ETF Wholesaler Senior - Northern California & Pacific NW | Remote (Minneapolis, MN, US, 55416)

Allianz
Minneapolis
Workplace: RemoteFull timeFunction: Administration & Executive AssistanceExperience: 8-10 yearsEducation: bachelorsSkills: ["Presentation","Public speaking","Relationship management","Coaching","Mentoring"]

Senior ETF wholesaler with 8-10 years of asset management sales experience driving penetration for AllianzIM Defined Outcome ETFs across Northern California & Pacific Northwest. Responsible for advisor relationships, targeted territory management, coaching, and leveraging AI tools to enhance sales processes. Requires Series 7, Bachelor's degree, and ability to travel up to 65% within the territory.

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Allianz
Allianz
2 months ago

ETF Wholesaler Senior - Northern California & Pacific NW | Remote (Minneapolis, MN, US, 55416)

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Last checked: 7 hours agoStatus: Live

Job Summary

Senior ETF wholesaler with 8-10 years of asset management sales experience driving penetration for AllianzIM Defined Outcome ETFs across Northern California & Pacific Northwest. Responsible for advisor relationships, targeted territory management, coaching, and leveraging AI tools to enhance sales processes. Requires Series 7, Bachelor's degree, and ability to travel up to 65% within the territory.
Location: Minneapolis
Workplace: Remote
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Sr. Manager level

Key Responsibilities

  • •Develop, retain and grow long term relationships with financial advisors; execute on sales targets by growing advisor base and market share in the territory through face-to-face, phone and virtual wholesaling; educate advisors on ETF strategies, product positioning, and portfolio implementation; conduct group and individual presentations to differentiate AllianzIM Buffered Outcome ETFs.
  • •Segment the advisors in the territory, create territory zones and rotations, and implement efficient processes for targeted activity including all administrative responsibilities.
  • •Coach and mentor ETF Wholesalers and new employees; participate in onboarding for first 6 months.
  • •Utilize artificial intelligence tools and resources for selling and client outreach.
  • •Collaborate with Internal ETF Consultants, sales management, and sales enablement to drive results.
Travel: High travel

Key Requirements

  • •8-10 years of experience in asset management sales, with ETFs
  • •Series 7 license required
  • •Bachelor's degree or equivalent work experience
  • •Ability to travel up to 65% within the territory, including evenings and weekends
  • •Must be legally authorized to work in the U.S. without immigration sponsorship now or in the future
Experience:8-10 yearsAsset managementETFsCapital markets
Education:Bachelor's
Skills:PresentationPublic speakingRelationship managementCoachingMentoring
Certifications:Series 7
Languages:English
Tech Stack:AI toolsPortfolio analytics

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn