Regional Vice President - Wholesaler (Texas)
The Regional Vice President - Wholesaler (Texas) at ProShares is responsible for promoting the company's Strategic ETFs across select wirehouse firms, independent broker-dealers, and registered investment advisors within a multi-state region. This role involves channel segmentation, financial advisor qualifying and profiling, and arranging appointments across all channels. The successful candidate will possess in-depth investment and market knowledge, product presentation skills, analytical abilities, and advanced selling skills.
Key responsibilities include introducing current and prospective clients to ProShares ETFs and services through telephone conversations, web-based presentations, conference attendance, and in-person meetings. The role also involves cultivating and managing client relationships by responding to inquiries, providing ongoing communication, and ensuring exemplary service. Additionally, the position requires segmenting all offices and advisors in the territory, proactively promoting the ProShares Strategic ETF suite to qualifying prospects via outbound telephone efforts, marketing-developed email campaigns, and other outreach methods.
The ideal candidate will have a BA/BS degree, with advanced credentials such as CFA, CFP, or CAIA preferred or in process. Appropriate FINRA licenses (7 & 63) are required. A minimum of 5 years of field sales experience within mutual funds and/or ETF sales is necessary, with a demonstrated record of selling success and achievement of sales goals in the financial professional channel. ETF experience and knowledge are essential.
The compensation for this position includes a base salary of $125,000 annually, with additional incentive pay. Total compensation may vary based on experience, role, location, department, and individual performance. Benefits include competitive pay and variable bonus, paid time off, health care benefits (medical, dental, and vision), additional insurance options, a 401(k) retirement plan with matching contribution, spending accounts, wellness programs, education assistance, a hybrid work schedule, and additional programs such as peer recognition and corporate matching gifts.
ProShares has been at the forefront of the ETF revolution since 2006, offering one of the largest lineups of ETFs with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond, and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.