ETF/RIA Specialist at Deutsche Bank | CA, US | Rezi

ETF/RIA Specialist at Deutsche Bank

ETF/RIA Specialist

Deutsche Bank · CA, US

4 days ago

ETF/RIA Specialist

Deutsche Bank · CA, US

4 days ago
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About the Role

As an ETF/RIA Specialist, you will develop and maintain business relationships with financial advisor professionals, acting as an ETF Material Expert and opening new business with RIA Entities with $1B+ in AUM. You will maintain a high-level understanding of DWS’s investment products and global views, distribute active, passive, and alternative solutions, and manage relationships to gain access and referrals. You will collaborate with internal DWS resources to achieve sales targets and deliver the DWS value proposition to deepen client relationships.

Responsibilities

  • Develop and maintain business relationships with financial advisor professionals in the sales territory working with our Market Leader as ETF Material Expert and Opening New Business with RIA Entities $1B& Above in AUM.
  • Maintain a high-level understanding of DWS’s wide range of investment products and global investment views
  • Distribute active, passive, and alternative solutions to DWS’s most important clients
  • Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence
  • Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines
  • Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients

Requirements

  • Excellent communication & organizational skills
  • Strong investigative skills
  • Ability to work in a team environment
  • Series 7/63
  • CIMA, CFA or other industry designations preferred

Skills

  • ETF Material Expert
  • Opening New Business with RIA Entities $1B& Above in AUM
  • Investment Products
  • Global Investment Views
  • Active Solutions Distribution
  • Passive Solutions Distribution
  • Alternative Solutions Distribution
  • Relationship Management
  • Referral Generation
  • Sales Target Achievement
  • Value Proposition Delivery

Location

  • Remote - West

Work Type

  • Remote
  • Hybrid Working

Education Level

  • Bachelor’s Degree Required

Salary/Compensations

  • $115,000 to $125,000

Benefits

  • Training and development
  • Flexible working
  • Coaching and support from experts
  • Access to a range of benefits
  • Healthcare
  • Company perks
  • Retirement plan
  • Physical wellness benefits
  • Emotional wellness benefits
  • Financial wellness benefits

About the Company

  • DWS Group is an industry-leading firm with a global presence focused on innovation and responsible investing.
  • The U.S. Wealth division is responsible for the advancement, promotion, and growth of DWS’s Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels.

Equal Opportunity

  • Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.
  • EEOC Know Your Rights
  • Employee Rights and Responsibilities under the Family and Medical Leave Act
  • Employee Polygraph Protection Act