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ProShares

Provides diverse ETFs including leveraged funds

Regional Vice President

Field SalesConfirmed live in the last 24 hours
Full-timeSeattle, WA, USA

About the Job

Requirements

  • A BA/BS degree is required.
  • Advanced credentials such as CFA, CFP, or CAIA are preferred or may be in process.
  • FINRA Series 7 and Series 63 licenses are required.
  • At least 5 years of field sales experience within mutual fund and/or ETF sales is required, in a senior internal wholesaler, hybrid wholesaler, or external wholesaler role.
  • A demonstrated record of selling success and achieving sales goals in the financial professional channel is required.
  • ETF experience and knowledge are required.
  • Ability to proactively call, email, and visit clients and prospects to educate them on ProShares' strategic product suite, product positioning, and value proposition relative to competitors.
  • Ability to conduct web-based presentations and deliver in-person presentations.
  • Ability to meet activity metrics and sales goals.
  • Proficient territory management skills.
  • In-depth understanding of ETFs and investment products, financial concepts, product knowledge, investment management, and client-service strategies.
  • Advanced understanding and experience using investment analytics and tools.
  • Ability to prioritize client projects and requests effectively.
  • Understanding of practice management, the financial advisor business model, and the financial services competitive landscape, including the ability to identify services required by financial professionals.
  • Breadth of product knowledge to serve as the main point of contact in the territory and conduct prospecting, profiling, selling, closing, and servicing activities.
  • Intermediate proficiency in consulting with clients, managing relationships, obtaining and processing information needed to provide services, and providing sales support.
  • Ability to travel 25% as needed for product presentations, road shows, lead follow-up, and conference attendance.

Responsibilities

  • Promote ProShares Strategic ETFs across select wirehouse firms, independent broker-dealers, and registered investment advisors, managing a multi-state region.
  • Introduce current and prospective clients to ProShares ETFs and services through telephone conversations, web-based presentations, conference attendance, and in-person meetings.
  • Communicate with clients and prospects primarily by telephone, through web-based presentations, and at conferences and in-person meetings as needed.
  • Cultivate and manage client relationships by responding to inquiries, providing ongoing communication, and ensuring ProShares Advisors and business partners provide exemplary service to important clients and prospects.
  • Segment offices and advisors in the territory and proactively promote ProShares Strategic ETFs to qualifying prospects through outbound calls, marketing email campaigns, inquiry responses, advertising, and web lead follow-up.
  • Share industry knowledge and trends across the sales teams and organization, assist in developing and executing marketing strategies, and provide cross-selling leads for leveraged and inverse products to the tactical products team.
  • Leverage company resources, including investment specialists, the capital markets team, product management, and marketing, to execute duties.
  • Achieve prescribed sales goals and activity metrics, which may include outbound dials, quality conversations, meeting scheduling, web-based presentations, registered investment advisor profiles, and lead-generation follow-up.
  • Perform other duties as assigned.

Desired Qualifications

  • Advanced credentials such as CFA, CFP, or CAIA.

About the Company

ProShares

Provides diverse ETFs including leveraged funds

ProShares designs and manages Exchange-Traded Funds (ETFs) that trade on stock exchanges like stocks. Its products hold baskets of investments and can be bought or sold throughout the trading day; some funds aim to amplify daily returns (leveraged) or move opposite to a market segment (inverse), while others focus on dividends or specific sectors. The firm differentiates itself with a broad lineup of specialized ETFs, including leveraged, inverse, and sector-focused options that suit different trading styles and risk tolerances. Its goal is to help investors diversify, manage risk, and pursue financial objectives by providing easy, exchange-traded access to targeted market exposures.

Company size
51-200
Company stage
IPO
Headquarters
Bethesda, MD
Founded
1999

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