Relationship Manager - ETF
Job Details
Experienced
Los Angeles, CA - Los Angeles, CA
Full Time
4 Year Degree
Description

The ETF Relationship Manager, will be responsible for new business development within the independent RIA and Family Office channel. This person will be responsible for marketing a suite of ETF solutions to a group of focus clients and work in conjunction with other Relationship Managers to promote and develop the DoubleLine ETF platform. 

 

Job Functions

  • Develop an annual business plan and devise the necessary activity strategies, tactics and resources to achieve stated goals and objectives.
  • Ability to travel across a large territory and work virtually.
  • Develop, build and maintain relationships with key financial advisors within a focus list of clients and prospects.
  • Meet with advisors and educate them on DoubleLine investment solutions.
  • Track all meetings and sales events through CRM system (Salesforce.com).
  • Present pre-approved sales presentations in a highly professional manner, which can be adapted to a variety of audiences.
  • Interact with Firm staff to coordinate client service and sales efforts.
  • Keeps abreast of the current economy, global markets, fund performance and outlook.
Qualifications
  • Bachelor’s degree, preferably in marketing or a finance-related major.
  • Minimum of 10 years in the investment management industry and 5 years as an external wholesaler.
  • Demonstrated success selling ETFs.
  • Existing relationships within territory is a strong plus.
  • Series 7 and 63 licenses.
  • CFA, CIMA or CFP preferred.
  • Knowledge of the investment management industry and key portfolio management concepts.
  • Understanding of various broker-dealer platforms.
  • Strong time management and organizational skill.
  • Ability to thrive in an independent, challenging and collaborative environment.
  • Problem-solving skills.
  • Strong communication skills.
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