks Investment Management?
Company Description
Zacks Investment Management, a subsidiary of Zacks Investment Research founded in 1992, is a wealth management firm known for its active management approach and bottom-up fundamental stock selection process. The firm is dedicated to providing results-focused wealth management services for its clients across all market cycles. As an independent family business, Zacks Investment Management emphasizes expert insights and personalized financial solutions and is built on over four decades of industry-changing research.
Role Description
The Regional Vice President ETF Sales - MTN West position is full-time and remote. This role involves developing and managing client relationships, driving sales growth, identifying new business opportunities, and promoting Zacks Investment Management’s ETF offerings within the Mountain West region. Responsibilities include executing sales strategies, maintaining relationships with key accounts, conducting presentations, and collaborating with other team members to meet organizational goals.
Qualifications
- 5 years of ETF, Mutual Fund, or SMA wholesaling experience
- Strong Organizational and Business Development skills to foster client relationships and identify growth opportunities
- Proven ability to execute sales strategies and engage in client presentations
- Excellent communication and interpersonal skills
- *Series 7, 66 or equivalent is required