Investment Sales Professional

4 weeks ago

Reston, Virginia, United States NEOS Investments Full time

About Us:

NEOS Investments is a pioneering ETF asset manager based in the United States. Our firm leverages quantitative approaches to deliver innovative investment solutions that enhance yield and mitigate risk. Built on decades of research and expertise, NEOS aims to empower investors with data-driven, options-based ETFs that provide high income, tax efficiency, and diversification.

About the Role:

NEOS Investments seeks a highly motivated Investment Sales Specialist to join our experienced team of investment professionals. The successful candidate will be responsible for developing and managing lasting relationships with financial advisors at wirehouses, independent broker-dealers, and independent RIAs.

Key Responsibilities:

  • Grow and support a client base of financial professionals by 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 consistently profiling clients within the firm's 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.
  • This position will require regular in-person presence in Westport, CT.

Requirements:

  • BA/BS degree required, with an emphasis on finance or economics being 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 who enjoys working in a fast-paced entrepreneurial environment.
  • Coachable, able to incorporate constructive feedback, and willing to continually improve.
  • Exceptional verbal and written communication skills.
  • Technologically proficient and knowledgeable.
  • Strong client relationship management, servicing skills, and internal corporate relationship management capabilities.
  • 2-5 years of experience in the financial industry or sales with a financial services firm is preferred in a business development capacity.
  • Licenses: Series 7 and 63/66 are required.

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.

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