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Internal Investment Sales Specialist
1 month ago
NEOS Investments, LLC is seeking a highly motivated Internal Investment Sales Specialist to serve as a vital part of an experienced team of investment professionals. The Internal Investment Sales Specialist will be responsible for the development and management of lasting relationships with financial advisors at wire houses, independent broker dealers and independent RIAs.
Primary Responsibilities:
- Grow and support a client base of financial professionals utilizing NEOS investment products primarily through telephone conversations, email, and web-based presentations.
- Implement a sales plan and pipeline in collaboration with senior leaders and sales colleagues at NEOS Investments.
- Execute on a data-driven client segmentation model, including the consistent profiling of clients within the firm CRM system.
- Identify and pursue new business opportunities through prospecting, cultivating lead lists, and follow up activities.
- Surpass client focused activity standards which include calls, emails, and web-based presentations.
- Demonstrate and maintain a deep understanding of NEOS and competitor product knowledge, industry trends, portfolio construction and capital markets.
- Partner with colleagues across the firm to deliver an exceptional client experience.
Desired Skills and Experience:
- BA/BS degree required, emphasis on finance or economics is a plus.
- Possess an understanding of the ETF and/or mutual fund industry, financial concepts, product knowledge, investment management, and client-service strategies.
- Able to identify and anticipate client needs and make recommendations for implementation of NEOS products.
- Enthusiastic team player and self-starter that enjoys working in a fast-paced entrepreneurial environment.
- Coachable, able to incorporate constructive feedback, and willingness to continually improve.
- Exceptional verbal and written communication skills.
- Technologically proficient and knowledgeable.
- Strong client relationship management and servicing skills as well as internal corporate relationship management capabilities.
- 2-4 years of financial industry or sales experience in a business development capacity with a financial services firm is preferred.
- Licenses: Series 7 and 63/66 are not required, but preferred.
Who We Are:
NEOS Investments is a global asset manager that utilizes quantitative approaches to deliver yield enhancement and risk mitigation investment solutions. Built on decades of research and experience, NEOS aims to empower investors of all sizes with portfolio building blocks that provide high income, tax efficiency, and diversification through data-driven, options-based ETFs.
What We Offer:
- Highly competitive compensation
- Health, dental, vision and life insurance plans
- 401(k) Savings plan
- Paid time off
Equal Employment Opportunity: NEOS Investments is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
