Investment Consultant

Posted 4 Days Ago
Be an Early Applicant
Newark, NJ, USA
Hybrid
50K-60K Annually
Junior
Cryptocurrency • NFT
The Role
Phone-based investment sales role responsible for growing and servicing financial advisor relationships, executing territory business plans, prospecting new clients, delivering product and portfolio guidance, meeting activity targets, and collaborating across teams to enhance client experience.
Summary Generated by Built In

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.

Primary 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

Desired Skills and Experience

  • 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

Our Offering

Global X offers a competitive salary and benefits package and hybrid schedule. 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.

Compensation & Benefits

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)

About Global X

Global X was founded in 2008. For more than fifteen years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETF strategies and $78.1 billion in assets under management. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core and other funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more atwww.globalxetfs.com.

Global X is a member of Mirae Asset Financial Group (“Mirae Asset”), a global leader in financial services, with $803 billion in assets under management worldwide. Mirae Asset has an extensive global ETF platform ranging across the U.S., Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.

Skills Required

  • BA/BS degree
  • SIE license
  • Series 7 and 63/66 licenses
  • 1-3 years financial industry or sales experience (business development)
  • Ability to identify and anticipate client needs and recommend implementations
  • Strong verbal and written communication skills
  • Technologically proficient
  • Strong customer relationship management and servicing skills
  • Team player, self-starter, able to prioritize in fast-paced environment
  • Coachability and ability to incorporate feedback
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The Company
HQ: New York, New York
217 Employees
Year Founded: 2008

What We Do

Global X ETFs was founded in 2008. For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETFs, spanning disruptive technology, equity income, commodities, hard-to-access emerging markets, and more. Or simply put, we strive to offer investors something beyond ordinary. Global X is a member of Mirae Asset Global Investments, a Seoul-based global enterprise which offers asset management expertise worldwide. Explore our ETFs, research and insights, and more at globalxetfs.com Important disclosures: globalxetfs.com/privacy-policy Global X ETFs is a trade name of Global X Management Company LLC and is not to be confused with Global X Funds, which is a separate legal entity with no employees.

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