Investment Consultant at Global X ETFs in Newark, NJ

Job description

• Application
• Global X Management Company LLC (“Global X”) is seeking a highly motivated professional to join our Internal Consulting Group, located in Newark, NJ to serve as an integral part of an elite team of investment professionals. The team is responsible for the development and management of lasting relationships with financial advisors at wire houses, independent broker dealers and independent RIAs. The Investment Consultant will part of a larger internal sales team to cover and grow sales in a defined territory and contribute to the overall team-based sales effort.

Responsibilities

• Grow existing client base and Global X product usage through a consultative phone-based approach
• Develop and execute a thoughtful territory business plan
• Identify and pursue new business opportunities through prospecting, cultivating lead lists, and follow up activities
• Exceed client focused activity standards which include calls, emails and web-based presentations
• Demonstrate proficiency in crucial disciplines including product knowledge, industry trends, portfolio construction and capital markets.
• Partner with colleagues across the firm to deliver an exceptional client experience

Requirements

• BA/BS degree required, emphasis on finance or economics preferred
• Able to identify and anticipate client needs and make recommendations for implementation
• Enthusiastic team player and self-starter with ability to prioritize and work in a fast-paced entrepreneurial environment.
• Coachable; able to incorporate feedback into performance
• Exceptional verbal and written communication skills
• Results oriented
• Technologically proficient and knowledgeable
• Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities
• Able to develop strong working relationships with colleagues, teams, and clients
• 1– 3 years of financial industry or sales experience in a business development capacity with a financial services firm is a plus
• Licenses: SIE required. Series 7 and 63/66 are not required at time of hire, but preferred

Skills

Required

• Results oriented

Preferred

• Series 7 and 63/66 licenses preferred

Benefits

• Global X offers a competitive salary range of a base salary of $50,000-$55,000 in addition to annual and monthly bonuses. Global X is a fast-paced environment geared towards performance and attractive career opportunities, with an open corporate culture that values and rewards the contributions of every individual.
• Global X does not accept unsolicited resumes or candidate profiles from recruitment agencies, search firms, or third-party recruiters.
• Global X offers a competitive total compensation package, including base salary, annual performance bonus, and a comprehensive benefits program:
• Competitive base salary with annual performance-based bonus
• Comprehensive medical, dental, and vision insurance
• 401(k) retirement plan with company matching
• Generous paid time off and company holidays
• Professional development and continuing education opportunities
• Hybrid work flexibility
• Life and disability insurance
• Wellness programs and employee assistance program (EAP)