What are the responsibilities and job description for the Internal Investment Sales Specialist position at NEOS Investments?
About us:
NEOS Investments, LLC is an innovative ETF asset manager based in Westport, CT. The firm 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.
About the job:
NEOS Investments LLC seeks a highly motivated Investment Sales Specialist to serve as a vital part of an experienced team of investment professionals. The Investment Sales Specialist will be responsible for developing and managing lasting relationships with financial advisors at wirehouses, independent broker-dealers, and independent RIAs.
Success in the role would be achieved by:
- 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 consistently profiling 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.
- This position will require you to be in person in Westport, CT.
Desired Skills and Experience:
- Licenses: Series 7 and 63/66 are required.
- 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 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.
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 equalemployment opportunity regardless of race, color, ancestry, religion, sex, nationalorigin, sexual orientation, age, citizenship, marital status, disability, gender, genderidentity or expression, or veteran status. We are proud to be an equal opportunityworkplace.