ETF & RIA Business Development Specialist, West Region
Deutsche Bank is hiring an ETF & RIA Business Development Specialist, West Region in New York, United States. It pays $97k-$194k a year and Level rates it ; you can apply on Deutsche Bank.
Level's read on this job
- On Level's scale, this sales role is Little AI ●○○○: aI is not part of the work.
- The posting allows some remote work.
- Tools and skills the posting cites include relationship management, wealth management and etfs.
- Level classifies it as a senior role.
- Level lists 1,100+ other open roles at Deutsche Bank.
AI in this role
ETF & RIA Business Development Specialist to manage relationships and distribute investment solutions for DWS Group.
Job Description:
Employer: DWS Group
Title: ETF & RIA Business Development Specialist, West Region
Location: Remote - West
Job Code: #LI-MB1 #LI-02
About DWS:
Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.
Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.
We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’.
As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.
This is your chance to invest in your future.
Read more about DWS and who we are here.
Team / Division Overview
U.S. Wealth is responsible for the advancement, promotion, and growth of DWS’s Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels.
Your Key Responsibilities:
As an ETF/RIA Specialist, you will be responsible for:
- Develop and maintain business relationships with financial advisor professionals in the sales territory working with our Market Leader as ETF Material Expert and Opening New Business with RIA Entities $1B& Above in AUM.
- Maintain a high-level understanding of DWS’s wide range of investment products and global investment views
- Distribute active, passive, and alternative solutions to DWS’s most important clients
- Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence
- Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines
- Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients
We are looking for:
- Excellent communication & organizational skills
- Approximately five years of relevant experience.
- Strong interest in becoming an ETF subject matter expert.
- Existing relationships in the territory are beneficial but not required.
- Strong investigative skills
- Ability to work in a team environment
- Bachelor’s Degree Required
Location & Territory Coverage:
This is a remote position; however, the successful candidate will be responsible for supporting and developing client relationships across the Southern California and Arizona territories, with primary coverage of the Los Angeles, San Diego, and broader Arizona markets. Regular travel within the assigned territory is expected to support client meetings, industry events, and business development activities.
License/Designation(s) :
- Series 7/63
- CIMA, CFA or other industry designations preferred
How we’ll support you:
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
What we’ll offer you:
At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it’s important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.
The salary range for this position is $97,000 to $194,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.
If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.
Privacy Statement
The California Consumer Privacy Act outlines how companies can use personal information. Click here to view DWS’ Privacy Notice.
We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
How we rate this
ETF & RIA Business Development Specialist, West Region at Deutsche Bank rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Also common in sales jobs at this level
Pay
- This job starts at
- $97k
- Typical sales job
- $139k
This posting starts 30% below the typical sales job. See sales jobs
Questions you could be asked
- Tell me about a project where relationship management was part of your work. What did you do?
- Tell me about a project where wealth management was part of your work. What did you do?
- Tell me about a project where etfs was part of your work. What did you do?
- Tell me about a project where business development was part of your work. What did you do?
- Tell me about a project where financial advisory was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Relationship Management, Wealth Management, Etfs, Business Development, and Financial Advisory. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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