What are the responsibilities and job description for the ETF Sales Specialist position at Westwood Holdings Group?
WHO WE ARE
Westwood Management Corporation is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions. Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients. Westwood has two distinct investment capabilities in U.S. Value Equity and Multi-Asset. Based in Dallas, Westwood also maintains an office in Houston. We are focused on transparency, ethical conduct, giving back to communities in which we operate and creating an environment where our employees can flourish as they serve our clients.
ABOUT THE ROLE
An ETF (Exchange-Traded Fund) Sales Specialist is responsible for driving the sales and distribution of ETF products. This role involves working closely with Head of ETF Distribution and internal/externals sales. Help build relationships with financial advisors and institutional investors to promote Westwood ETF offerings and achieve sales targets.
A DAY IN THE LIFE
Sales Strategy Development:
- Develop and implement sales strategies to increase ETF market penetration.
- Identify and target potential clients, including financial advisors, institutions, and wealth managers.
- Work closely with internal & external sales in executing ETF territory marketing & campaign efforts.
Client Relationship Management:
- Build and maintain strong relationships with existing and prospective clients.
- Provide clients with detailed product information, market insights, and investment strategies.
Product Education and Support:
- Educate clients on Westwood ETF features, benefits, and investment strategies.
- Conduct presentations, webinars, and phone calls to enhance client understanding of Westwood ETFs.
Market Analysis:
- Monitor market trends & analysis, as well as competitor activities/products- to help better position Westwood ETFs.
- Use insights to inform sales strategies and client conversations.
Collaboration:
- Work closely with marketing, product development, internal/external sales, and research teams to align sales efforts with overall business objectives.
- Provide and share all feedback from clients to help sales team execute future sales efforts.
• Performance Tracking:
- Track sales performance against targets and report on metrics regularly.
- Identify areas for improvement and implement strategies to enhance sales effectiveness.
- Track Sales KPIs for senior leadership.
- Other duties as assigned
WHAT YOU'LL NEED
Minimum Education Required
- Bachelor’s degree in Finance, Business, or a related field.
Licenses/Certifications Required
- Must be series 7 licensed.
Minimum Specific Experience Required
- 3-5 years of experience in sales in financial services industry.
- Strong understanding of ETFs, investment products, and market dynamics.
- Candidates should have (or some) experience working with RIA, Hybrid RIA, Independent and Wires.
- Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States.
WHO YOU ARE
- Excellent communication and interpersonal skills.
- Strong negotiation and presentation abilities.
- Proficiency in CRM software and sales analytics tools (i.e., Salesforce).
- Ability to work independently and as part of a team.
- Positive & outgoing personality
WHAT YOU'LL GET
- Competitive salary, benefits and 401K company match that vests immediately upon participation.
- Parental leave & PTO policy.
- Collaborative, dynamic work environment with a fast-paced, mission driven company.
PHYSICAL DEMANDS
- The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
TRAVEL
- This position requires up to 40% of travel.
