[Remote] Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast)
Posted 2026-05-06
Remote, USA
Full-time
Immediate Start
Note: The job is a remote job and is open to candidates in USA. ProShares is a leader in the ETF market, offering a wide range of investment products. The Senior Investment Consultant will focus on distributing ProShares' strategic offerings through institutional relationships and enhancing client engagement across various segments.
- Responsibilities
- Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share
- Conduct one-on-one meetings, group presentations and client meetings/events which involve travel
- Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients
- Understand and articulate capital market dynamics, complex product structures, and competitor ETF products
- Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets
- Skills
- 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales
- Strong academic background with advanced degree, and/or a professional designation such as a CFA
- Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers)
- Strong ability to drive client engagement process, recommend and execute within tight deadlines
- Experience with exchange traded funds, mutual funds and/or interval funds
- Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings
- Benefits
- Competitive pay and discretionary bonus
- Paid time off
- Health care benefits (medical, dental & vision)
- Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
- 401(k) retirement plan with matching contribution
- Spending Accounts (Health Care, Dependent Care, and Transportation)
- Wellness Programs (fitness reimbursement, Employee Assistance Program)
- Education assistance
- Hybrid work schedule
- Additional Programs include peer recognition, corporate matching gift
- Company Overview
- ProShares launched in 2006 and today offers over 140 alternative ETFs designed to serve a range of investor needs. It was founded in 2006, and is headquartered in Bethesda, Maryland, USA, with a workforce of 51-200 employees. Its website is http://proshares.com.